Scope
Describe exact deliverables, formats, resolutions, and any revisions included, with clear acceptance criteria and deliverable filenames.
A clear Marketing Design Package reduces scope disputes, clarifies IP and usage rights, and establishes measurable milestones and payment triggers. It creates a single record of acceptance and authorizations that supports invoicing, auditability, and regulatory requirements when personal or protected data is involved.
Multiple stakeholders sign or contribute to a Package: procurement, marketing managers, legal counsel, external agencies, and individual designers.
Well-structured parties and roles reduce approval cycles and make later enforcement or dispute resolution clearer.
Describe exact deliverables, formats, resolutions, and any revisions included, with clear acceptance criteria and deliverable filenames.
Provide milestone dates, review windows, approval turnaround expectations, and penalties or allowances for scope-driven changes.
Specify fees, payment schedule, invoicing terms, and any reimbursable expenses or retainers tied to milestone acceptance.
Define ownership, license scope, duration, territorial limits, and any work-for-hire or assignment provisions for source files.
State permitted channels, exclusivity, attribution requirements, and any limitations on derivative works or sublicensing.
Detail review cycles, criteria for approval, remedy for defects, and final sign-off procedures tied to payment triggers.
| Field | Configuration |
|---|---|
| Signer Order | Sequential | Enforce signing order |
| Authentication | Email + SMS code | Two-factor |
| Reminder Schedule | 2 reminders | 3 and 7 days |
| Document Retention | Auto-archive | PDF + audit trail |
Choose a platform that supports PDF and DOCX, audit trails, and integrations needed for your workflow.
Confirm the platform meets your security, retention, and industry-specific compliance needs before sending for signature.
Allow 2–5 business days to prepare the initial Package
Allow 3–7 business days for legal and finance review
Allow 5–10 business days for client feedback and approvals
Expect signatures within 1–7 days after final approval
Store executed copy and audit record immediately after signature
| 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 free trial | Trial available | Trial available | Trial available | Trial available |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |