Is an electronic signature legally binding?

Yes. Electronic signatures are legally effective in the U.S. under the ESIGN Act (15 U.S.C. §7001) and UETA where adopted, provided intent, consent, attribution, and record retention criteria are met.

Do I need a notarized proposal?

Generally no. Marketing proposals typically do not require notarization. Notarization is only needed if the agreement itself or a related legal instrument requires it under state law.

What supporting documents should I attach?

Attach the detailed budget, media schedules, sample creative, vendor statements of work, and any privacy or data handling addenda relevant to the campaign.

Who should sign the proposal?

An authorized representative with legal signing authority for each party should sign. Confirm signatory names match legal entity records to avoid execution delays.

How do I correct errors after signing?

If minor, prepare an amendment or correction signed by all parties. For material changes, execute a new proposal or formal change order documenting the revision.

Can I use remote eNotarization or advanced authentication?

Some states permit Remote Online Notarization (RON) with identity proofing and audio-video recording. Verify state RON rules and notary requirements before relying on remote notarization.

Electronic Signature
Templates
Marketing
Marketing Integrated Campaign Proposal

Marketing Integrated Campaign Proposal

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

MARKETING INTEGRATED CAMPAIGN PROPOSAL

Parties

Brand/Client: Primary Contact:

Brand/Client Address

Agency/Creator: Primary Contact:

Agency/Creator Address

Campaign Overview

Campaign Name:

Proposed Start Date: Proposed End Date:

Executive Summary

Objectives & Target

Primary Objectives Target Audience

Channels & Distribution

Select intended channels (check all that apply):

Social Media (organic) Paid Media Email Marketing Public Relations Events/Experiential Other

If Other, describe

Deliverables & Acceptance

List of deliverables, formats, quantity and deadlines. Agency will deliver each item in the format and timeline specified below. Final deliverables are subject to Client acceptance per the acceptance criteria.

Deliverable 1 — Description

Format: Quantity: Deadline:

Acceptance Criteria (Deliverable 1) Deliverable 2 — Description

Format: Quantity: Deadline:

Acceptance Criteria (Deliverable 2)

Client will review completed deliverables within business days of delivery and may request reasonable revisions. Revisions beyond scope will be billed as additional work.

Compensation & Expenses

Total Campaign Fee: $

Deposit: $ due on or before .

Remaining Balance: $ due by or per milestone schedule below.

Payment Schedule / Milestones

Expenses: Reimbursable with receipts Expense cap: $

Late payment interest:

Usage Rights & Intellectual Property

License Grant: Agency hereby grants Client a non-exclusive/non-transferable license to use campaign deliverables as follows. Specify scope and restrictions below.

License Scope and Restrictions

Territory: Duration:

Ownership: Work for hire (Client owns final deliverables) Agency retains ownership and grants license to Client.

If Agency retains ownership, specify permitted uses by Client

Exclusivity & Conflicts

Exclusivity: Agency agrees not to perform substantially similar campaign work for direct competitors as defined below during the campaign term.

Define Competitors / Restrictions (if applicable)

FTC Disclosure Compliance

All sponsored content must comply with applicable advertising disclosure laws and guidelines. Agency will ensure clear and conspicuous disclosures in each paid or endorsed placement. Client and Agency shall cooperate to approve required disclosure language prior to publication.

Agency represents that it will include required disclosures on influencer posts and paid placements where appropriate. Client to review and approve any influencer disclosure language in writing prior to posting.

Parties acknowledge and agree to comply with disclosure obligations

Confidentiality

Confidential Information

Representations, Warranties & Indemnity

Each party represents that it has authority to enter this agreement and that materials provided do not infringe third-party rights. Agency warrants that deliverables will be original or properly licensed. Each party will indemnify the other for third-party claims arising from its breach, negligence, or willful misconduct.

Parties acknowledge and accept indemnification obligations as stated above

Termination & Kill Fee

Either party may terminate for convenience upon days' prior written notice. Termination for cause may be immediate upon material breach not cured within days.

Kill Fee: If Client terminates for convenience after Agency has commenced work, Client will pay a kill fee equal to of remaining unearned fees plus reimbursable expenses reasonably incurred.

Additional Termination Terms

Miscellaneous

Amendments: This Proposal may be amended only by written agreement signed by authorized representatives of both parties.

Governing Law: This Proposal is governed by the laws of the state of without regard to conflicts of law principles.

Signatures

Brand/Client:

By:

Date:

Agency/Creator:

By:

Date:

What the Marketing Integrated Campaign Proposal Is

A Marketing Integrated Campaign Proposal is a structured document that defines objectives, target audiences, creative concepts, tactical channels, budget allocation, and measurement for a coordinated marketing effort. It bundles strategy and execution plans so internal stakeholders and external decision-makers can review scope, deliverables, timelines, resources, and expected outcomes in one place. Typical proposals include an executive summary, campaign goals and KPIs, audience segmentation, media plan, creative samples, resource requirements, a detailed budget, risk factors, and a measurement plan that ties back to business objectives.

Why use a formal integrated campaign proposal

A formal proposal organizes strategy and logistics to align stakeholders, set measurable KPIs, and provide a single reference for approvals, budgeting, and vendor scope. It reduces ambiguity and speeds decision-making during planning and execution.

Who typically prepares and reviews these proposals

Stakeholders from sales, product, legal, and external vendors commonly participate in reviews to confirm scope and align on launch readiness.

