Executive summary
One-page overview of objectives, target audience, and expected outcomes, enabling quick decision making without reading the full document.
A clear proposal aligns expectations, documents deliverables and pricing, and provides a basis for approving campaign resources. When executed and signed, it can form a binding contractual agreement subject to applicable state law. Electronic signatures on the proposal are generally enforceable under the ESIGN Act (15 U.S.C. ch. 96) and state UETA statutes; exceptions such as wills and certain court filings still apply.
Marketing teams, external agencies, and freelance consultants commonly prepare proposals; procurement and legal review before approval.
Understanding each stakeholder's role speeds approval and reduces revision cycles.
One-page overview of objectives, target audience, and expected outcomes, enabling quick decision making without reading the full document.
Detailed list of creative assets, channels, campaign phases, and measurable deliverables — specifies what is included and what is out of scope.
Milestones, launch dates, and review windows with responsibility assignments so stakeholders understand critical deadlines and dependencies.
Itemized costs for media, creative production, agency fees, tools, and contingencies, plus payment schedule and invoicing terms.
Key performance indicators (KPIs), reporting cadence, attribution model, and baseline metrics used to evaluate success.
Acceptance criteria, change-order process, intellectual property ownership, confidentiality terms, and termination conditions.
| Field | Configuration |
|---|---|
| Signer sequence | Define signing order and role (approver, reviewer) |
| Authentication method | Email link, SMS code, or KBA depending on risk |
| Notifications | Automatic reminders and escalation settings |
| Audit trail | Capture IP, timestamp, and action history |
Choose sharing channels and authentication appropriate to contract value and sensitivity.
7–14 calendar days for stakeholder review
Set a firm date to avoid schedule slip
Date when media goes live
30, 60, and 90-day reporting milestones
Post-campaign report within 30 days
| 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 | Yes, 7-day trial | No | No | No | Yes, limited |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |