Can this form be signed electronically?

Yes. Electronic signatures are valid under the federal ESIGN Act (15 U.S.C. ch. 96) and in states that adopted UETA, provided the transaction is not an excluded document and consent and attribution are captured.

Do I need a notary or witness?

Most marketing add-ons do not require notarization. Check state rules and specific contract terms; certain jurisdictions or document types may require a notary or witnesses.

What if a signer’s name differs from tax records?

Use the legal entity or personal name that matches tax and billing records to avoid payment or withholding complications and to ensure enforceability.

How long should I retain executed copies?

Retain for at least three years after filing for tax purposes (IRC §6501(a)); longer retention may apply for HIPAA or industry-specific rules.

Which eSignature authentication level is recommended?

Email or SMS authentication is normally sufficient; use stronger methods (KBA, multi-factor) when identity verification or regulatory requirements demand it.

How do I correct an error after signing?

If a material error exists, prepare an amendment or corrected addendum and obtain new signatures; preserve the original record and a clear audit trail of the correction.

Electronic Signature
Templates
Marketing
Marketing Add On Promotion

Marketing Add On Promotion

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

MARKETING ADD ON PROMOTION

Parties

Brand / Client Name:

Brand / Client Contact Brand / Client Address

Agency / Creator Name:

Agency / Creator Contact Agency / Creator Address

Recitals

This Marketing Add On Promotion (the "Add On") amends and supplements the existing marketing services agreement between the parties identified above. This Add On is effective as of the Effective Date below and sets forth additional promotional services, deliverables, compensation, and terms specific to the promotional campaign described herein.

Reference Agreement Title:

Reference Agreement Date:

Campaign Details

Campaign Name:

Campaign Objectives Target Audience Channels (select all that apply)

Social Media Email Marketing Website / Owned Media Paid Advertising Events / Activation Other

If Other, specify:

Add-On Deliverables

Describe each additional deliverable to be produced under this Add On. Include format, quantity, and delivery deadline.

Deliverable 1 — Description

Format

Quantity

Due Date

Deliverable 2 — Description

Format

Quantity

Due Date

Additional Deliverables / Notes

Compensation & Payment

Total Fee for Add On:

Payment Schedule / Milestones

Deposit Amount (if any):

Late Payment Fee / Interest (annual %):

Expenses

Expense Responsibility:

Brand will reimburse pre-approved expenses Agency will cover expenses (no reimbursement)

Expense Cap (if applicable):

Usage Rights & Intellectual Property

License Grant: Agency hereby grants Brand a license to use the final promotional deliverables for the purposes described in this Add On, subject to the terms below.

Territory:

Duration of License (years or end date):

Ownership Selection (select ONE):

Agency retains ownership of raw and source materials; grants Brand a license as stated above. Agency assigns to Brand all right, title and interest in final deliverables upon full payment (subject to pre-existing third-party rights). Joint ownership of specified deliverables (specify below).

Ownership / Assignment Details

FTC Disclosure & Compliance

Creator/Agency must provide clear and conspicuous disclosure of the commercial relationship in all sponsored content and must comply with applicable advertising and consumer protection laws. All disclosure language must identify the relationship in a manner reasonably likely to be noticed by the intended audience.

Agency/Creator acknowledges and agrees to include required disclosure language in each applicable deliverable.

Exclusivity

Exclusivity Options (select one if applicable):

No exclusivity; Agency free to work with other brands. Limited exclusivity for specified product categories during the exclusivity period below. Full exclusivity for the Duration (subject to compensation described below).

Exclusivity Period / Scope:

Termination & Kill Fee

Termination: Either party may terminate this Add On for convenience upon prior written notice to the other party as set forth below. Termination for cause may occur immediately for material breach uncured within the cure period.

Notice Period for Convenience Termination (days):

Kill Fee Payable Upon Termination (if applicable):

Confidentiality

Each party agrees to maintain the confidentiality of Confidential Information disclosed in connection with this Add On and to use such information only to perform obligations under this Add On. Confidential Information does not include information that is publicly available without breach or independently developed.

