Is an electronic signature legally binding?

Yes. Electronic signatures are valid under the federal ESIGN Act (15 U.S.C. ch. 96) and state UETA statutes except where specific exceptions apply, such as certain testamentary documents.

Do I need a notary for this agreement?

Most commercial Pay Per Call Agreements do not require notarization. If a state or counterparty requires notarization or RON, follow the applicable state rules and remote notarization procedures.

What happens if the caller recorded without consent?

Unlawful recordings may expose parties to statutory penalties under state wiretapping laws and can invalidate evidence; include clear consent language and follow federal and state requirements for call recording.

How long can I dispute billed calls?

Contract terms typically set a dispute window (commonly 30–60 days). Absent a contract term, standard commercial practice is to raise disputes promptly; include a definitive lookback period in the agreement.

What data should be retained for audits?

Retain call logs, recordings, campaign metadata, and reconciliation exports for at least three years for tax support and longer where industry rules apply; HIPAA-related records require six years (45 CFR §164.530(j)).

Can I cancel or revoke the agreement?

Revocation or termination follows the contract's termination clause. Typically, provide the required notice, settle outstanding invoices, and preserve records for the stated retention period.

Electronic Signature
Templates
Marketing
Marketing Pay Per Call Agreement

Marketing Pay Per Call Agreement

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

MARKETING PAY PER CALL AGREEMENT

Parties

This Marketing Pay Per Call Agreement (the Agreement) is entered into by and between:

Brand/Client Name:

Brand/Client Contact & Address

Agency/Creator Name:

Agency/Creator Contact & Address

Entity Type Individual Corporation/LLC Other

Recitals

WHEREAS, Brand/Client desires to generate telephone inquiries for Brand/Client's products or services; and

WHEREAS, Agency/Creator represents that it can place tracked promotional material and operate or manage inbound call generation and tracking on behalf of Brand/Client in return for compensation on a per-qualified-call basis;

NOW, THEREFORE, in consideration of the mutual promises contained herein, the parties agree as follows.

Campaign Description

Campaign Name Primary Objectives Target Audience Channels Authorized

Search Display Social TV/Audio Affiliate/Publisher Other

Campaign Start Date and End Date

Deliverables & Call Handling

Agency/Creator will provision tracking telephone numbers and generate inbound calls that are routed to Brand/Client or Brand/Client's designated call center. Agency/Creator shall provide call detail records and access to call recordings for all billable calls.

Tracking Numbers & Configuration Definition of a Qualified Call

Volume Targets and Caps

Compensation

Brand/Client agrees to compensate Agency/Creator for each Qualified Call in accordance with the following terms.

Per-Qualified-Call Fee Payment Schedule Minimum Guarantee / Retainer (if any) Chargebacks, Refunds and Disputes

Usage Rights & Intellectual Property

Brand/Client retains all ownership of its trademarks, trade names, logos, creative assets and copyrights (Brand IP). Brand/Client hereby grants Agency/Creator a limited, revocable, non-exclusive, non-transferable license to use Brand IP solely for the performance of this Agreement and only for the Territory and Term set forth below. Agency/Creator shall not use Brand IP for any other purpose without Brand/Client's prior written consent.

Territory

License Duration

FTC Disclosure & Compliance

Agency/Creator shall ensure that all promotional materials, voice scripts, and on-air or on-line statements comply with applicable advertising and consumer protection laws and include clear, conspicuous disclosures where required by law or regulation such as disclosure of material connections, sponsorship, or paid placement. Agency/Creator shall not make false or misleading statements regarding Brand/Client's products or services. Brand/Client reserves the right to require revisions to any creative or script to achieve compliance.

Exclusivity

Select applicable option:

Non-exclusive Exclusive for Territory and Channels Limited exclusivity (describe)

Termination

Either party may terminate this Agreement upon written notice to the other party as set forth below. Termination does not relieve either party of obligations accrued prior to termination.

Termination Notice Period

Kill Fee / Early Termination Fee

Immediate termination is permitted for material breach, including but not limited to fraud, repeated non-compliance with the Qualified Call definition, or unlawful conduct.

Confidentiality

Indemnification & Liability

Each party shall indemnify, defend and hold harmless the other party from any and all third-party claims, liabilities, losses or damages arising out of the indemnifying party's breach of this Agreement, negligence, willful misconduct, or unlawful acts. Except for liability arising from gross negligence, willful misconduct, or indemnification obligations, the parties' aggregate liability under this Agreement shall be limited to the fees paid or payable to Agency/Creator in the six (6) months preceding the claim.

Representations & Warranties

Each party represents and warrants that it has the authority to enter into this Agreement and perform its obligations. Agency/Creator represents that it will perform services in a professional manner and in compliance with applicable laws and platform terms.

Miscellaneous

Assignment: Neither party may assign this Agreement without the other party's prior written consent, except to a successor in interest of substantially all assets related to the business.

