What if a signer’s name differs?

If a signer’s legal name does not match the master agreement or ID, update the exhibit to reflect the legal entity or attach proof of authority; mismatched names can cause acceptance or invoicing delays.

Is notarization required?

Notarization is rarely required for marketing exhibits; check state or contract clauses. Use remote online notarization where allowed and when the exhibit specifically requires a notary.

Can the exhibit be eSigned?

Most exhibits can be signed electronically if the parties consent and no statutory exception applies; ensure ESIGN/UETA compliance and obtain consumer disclosures when required.

How do I amend an executed exhibit?

Create a written amendment signed by authorized parties or replace the exhibit with a new signed version referencing the master agreement; maintain both versions for audit.

What files should be attached?

Attach spec sheets, creative briefs, budget spreadsheets, and any third-party licenses. Confirm file formats before upload to avoid rendering issues.

How long must I keep signed exhibits?

Retain executed exhibits for the active term plus the recommended period (see retention guidance). Tax, HIPAA, or audit rules may require longer retention.

Electronic Signature
Templates
Marketing
Marketing Exhibit Template

Marketing Exhibit Template

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

MARKETING EXHIBIT TEMPLATE

Exhibit Identification

Exhibit No.: Campaign Name:

Effective Date: Exhibit Term (months):

Parties

Brand / Client Brand Contact Brand Address Agency / Creator Agency Contact Agency Address

Campaign Overview

Objectives:

Target Audience:

Primary Channels:

Deliverables (Itemized)

Deliverable 1

Description

Format: Quantity: Due Date:

Acceptance Criteria

Deliverable 2 (optional)

Description

Format: Quantity: Due Date:

Compensation and Payment

Total Fee: $ Currency:

Payment Schedule

Invoice Terms:

Reimbursable Expenses Cap: $

Usage Rights and Intellectual Property

License Grant: The Agency grants to the Brand a license to use deliverables for the following purposes: .

Territory: Duration:

Ownership

FTC Disclosure Compliance

The Agency shall ensure all paid or materially supported communications comply with applicable advertising disclosure laws and guidelines, including clear and conspicuous disclosures of the commercial relationship in platform-appropriate form.

Agency certifies it will include required disclosure language and placement in each deliverable.

Exclusivity

Exclusivity Type: Exclusivity Period: .

If exclusivity is breached, Agency will pay a cure fee or liquidated damages as set forth: $.

Termination

Either party may terminate this Exhibit upon days' written notice for convenience. For termination for cause, the non-breaching party shall provide written notice and a day cure period.

Kill Fee: Upon termination by Brand without cause after Agency has commenced work, Brand will pay a kill fee equal to $ or the pro rata portion of work completed, whichever is greater.

Confidentiality

Representations, Warranties, and Indemnity

Each party represents that it has full power and authority to enter into this Exhibit. Agency warrants that deliverables will not infringe third-party rights and will comply with applicable laws. Agency will indemnify and hold Brand harmless from third-party claims arising from Agency's breach or infringement, subject to the limitations in the Master Agreement.

Approval Process & Acceptance

Submission for Approval: Agency shall submit final deliverables to Brand's contact. Brand shall provide consolidated written approval or specific change requests within days of submission. Absence of timely written objection constitutes acceptance.

Reporting & Metrics

Performance Metrics Required

Reporting Frequency:

Insurance

Agency will maintain insurance customary for these services, including general liability and, where applicable, media liability in commercially reasonable amounts.

Additional Terms

Execution

This Exhibit is governed by the terms of the Master Services Agreement between the parties and becomes effective when signed by authorized representatives of both parties below.

Brand / Client:

By:

Date:

Agency / Creator:

By:

Date:

What the Marketing Exhibit Template Is and When It’s Used

A Marketing Exhibit Template is a detachable exhibit or schedule appended to a services agreement that describes campaign scope, deliverables, timelines, fees, usage rights, and approval processes. It standardizes how marketing work is described so legal, creative, and procurement teams share a single reference for tasks, assets, and acceptance criteria. Used with a master services agreement, an exhibit reduces ambiguity about ownership of creative materials, permitted channels, reporting cadence, and payment milestones while remaining adaptable for multiple campaigns.

