Establishing secure connection…Loading editor…Preparing document…

Marketing Enterprise Security Agreement

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

Marketing Enterprise Security Agreement

This Marketing Enterprise Security Agreement (Agreement) is entered into as of by and between:

Parties

Client Name:

LLC    Corporation    Partnership    Individual    Other

Agency/Service Provider Name:

LLC    Corporation    Individual    Other

Recitals

WHEREAS, Client engages Agency to perform marketing, advertising, content creation and related services (Services) for the campaign described below; and

WHEREAS, the parties require a binding statement of the security practices, data handling, access controls, notification obligations and audit rights applicable to the Services when conducted against Client enterprise systems or involving Client Confidential Information or Personal Data.

Definitions

For purposes of this Agreement, the following terms have the meanings set forth below. "Confidential Information" means non-public information disclosed by either party that is designated confidential or that reasonably should be understood to be confidential. "Personal Data" means any information relating to an identified or identifiable natural person processed by Agency in the course of providing Services. "Security Incident" means any unauthorized access, use, disclosure, modification or destruction of Client data or disruption of Agency systems that materially affects Client data or Services.

Campaign and Services

Deliverables & Timeline

Compensation & Payment

Security Requirements

Agency shall implement and maintain administrative, technical and physical safeguards appropriate to the nature of the Services and the sensitivity of Client data, including but not limited to:

  1. Access control and least-privilege for personnel and systems with access to enterprise systems and Confidential Information;
  2. Encryption of data at rest and in transit consistent with industry-standard algorithms and key lengths; Agency to specify encryption standard:
  3. Centralized logging, monitoring and retention sufficient to investigate Security Incidents;
  4. Vulnerability management, periodic scanning and timely remediation;
  5. Secure development and deployment practices for any custom content or code;
  6. Background screening, role-based access termination and minimal personnel access to Personal Data.

Data Handling & Privacy

Data retention period:

Cross-border transfers: Permitted with safeguards

Incident Response & Notification

Agency shall notify Client of any Security Incident that materially affects Client data within of discovery and shall provide regular updates until resolution.

Subprocessors & Audit Rights

Client audit rights: Agency agrees to reasonable audits by Client or its representative with prior written notice.

Intellectual Property & License

Unless otherwise agreed in writing, Client retains ownership of Client Materials provided to Agency. Agency grants Client a perpetual, worldwide, royalty-free license to marketing deliverables as follows:

License Type: Exclusive    Non-exclusive

Territory:    Duration:

FTC Disclosure Compliance

Agency will ensure that all paid influencer, sponsored or native content complies with applicable federal and state marketing disclosure requirements and will include clear and conspicuous disclosures of material connections in content delivered under this Agreement.

Acknowledgement of compliance obligations: Agency acknowledges and will comply.

Exclusivity

Is Client granting exclusivity for the campaign? Yes

Term, Termination & Cure

Term length:

Termination for convenience requires days' prior written notice. Termination for material breach requires written notice and a cure period of days.

Confidentiality

Each party shall maintain the confidentiality of the other's Confidential Information using at least the same degree of care it uses to protect its own confidential information, but no less than reasonable care. Confidential Information may only be used to perform obligations under this Agreement and may not be disclosed except to employees, contractors or subprocessors on a need-to-know basis subject to confidentiality obligations at least as protective as this Agreement.

Indemnification & Limitation of Liability

Each party agrees to indemnify, defend and hold harmless the other party from third-party claims arising from its gross negligence, willful misconduct or breach of confidentiality or data protection obligations. Except for indemnification obligations arising from third-party claims and breaches of confidentiality, liability for direct damages shall be capped at the total fees paid by Client to Agency under this Agreement in the 12 months preceding the claim. Neither party shall be liable for consequential, punitive or special damages except in cases of willful misconduct or gross negligence.

