Can this form be e-signed?

Yes. Electronic signatures are legally valid under the ESIGN Act (15 U.S.C. §7001) and in nearly all U.S. jurisdictions under UETA; New York uses ESRA. Ensure the signature method captures intent, consent, attribution, and retention.

Is notarization or witnesses required?

Generally no for commercial marketing contracts. Notarization and witness requirements apply to specific document types (wills, real-estate deeds). Include notarization only if a counterparty requests it or state law requires.

What happens if a logo is used incorrectly?

Breach of brand terms can trigger remedial steps, damages, or termination per the agreement. Include corrective action and indemnity clauses to address misuse quickly.

How do I amend an executed form?

Use a written amendment signed by the same authorized signatories. Record the amendment alongside the original executed form and update any published assets accordingly.

How can a party revoke or cancel the agreement?

Follow the termination and notice procedures in the agreement. For material breach, the non-breaching party may terminate per contract terms and seek remedies available under law.

How long should signed copies be kept?

Retain executed agreements for at least 3 years after filing or longer per IRS rules (IRC §6501(a)); follow industry-specific rules such as HIPAA six-year retention where applicable.

Electronic Signature
Templates
Marketing
Marketing Co-Branding Form

Marketing Co-Branding Form

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

MARKETING CO-BRANDING FORM

Parties

Brand / Client Name:

Brand Primary Contact Brand Address

Brand Phone

Brand Email

Agency / Creator Name:

Agency Primary Contact Agency Address

Agency Phone

Agency Email

Recitals & Effective Date

Effective Date: . This Co-Branding Form sets forth the terms under which Brand and Agency will cooperate on the campaign described below.

Campaign Details

Campaign Name Objectives Target Audience Primary Channels (select all that apply)

Social media (organic & paid)
Email marketing
Events / experiential
Print
Digital advertising
Other:

Deliverables & Schedule

Deliverable 1

Description

Deliverable 2

Description

Acceptance Criteria

Compensation & Payment

Total Fee Payment Schedule Kill Fee on Termination

Each party is responsible for its own taxes and statutory withholdings related to payments under this Form.

Usage Rights, IP & Ownership

Brand grants Agency a license to use Brand trademarks, logos, and brand assets (collectively, "Brand Marks") solely for the Campaign as described herein. Territory: . Duration of license: .

Ownership of New Content

Agency assigns to Brand all right, title and interest in co-branded content, except for Agency pre-existing materials identified below.

Agency Pre-existing Materials (if any)

FTC Disclosure Compliance

Agency shall make clear and conspicuous disclosures of any material connection between Brand and Agency in all Campaign communications, including social posts and sponsored content. Such disclosures must comply with applicable consumer protection and advertising laws and be approved as part of the creative approval process below.

Agency confirms it will include required disclosures and hold Brand harmless for Agency failure to disclose.

Exclusivity

Exclusivity: . If exclusive, exclusivity term: . Any exclusivity compensation or measurement shall be set forth in the Payment Schedule above.

Approval, Creative Control & Reporting

Creative Submission Deadline Approval Turnaround Required Metrics & Reporting Reporting Schedule

Confidentiality, Warranties & Indemnity

Confidentiality Period

Each party represents and warrants that it has authority to enter this Form and that any materials provided do not infringe third-party rights. Each party shall indemnify and hold harmless the other from claims arising out of its breach of representations, unauthorized use of third-party materials, or failure to comply with disclosure or advertising laws.

Termination

This Form may be terminated by either party upon days' written notice for convenience, or immediately for material breach not cured within days following written notice. In the event of termination for convenience by Brand, Agency shall be entitled to a pro rata portion of fees for completed work plus the kill fee specified above.

Miscellaneous

Governing Law: The parties agree that this Form shall be governed by the laws of the state or jurisdiction mutually agreed in writing prior to signing. Notices required under this Form shall be delivered to the primary contact details provided above and shall be effective upon receipt.

Signatures

Brand / Client:

By:

Date:

Agency / Creator:

By:

Date:

What the Marketing Co-Branding Form Is and When It Applies

A Marketing Co-Branding Form is a written agreement that documents how two or more parties will jointly use logos, trademarks, marketing assets, and promotional language for a shared campaign or product. It defines permitted uses, placement, approvals, timing, compensation or cost-sharing, and any intellectual property licensing or restrictions. The form creates an auditable record of approvals and brand requirements to reduce disputes, ensure consistent presentation, and protect each party’s rights when materials are published across channels.

