Is an electronic signature legally valid?

Yes. Under the ESIGN Act (15 U.S.C. ch. 96) and UETA (adopted in most states), an electronic signature is legally enforceable if it demonstrates intent, consent, attribution, and a retrievable record.

Do I need notarization for this package?

Most marketing contracts do not require notarization. If a state or a counterparty requests notarization or RON, follow that requirement and retain session records as required by the state.

What happens if a client changes scope after signing?

Document changes should be captured in a written amendment signed by authorized parties. Use version control and store both original and amended executed documents for auditability.

How should personal data be handled?

When processing personal data, include a data processing clause and, for healthcare data, a HIPAA BAA. Ensure consent for marketing communications and comply with applicable privacy laws.

Which signers are authorized to approve spend?

Specify authorized signatories and any delegated authority in the package; absence of explicit signing authority can invalidate approvals for billing purposes.

How long should we retain executed packages?

Retain the executed package for the contract term plus recommended retention periods: IRS records three years (IRC §6501(a)), HIPAA six years (45 CFR §164.530(j)), and longer if state law requires it.

Electronic Signature
Templates
Marketing
Marketing PPC Package

Marketing PPC Package

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

MARKETING PPC PACKAGE

Parties and Effective Date

Brand/Client Name:

Brand/Client Primary Contact Brand/Client Address Brand/Client Email

Agency/Provider Name:

Agency Primary Contact Agency Address Agency Email

Effective Date:

Recitals

This Marketing PPC Package Agreement (the "Agreement") sets forth the terms under which Agency will provide pay-per-click campaign strategy, setup, optimization, creative support, tracking, and reporting for Brand in accordance with the Scope of Services and Compensation provisions below. Agency will act as an independent contractor. Nothing in this Agreement creates an employment, partnership, or joint venture relationship between the parties.

Campaign Overview

Campaign Name Primary Objectives

Target Audience:

Channels and Platforms

Google Ads Bing Ads Facebook / Meta Ads LinkedIn Ads Other:

Scope of Services

Agency shall provide the following services in connection with the Campaign: strategy and account setup, keyword and audience research, creative ad copy and asset recommendations, landing page review and optimization guidance, conversion tracking and tag implementation assistance, bid and budget management, A/B testing of ads, and monthly performance reporting in accordance with the Deliverables schedule below.

Deliverables & Deadlines

Deliverable 1 — Campaign Setup

Due Date:

Deliverable 2 — Creative Ads & Assets

Quantity / Formats: Due Date:

Deliverable 3 — Reporting & Recommendations

Reporting Frequency: Weekly Biweekly Monthly

Budget, Fees & Payment Terms

Management Fee (Service): $

Monthly Media Budget (Platform Spend): $

Payment Schedule

Deposit: due upon execution. Remaining fees invoiced:

Invoicing Terms: Net days. Late payment interest:

Agency may bill media spend either on behalf of Brand or Brand may pay platforms directly. If Agency pays media on Brand's behalf, Brand shall reimburse Agency within Net days of invoice.

Performance, KPIs & Reporting

Key Performance Indicators

Agency will provide measurement and reports that include campaign spend, impressions, clicks, conversions, conversion rate, cost per conversion, and recommended optimizations. Brand acknowledges that PPC results fluctuate and that Agency does not guarantee specific placement, impressions, or conversion volume except where expressly set forth in a written Service Level Addendum signed by both parties.

FTC Disclosure Compliance

Where applicable, Agency shall advise Brand on disclosure language and placement for paid promotional content to comply with advertising disclosure requirements. Brand is responsible for ensuring any product claims and endorsements are truthful and substantiated. Agency will include clear and conspicuous disclosure recommendations for all creative deliverables that are sponsored or paid placements.

Brand confirms: Brand is responsible for factual accuracy of product or service claims contained in ads.

Usage Rights and Intellectual Property

Agency grants Brand a non-exclusive, worldwide license to use deliverables created under this Agreement for the Campaign and related marketing for the duration specified below. Agency retains the right to use non-confidential, non-client-identifying portions of performance data and anonymized learnings for Agency portfolio and internal optimization. Pre-existing materials and third-party assets remain the property of their respective owners unless otherwise assigned in writing.

License Duration Territory

Exclusivity

Brand and Agency agree the Campaign is: Non-exclusive Exclusive for category: for a period of from the Effective Date.

