Scope
Define pages, form fields, tracking scripts, A/B tests, integrations, and deliverable formats so both parties agree on what will be delivered and accepted.
A concise agreement reduces ambiguity about deliverables, ownership, and lead data handling while establishing timelines and payment terms that protect both parties.
This agreement fits projects where one party commissions design or marketing services and another delivers them under defined terms.
Use this agreement to set role clarity, signatory authority, and post-launch responsibilities such as maintenance and analytics access.
Usually responsible for approvals, campaign objectives, and lead-use rules. Signs for budget commitment and verifies that deliverables meet campaign KPIs and privacy commitments.
Signs on behalf of the vendor to confirm scope, delivery schedule, asset ownership terms, and service-level responsibilities for hosting, updates, and support.
Define pages, form fields, tracking scripts, A/B tests, integrations, and deliverable formats so both parties agree on what will be delivered and accepted.
Set milestone dates for drafts, revisions, testing, deployment, and post-launch support with acceptance criteria tied to each milestone.
State who owns final creative, source files, and analytics data; include license terms for any third-party resources or stock assets.
Specify who collects, stores, and processes lead data, how consent is captured, and which party is the data controller or processor.
Outline fees, invoicing schedule, late payment remedies, and whether performance-based bonuses or retainers apply.
Limit liability for both parties, define indemnities for IP infringement and data breaches, and set insurance minimums if required.
| Field | Configuration |
|---|---|
| Signature Field | Required for each signatory; add date stamp. |
| Initials Field | Use for page-by-page confirmation where needed. |
| Conditional Fields | Show pricing or options only when selected by parties. |
| Routing Order | Set signer sequence for approvals and countersignatures. |
Consider authentication strength, audit trails, and file formats when selecting a signing platform.
Choose a solution that meets your compliance needs and integrates with CRM or storage systems used for campaign operations.
A startup engaged an agency for a conversion-optimized page with lead routing
A real estate firm needed multiple localized landing pages for listings
Date by which vendor provides initial mockups or prototype
Number of days client has to request revisions
Planned launch date for the live landing page
Net days from invoice for milestone or final payment
Minimum days notice required to end the agreement
Agreement executed and initial payment processed ahead of work start
Client approves design and copy, triggering development
Forms, tracking, and integrations validated before deployment
Page goes live; access and analytics credentials delivered
| 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 | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/yr | Varies | Varies | Varies |