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Market Research Application

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MARKET RESEARCH APPLICATION AND SERVICES AGREEMENT

This Market Research Application and Services Agreement (the Agreement) is entered into by and between Client Name: and Research Provider: .

WHEREAS

WHEREAS, Client seeks to obtain quantitative and/or qualitative market research services to inform business decisions, product development, marketing, or related purposes; and

WHEREAS, Research Provider represents that it has the personnel, methodology, and resources necessary to design, execute and deliver market research in accordance with the Scope of Work set forth below; and

WHEREAS, the parties wish to set forth the terms and conditions under which Research Provider will perform the requested market research and Applicant seeks approval to proceed under the terms contained herein.

APPLICATION INFORMATION

SCOPE OF WORK

Research Provider will perform the services described below and in any attached project appendices. The Scope of Work will include research objectives, methodology, sample specifications, instrument development, fieldwork, data processing and delivery of final deliverables as described.

Online survey    Focus groups    In-depth interviews    Panel sampling    Other:

PAYMENT TERMS

Client agrees to pay Research Provider the fees set forth below in consideration for the services performed. All fees are exclusive of applicable taxes unless otherwise stated.

Late payments shall accrue interest at the lesser of 1.5% per month or the highest rate permitted by applicable law. Research Provider may suspend services for invoices outstanding more than days after notice.

TERM AND TERMINATION

This Agreement commences on the Start Date and continues until completion of the services or until earlier terminated pursuant to the provisions below.

Start Date: . End Date: .

Either party may terminate this Agreement for convenience upon providing written notice to the other party at least days prior to termination. Termination for cause may be effected immediately upon written notice for material breach that is not cured within 15 days following notice.

CONFIDENTIALITY AND DATA PROTECTION

"Confidential Information" means non-public information disclosed by either party in connection with this Agreement, including research data, participant lists, deliverables, methodologies, pricing and business strategies. Each party shall: (a) use Confidential Information solely to perform its obligations under this Agreement; (b) restrict disclosure to employees, contractors or subcontractors with a need to know and subject to confidentiality obligations no less protective than those herein; and (c) employ reasonable technical and organizational measures to protect Confidential Information against unauthorized use or disclosure.

Confidential Information does not include information that: (i) is or becomes public other than by breach of this Agreement; (ii) is independently developed by the receiving party without use of the disclosing party's Confidential Information; or (iii) was rightfully known to the receiving party prior to disclosure. Remedies for breach shall include injunctive relief and any other remedies available at law or in equity.

Data Retention Period: . Research Provider shall delete or return personal data at Client's direction upon completion of services, subject to archival or legal retention obligations.

INTELLECTUAL PROPERTY & DELIVERABLES

Subject to Client's payment in full, Research Provider hereby grants Client a non-exclusive, worldwide, perpetual license to use the final deliverables for Client's business purposes. Research Provider retains ownership of pre-existing materials, methodologies, proprietary tools and templates. Any jointly created intellectual property shall be owned as set forth in a separate written agreement or, absent such agreement, owned by Client to the extent created specifically for Client and paid for in full.

COMPLIANCE, REPRESENTATIONS & WARRANTIES

Each party represents and warrants that it has the authority to enter into this Agreement and that performance will comply with applicable laws and regulations. Research Provider further warrants that fieldwork will be conducted in a professional manner consistent with industry standards and that it will obtain and document informed consent from research participants where required.

Recording Consent Obtained: Research Provider confirms that appropriate consents for recordings or identifiable data have been or will be obtained prior to collection.

GOVERNING LAW

This Agreement shall be governed by and construed in accordance with the laws of the State of , without regard to conflict of laws principles.

ENTIRE AGREEMENT

This Agreement, together with any incorporated appendices, attachments or statements of work, constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior and contemporaneous agreements, proposals and communications, whether written or oral. Any amendment must be in writing and signed by authorized representatives of both parties.

ACKNOWLEDGEMENTS AND CERTIFICATION

By signing below, the undersigned certify that the information provided in this application is true and complete to the best of their knowledge, that they are authorized to bind the party for whom they sign, and that they accept the terms and conditions set forth in this Agreement.

Applicant acknowledges that submission of this application does not constitute commencement of services until an executed Agreement and receipt of any required deposit or initial payment as set forth in the Payment Terms.

Client Name:

By:

Date:

Research Provider:

By:

Date:

Enter text✕

What the Market Research Application Is and when it’s used

A Market Research Application is a formal request submitted by an organization, researcher, or vendor to obtain approval to recruit participants, collect data, or access proprietary information for a market study. It documents purpose, scope, sampling, data handling, participant compensation, and required approvals. The form typically collects requester contact details, study timeline, methods, consent procedures, and any required institutional or legal authorizations. Proper completion establishes the record needed for regulatory compliance, participant protection, and downstream approvals such as data use agreements or IRB-like reviews where applicable.