Why a Formal Co-Branding Form Matters

A clear co-branding form reduces brand misuse, sets approval workflows, allocates costs, and clarifies IP ownership and licensing. It helps marketing, legal, and creative teams coordinate launches and limits downstream risk from unclear permissions.

Who Typically Completes This Form

Typical users include in-house marketing, outside agencies, and legal or brand teams who manage partnerships.

Marketing managers coordinating joint campaigns and asset publication; responsible for approvals and timelines.
Brand owners or in-house legal teams ensuring trademark, attribution, and usage terms are enforced.
Agency or creative partners preparing deliverables and requesting formal signoff from all co-branding parties.

Multiple signatures are common: a marketing lead plus an authorized corporate signatory or legal representative.

Core Sections to Include in a Professional Co-Branding Form

A complete form groups rights, responsibilities, approvals, and enforcement terms so signers understand permitted uses and obligations without ambiguity.

Parties & Contacts

Full legal names, billing and support contacts, and designated approval contacts for each party; include email and phone for routing and audit purposes.

Scope of Use

Precise description of materials, channels, territories, allowed modifications, and duration for co-branded content to prevent overbroad or unintended usage.

Brand Guidelines

Required visual and copy standards, logo placement rules, size/color constraints, and required attribution language for every approved asset.

IP & Licensing

Who retains ownership, license types (exclusive/nonexclusive), permitted sublicensing, and procedures for new asset creation and copyright assignment.

Term & Termination

Effective date, renewal mechanics, notice periods, and termination triggers including breach, insolvency, or brand-safety violations.

Fees & Cost Sharing

Allocation of production, media, and legal costs, payment terms, invoicing contacts, and dispute-resolution procedures.

Step-by-Step: Complete and Execute the Form

Follow these sequential steps to prepare, approve, and execute a co-branding agreement with minimal back-and-forth.

01

Gather Materials: Collect logos, brand rules, and contact details before drafting.
02

Draft Terms: Define scope, permissions, costs, and timelines clearly.
03

Internal Review: Have legal and brand teams approve wording before sending.
04

Execute: Obtain signatures and distribute final signed copies to stakeholders.

How to Configure an Online Co-Branding Workflow

A standard online workflow maps roles, authentication, and notifications to ensure consistent approvals and an auditable record.

Field	Configuration
Signer Roles	Define primary approver, legal approver, and creative approver.
Authentication	Use email verification or SMS code for signer attribution.
Conditional Fields	Show payment fields only if cost-sharing is marked 'yes'.
Notifications	Auto-notify approvers and send final signed PDF to contacts.

Routing and Submission: Typical Distribution Flow

Map the document path so each party knows when to act and where signed materials will be stored.

Send to Signers: Distribute via secure email links or in-app routing.
Approval Sequence: Route in defined order: marketing, legal, executive.
Store Signed Copy: Save executed PDF to shared repository for records.
Publish Assets: Release co-branded materials only after execution.

Technical Considerations for Digital Execution

Decide on file formats, integrations, and signer authentication that match your security and workflow requirements.

File formats: PDF, DOCX, and high-resolution images supported.
Integrations: Connectors include Salesforce, NetSuite, Microsoft 365, Google Workspace.
Authentication: Email, SMS, or advanced multi-factor options.

Choose a platform that preserves audit trails and stores signed copies in your preferred cloud repository to simplify compliance and retrieval.

Export, Versioning, and Supporting Documents

Maintain an organized archive of executed forms, related exhibits, and version history so teams can audit usage and prove compliance.

Export Options

Export completed agreements as searchable PDFs and store them in cloud folders with version timestamps for later retrieval and recordkeeping.

Supporting Docs

Attach brand guidelines, asset manifests, invoices, and proof-of-performance reports as enforceable exhibits to the primary agreement.

Version Control

Track drafts and edits with clear version numbers and dates to prevent confusion about which set of terms applies.

Audit Trail

Capture signer IP, timestamps, and action logs to establish attribution and the sequence of approvals.

Common Timelines and Typical Deadlines

Use these typical timeframes to plan campaigns and account for review and legal clearance steps before launch.

Approval Turnaround:

Allow 3–10 business days for legal and brand approvals depending on complexity.

