Partner Info
Legal entity name, Tax ID (EIN or SSN as applicable), mailing address, and primary contact details for contracting and payment.
A structured Business MDF Request clarifies expectations, supports budget oversight, and creates a record for approvals and audits.
Business MDF Requests are completed by partner marketing managers and reviewed by vendor channel managers and finance teams.
Clear role assignment in the request reduces back-and-forth and speeds approval and payment processing.
Legal entity name, Tax ID (EIN or SSN as applicable), mailing address, and primary contact details for contracting and payment.
Plain-language description of objectives, target audience, channels, dates, and key deliverables so the vendor can assess alignment and eligibility.
Line-item costs with unit prices, quantities, and totals; indicate which costs request vendor funding versus partner contribution.
Define measurable KPIs (leads, pipeline, MQLs, conversions) and the method and cadence for reporting outcomes.
Signature blocks or e-signature fields for partner and vendor approvers, plus purchase order or contract reference if required.
Supporting invoices, creative mockups, vendor quotes, and proof of spend to enable rapid verification and reimbursement.
| Field | Configuration |
|---|---|
| Authentication | Email + optional SMS code for signer verification |
| Field Types | Use dropdowns for categories and date fields for MM/DD/YYYY |
| Routing Order | Route to partner approver, finance, then vendor channel manager |
| Reminders | Set automated reminders at 3 and 7 days for pending approvals |
Ensure the chosen platform supports required field types, secure attachments, and an auditable signing trail before eSubmitting.
Confirm vendor compatibility with your platform and verify that the eSignature audit trail, attachments, and access logs meet audit and finance requirements.
| 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 plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Yes | Yes | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
The partner submitted a detailed campaign plan with clear KPIs and supporting quotes.
Xerox included NetSuite project codes and vendor-approved creative prior to submission.