Why a clear Market Research Application matters

A complete application clarifies scope, protects participant privacy, and documents consent and data handling practices required by law or policy. Well-prepared submissions reduce review time and limit avoidable compliance risks.

Why a clear Market Research Application matters

Who typically completes and approves this application

Roles vary by organization size and industry; larger institutions often require additional signoffs from legal, privacy, or IRB-like committees.

  • Research coordinators and project managers: prepare study details, sampling plans, and contact information for reviewers.
  • Legal and compliance officers: confirm data handling, consent language, and regulatory requirements are met.
  • Institutional reviewers or program owners: evaluate participant protections, conflicts of interest, and approval conditions.

Step-by-step: completing and submitting the application

Follow these stages in order to prepare a complete submission and speed formal review.

  • 01
    Assemble materials: Gather protocol, recruitment scripts, consent language, and data maps.
  • 02
    Complete form: Enter required fields and attach supporting documents.
  • 03
    Internal review: Obtain approvals from legal, privacy, or program owners as required.
  • 04
    Submit for approval: Send the application to the designated review office or portal.

Essential components to include in a professional application

These elements ensure reviewers can assess risk, legal compliance, and operational readiness for the study.

Study Purpose

Clear, measurable objectives and business justification showing why the market research is needed and how findings will be used.

Methodology

Detailed sampling plan, recruitment approach, instruments, and statistical methods so reviewers can evaluate validity and participant burden.

Participant Protections

Consent procedures, anonymity measures, compensation details, and minimization of risk to participants outlined explicitly.

Data Handling

Storage location, retention schedule, access controls, de-identification methods, and plans for data sharing or publication.

Legal Review

Confirmation of required agreements (NDAs, data use agreements), regulatory checks (HIPAA, FERPA) and any necessary approvals.

Timeline

Concrete start and end dates, milestones for recruitment and reporting, and contingency plans for timeline changes.

Required information and standard checklist items

Requester Name: Full legal name
Contact Details: Email and phone
Study Dates: Start and end
Data Types: PII/PHI indicator
Storage Location: Cloud or on-prem
Approvals Needed: Legal/privacy

Where to send and how the application moves through review

A clear routing path and defined reviewers accelerate approval and reduce rework.

  • Submit to Reviewer: Send to the designated program or privacy office.
  • Triage: Reviewer confirms completeness and flags issues.
  • Specialist Review: Legal or privacy conducts detailed assessment if needed.
  • Decision: Approval, conditional approval, or denial is returned with notes.

How to set up an online application workflow

Configure fields and routing rules so the online process mirrors internal approvals and collects required evidence.

Field Configuration
Required Fields Make name, dates, and data types mandatory
Conditional Routing Route to legal when PHI or PHI flag is checked
Signatures Collect signatures in order and capture timestamps
Attachments Require protocol and consent language uploads

Digital delivery and compatibility considerations

Verify the platform can produce an audit trail, preserve a copy of signed records, and integrate with your records retention system to meet compliance obligations.

  • File formats: PDF, DOCX, and XLSX supported
  • Authentication: Email, SMS code, or stronger options
  • Integrations: CRM and cloud storage links

Typical timelines and review deadlines to plan for

Set realistic internal deadlines; reviewers often require time to evaluate data protections and legal obligations.

Submission Window:

Submit at least 10 business days before planned recruitment

Initial Triage:

1–3 business days for completeness check

Specialist Review:

Up to 10 business days if legal or privacy review is needed

Conditional Approval:

May include required changes with a 5–10 business day resubmission

Final Decision:

Typically issued within 15–25 business days of submission

Common mistakes that slow or block approval

  • Incomplete participant consent language that fails to describe data use, retention, and sharing clearly.
  • Missing data protection details such as storage location, access controls, or encryption methods.
  • Failure to flag sensitive or protected data (PHI, FERPA-covered education records) that triggers specialist review.
  • Not providing recruitment materials or compensation details, causing reviewers to question participant inducement.

Key compliance risks and potential consequences

Invalid Consent: Study data may be unusable
HIPAA Exposure: Civil penalties and corrective action
FERPA Breach: Loss of funding or access
Contract Breach: Liability and damages
Data Breach: Notification obligations
Regulatory Delay: Project timeline impact

Typical eSignature vendor pricing and feature comparison for market research forms

Compare common pricing and feature dimensions for electronic signature platforms; signNow is listed first per vendor comparison conventions.

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 7-day free trial No No Yes, limited Yes, limited
Bulk Send Yes Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No

Frequently asked questions and troubleshooting

Answers to common questions about form completion, signatures, and electronic submission to reduce delays and ensure legal validity.


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