Scope of Services
Describe campaign objectives, channels, creative formats, and specific deliverables including timelines, file formats, and approval milestones to avoid scope creep and disputes.
Well-defined terms clarify deliverables, metrics, payment timing, and IP rights, which lowers dispute risk and speeds approvals. They also create an auditable paper trail useful for compliance, audits, and downstream licensing.
Each participant should review signatory authority, payment procedures, and data/privacy clauses to ensure the agreement matches operational workflows.
Describe campaign objectives, channels, creative formats, and specific deliverables including timelines, file formats, and approval milestones to avoid scope creep and disputes.
List measurable KPIs (impressions, clicks, CTR, conversions), reporting cadence, data sources, and how performance disputes will be resolved or audited.
Specify fees, invoicing schedule, net payment terms, currency, taxes, reimbursement of third-party costs, and late-payment interest or withholding rules.
Allocate ownership of creative, licenses for usage, duration and territory of rights, and any transfer or assignment mechanics for developed content.
Define data collection, permitted uses, consent obligations, retention periods, third-party data vendors, and compliance expectations (e.g., data subject rights).
State termination triggers, notice periods, obligations on termination, refund or final invoice mechanics, and limitations of liability or liquidated damages if applicable.
| Field | Configuration |
|---|---|
| Authentication | Email or SMS code; use KBA for higher assurance |
| Signature Order | Sequential or parallel per approval hierarchy |
| Conditional Fields | Show fields only when specific options are selected |
| Audit Trail | Record timestamps, IPs, and signer actions |
Choose platform configurations that align with internal systems and recordkeeping rules so signed agreements and audit trails are accessible to finance, legal, and compliance teams.
Specify MM/DD/YYYY when obligations and rights begin
Define precise start and end dates for delivery windows
State payment terms, e.g., Net 30 from invoice date
Specify weekly or monthly reporting and delivery format
Provide required notice period, e.g., 30 days written notice
Create terms and circulate initial draft for feedback
Confirm payment mechanics, tax treatment, and liabilities
Collect authorized signatures and store the executed copy
Begin placements once launch conditions are satisfied
| 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 card) | 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 |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |