Scope
Describe the CTA creative, placement, target audience, activation dates, geographic limits, and specific actions that count as a conversion or lead.
A written agreement removes ambiguity about scope, metrics, and payment, reduces disputes over conversions and attribution, and clarifies who owns creative work and customer data. It also creates milestones for measurement, enables consistent reporting, and documents legal obligations such as confidentiality and regulatory compliance.
Signatures are usually provided by authorized corporate officers or delegated marketing/partnership managers with contract signing authority.
Describe the CTA creative, placement, target audience, activation dates, geographic limits, and specific actions that count as a conversion or lead.
List creative assets, landing pages, tracking tags, reporting formats, acceptance criteria, and delivery schedules for campaign materials and analytics.
Specify fee model (flat fee, CPA, revenue share), invoicing schedule, audit rights for conversions, and remedies for payment disputes.
Define data collection, storage, permitted use, data-sharing permissions, required notices, and obligations to comply with privacy laws and consumer protections.
Assign ownership or license rights for creative and resulting assets, set permitted uses, and include trademark or brand usage rules and durations.
Limitations of liability, indemnities, confidentiality obligations, termination triggers, transition assistance, and post-termination data handling.
| Field | Configuration |
|---|---|
| Signer Order | Sequential or parallel signing as required |
| Authentication | Email link, SMS code, or KBA when needed |
| Reminders | Automatic reminders and expiration settings |
| Audit Trail | Capture timestamps, IPs, and action logs |
Confirm retention, export, and access controls meet internal security policies and external regulatory obligations.
Date when CTA goes live and tracking begins
Scheduled performance check and KPI validation
Delivery date for end-of-campaign analytics and reconciliation
Invoice due date per agreed payment terms
Advance notice period for early termination
Finalize creative, tags, and tracking prior to launch.
Confirm accurate tracking, test conversions, and baselines.
Periodic checks to reconcile reported conversions and fees.
Deliver final report, settle payments, and transfer assets.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | Yes, 7-day trial | Varies by offer | Varies by offer | Varies by offer | Varies by offer |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |