Executive Summary
Concise campaign objective, target KPIs (CPA, ROAS, clicks), and a high-level rationale for channel and audience selection to orient decision makers and executives.
A well-prepared proposal sets expectations, allocates risk, and creates a measurable basis for performance evaluation. It reduces scope creep, supports billing accuracy, and documents approval milestones so both parties share a common understanding of objectives and deliverables.
Agencies, in-house marketing teams, consultants, and procurement or purchasing contacts commonly prepare or review PPC proposals during vendor selection or campaign planning.
Signatory responsibility usually rests with an authorized purchasing agent or marketing leader; the proposal should identify the authorized signers and any required internal approvals.
Concise campaign objective, target KPIs (CPA, ROAS, clicks), and a high-level rationale for channel and audience selection to orient decision makers and executives.
Detailed list of campaign types, ad formats, creative counts, geographic and audience targets, daily budgets, and specific deliverables such as assets, landing pages, and A/B tests.
Clear breakdown of media spend, management fees, one-time setup charges, and billing cadence with examples showing how spend maps to projected outcomes.
Tracking requirements, conversion definitions, attribution model, reporting frequency, and dashboard access to support transparent performance measurement.
Key dates for kickoff, creative delivery, QA, launch, optimization windows, and review checkpoints tied to approvals and billing events.
Commercial terms, data handling and privacy notes, termination and amendment procedures, authorization lines, and signature blocks for authorized parties.
| Field | Configuration |
|---|---|
| Proposal Version | Track with version number and date |
| Reviewer Roles | Assign reviewer groups and approval order |
| Conditional Approvals | Trigger extra review for budgets over threshold |
| Finalization | Lock document after signature |
Choose distribution methods that preserve document integrity and preserve an audit trail for approvals.
Integrations with CRM and document storage systems such as Salesforce, NetSuite, Microsoft 365, and Google Workspace help ensure the signed proposal is linked to client records and campaign setup artifacts.
Send draft 5–10 business days before requested start
Allow 3–5 business days for stakeholder feedback
Specify approval date to secure media bookings
Final assets due at least 3 business days pre-launch
Target launch date after all approvals and QA
| 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 | Yes, 7-day trial | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes (Business Premium+) | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |