Scope of Work
Describe specific deliverables, campaign components, acceptance criteria, and reporting cadence so there is no ambiguity about what the agency will deliver and when.
A well-drafted Marketing Agency Document reduces disputes, clarifies payment and IP ownership, and creates an auditable record for approvals and billing under U.S. law.
Common users include agency principals, freelance contractors, corporate marketing managers, and procurement or legal teams who need a written agreement before work begins.
The document serves both small agencies and enterprise marketing departments; role clarity helps determine signing authority, payment routing, and compliance steps.
The agency owner reviews scope and pricing, confirms delivery milestones, and signs to accept liability for creative content and performance guarantees. They also coordinate subcontractor approvals and ensure client invoicing aligns with contract terms.
The client marketing lead reviews deliverables, approves creative and launch dates, and signs to authorize payments. They are responsible for providing materials, timely feedback, and ensuring internal stakeholders comply with approval timelines.
Describe specific deliverables, campaign components, acceptance criteria, and reporting cadence so there is no ambiguity about what the agency will deliver and when.
State fees, invoicing frequency, due dates, late fees, and accepted payment methods; specify whether deposits or milestones are required and how expenses are reimbursed.
Clarify ownership of creative work, licensing terms, transfer of rights on payment, and any rights retained by subcontractors or licensors.
Include nondisclosure obligations, permitted disclosures, duration of confidentiality, and remedies for unauthorized disclosure of client or agency trade secrets.
List start and completion dates, review windows, approval cycles, and what constitutes a delay or excusable performance under the agreement.
State termination rights, notice periods, payment obligations on early termination, and limits on liability, including indemnification clauses if applicable.
| Field | Configuration |
|---|---|
| Authentication | Email link by default; SMS code or KBA for higher assurance |
| Bulk Send | Enable for identical agreements sent to many recipients |
| Integrations | Connect CRM (Salesforce), ERP (NetSuite), or cloud storage |
| File formats | Support PDF, DOCX, and export signed PDF/A where required |
Ensure the platform you choose supports required authentication, audit trails, and your file formats before sending the document.
Provide upon payer request; no fixed deadline
Issue to recipients and IRS by Jan 31
Recipient copy by Jan 31; IRS paper Feb 28
Individual tax filing due April 15
Due April 15 (auto-extended to Oct 15)
Client approves scope and initial estimate, triggering contract drafting.
The Effective Date starts obligations and milestone countdowns.
Agency delivers creative and launch assets for client approval.
Invoice issued after acceptance per payment terms in the agreement.
Optica streamlined client approvals using digital execution to reduce turnaround times.
Martin Properties moved lease and marketing approvals online to close deals remotely.
| Document Type | Marketing Agency Agreement | Master Services Agreement |
|---|---|---|
| Purpose | project-specific deliverables | ongoing services framework |
| Payment Structure | fixed or milestone fees | retainer or recurring invoices |
| Change Control | simple amendment required | clause-driven change orders |
| When to Use | single campaign or project | long-term vendor relationship |
| 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 required | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes (Business Premium) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA available) | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |