Parties
Full legal names and business entities for each party, including billing entity and remit-to address; include tax ID if required for invoicing.
A concise, complete insertion order reduces disputes by documenting scope, timing, and price. It creates enforceable obligations, clarifies cancellation terms, and provides audit-ready evidence of authorization for billing and regulatory review.
Typical users include advertising operations, sales reps, agency account teams, and in-house legal or procurement staff who set contract terms prior to insertion.
Signatories should be authorized signers for their organizations; identify sign-off authority in the document to avoid later invalidation.
Full legal names and business entities for each party, including billing entity and remit-to address; include tax ID if required for invoicing.
Clear description of placements, ad sizes, creative IDs, tracking requirements, and any approved substitutions or makegoods.
Precise insertion dates, flight schedule, and time zone; state deadlines for creative delivery and approvals to avoid missed runs.
Line-item rates, total cost, discounts, taxes, payment terms, and late payment interest; specify billing contact and invoice submission method.
Indemnification, IP ownership or license, confidentiality, cancellation policy, and limitation of liability tailored to the campaign.
Authorized signer name, title, signature, and date; include contact information and any witness or notarization fields if required.
| Field | Configuration |
|---|---|
| Signer order | Sequential routing with email notifications |
| Authentication | Email link, SMS code, or stronger methods |
| Conditional fields | Show payment or tax fields when applicable |
| File formats | Accept PDF, DOCX, and image attachments |
Confirm platform capabilities, authentication strength, and file format compatibility before e-submission.
Choose a platform that supports audit trails, flexible signer authentication, and secure archival to meet legal and operational needs.
Typically 3–5 business days before insertion date for quality checks
Allow 24–72 hours for internal and publisher review
Follow invoice terms — often NET 30 from invoice date
Specify notice period; commonly 7–30 days depending on campaign
Publishers typically supply logs or screenshots after run completion
| 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) | Yes | Yes | Yes | Yes |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | No cap | No cap | No cap |
The team digitized insertion orders to eliminate paper delays and centralize approvals.
BIS adopted a standardized template for insertion orders and integrated it with billing.