Marketing manager — drafts strategy, coordinates vendors, and owns KPI tracking.
Agency team lead — outlines creative, media plans, and production schedules.
Finance or procurement — reviews budget, legal terms, and commercial risk.

Core sections to include in a professional proposal

A complete Marketing Integrated Campaign Proposal should be modular and scannable so reviewers can locate objectives, budget, and measurement quickly.

Executive Summary

Two- to three-sentence overview stating campaign purpose, primary KPI, budget range, and expected business impact to orient reviewers immediately.

Objectives & KPIs

Clear, measurable goals (e.g., leads, MQLs, revenue, CTR) with baseline metrics, target values, and the timeframe for measurement and reporting.

Audience & Segmentation

Defined target segments with personas, priority tiers, and required data attributes for targeting and personalization across channels.

Creative Approach

Key messages, creative formats, sample assets or mood boards, and production timelines including review and approval gates.

Media Plan & Budget

Channel mix, estimated costs by channel, cadence, placement priorities, and a consolidated budget table showing total and contingency.

Measurement Plan

Attribution model, reporting cadence, dashboards or templates, conversion events, and responsibilities for data collection and validation.

Essential compliance and security items to note

Encryption: TLS 1.2/1.3 in transit

Data at rest: AES-256 encrypted storage

Regulatory coverage: ESIGN and UETA compliant

Healthcare: HIPAA (BAA required)

Audit trail: Tamper-evident logs

Certifications: SOC 2 Type II, ISO 27001

Step-by-step: completing and routing the proposal

Follow these steps to prepare a complete proposal, collect approvals, and record the signed agreement.

01

Prepare draft: Populate objectives, scope, budget, and schedule.
02

Internal review: Route to finance, legal, and product for comments.
03

Client review: Send proposal to client for feedback and edits.
04

Approve & sign: Capture signatures and retain the final executed copy.

Configuring a digital workflow for approvals

Set up routing, authentication, and storage before sending the document to avoid rework during approvals.

Field	Configuration
Upload template	PDF \| DOCX accepted
Assign roles	Editor \| Approver \| Signer
Authentication	Email link \| SMS code \| KBA optional
Storage	PDF/A archive \| Audit trail retained

Typical routing and eSubmission flow

A clear routing order reduces signer confusion and captures a reliable audit trail for each approval step.

Upload: Sender uploads the final proposal file to the platform.
Place fields: Add signature, date, and initial fields where required.
Send: Generate email or secure link to next reviewer.
Complete: Signer signs and system captures timestamp and audit trail.

Technical considerations for eSubmission and distribution

Validate that the chosen platform records an audit trail, supports required authentication, and stores final PDFs with tamper-evident metadata.

Integrations: Salesforce | NetSuite | Google Workspace
File formats: PDF | DOCX | XLSX supported
Authentication: Email link | SMS | SSO options

Typical timeline and milestone dates for a proposal

Timelines vary by project size; use these milestones to set internal and client expectations.

Draft completion:

Draft ready for internal review within 3–5 business days.

Internal approvals:

Allow 2–4 business days for finance and legal review.

Client review window:

Expect 5–10 business days for client comments.

Final negotiation:

Resolve edits and confirm scope within 3–7 days.

Signed and effective:

Record signature date as the effective date.

Common mistakes to avoid when preparing a proposal

Unclear scope that leaves key deliverables unspecified, producing scope creep and disputes during execution.
Ambiguous budget lines that omit agency fees or media pass-through costs, causing payment delays and rework.
Incomplete signatory information or mismatched legal names, which can invalidate approvals and vendor contracts.
Neglecting privacy or data processing clauses when using targeted consumer data, risking regulatory noncompliance.

Practical risks and possible consequences

Missed deadlines: Delayed launches and lost media windows

Budget overruns: Unplanned spend and approval disputes

Contract ambiguity: Disagreements over deliverables

Privacy breaches: Regulatory fines or remediation costs

Intellectual property: Ownership disputes without clear assignment

Vendor nonperformance: Remediation and potential legal claims

eSignature vendor comparison for executing proposals

A neutral comparison of common vendor attributes and starting prices to help select an eSignature solution for proposal execution.

	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 by vendor	Varies by vendor	Varies by vendor	Varies by vendor
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 by plan	Varies by plan	Varies by plan

Frequently asked questions about using the proposal form

Answers to common questions about validity, attachments, signing, and corrections when using an integrated campaign proposal.

Need help? Contact support

Is an electronic signature legally binding?
Yes. Electronic signatures are legally effective in the U.S. under the ESIGN Act (15 U.S.C. §7001) and UETA where adopted, provided intent, consent, attribution, and record retention criteria are met.
Do I need a notarized proposal?
Generally no. Marketing proposals typically do not require notarization. Notarization is only needed if the agreement itself or a related legal instrument requires it under state law.
What supporting documents should I attach?
Attach the detailed budget, media schedules, sample creative, vendor statements of work, and any privacy or data handling addenda relevant to the campaign.
Who should sign the proposal?
An authorized representative with legal signing authority for each party should sign. Confirm signatory names match legal entity records to avoid execution delays.
How do I correct errors after signing?
If minor, prepare an amendment or correction signed by all parties. For material changes, execute a new proposal or formal change order documenting the revision.
Can I use remote eNotarization or advanced authentication?
Some states permit Remote Online Notarization (RON) with identity proofing and audio-video recording. Verify state RON rules and notary requirements before relying on remote notarization.

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