Confidential Information — Specifics

Representations, Indemnity & Limitation of Liability

Each party represents that it has the full power and authority to enter into this Add On. Agency represents that deliverables will be original and will not infringe third-party rights. Agency shall indemnify and hold Brand harmless from claims arising from Agency's breach of representations, except to the extent caused by Brand's instructions. Except for willful misconduct or gross negligence, neither party's aggregate liability under this Add On shall exceed the total fees paid for the Add On.

Notices

All notices must be given in writing to the addresses below and are effective upon receipt.

Brand Notice Address Agency Notice Address

Governing Law & Miscellaneous

This Add On shall be governed by the laws of:

No amendment to this Add On is effective unless in writing and signed by authorized representatives of both parties. Except as modified by this Add On, the terms of the Reference Agreement remain in full force and effect.

Brand / Client:

By:

Date:

Agency / Creator:

By:

Date:

What the Marketing Add On Promotion Is

The Marketing Add On Promotion is a written agreement or form that documents an extra marketing service, promotional allowance, or campaign add-on offered in addition to a primary contract. It defines scope, pricing, duration, eligibility, and distribution rights for the add-on, and records required approvals and signatures from authorized parties. Use the form to create an auditable record of marketing commitments, align internal teams on deliverables and timelines, and establish financial terms that integrate with invoicing and reporting workflows.

Why a Clear Promotion Add-On Matters

A concise Marketing Add On Promotion clarifies obligations, reduces disputes over scope and fees, and preserves evidence of consent for legal and tax purposes under ESIGN and applicable state law.

Who Typically Completes This Promotion Form

Teams and individuals across sales, marketing, finance, and legal commonly prepare or approve these add-on promotion forms before any paid campaign or promotional distribution takes place.

Sales and account managers who negotiate promotional terms with customers and partners.
Marketing managers who define campaign deliverables, creative assets, and distribution windows.
Finance or procurement staff responsible for approving discounts, allowances, and reconciling promotional spend.

The form helps centralize approvals, captures financial authorization, and provides a record for compliance, auditing, and post‑campaign reconciliation.

Stepwise Completion and Approval Process

Follow these steps in sequence to prepare, approve, and execute a Marketing Add On Promotion with clear accountability and an auditable trail.

01

Draft the Add-On: Populate title, parties, scope, term, and consideration.
02

Internal Review: Marketing, legal, and finance review terms and compliance.
03

Signatures: Collect authorized signatures and dates from all parties.
04

Distribute Copies: Send final executed copies to stakeholders and recordkeepers.

How to Configure the Online Workflow

Set up the digital workflow to match your internal approval order and required verification steps for each signer.

Field	Configuration
Routing Order	Sequential or parallel signer order to match approvals
Authentication	Email link, SMS code, or advanced KBA when required
Required Fields	Make scope, consideration, and signature fields mandatory
Audit Trail	Enable full event logging and final certificate retention

Distribution Channels and Digital Submission Options

Choose distribution and submission methods that align with recipient access and any regulatory requirements (for example, consumer disclosures for financial or healthcare audiences).

Email Delivery: Direct signer email invites and PDF attachments.
Signing Link: One-click links for guest signing and mass distribution.
Integration Options: Connectors to CRM, ERP, or cloud storage systems.

Typical eSignature Vendor Comparison for This Document

The table compares basic pricing and core capabilities relevant when choosing an eSignature platform for processing promotion add-ons. signNow is listed first per vendor-comparison convention.

	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 trial	Varies	Varies	Varies	Varies
Bulk Send	Yes	Yes	Yes	Yes	No
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Yes	Yes	No	No

Security and Compliance Checklist

Encryption: TLS 1.2/1.3 in transit; AES-256 at rest

Certifications: SOC 2 Type II and ISO 27001 certified

HIPAA Support: HIPAA-compliant; BAA available

Regulatory Standards: Compliant with ESIGN and UETA

Audit Trail: Detailed timestamps, IPs, and action logs

Accessibility: WCAG 2.0 Level AA compliant

Key Risks and Penalties to Avoid

Missing Consent: Invalid without consumer consent

ESIGN Exceptions: Some documents cannot be e-signed

Tax Reporting: Incorrect records can trigger IRS penalties

Notarization Errors: Missing notarization may void actions

Unauthorized Signer: Signature by non-authorized person risks dispute

Retention Failures: Failure to retain records invites audits

Common Preparation Mistakes

Using informal party names that do not match tax records, causing payment or reporting delays.
Leaving scope or deliverables vague, leading to disputes over what the promotion included.
Omitting exact monetary terms or credit mechanics, which complicates invoicing and reconciliation.
Failing to capture signer role and title, raising enforceability questions in disputes.