Force Majeure: Neither party shall be liable for delays or failures due to causes beyond its reasonable control, provided prompt notice is given and commercially reasonable efforts are made to mitigate.

Governing Law

Notices

Audit & Reporting

Agency/Creator shall provide weekly and monthly reports detailing call volumes, source, call duration, conversion data and access to call recordings. Brand/Client may audit tracking and call logs upon reasonable notice and during normal business hours.

Reporting Frequency

Signatures

Brand/Client:

By:

Date:

Agency/Creator:

By:

Date:

What a Marketing Pay Per Call Agreement Covers

A Marketing Pay Per Call Agreement is a contract between a marketer, publisher, or agency and an advertiser that defines how inbound consumer calls are generated, tracked, measured, and compensated. The agreement sets call-tracking parameters, qualifying call criteria, payments per qualified call, lead attribution rules, fraud controls, reporting cadence, and dispute resolution procedures. It establishes responsibilities for maintaining call tracking numbers, caller disclosure requirements, data handling, and any required consent for recording or sharing call content. The document also typically identifies contract term, termination rights, and governing law for enforcement.

Why a Clear Pay Per Call Agreement Matters

A precise agreement aligns expectations on what counts as a billable call, reduces disputes over attribution and fraud, and protects both parties with defined payment triggers and audit rights. It also documents data handling and consent needed for call recording and sharing.

Who typically signs and enforces these agreements

Companies in performance marketing, lead generation publishers, call centers, and advertisers use Pay Per Call Agreements to govern campaign economics and operational rules.

Advertiser legal or media-buying teams that control campaign budgets and need defined KPIs and payment terms.
Marketing agencies and affiliate networks that manage tracking, campaign optimization, and reporting across publishers.
Publishers, lead vendors, and call brokers that supply call volume and must document qualification rules and fraud protections.

Clear role definitions reduce billing disputes and simplify audits; include contact points for campaign operations, finance, and legal to expedite issue resolution.

Typical signer roles

Agency Signer

An agency signatory (media buyer, account director, or general counsel) authorizes campaign terms, approves tracking methodology, and assumes responsibility for payments and reconciliation. They ensure campaigns meet advertiser brand and compliance requirements and coordinate dispute resolution with vendors.

Publisher Signer

A publisher or lead vendor owner signs to confirm they will supply and manage call-tracking assets, honor qualification rules, and cooperate with audits. They warrant data accuracy and accept financial liability for confirmed instances of fraud or invalid calls.

Core clauses to include in a professional agreement

A complete Pay Per Call Agreement groups operational definitions, financial terms, compliance language, and technical requirements so both parties can execute, measure, and enforce campaign performance.

Definitions

Clearly define 'qualified call', 'lead', 'conversion', 'invalid call', and other campaign-specific terms so there is no ambiguity when determining billable events.

Tracking and Attribution

Specify call-tracking provider, number assignment, dynamic insertion rules, session matching, and fallback attribution methods for simultaneous channels.

Payment Terms

State price per qualified call, invoicing frequency, payment window, late fees, and conditions for chargebacks or adjustments tied to audits.

Fraud Controls

List allowed detection methods, thresholds for invalidation, required evidence for chargebacks, and remedies for repeated or intentional fraud.

Data Privacy & Call Recording

Include consent requirements, permitted uses of call audio/transcripts, storage duration, and obligations under HIPAA or other privacy laws when applicable.

Term & Termination

Describe contract length, auto-renewal rules, notice periods for termination, and responsibilities on termination such as final reconciliations and return of assets.

Step-by-step: completing and activating a Pay Per Call campaign

Follow these sequential steps to execute the agreement and begin tracking billable calls.

01

Negotiate Terms: Agree on qualification rules and price per call.
02

Provision Tracking: Assign numbers and configure dynamic routing.
03

Sign Agreement: All authorized parties sign and date the contract.
04

Launch and Monitor: Start campaigns and review initial reports for discrepancies.

Typical online workflow configuration for pay-per-call campaigns

A consistent workflow ensures correct routing, attribution, and automated reconciliation across platforms.

Field	Configuration
Number Assignment	Dedicated numbers per publisher or dynamic pools per campaign.
Attribution Window	Set session and cookie windows for cross-channel matching.
Recording Settings	Enable recording where permitted and tag recordings with call IDs.
Reporting Export	Schedule CSV or API exports for reconciliation.

How call attribution typically flows

A predictable call attribution sequence reduces mismatch and accelerates payment.

User Clicks Ad: Dynamic number insertion assigns tracking number.
Call Routed: Call connects to advertiser or call center.
Session Matched: Tracking records match call to campaign metadata.
Qualify & Bill: Qualified calls are flagged for invoicing.

Technical and platform considerations for e-submission

Confirm that your eSignature and call-tracking platforms support the integrations and security controls required by the agreement.