Trademark Clearance:

Allow several days for internal clearance; third-party searches may require additional time.

Campaign Launch Date:

Set at least two weeks after final signature to allow production and distribution.

Renewal Notice:

Require 30–90 days notice before automatic renewals or expirations.

Record Start Date:

Retention begins on the effective date recorded on the executed agreement.

Key Milestones from Draft to Live Campaign

Track these numbered stages to coordinate creative, legal, and distribution milestones for co-branded projects.

01

Draft Created

Primary marketing drafts the proposed co-branding terms and asset list.

02

Internal Review

Legal and brand teams review and request edits before external sharing.

03

External Approval

Counterparty reviews, negotiates, and approves content and placements.

04

Execution & Archive

All parties sign, and final documents are stored and published per schedule.

Common Mistakes to Avoid When Preparing the Form

Vague scope language that fails to limit channels, territories, or permitted modifications, creating future disputes.
Omitting logo specs or failing to attach high-resolution assets, which leads to inconsistent or low-quality co-branded materials.
Missing clear approval workflow or required signers, causing delays and uncertainty about who may authorize publication.
Failing to address IP ownership for newly created assets, which can generate conflicting claims after campaign completion.

Risks and Potential Consequences of an Incorrect Form

IP Infringement: Infringement claims

Breach Damages: Contractual liability

Termination: Campaign stopped

Reputational Harm: Brand damage

Regulatory Exposure: Industry-specific fines

Payment Disputes: Unpaid cost recovery

eSignature Vendor Comparison for Co-Branding Execution

Compare common plan and capability dimensions relevant to executing co-branding forms and maintaining compliance; signNow is listed first in vendor columns.

	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 credit card required	No	No	Yes, limited	Yes, limited
Bulk Send	Yes	Yes	Yes	Yes	No
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Yes	Yes	No	No
Envelope Cap	No envelope cap	100 envelopes/user/year	Varies	Varies	Varies

Who Can Sign and What Authority Is Required

Marketing Lead

The marketing lead signs to confirm creative approval and distribution readiness. This signature confirms adherence to brand guidelines but does not bind legal or financial obligations unless specified in the approval matrix.

Authorized Signatory

An officer or delegated corporate signatory binds the company contractually; their authority should be documented in corporate resolutions or delegation letters to avoid challenges to signature validity.

Real-World Examples of Signed Marketing Agreements

These condensed case summaries show how organizations formalize co-branding and capture approvals for multi-party campaigns.

Optica Ventures — Campaign Approval

Optica used a standardized form to collect approvals from partners before asset production

Rapid signoff reduced back-and-forth
As COO Brian Fitzgibbons noted, a simple, consistent interface made it easier for both teams to approve assets and move to execution smoothly.

Martin Properties — Remote Execution

A property firm processed co-branded tenant outreach documents fully online

Mobile signing enabled offsite approvals
Founder Tim Martin described executing documents online with full compliance and security while keeping campaigns on schedule.

Frequently Asked Questions and Practical Answers

Answers to common questions about execution, enforceability, and post-signature changes for Marketing Co-Branding Forms.

Need help? Contact support

Can this form be e-signed?
Yes. Electronic signatures are legally valid under the ESIGN Act (15 U.S.C. §7001) and in nearly all U.S. jurisdictions under UETA; New York uses ESRA. Ensure the signature method captures intent, consent, attribution, and retention.
Is notarization or witnesses required?
Generally no for commercial marketing contracts. Notarization and witness requirements apply to specific document types (wills, real-estate deeds). Include notarization only if a counterparty requests it or state law requires.
What happens if a logo is used incorrectly?
Breach of brand terms can trigger remedial steps, damages, or termination per the agreement. Include corrective action and indemnity clauses to address misuse quickly.
How do I amend an executed form?
Use a written amendment signed by the same authorized signatories. Record the amendment alongside the original executed form and update any published assets accordingly.
How can a party revoke or cancel the agreement?
Follow the termination and notice procedures in the agreement. For material breach, the non-breaching party may terminate per contract terms and seek remedies available under law.
How long should signed copies be kept?
Retain executed agreements for at least 3 years after filing or longer per IRS rules (IRC §6501(a)); follow industry-specific rules such as HIPAA six-year retention where applicable.

be ready to get more

Join over 28 million airSlate SignNow users

Sign Now