Budget Summary
Total campaign budget, funding source, and high-level split by channel with an executive summary of objectives and constraints.
A formal allocation centralizes decisions, reduces ad overspend, and clarifies responsibility across teams. It supports consistent measurement, enables timely reallocations, and creates an auditable trail for finance and compliance reviews.
The allocation is typically prepared by marketing and reviewed by finance and procurement before approval.
Maintain one authoritative version to avoid duplicate approvals and reconcile changes against invoices.
Approves strategic allocations, endorses cross-channel tradeoffs, and confirms that proposed spend aligns with corporate objectives. The CMO typically signs for campaign-level budgets above delegated approval thresholds and may require financial sign-off for large reallocations.
Verifies accounting treatment, confirms funding availability, and enforces internal controls. The finance director ensures allocations map to GL codes and that monthly reconciliation procedures are in place for variance analysis.
Total campaign budget, funding source, and high-level split by channel with an executive summary of objectives and constraints.
Detailed spend per channel (search, social, display, TV, OOH) including pacing and weekly/monthly cadence assumptions.
Projected KPIs (CPA, ROAS, conversion rates) and the attribution model used to estimate performance and justify allocations.
Start and end dates for each line item, flighting windows, and any seasonal holdbacks or contingency reserves.
List of approvers, delegated limits, approval dates, and version control instructions for amendments.
Tracking IDs, required reporting cadence, reconciliation checkpoints, and fields for invoice matching.
| Field | Configuration |
|---|---|
| Approval Sequence | Sequential: Marketing → Finance → CMO; stop-on-reject enabled |
| Auth Method | Email + optional SMS code for high-value approvals |
| Auto Allocation | Optional rules to reallocate underspent funds automatically |
| Export Format | CSV export with GL mapping for accounting import |
Verify integrations and file formats before you publish the allocation to avoid import errors.
| 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 | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes (Premium) | Yes | Yes | Yes | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |
Draft allocations two weeks before month start for pacing accuracy.
Reassess allocations at quarter boundaries for strategic shifts.
Define invoice submission deadlines to match accounting close dates.
Allow 5–10 business days for platform setup and approvals.
Maintain records beyond tax return dates for potential IRS inquiries.