Why a Standard Exhibit Benefits Contracts and Campaigns

A clear Marketing Exhibit reduces disputes by documenting deliverables, approval steps, IP ownership, and performance metrics in one place. It helps finance and legal validate invoices against defined milestones and makes change orders easier to track.

Who Typically Prepares and Uses This Exhibit

Marketing exhibits are completed collaboratively: marketing project managers draft scope, legal reviews license language, and procurement or finance confirms payment terms.

Marketing teams preparing campaign scope and acceptance criteria
Legal and contracts teams reviewing license and indemnity language
Finance or procurement validating fees and milestone billing

When finalized, the exhibit becomes part of the signed agreement and controls how deliverables are created, approved, and paid.

Core Sections Every Marketing Exhibit Should Include

A comprehensive Marketing Exhibit groups technical and commercial details so choices are consistent across campaigns and vendors.

Scope Summary

Concise description of campaign objectives, target audience, and primary channels to avoid scope creep.

Deliverables

Itemized list of assets, formats, quantities, and submission formats for each milestone.

Milestones & Dates

Delivery schedule with review windows and acceptance criteria tied to payments.

Payment Terms

Fee schedule, invoice triggers, and any retainers or reimbursable expenses.

Intellectual Property

Assignment or license terms for creative assets, usage limits, and post-termination rights.

Reporting & KPIs

Measurement metrics, reporting cadence, data ownership, and approval thresholds.

Step-by-Step: Complete the Exhibit Accurately

Follow these sequential steps to ensure the exhibit is complete, consistent with the master agreement, and ready for signature.

01

Draft Scope: List campaign goals and core activities.
02

Define Deliverables: Enumerate assets, specs, and acceptance tests.
03

Assign Dates: Set milestone deadlines and review windows.
04

Finalize Terms: Confirm payment, IP, and reporting language before routing.

How to Configure the Exhibit for Online Completion

Map the document into your eSignature workflow so fields, roles, and routing match internal approval gates.

Template Name	Use a consistent name that includes client and campaign for easy retrieval.
Recipient Roles	Define roles (Creator, Reviewer, Signer, Approver) and assign email addresses or groups.
Conditional Fields	Set show/hide logic for optional line items and budgets.
Authentication	Choose email or SMS code for standard workflows; enable stronger auth for high-value deals.
File Format	Upload as PDF or DOCX and confirm form fields render correctly across devices.

Where the Completed Exhibit Should Be Sent

Route the finished exhibit to the right internal and external recipients to enable approvals and accurate invoicing.

Legal or Contracts: For final legal review and signature countersignature.
Finance / Procurement: To validate payment milestones and budget coding.
Client / Vendor: Deliver the executed exhibit to external parties as the controlling scope.
Project Folder: Store the signed copy in the campaign repository for operational teams.

Technical and Integration Considerations for eCompletion

Ensure your eSignature provider supports the integrations and file formats your teams use before rolling the template into production.

Integrations: Salesforce, NetSuite, Google Workspace, Microsoft 365 and others streamline routing and record sync.
File Types: PDF and DOCX are standard; confirm Excel if budgets are embedded.
Authentication: Support for email, SMS, and advanced signer verification reduces fraud risk.

Pick a platform that preserves audit trails, supports templates, and integrates with your CMS or contract repository for automated filing.

Key Dates and Timing Expectations

Document typical date-related items to align production, review, and payment with organizational calendars.

Effective Date:

Date when obligations and rights begin; enter MM/DD/YYYY.

Deliverable Due Dates:

Specify date or number of days after effective date for each asset.

Review Window:

Standard 5- to 10-business-day period for stakeholder feedback.

Payment Trigger Dates:

Tie invoices to acceptance or fixed calendar dates.

Change Order Cutoff:

Establish last date to request scope changes before production.

Milestone Timeline: From Scope to Handoff

A sequential milestone view helps teams visualize approvals and payment triggers across the campaign lifecycle.

01

Drafting and Internal Review

Marketing drafts exhibit and circulates to stakeholders for comment.