Insurance

Agency shall maintain insurance coverages appropriate for marketing services, including cyber/privacy liability and commercial general liability. Minimum coverages and policy details:

Compliance with Law

Each party shall comply with applicable laws, regulations and industry codes in performing under this Agreement, including those governing advertising, consumer protection, data protection and privacy.

Miscellaneous

This Agreement constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes prior proposals and agreements. Amendments must be in writing and signed by authorized representatives of both parties. If any provision is held unenforceable, the remainder shall remain in effect.

Governing law and jurisdiction:

Brand / Client:

By:

Date:

Agency / Creator:

By:

Date:

Enter text✕

What the Marketing Enterprise Security Agreement Is

A Marketing Enterprise Security Agreement is a formal contract between a marketing organization and its vendors, partners, or internal teams that defines security, data handling, and compliance obligations for marketing activities. It sets requirements for data classification, access control, consent and privacy disclosures, permitted uses of personal data, incident reporting, and audit rights. The agreement clarifies responsibilities for advertising platforms, analytics, CRM integrations, and third-party service providers, and it is designed to be enforceable under U.S. electronic-signature law when properly executed.

Why a Dedicated Security Agreement Matters

A dedicated security agreement reduces legal exposure, documents required safeguards for customer data, and creates enforceable obligations for third parties. It provides clarity on who controls, processes, and secures marketing data, and it supports compliance with ESIGN/UETA, HIPAA where applicable, and state privacy requirements.

Why a Dedicated Security Agreement Matters

Who Typically Prepares and Signs This Agreement

Teams that assemble or approve marketing integrations usually lead this agreement and coordinate legal, security, and procurement review before execution.

  • Marketing operations and campaign managers who own vendor relationships and data flows.
  • Information security or privacy officers who set technical and contractual controls.
  • General counsel or procurement teams who review indemnities, liability, and contract language.

Cross-functional review ensures technical controls match contractual obligations and reduces the chance of misalignment during audits or incident response.

Typical Signatories and Their Roles

Chief Marketing Officer

Signs for business terms and marketing scope. The CMO verifies that campaign requirements and vendor deliverables meet business goals while accepting residual operational risk.

Chief Information Security Officer

Signs for security commitments and controls. The CISO confirms encryption, access controls, breach reporting timelines, and incident response responsibilities are accurate and enforceable.

Step-by-step: Completing the Agreement

Follow a clear sequence from drafting to execution to minimize review cycles and ensure enforceability.

  • 01
    Draft Terms: Assemble scope, security controls, and penalties.
  • 02
    Legal Review: General counsel reviews indemnities and liability caps.
  • 03
    Security Validation: Security team verifies controls and standards.
  • 04
    Execution: All parties sign electronically or on paper.

Configuring an Online Signing Workflow

Set workflow fields and authentication before sending to ensure each signing event meets legal and security requirements.

Field Configuration
Authentication Method Email + SMS code or stronger
Signature Type Typed, drawn, or PKI digital
Retention Policy Define storage duration and export options
Integrations CRM or cloud storage connections

Technical and Integration Considerations

Confirm the eSignature platform supports required authentication, audit trails, and integrations before using it for this agreement.

  • Integrations: Salesforce, NetSuite, Microsoft 365, Google Workspace support
  • Formats: PDF, DOCX, HTML accepted
  • Security: TLS 1.2/1.3; AES-256 at rest

Confirm platform compliance (ESIGN/UETA, SOC 2, HIPAA where relevant) and that audit records can be exported for legal or regulatory review.

Typical Digital Execution Flow

A consistent flow reduces signer friction and preserves a complete audit trail for legal evidence.

  • Upload Document: Sender uploads agreement
  • Place Fields: Add signature and data fields
  • Authenticate Signers: SMS, email, or KBA
  • Complete Signing: System captures audit trail

Essential Clauses to Include

A well-drafted agreement covers who handles data, required security measures, breach obligations, audit rights, liability, and termination.