Where to Send and How to Submit the Form

Select the appropriate destination based on internal ownership and external recipient access; route copies for finance, legal, and campaign operations.

Internal Archive: Store final executed copy in contract repository
Finance: Send copy to accounts payable for reconciliation
Marketing Operations: Provide campaign team a redacted copy for execution
External Recipient: Deliver signed PDF to partner or client

Essential Sections Every Professional Add-On Should Include

A robust Marketing Add On Promotion combines descriptive, financial, operational, and legal sections to reduce risk and speed execution.

Title and Parties

Clear identification of the promotion and full legal names of all parties, plus contact and billing information to prevent ambiguity.

Scope and Deliverables

Detailed description of promotional activities, assets to be produced or delivered, geographic or channel limits, and measurable performance metrics.

Financial Terms

Precise consideration, invoicing schedule, credits, discounts, and any thresholds that trigger additional payments or clawbacks.

Timing and Term

Start and end dates, renewal or extension rules, and milestones for campaign launches and reporting.

Approvals and Signatures

Designated approvers, signature blocks with titles, and any notarization or witness requirements when applicable.

Legal Provisions

Governing law, IP ownership of creative assets, confidentiality, indemnity, and termination rights tailored to the promotion.

Real-World Examples of Similar Promotions

Below are two anonymized real customer experiences that illustrate common workflows and outcomes when using digital execution for marketing add-ons.

Optica Ventures — Agreement Flow

The team standardized add-on templates to reduce editor time and approvals.

Implementation reduced signature turnaround and confusion on deliverables.
As a result, internal teams reported easier customer handoffs and fewer reconciliation issues, improving campaign start reliability and document traceability.

Martin Properties — Remote Execution

A small broker needed quick electronic approvals for listing promotions.

Mobile signing enabled approvals in-field.
This allowed campaigns to launch on schedule without in-person meetings and produced a verifiable audit trail for finance and compliance.

How This Form Differs from Related Documents

A concise comparison helps determine whether you need a stand-alone add-on, an amendment, or a separate marketing agreement.

Criteria	Marketing Add On Promotion	Marketing Services Amendment
Purpose	add specific promotion	modify existing agreement
Execution method	standalone signature	amendment signature
Notarization	rarely required	rarely required
Typical duration	short campaign term	matches original agreement

Typical Timelines and Processing Expectations

Estimate internal and external lead times so approvals and asset delivery align with campaign launch dates.

Internal Approval Lead Time:

Allow 3–7 business days for cross-functional review

External Sign-off:

Expect up to 5 business days for client signature

Campaign Start Date:

Set start after all approvals and assets are confirmed

Invoice Timing:

Invoice according to agreed payment schedule in form

Record Filing:

Archive executed record immediately after completion

Frequently Asked Questions and Troubleshooting

Answers to common questions about completing, signing, and storing a Marketing Add On Promotion.

Need help? Contact support

Can this form be signed electronically?
Yes. Electronic signatures are valid under the federal ESIGN Act (15 U.S.C. ch. 96) and in states that adopted UETA, provided the transaction is not an excluded document and consent and attribution are captured.
Do I need a notary or witness?
Most marketing add-ons do not require notarization. Check state rules and specific contract terms; certain jurisdictions or document types may require a notary or witnesses.
What if a signer’s name differs from tax records?
Use the legal entity or personal name that matches tax and billing records to avoid payment or withholding complications and to ensure enforceability.
How long should I retain executed copies?
Retain for at least three years after filing for tax purposes (IRC §6501(a)); longer retention may apply for HIPAA or industry-specific rules.
Which eSignature authentication level is recommended?
Email or SMS authentication is normally sufficient; use stronger methods (KBA, multi-factor) when identity verification or regulatory requirements demand it.
How do I correct an error after signing?
If a material error exists, prepare an amendment or corrected addendum and obtain new signatures; preserve the original record and a clear audit trail of the correction.

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