02

Legal and Finance Approval

Contracts and finance confirm terms and budget alignment.

03

Execution and Signatures

Parties sign the exhibit and the master agreement as required.

04

Delivery and Acceptance

Deliverables are submitted, reviewed against criteria, and accepted or disputed.

Common Preparation Errors to Avoid

Vague deliverables that lack technical specs cause rework and disagreements during acceptance testing.
Unclear IP language leads to downstream disputes over reuse, sub-licensing, and territorial rights for creative assets.
Missing payment triggers or ambiguous invoicing milestones delay supplier payment and strain vendor relationships.
Not aligning the exhibit with the master agreement can create conflicting clauses about liability or termination rights.

Consequences of an Incorrect or Incomplete Exhibit

Payment Delays: Invoices may be rejected

IP Disputes: Ownership unclear

Scope Creep: Unplanned costs accrue

Regulatory Risk: Privacy violations possible

Contract Breach: Termination exposure

Audit Failures: Record deficiencies cited

Data and Security Items to Record in the Exhibit

Encryption: AES-256 at rest, TLS 1.2/1.3

Audit Trail: Timestamps, IP, and signer actions

Access Controls: Role-based permissions for edits

HIPAA BAA: Required for PHI workflows

Retention: Signed copies archived securely

Authentication: Email, SMS, or stronger auth

eSignature Vendor Snapshot for Executing Marketing Exhibits

Compare basic price and capability signals across vendors. signNow is listed first per platform comparison conventions.

	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	Varies by plan	Varies by plan	Varies by plan	Varies by plan
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

Real-World Examples of Marketing Exhibits in Use

These concise examples show how organizations documented scope and approvals using an exhibit attached to a master services agreement.

Optica Ventures LLC

A small investment firm standardized campaign assets to streamline approvals and reduce rework.

The interface simplified client signoff.
By attaching a consistent exhibit to each work order, Optica reduced review cycles and ensured every campaign included IP assignment language and explicit reporting cadence, improving turnaround and auditability.

Fertility Centers of Illinois

A healthcare provider added data-use restrictions and PHI handling notes to its exhibit.

Patient privacy clauses were highlighted.
The exhibit ensured marketing vendors followed HIPAA constraints, required BAAs where PHI was used, and documented consent language for patient stories and testimonials to maintain compliance.

Practical Tips to Keep Exhibits Clear and Enforceable

Adopt consistent drafting and review habits to reduce disputes and speed execution.

Use precise technical specs

Include exact file formats, sizes, and naming conventions so production teams deliver correctly and acceptance is objective.

Tie payments to acceptance

Avoid vague invoicing by making payments contingent on defined acceptance tests or signed delivery receipts.

Limit broad license grants

Specify channels, territories, and duration for asset use to preserve future monetization and avoid overbroad rights transfers.

Maintain version control

Track and archive each exhibit revision; stamp executed versions with date and signatory details to prevent confusion.

Frequently Asked Questions and Troubleshooting Notes

Answers to common execution issues encountered when preparing, signing, and storing a Marketing Exhibit.

Need help? Contact support

What if a signer’s name differs?
If a signer’s legal name does not match the master agreement or ID, update the exhibit to reflect the legal entity or attach proof of authority; mismatched names can cause acceptance or invoicing delays.
Is notarization required?
Notarization is rarely required for marketing exhibits; check state or contract clauses. Use remote online notarization where allowed and when the exhibit specifically requires a notary.
Can the exhibit be eSigned?
Most exhibits can be signed electronically if the parties consent and no statutory exception applies; ensure ESIGN/UETA compliance and obtain consumer disclosures when required.
How do I amend an executed exhibit?
Create a written amendment signed by authorized parties or replace the exhibit with a new signed version referencing the master agreement; maintain both versions for audit.
What files should be attached?
Attach spec sheets, creative briefs, budget spreadsheets, and any third-party licenses. Confirm file formats before upload to avoid rendering issues.
How long must I keep signed exhibits?
Retain executed exhibits for the active term plus the recommended period (see retention guidance). Tax, HIPAA, or audit rules may require longer retention.

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