Scope

Precisely describe marketing activities, channels, and data categories covered by the agreement to limit ambiguity.

Security Controls

Specify encryption, access management, logging, and vulnerability management standards and reference recognized protocols or frameworks.

Data Use Limits

Limit processing to stated marketing purposes and prohibit resale or unauthorized enrichment of personal data.

Incident Response

Require prompt notification timelines, root-cause analysis, and remediation steps for security incidents involving marketing data.

Audit Rights

Allow periodic audits or attestations to confirm adherence to contractual controls and agreed security baselines.

Termination

Define grounds for termination, data return/destruction obligations, and transitional cooperation requirements.

Key Security and Compliance Data Points

Encryption: TLS and AES-256
Access Control: Role-based permissions
Audit Trail: Timestamps and IP logs
Business Associate: BAA required for HIPAA
Retention: Specified retention periods
Authentication: MFA or SMS code

eSignature Pricing and Feature Snapshot

Compare baseline pricing and core capabilities across vendors. signNow is listed first per platform data; verify vendor terms before purchase.

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 Varies Varies Varies
Bulk Send Yes Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No

Real-world Examples

Organizations across sizes use secure e-signature and contractual controls to keep marketing programs compliant and auditable.

Optica Ventures

Optica simplified signature workflows for client agreements to reduce delays.

  • The team replaced faxed approvals with electronic signing.
  • Brian Fitzgibbons, COO, said the interface is simple and easy-to-use for their team and customers, improving turnaround and reducing manual errors.

Fertility Centers of Illinois

A healthcare practice needed secure, compliant signing for patient marketing releases.

  • They required HIPAA assurances and flexible signing.
  • John Butler, Founder, praised the API and responsiveness that allowed secure, HIPAA-aware execution across devices.

Practical Tips for Accurate and Efficient Completion

Adopt consistent templates and validation steps to reduce rework and strengthen enforceability.

Use a Standard Template
Maintain a single, approved template with locked clauses for security and indemnity. Version-control the template and require legal sign-off for any deviations to prevent inconsistent protections across vendors.
Require Authorized Signers
Verify each signer's authority in system metadata and capture title and authority on the signature block. Keep a list of designated signatories to avoid signature disputes during enforcement.
Specify Technical Standards
Reference concrete protocols (TLS 1.2/1.3, AES-256) and authentication methods in the contract to eliminate ambiguity and facilitate security validation by IT teams.
Preserve Audit Records
Ensure the eSignature platform retains tamper-evident audit trails, certificate-of-completion records, and exports for at least the retention period specified in the agreement.

Common Preparation Pitfalls

  • Failing to define permitted vs prohibited data uses, which can allow vendors to use customer data for unintended marketing.
  • Leaving security controls vague, such as saying 'industry standard' without naming specific protocols or encryption levels.
  • Not matching technical controls to contractual promises, creating exposure during audits or breach investigations.
  • Relying on handwritten or informal approvals that lack documented signer authority and audit evidence.

Consequences of an Incorrect or Incomplete Agreement

Unenforceable Contract: Missing key terms
Privacy Fines: State or federal penalties
HIPAA Liability: Civil monetary penalties
Tax Penalties: Incorrect reporting fines
I-9 Violations: Paperwork fines possible
Reputational Damage: Customer trust loss

Key Deadlines and Timing Expectations

Track execution, notice, and renewal timelines to ensure obligations and opt-out periods are met.

Execution Window:

Complete signature process within agreed days to start obligations

Renewal Notice:

Provide written renewal or termination notice as specified

Incident Notification:

Notify within contract timeframe, often 72 hours to 30 days

Audit Scheduling:

Allow reasonable lead time for vendor audits

Record Retention:

Archive records for statutory retention periods

Frequently Asked Questions

Answers to common legal and technical questions about electronic execution and compliance for this agreement.


Need help? Contact support

be ready to get more
Join over 28 million airSlate SignNow users