Can this proposal be e-signed?

Yes. Electronic signatures are legally valid under the federal ESIGN Act (15 U.S.C. ch. 96) and UETA in most states; ensure the signatory consents and the record is retained.

What makes an e-signature binding?

A binding e-signature requires intent to sign, consent to transact electronically, attribution to the signer, and the ability to retain and reproduce the record per ESIGN legal test.

Is notarization required?

Most marketing proposals do not require notarization. If a specific exhibit or statutory filing requires notarization or witness signatures, follow the state rule for that document.

How do I correct signer errors?

Minor transcription errors can be corrected with an amended page or an addendum signed by all parties; significant changes require a new executed agreement to avoid ambiguity.

How long until all signatures are collected?

Turnaround depends on signer responsiveness; automated workflows typically reduce signing time to under 24–72 hours compared with days or weeks for manual routing.

How can a signed proposal be revoked?

Revocation depends on contract terms and mutual agreement. A party may rescind by written notice if permitted by contract or applicable law; consult counsel for unilateral revocation.

Electronic Signature
Templates
Marketing
Marketing AI Proposal

Marketing AI Proposal

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

MARKETING AI PROPOSAL

Parties

Brand/Client:

Brand Primary Contact Brand Address Brand Email Brand Phone

Agency/Creator:

Agency Primary Contact Agency Address Agency Email Agency Phone

Background and Scope

This Marketing AI Proposal (the Agreement) describes the services and deliverables to be provided by the Agency/Creator to the Brand/Client and sets forth the commercial terms, usage rights, AI-related provisions, compliance obligations, exclusivity, termination, payment, and ownership of intellectual property. The parties agree to be bound by the terms set forth herein.

Campaign Details

Campaign Name:

Objectives Target Audience Channels (select all that apply)

Social Media Display Ads Search Video Email

Campaign Start Date: Campaign End Date:

Deliverables & Schedule

Deliverable 1 — Description

Format/Specs: Quantity: Delivery Date:

Deliverable 2 — Description

Format/Specs: Quantity: Delivery Date:

Revision & Approval Process

Number of included revision rounds: Approval turnaround:

Compensation & Payment

Total Fee Payment Schedule

Invoices payable within days of invoice receipt. Late payments incur interest at .

Usage Rights & IP

License Grant: The Agency grants the Brand a , worldwide license to use, reproduce, distribute, publicly display and create derivative works of the final deliverables for the Campaign for a period of , subject to payment in full and the limitations below.

Territory

Pre-existing materials and background IP remain the property of the originating party. Select ownership of final deliverables: Brand owns final deliverables Agency retains ownership and grants license

AI & Content Standards

AI-Generated Content: The Agency may use artificial intelligence tools to generate or assist in creating deliverables. The Agency will disclose when substantive parts of deliverables are AI-generated and will not represent AI-generated content as solely human-authored where material. The Brand acknowledges that AI assistance may introduce errors, bias, or likenesses of public figures and agrees that Agency shall not be liable for such occurrences except as set forth in indemnification provisions below.

AI Usage Description FTC Disclosure Compliance

The parties will comply with applicable consumer protection and advertising disclosure requirements. Required disclosure language to accompany sponsored or AI-assisted content:

Will Agency include required on-content disclosures?

Yes No (explain below)

Exclusivity & Conflicts

Exclusivity: Brand-exclusive engagement Non-exclusive engagement

Exclusivity Term (if applicable):

Termination

Either party may terminate this Agreement with days' prior written notice. Termination for material breach is effective immediately if breach is not cured within days after written notice.

Kill Fee (if terminated by Brand without cause after work commences):

Effect of Termination

Confidentiality & Data

Confidential Information disclosed by either party shall be used only for performance of this Agreement and protected from unauthorized disclosure. The Agency may process Brand data with AI tools only as directed in writing by the Brand and shall implement commercially reasonable safeguards. Describe any special data handling requirements:

Representations, Warranties & Indemnity

Each party represents it has authority to enter this Agreement. The Agency warrants that deliverables will materially conform to the agreed specifications. The Brand warrants that it has rights to brand assets and approvals provided to Agency. The Agency shall indemnify the Brand for third-party claims alleging infringement arising from Agency-originated work, except where infringement results from Brand-supplied materials or Brand direction. The parties' aggregate liability shall not exceed .

Measurement & Reporting

Reporting frequency: . Key performance indicators and required metrics:

Governing Law & Dispute Resolution

Governing law: . Disputes shall be resolved by in accordance with the selected jurisdiction.

Miscellaneous

Entire Agreement; Amendments must be in writing signed by both parties. Neither party may assign its rights except with prior written consent of the other party, except to an affiliate or successor in a merger. Notices to the parties shall be sent to addresses listed above.

Brand/Client:

By:

Date:

Agency/Creator:

By:

Date:

What a Marketing AI Proposal Is and When It’s Used

A Marketing AI Proposal is a formal, written offer that describes an AI-driven marketing program including scope, objectives, data sources, model or automation details, deliverables, timeline, pricing, and performance metrics. It typically explains responsibilities, data privacy controls, ownership of models and outputs, acceptance criteria, and change-management procedures. Organizations use it for client approvals, procurement, vendor selection, internal budgeting, and legal review. The document is often executed by signature and may be stored electronically for compliance, audit, and recordkeeping purposes.

Why a Clear Marketing AI Proposal Matters

A well-constructed proposal clarifies expectations, assigns responsibilities, reduces legal and operational risk, and provides measurable KPIs to evaluate performance. It supports procurement and compliance reviews and creates an auditable record of agreed terms for both parties.

