Can this proposal be signed electronically?

Yes. Electronic signatures are legally valid under the ESIGN Act (15 U.S.C. ch. 96) and UETA where adopted; ensure intent, consent, attribution, and retention are documented.

Is a notary required for this document?

Usually not for standard marketing proposals. Notarization is only necessary where state law or a specific contract clause requires it for a particular instrument.

What level of signer authentication is recommended?

Use email plus SMS code or stronger methods for high-value agreements. Advanced authentication reduces attribution risk and supports auditability.

How do I handle revisions after signing?

Create an amendment or change order that references the original proposal and obtain signatures from the same authorized parties to maintain a clear modification trail.

How long should I keep executed proposals?

Retain for the contract term plus at least 3 years; if the proposal involves tax, real estate, or healthcare data follow IRS or HIPAA retention rules.

Does using an eSignature platform meet HIPAA requirements?

A platform can support HIPAA compliance if a Business Associate Agreement (BAA) is in place and technical safeguards such as AES-256 and TLS are used.

Electronic Signature
Templates
Marketing
Marketing Additional Services Proposal

Marketing Additional Services Proposal

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

MARKETING ADDITIONAL SERVICES PROPOSAL

Proposal Date: Proposal No.:

Parties

Brand / Client Client Address Primary Contact (Client) Agency / Creator Agency Address Primary Contact (Agency)

Campaign Overview

Campaign Name Objectives Target Audience

Primary Channels: Social Media Paid Search Display Ads Email Other If Other, specify:

Scope of Additional Services & Deliverables

The Agency will perform the additional services described below in accordance with the schedule and specifications set forth. All deliverables shall meet professional industry standards and the objectives stated above.

Deliverable 1 — Description

Format: Quantity: Deadline: Fee: $

Deliverable 2 — Description

Format: Quantity: Deadline: Fee: $

Schedule & Milestones

Project Commencement Milestones (describe milestone and date)

Compensation & Payment Terms

Total Fee (for additional services): $

Payment Schedule

Late Payment Interest: Expenses Reimbursable: Yes Pre-approval Required: Yes Expense Cap: $

Usage Rights & License Grant

Agency hereby grants Client a non-exclusive, worldwide license to use the final deliverables for the purposes described in this Proposal, subject to payment in full. Unless otherwise agreed in writing, the license granted is limited to commercial marketing, advertising, and promotional uses for the Territory and Term specified below. All sublicenses, transfers, or assignment require Agency prior written consent.

Territory License Duration

Agency retains ownership of pre-existing materials and proprietary tools. Unless expressly assigned in writing, all underlying intellectual property not created specifically as a deliverable remains with the creator.

Exclusivity

Exclusivity requested: Yes If selected, Exclusivity Term: Exclusivity Fee: $

FTC Disclosure Compliance

Both parties acknowledge that influencer, sponsored content, and native advertising are subject to statutory and regulatory disclosure requirements. The Agency will include clear and conspicuous disclosures on applicable deliverables and will consult with the Client on required language. Client: Acknowledged

Termination & Kill Fee

Either party may terminate this Proposal for convenience upon written notice of days. If Client terminates for convenience after work has commenced, Client shall pay a kill fee equal to the sum of (a) fees earned to date, (b) non-cancelable third-party costs, and (c) of remaining contracted fees. Termination for material breach by either party is subject to a cure period of days.

Intellectual Property Ownership & Rights

Ownership of final deliverables: Assign to Client upon full payment Agency retains ownership and grants license to Client

Work-for-hire designation is only effective if expressly selected and accompanied by written assignment of rights. Any third-party licenses incorporated into deliverables remain subject to their original terms and cost.

Representations, Warranties, Indemnity & Liability

Each party represents and warrants that it has full power and authority to enter into this Proposal. Agency warrants that deliverables will not knowingly infringe third-party intellectual property rights. Client warrants it has authority to grant necessary rights to Agency. Each party shall indemnify the other for claims arising from its breach, negligence, or willful misconduct. Except for indemnification for IP infringement and gross negligence, neither party's liability shall exceed the total fees paid under this Proposal for the affected deliverables.

Change Orders & Acceptance

Material changes to scope or specifications will be effected only by written Change Order signed by both parties, which will address impact to price and schedule. Client shall have business days to accept submitted deliverables; failure to provide written comments within that period shall be deemed acceptance.

Confidentiality

All confidential information exchanged in connection with this Proposal shall be maintained in confidence and used solely to perform obligations hereunder, except as required by law. Confidential information excludes information that is publicly known or independently developed without use of the other party's confidential information.

Acceptance of Proposal

By signing below, the parties agree that this Proposal, together with any referenced Statement of Work or mutually executed Change Orders, constitutes the entire agreement for the additional services described herein and supersedes prior negotiations on these services.

Brand / Client:

By:

Date:

Agency / Creator:

By:

Date:

What the Marketing Additional Services Proposal Is

A Marketing Additional Services Proposal is a formal written offer describing extra marketing tasks, deliverables, schedule, and fees that extend or modify an existing marketing engagement. It records scope changes, payment terms, timelines, and acceptance conditions so both parties have a clear, auditable record of expectations and responsibilities before work begins.

Why documenting additional marketing services matters

A clear proposal reduces scope disputes, sets payment milestones, and provides the basis for enforceable work orders. It also establishes timelines and acceptance criteria that protect both client and vendor during delivery.

Who typically prepares and signs this proposal

Use the proposal to create an auditable agreement trail and to avoid misunderstandings before additional work begins.

Agency project managers who need formal client approval for added work or budget increases.
Clients or procurement teams approving scope increases, fees, and updated delivery schedules.
Legal or contracts teams reviewing changes that affect liability, IP, or payment terms.

