Objectives
Clear performance goals (KPIs) such as CPA, ROAS, CTR, or lift metrics. Tie objectives to business outcomes and reporting cadence.
A clear, signed campaign brief reduces execution errors, ensures legal and policy compliance, centralizes approval records, and provides a single source for performance tracking and post‑campaign audits.
Completing the form with designated signers speeds execution and produces an auditable authorization trail for later review.
| Field | Configuration |
|---|---|
| Document Owner | Set to campaign manager email for routing and ownership metadata. |
| Signer Order | Use sequential order: Marketing → Legal → Finance for budget approvals. |
| Authentication | Require email plus SMS code for external agency signers when available. |
| Retention | Enable PDF export with audit trail for archiving after signature. |
Ensure export and storage settings preserve both signed document and underlying creative assets for future audits or disputes.
Clear performance goals (KPIs) such as CPA, ROAS, CTR, or lift metrics. Tie objectives to business outcomes and reporting cadence.
Precise audience definitions, custom/lookalike IDs, inclusion/exclusion rules, and expected reach estimates for planning and budget allocation.
Finalized ad copy, media files, display specifications, and any dynamic creative rules needed for multiple variations.
Daily or lifetime budgets, start/end dates, spend pacing, and any geographic or time-of-day constraints to enforce.
Pixel or server-side event configuration, UTM parameters, conversion windows, and attribution model to ensure consistent measurement.
Required privacy notices, data processing consents, and any disclaimers mandated by law or platform policy.
| 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 vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes (Business Premium) | Yes | Yes | Yes | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |