Objective
Concise campaign goal and primary KPI (for example, lead form submissions per week or cost per acquisition target). Tie the objective to measurable metrics and reporting cadence.
A well-structured proposal reduces ambiguity about deliverables and timelines, sets measurable success criteria for conversion and traffic, and documents intellectual property and payment terms in a single place.
Identifying the correct preparer and signer up front speeds approval and reduces back-and-forth during contract execution.
Concise campaign goal and primary KPI (for example, lead form submissions per week or cost per acquisition target). Tie the objective to measurable metrics and reporting cadence.
List pages, variants, form fields, A/B tests, and required integrations (analytics, CRM, ad pixels). Specify which party handles content, images, and hosting.
Enumerate artifacts: wireframes, designs, production HTML/CSS, tracking setup, QA report, and final exportable files or CMS handoff instructions.
Provide milestone dates for kickoff, design review, development, QA, UAT, and launch, including acceptance windows and revision limits.
State fixed fees or time-and-materials rates, payment schedule, expenses, and change order process. Include tax handling and invoicing terms.
Clarify IP ownership, confidentiality, warranties, liability limits, termination rights, and the governing law for the agreement.
| Field | Configuration |
|---|---|
| Authoring Access | Assign single editor role and version control with comments enabled |
| Review Rounds | Limit to two client review rounds before chargeable change orders apply |
| Signer Order | Set sequential or parallel signing depending on approval hierarchy |
| Audit Trail | Enable timestamp and IP capture for each signature event |
Confirm the platform meets any industry compliance needs (for example HIPAA for healthcare clients) and preserves audit trails for each signing event.
| 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 | Varies | Yes | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |
The interface is simple and easy-to-use for our team; more importantly, it is just as easy for our customers.
I can process and execute all of these documents online with 100% compliance and built-in security.
An authorized signer is the person the client authorizes to bind the company—typically a director, officer, or procurement designee. Confirm signer authority in the proposal to prevent later disputes about enforceability.
An agency account lead or operations manager may sign under delegated authority. Ensure delegation is documented and consistent with internal policies to validate signature attribution.