Core components every professional proposal should include

A complete Marketing Additional Services Proposal combines clear scope, pricing, scheduling, responsibilities, legal terms, and acceptance criteria so stakeholders can approve changes with confidence.

Scope

Precise description of tasks, deliverables, and any excluded items to avoid ambiguity during execution.

Fees

Itemized pricing, payment schedule, and billing terms, including late fees or retainers where applicable.

Timeline

Start and completion dates, milestone schedule, and review/approval windows for deliverables.

Responsibilities

Client and vendor obligations, including required assets, approvals, and points of contact.

Acceptance Criteria

How deliverables will be evaluated and what constitutes formal acceptance or rejection.

Legal Terms

Governing law, IP ownership, confidentiality, indemnities, and termination rights.

Security and compliance items to include or reference

Encryption: TLS 1.2/1.3 in transit

Data at rest: AES-256 encryption

Certifications: SOC 2 Type II; ISO 27001

Privacy standards: GDPR and CCPA controls

Healthcare: HIPAA BAA available

Auditability: Detailed tamper-evident audit trail

Step-by-step: completing and issuing the proposal

Follow this sequence to prepare, review, and finalize a Marketing Additional Services Proposal with clear approvals and recordkeeping.

01

Draft the scope: Write a detailed description of added services and exclusions.
02

Set fees: Itemize pricing, taxes, and payment milestones.
03

Review terms: Confirm IP, confidentiality, and governing law clauses.
04

Send for signature: Route to authorized signers and retain executed copy.

Online customization and workflow settings

Key configuration choices determine how the proposal is populated, routed, and archived when using an electronic workflow.

Field auto-fill	Enable to populate client data from CRM or templates.
Conditional sections	Show or hide clauses based on selected services.
Signer order	Set sequential or parallel signing sequence to match approval needs.
Notification rules	Configure reminders and escalation for unsigned proposals.
Storage location	Choose cloud folder or connected document management path.

Where to send or file the finalized proposal

Establish a consistent routing path so signed proposals are accessible for billing, project kickoff, and audits.

Client copy: Send a PDF to the client’s authorized contact email.
Internal archive: Archive executed copy in contract repository or CRM.
Accounts payable: Route invoice-triggering copy to billing or AP team.
Project team: Notify account manager and production leads for kickoff.

Digital signing and distribution requirements

Align platform settings with your compliance needs and document lifecycle to preserve auditability and access.

Formats supported: PDF, DOCX, and editable templates
Authentication: Email, SMS, or advanced signer verification
Integrations: CRM, storage, and collaboration tools

Typical timelines and deadline expectations

Set explicit timing to prevent delivery delays and to trigger billing or resource allocation upon approval.

Proposal response window:

Client to accept or request changes within 7 business days.

Project start date:

Begins within 5 business days after fully executed proposal.

Milestone approvals:

Client review within 3 business days of delivery.

Invoice due date:

Payment due within 30 days of invoice unless otherwise stated.

Revision period:

Two rounds of revisions included unless specified otherwise.

Common mistakes when preparing an additional services proposal

Vague scope descriptions that leave room for differing interpretations and scope creep during execution.
Missing or inconsistent payment terms that delay invoicing and increase disputes over milestone completion.
Failing to identify an authorized signer, leading to unsigned or non-binding proposals and project delays.
Not documenting dependencies or client responsibilities, causing missed deadlines when resources are not provided.

Key risks and potential consequences of errors

Enforceability risk: Improper signatures or missing consent

Payment delay: Unclear invoicing terms

Confidentiality breach: Inadequate NDA or handling standards

Regulatory exposure: Improper health data handling

Tax reporting issues: Incorrect contractor classification

Scope disputes: No acceptance criteria defined

Real-world examples of similar document use

These brief examples show how other organizations used expanded proposals to streamline approvals and maintain compliance.

Optica Ventures (Brian Fitzgibbons)

Optica simplified approval by standardizing additional services proposals and signatures.

The team reduced review cycles.
The result was faster customer acceptance and clearer billing, with fewer scope disputes and improved operational handoffs across finance and delivery teams.

Martin Properties (Tim Martin)

Martin Properties processed add-on marketing tasks entirely online for leasing promotions.

Digital execution sped turnaround.
They achieved consistent compliance and stored auditable copies, enabling quicker campaign launches and better coordination between leasing and marketing teams.

Comparing eSignature providers for signing proposals

Basic pricing and core feature availability for common eSignature vendors; signNow is listed first for parity in comparison.

	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 about using this proposal template

Answers to common questions about validity, eSignature, revisions, and recordkeeping for Marketing Additional Services Proposals.

Need help? Contact support

Can this proposal be signed electronically?
Yes. Electronic signatures are legally valid under the ESIGN Act (15 U.S.C. ch. 96) and UETA where adopted; ensure intent, consent, attribution, and retention are documented.
Is a notary required for this document?
Usually not for standard marketing proposals. Notarization is only necessary where state law or a specific contract clause requires it for a particular instrument.
What level of signer authentication is recommended?
Use email plus SMS code or stronger methods for high-value agreements. Advanced authentication reduces attribution risk and supports auditability.
How do I handle revisions after signing?
Create an amendment or change order that references the original proposal and obtain signatures from the same authorized parties to maintain a clear modification trail.
How long should I keep executed proposals?
Retain for the contract term plus at least 3 years; if the proposal involves tax, real estate, or healthcare data follow IRS or HIPAA retention rules.
Does using an eSignature platform meet HIPAA requirements?
A platform can support HIPAA compliance if a Business Associate Agreement (BAA) is in place and technical safeguards such as AES-256 and TLS are used.

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