Scope
Define campaign activities, channels, geographic reach, start and end dates, and exact deliverables so there is no ambiguity about what each party must provide.
A single group agreement aligns expectations, reduces legal ambiguity, and documents consent for brand use and customer data sharing. It minimizes repeated negotiations across partners, clarifies liability allocation, and supports regulatory compliance for consumer privacy and advertising disclosures.
These stakeholders ensure campaign alignment, protect intellectual property, and confirm regulatory requirements are met before launch.
Define campaign activities, channels, geographic reach, start and end dates, and exact deliverables so there is no ambiguity about what each party must provide.
Specify who owns new creative work, grant limited licenses for logos and trademarks, set approval rights, and address moral rights and attribution for any co-created materials.
Detail payment terms, revenue share formulas, invoicing schedules, expense reimbursement, and any performance-based bonuses tied to KPIs or conversions.
Describe permitted data collection, processing purposes, retention limits, security measures, and which party is the data controller or processor for customer or lead information.
Establish an approval workflow, maximum review windows, content revision limits, and remedies or delays if approvals are not delivered on schedule.
Allocate indemnities, insurance requirements, limitation of liability caps, termination rights for breach, and processes for resolving disputes or removing noncompliant assets from distribution.
| Field | Configuration |
|---|---|
| Signer Order | Sequential or parallel routing as required |
| Authentication Level | Email link, SMS code, or advanced ID check |
| Attachment Rules | Require specific asset uploads before signing |
| Audit Trail | Enable timestamps, IP logging, and certificates |
Ensure chosen tools support required authentication, audit records, and export formats for regulatory or internal review.
Allow 3–5 business days per approver
Set signer deadline at least 7 days before launch
Require final approved assets 10 business days pre-launch
Fixed launch date following final sign-off
Define post-launch reporting cadence and dates
| 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 | 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 |