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Marketing and Participating Agreement

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MARKETING and PARTICIPATING AGREEMENT

This Marketing and Participating Agreement (hereinafter “Agreement”) is entered into by and between and its subsidiary , as Marketer, (hereinafter collectively ) and and its subsidiary , as Manufacturer, (hereinafter collectively ).

For and in consideration of the mutual promises contained herein, the parties do hereby covenant, contract and agree as follows:

1. Obligations of . agrees to market through the medium of its Internet web site located at http:// (hereinafter “the site”) the products manufactured and provided by and which are further described in Exhibit “A” attached hereto and made a part of this Agreement. Further, agrees to:

A.) Allow manufacturer to upload all or part of its product catalog, and

B.) Allow manufacturer to change its pricing of product(s), to assign multiple pricing structures, and to post clinical and descriptions for any product(s) offered for sale hereunder at any time, 7 days a week, 365 days a year.

2. Obligations of . agrees to manufacture and provide such products as are further described in Exhibit “A” attached hereto and made a part of this Agreement to for the purpose of resale. agrees that has the right to market, sell, and advertise such described products. Further, agrees to:

A.) Manufacture the product(s) in a timely manner and to high quality and

B.) Be solely responsible for customer service regarding the product and for any liability for breach of warranties or defects caused or created by the manufacture and sale of such product(s).

C.) Provide a designated customer service representative who shall respond to requests for orders, acknowledgments, queries or other product information within twenty-four (24) hours of any email request from [or buyer/consumer].

3. Identification and Verification of Sales of Products. Each product item manufactured and provided by and offered for sale by will be assigned an identification number.

shall have the right at all reasonable times to examine records concerning sales of its products by .

shall deposit, hold and account for the sales proceeds of all product(s), hereinafter “receivables”, for a period of thirty (30) days prior to remitting payment to , less any amounts due to , pursuant to Clause No. 4 of this Agreement.

4. Compensation. , as manufacturer, shall pay to , as marketer, compensation upon the following terms and conditions:

(A) of the gross sales price per item/per transaction for product(s) provided to by and which are sold by .

(B) of the gross sales price per item/per transaction for product(s) provided to by and which are sold by to any domestic or foreign federal, state, or local governmental agencies, representatives or departments.

(C) For any sale(s) requiring payment to within twenty (20) days, shall be paid an additional per item/per transaction.

It is understood and agreed to by the parties hereto that the amount(s) to be remitted to by shall be the amount of the gross sales proceeds per item/per transaction LESS the amount earned and due to as commission/transaction fee for such sale(s), hereinafter “net sales proceeds”.

All compensation shall be remitted to by within thirty (30) days of tender by resale buyer to . The prices at which products are sold shall be determined by .

5. Term. This Agreement shall extend for a period of one (1) year from the date of full execution by all parties and shall be automatically renewed for successive one (1) year terms unless sooner terminated by Agreement of the parties hereto, or for the following reasons:

A. In the event the product(s) manufactured and provided by are recalled by private or government action or are shown to be unsafe or obsolete, may terminate this Agreement by providing thirty (30) days written notice to .

B. In the event that ceases to manufacture the product(s) subject to this Agreement for any reason whatsoever, this Agreement shall terminate without further notice to or recourse by .

6. Relationship of Parties. and are independent contractors and nothing in this Agreement creates any partnership, joint venture, agency, franchise, sales representative or employment relationship between the parties.

7. Modification. This Agreement may be not be modified except by written amendment signed by both and .

8. Entire Agreement. This Agreement constitutes the entire agreement between the parties hereto and replaces and supercedes all prior agreements between the parties with respect to the same, or partially the same, subject matter.

9. Governing Law. This Agreement shall be construed in accordance with the laws of the State of .

This Agreement is entered into this the day of , A.D.



By:
President
Address:





By:
President
Address:



Enter text✕

What the Marketing and Participating Agreement Is

A Marketing and Participating Agreement is a written contract that defines the relationship between a principal (brand, advertiser, or agency) and a participating party (affiliate, influencer, publisher, or vendor) for cooperative promotion. It allocates responsibilities such as campaign scope, deliverables, performance metrics, compensation, intellectual property rights, confidentiality, and termination rights. The agreement also specifies reporting, approvals, and any compliance requirements (data handling, advertising disclosure). Well-drafted agreements reduce ambiguity about payment triggers and protect each party’s rights during and after the promotional period.

Why a Clear Agreement Matters

A written Marketing and Participating Agreement clarifies expectations, reduces disputes about compensation or content ownership, and creates a record for regulatory or tax review. It helps enforce advertising disclosures and data-handling obligations and makes performance measurement and payment flows auditable under ESIGN and state e-signature laws.

Why a Clear Agreement Matters

Who Typically Uses This Agreement

Teams and individuals across marketing, legal, and partnerships use this agreement to align responsibilities and payments.

  • Brands and advertisers managing paid partnership campaigns and sponsored content.
  • Agencies and media buyers onboarding publishers or influencers for distribution.
  • Influencers, affiliates, and vendors agreeing to promotional deliverables and payment terms.

The document serves both small partners and enterprise programs where scalable sign-off, auditability, and clear IP and disclosure terms are required.

Core Sections to Include in a Professional Agreement

A comprehensive Marketing and Participating Agreement organizes legal and operational details into discrete sections so obligations and remedies are easy to find and enforce.