Document Formats: PDF, DOCX supported
Integrations: Salesforce, NetSuite, Google Workspace
Security: TLS and AES encryption

Using platforms with audit trails, strong authentication, and integration options simplifies reconciliations and preserves evidence needed for disputes or regulatory review.

Key timing and payment deadlines to include

Clearly state invoicing cadence, dispute windows, and cutoff times so both parties have the same expectations about when payments and adjustments occur.

Invoice Frequency:

Monthly invoices are common for ongoing campaigns.

Payment Terms:

Net 30 or Net 45 are typical contractual terms.

Dispute Window:

Allow 30–60 days after invoice for disputes.

Retroactive Adjustments:

Limit to a specific lookback period, e.g., 90 days.

Termination Notice:

Specify notice period, commonly 30 days.

Consequences of errors or missing terms

Payment Disputes: Delays or loss of revenue

Fraud Exposure: Chargebacks and indemnity claims

Regulatory Risk: Privacy fines if recordings violate law

Tax Reporting: Incorrect 1099 treatment

Operational Downtime: Campaign pauses during audits

Contract Voidance: Ambiguous terms risk unenforceability

Common preparation mistakes to avoid

Leaving qualification terms vague, which often leads to subjective billing disputes and repeated reconciliation cycles between parties.
Failing to specify a single source of truth for tracking data and reconciliation, causing differences between vendor and advertiser reports.
Not addressing consent for call recording and data sharing, which can breach federal or state privacy laws and trigger penalties.
Omitting fraud detection thresholds and evidence requirements, making it harder to recover funds or prove repeated invalid activity.

Security and compliance elements to include

Encryption: TLS 1.2/1.3 in transit; AES-256 at rest

Audit Trail: Immutable timestamps and IP logging

Regulatory Compliance: ESIGN, UETA, HIPAA (BAA available)

Certifications: SOC 2 Type II and ISO 27001

Authentication: 2FA and advanced signer verification

Accessibility: WCAG 2.0 Level AA support

eSignature vendor snapshot for executing Pay Per Call Agreements

Compare typical vendor starting prices and core capabilities relevant to signing and storing Pay Per Call Agreements. signNow is listed first per comparative format.

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

Practical best practices for reliable campaigns

Adopt consistent operational and contractual habits to minimize disputes and accelerate reconciliation.

Confirm ownership and routing of call-tracking numbers

Document who provisions numbers, which pools are used, and routing logic so attribution is reproducible during audits and prevents cross-account confusion.

Define objective qualification rules with measurable thresholds

Use clear metrics such as minimum call duration, product- or service-specific intent markers, and caller geography to avoid subjectivity when marking billable calls.

Require standardized reporting exports and reconciliation format

Agree on CSV or API export schemas, field names, and reconciliation keys to automate matching and reduce manual adjustments.

Include a clear fraud-evidence protocol and remediation path

Specify the required evidence for invalidation, timelines for chargebacks, and steps for escalations, including thresholds for suspending payments.

Real-world examples of agreements in use

Case examples show how different organizations apply consistent contract and workflow practices to manage pay-per-call campaigns.

Martin Properties (Tim Martin)

A local property management firm used tailored call qualification rules to route tenant inquiries to on-call staff.

They implemented dynamic number insertion across listings.
"I can process and execute all of these documents online with 100% compliance and built-in security. Whether on mobile or working offline, I can get forms back to their necessary parties efficiently."

Xerox (Kodi-Marie Evans)

An enterprise operations team standardized vendor onboarding and payment triggers for inbound B2B calls.

They required signed SLAs and automated reporting.
"airSlate SignNow provides us with the flexibility needed to get the right signatures on the right documents, in the right formats, based on our integration with NetSuite."

Frequently asked questions about Pay Per Call Agreements

Answers to common legal, operational, and eSignature questions when preparing, signing, or disputing Pay Per Call Agreements.

Need help? Contact support

Is an electronic signature legally binding?
Yes. Electronic signatures are valid under the federal ESIGN Act (15 U.S.C. ch. 96) and state UETA statutes except where specific exceptions apply, such as certain testamentary documents.
Do I need a notary for this agreement?
Most commercial Pay Per Call Agreements do not require notarization. If a state or counterparty requires notarization or RON, follow the applicable state rules and remote notarization procedures.
What happens if the caller recorded without consent?
Unlawful recordings may expose parties to statutory penalties under state wiretapping laws and can invalidate evidence; include clear consent language and follow federal and state requirements for call recording.
How long can I dispute billed calls?
Contract terms typically set a dispute window (commonly 30–60 days). Absent a contract term, standard commercial practice is to raise disputes promptly; include a definitive lookback period in the agreement.
What data should be retained for audits?
Retain call logs, recordings, campaign metadata, and reconciliation exports for at least three years for tax support and longer where industry rules apply; HIPAA-related records require six years (45 CFR §164.530(j)).
Can I cancel or revoke the agreement?
Revocation or termination follows the contract's termination clause. Typically, provide the required notice, settle outstanding invoices, and preserve records for the stated retention period.

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