Who Typically Prepares and Reviews These Proposals

Teams across marketing, procurement, legal, and analytics prepare or review proposals to ensure scope, budget, and compliance align with organizational requirements.

Marketing agencies and consultancies that propose AI capabilities to prospective clients and document deliverables and pricing clearly.
In-house marketing leaders and CMOs who commission AI work and need formal scopes, milestones, and ROI estimates.
Procurement, legal, and data/privacy teams that verify contract terms, data handling, and regulatory compliance before signing.

Final approval commonly rests with authorized signers from contracting and finance, and proposals often move through a multi-step review before signature.

Filling Out a Marketing AI Proposal: Step-by-Step

Follow a consistent sequence to reduce omissions: define parties and scope, describe data and models, list deliverables and milestones, itemize pricing, and specify acceptance criteria and legal terms.

01

Prepare Scope: Describe objectives, target audiences, and success metrics.
02

Data & Privacy: List data sources, access rights, and required consents.
03

Deliverables: Specify outputs, formats, and delivery dates.
04

Pricing: Itemize fees, payment milestones, and reimbursable costs.

Configuring an Online Proposal Workflow

Set up authentication, signing order, and conditional fields to mirror internal approval flows and compliance requirements.

Field	Configuration
Authentication	Email link, SMS code, or stronger verification.
Signing Order	Sequential or parallel routing per approver roles.
Conditional Fields	Show or require fields based on prior answers.
Attachments	Allow supporting exhibits and data samples.

Typical eSubmission Flow for a Proposal

A standard electronic workflow reduces turnaround: upload the proposal, position fields, add signers, and send with required authentication.

Upload Document: Import PDF or DOCX as the base proposal file.
Place Fields: Add signature, date, and optional checkbox fields.
Add Signers: Enter signer emails and define signing order.
Send for Signature: Dispatch invites with authentication and completion tracking.

Technical and Integration Considerations

Confirm the file formats and integrations your team and external signers need before choosing an e-sign workflow.

Integrations: Salesforce, NetSuite, Microsoft 365, Google Workspace
File Support: PDF, DOCX, HTML, and Excel input/output
Authentication: Email, SMS, KBA, or advanced signer authentication

Ensure the platform retains audit trails, supports your access control and records-retention policies, and aligns with any required third-party integrations for contract management.

Commercial eSignature Pricing and Feature Comparison

A concise vendor comparison helps procurement weigh cost versus capabilities. The table lists starting price, trial, bulk send, audit trail, HIPAA support, and envelope limits.

	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	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

Key Security and Compliance Features to Verify

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

HIPAA: HIPAA-compliant; BAA required for PHI

21 CFR Part 11: Support for FDA-regulated records and controls

Certifications: SOC 2 Type II, ISO 27001, PCI DSS

Privacy: GDPR and CCPA privacy controls available

Accessibility: WCAG 2.0 Level AA conformance

Common Legal and Financial Risks

1099 Penalties: Late filing $60–$330 per form (IRC §6721)

Intentional Disregard: $660+ per form with no statutory cap

I-9 Violations: $281–$2,789 per paperwork violation

Backup Withholding: 24% withholding for missing or incorrect TIN

Notary Errors: Improper notarization may void certain filings

Data Breach Exposure: Regulatory fines and remediation costs possible

Frequent Preparation Mistakes to Avoid

Using informal or abbreviated party names that differ from legal entity records, which can invalidate contractual obligations or complicate enforcement.
Failing to specify data usage, retention, and deletion rights for training or model outputs, leading to disputes over IP and compliance.
Omitting acceptance criteria or test plans for AI outputs, resulting in subjective performance claims and payment disagreements.
Skipping conditional clauses for changes in scope or data quality, which increases the likelihood of scope creep and unexpected costs.

Real-World Examples of Proposal Use

Case examples show how organizations defined scope, managed integrations, and documented security and acceptance criteria within proposals.

Optica Ventures — COO

Optica defined a straightforward, client-facing proposal that emphasized usability and delivery timelines.

Interface simplicity reduced client friction and shortened review cycles.
"The interface is simple and easy-to-use for our team; more importantly, it is just as easy for our customers," says Brian Fitzgibbons, COO, describing faster acceptance and fewer follow-ups.

Xerox — NetSuite Director

Xerox integrated proposal workflows with enterprise systems to automate approvals and recordkeeping.

Integration reduced manual routing and improved traceability.
Kodi-Marie Evans, Director of NetSuite Operations at Xerox, noted the solution provided flexibility to obtain signatures in required formats while preserving audit trails for compliance.

Frequently Asked Questions About Marketing AI Proposals

Answers to common questions about signing, enforceability, notarization, corrections, revocation, and recordkeeping for proposals.

Need help? Contact support

Can this proposal be e-signed?
Yes. Electronic signatures are legally valid under the federal ESIGN Act (15 U.S.C. ch. 96) and UETA in most states; ensure the signatory consents and the record is retained.
What makes an e-signature binding?
A binding e-signature requires intent to sign, consent to transact electronically, attribution to the signer, and the ability to retain and reproduce the record per ESIGN legal test.
Is notarization required?
Most marketing proposals do not require notarization. If a specific exhibit or statutory filing requires notarization or witness signatures, follow the state rule for that document.
How do I correct signer errors?
Minor transcription errors can be corrected with an amended page or an addendum signed by all parties; significant changes require a new executed agreement to avoid ambiguity.
How long until all signatures are collected?
Turnaround depends on signer responsiveness; automated workflows typically reduce signing time to under 24–72 hours compared with days or weeks for manual routing.
How can a signed proposal be revoked?
Revocation depends on contract terms and mutual agreement. A party may rescind by written notice if permitted by contract or applicable law; consult counsel for unilateral revocation.

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