Parties

Full legal names, entity types, and representative contacts for each party, including billing and legal addresses and tax identification where applicable.

Scope

Detailed description of deliverables, content formats, channels, schedule, campaign milestones, and any approvals required before publication or distribution.

Compensation

Payment method, timing, performance metrics (CPM, CPC, CPA), invoicing rules, withholding or tax reporting responsibilities, and dispute resolution for payment.

Intellectual Property

Ownership or license grants for content and usage rights, duration of license, attribution requirements, and permitted derivative works or sublicensing.

Compliance

Advertising disclosure obligations, data privacy and handling requirements (e.g., HIPAA if health data), opt-in/opt-out procedures, and regulatory compliance language.

Termination & Remedies

Events causing termination, notice periods, cure opportunities, refund or clawback rules, and limitations on liability or indemnities.

Step-by-Step: Preparing and Executing the Agreement

Follow these sequential steps to draft, approve, and execute a compliant Marketing and Participating Agreement.

  • 01
    Draft: Assemble scope, compensation, IP, and compliance language in a single document.
  • 02
    Review: Have legal and finance validate payment terms, tax treatment, and indemnities.
  • 03
    Authorize: Confirm the named signatory has authority to bind the entity before sending.
  • 04
    Execute: Collect dated signatures from all parties and retain signed copies for records.

Typical Digital Signing Workflow Settings

When using an eSignature workflow, configure these settings to match your approval and security needs.

Field Configuration
Authentication Method Email link with optional SMS code
Signing Order Sequential or parallel per campaign needs
Reminder Frequency Every 3 days until signed
Expiration Window 30 days from send date

How Electronic Execution Usually Works

A standard eSignature flow reduces turnaround time and preserves an auditable record of each action.

  • Upload Document: Sender uploads the finalized agreement file to the signing platform.
  • Place Fields: Define signature, date, initial, and optional data fields for signers.
  • Send Invitation: Platform emails or shares a secure signing link with authentication.
  • Complete Signing: Signer reviews and applies an electronic signature; audit trail captured.

Technical and Platform Considerations

Choose a platform that supports secure signatures, compliant retention, and the integrations your team requires.

  • Integrations: Salesforce, NetSuite, Microsoft 365 compatibility
  • File Formats: PDF and DOCX accepted for signing
  • Access Controls: Role-based permissions and audit logs

Comparing eSignature Vendors for This Agreement

Compare baseline pricing and key capabilities relevant to recurring marketing agreements and high-volume partner programs; signNow is listed first for direct 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 Varies by plan Varies by plan Varies by plan Varies by plan
Bulk Send Yes Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No

Typical Deadlines and Time Expectations

Define and calendarize deadlines in the agreement to avoid missed payments, late content, or expired approval windows.

Execution Deadline:

Specify the date by which all parties must sign to preserve rates and campaign timing

Payment Milestones:

Tie payments to delivery or KPI milestones with clear due dates

Renewal Notice:

Set how many days prior required for automatic renewal or nonrenewal notice

Approval Turnaround:

Establish reviewer response times to avoid campaign delays

Records Retention:

Define who stores signed agreements and for how long

Key Processing Milestones

Track the agreement lifecycle with clear milestones from draft to archival to ensure accountability and timely execution.

01

Draft Finalized

Legal and marketing approve a single consolidated draft before sending

02

Internal Sign-Off

Require authorized signatory approval from finance and legal

03

External Signing

Send to the participating party and collect signatures

04

Archive and Audit

Store signed copy with audit trail and index for retrieval

Common Preparation Mistakes to Avoid

  • Vague performance metrics that leave payment triggers open to interpretation and delay invoicing or reconciliation of fees.
  • Using unsigned or outdated templates without updating signatory names, addresses, or compensation schedules before sending.
  • Failing to assign IP ownership or license terms clearly, which can lead to disputes over reuse and derived works.
  • Not confirming signer authority or tax classification, resulting in delayed payments and potential backup withholding obligations.

Risks and Potential Consequences

Breach Damages: Monetary damages and lost business claims
Tax Issues: Incorrect reporting can trigger penalties
HIPAA Exposure: Fines and corrective action for PHI mishandling
Reputational Harm: Public disputes or ad-claim violations
Clawbacks: Recoveries for fraudulent or noncompliant activity
Contract Voidance: Contracts may be unenforceable if formalities missing

Security and Compliance Checklist

Encryption: TLS 1.2/1.3 in transit; AES-256 at rest
Audit Trail: Complete timestamped action logs
Access Controls: Role-based permissions enforced
Certifications: SOC 2 Type II and ISO 27001 available
HIPAA Support: BAA available for covered entities
21 CFR Part 11: Compliance options for regulated workflows

Real-World Examples and Outcomes

These short examples illustrate how organizations use clear agreements to manage partner campaigns and streamline execution.

Martin Properties

Martin Properties standardized partner templates to eliminate back-and-forth approvals and speed campaign launches.

  • The team required single-point signatory clearance for regional managers.
  • As a result, they processed and executed digital agreements online with consistent compliance and reduced time-to-live for campaigns.

Optica Ventures

Optica used a single contract form for multiple affiliates to reduce negotiation.

  • They centralized payment milestones tied to click metrics.
  • This approach simplified reconciliation, reduced payment disputes, and improved reporting visibility for finance and marketing teams.

Frequently Asked Questions and Troubleshooting

Common questions about execution, enforceability, and recordkeeping when using Marketing and Participating Agreements.


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