Term, Termination & Kill Fee

Term: This Agreement commences on the Effective Date and continues for an initial term of unless earlier terminated in accordance with this section.

Termination for Convenience: Either party may terminate upon days' prior written notice. Brand will pay for services performed, non-cancellable third-party commitments, and any required kill fee of $ if termination occurs prior to completion of agreed milestones.

Termination for Cause: Either party may terminate immediately for material breach that remains uncured for days following written notice of breach.

Confidentiality & Data

Each party will protect confidential information of the other party and will use such information only to perform its obligations under this Agreement. Confidential information does not include information that is or becomes publicly available through no breach by the receiving party or that was independently developed without access to the disclosing party's confidential information.

Data Access and Analytics

Warranties, Disclaimers & Liability

Agency represents that it will perform services in a professional manner consistent with industry standards. Except as expressly set forth herein, Agency disclaims all other warranties, express or implied, including any warranty of results. Neither party will be liable for indirect, incidental, special, consequential, or punitive damages. The aggregate liability of either party for claims arising under this Agreement shall not exceed the total fees paid to Agency in the prior three months, except for liability arising from willful misconduct or gross negligence.

Indemnification

Each party (the "Indemnitor") will indemnify, defend, and hold harmless the other party and its officers, directors, employees, and agents (the "Indemnitee") from and against third-party claims arising out of (a) Indemnitor's breach of this Agreement, (b) Indemnitor's negligence or willful misconduct, or (c) any claims that Brand materials infringe a third party's intellectual property rights, except to the extent such claims are caused by Agency's use of Brand-provided materials without timely notice of known third-party restrictions.

Amendments, Notices & Governing Law

Amendments to this Agreement must be in writing and signed by authorized representatives of both parties. Notices shall be delivered to the primary contacts listed above. This Agreement will be governed by the laws of the state of without regard to conflict of law principles. Disputes shall be resolved by binding arbitration in that state unless the parties mutually agree otherwise in writing.

Miscellaneous

Relationship of Parties: Agency is an independent contractor. Assignment: Neither party may assign this Agreement without the other's prior written consent, except that Agency may assign to an affiliate. Severability: If any provision is held invalid, the remainder shall remain in effect.

Brand / Client:

By:

Date:

Agency / Provider:

By:

Date:

What the Marketing PPC Package Is

A Marketing PPC Package is a formal proposal and service agreement that defines pay‑per‑click campaign scope, budget, targeting, milestones, performance metrics, deliverables, reporting cadence, and billing terms. It typically combines a project brief, media plan, creative specs, tracking requirements, and contract language that governs payment terms, intellectual property, cancellation and liability. For procurement and compliance the package may also include required attachments such as statements of work, data processing addenda, vendor tax forms, or proof of advertising accounts. The document creates a shared baseline for campaign execution and financial reconciliation.

Why a Clear PPC Package Matters

A structured Marketing PPC Package reduces ambiguity about responsibilities, spending limits, and performance expectations, which helps prevent disputes and billing errors. It also documents client consent to targeting and tracking methods and supports auditability for finance and legal review.

Who Typically Prepares or Receives This Package

Agencies, in‑house marketing teams, and independent consultants commonly prepare Marketing PPC Packages to align stakeholders and obtain formal approvals.

Agency account teams: Draft proposals, set media budgets, and manage client approvals for campaign launch.
In-house marketing managers: Use packages to centralize vendor agreements, budgets, tracking specs, and internal approvals.
Freelance consultants: Deliver concise packages when onboarding client accounts or coordinating with platform managers.

The document also circulates to procurement, legal, finance, and any third‑party vendors that require contractual or billing clarity before campaigns launch.

Representative Signatories and Decision Makers

Agency Account Manager

An authorized manager who prepares the media plan, negotiates rates, and signs on behalf of the agency when delegated authority exists; typically responsible for campaign reconciliation and client reporting to avoid billing disputes.

Marketing Director

An in‑house director or procurement approver who confirms budget availability, approves targeting and privacy terms, and signs the package to authorize spend and interdepartmental obligations.

Core Elements to Include in a Professional Package

A complete Marketing PPC Package should combine commercial terms, operational specifications, and measurement expectations to provide a single source of truth for campaign execution.

Scope of Services

Describe campaign objectives, channel mix, geographical targeting, and excluded activities so both parties have identical operational expectations before spend is committed.

Budget & Billing

List media spend caps, agency fees, billing cadence, payment terms, and any pass‑through costs to prevent later invoice disputes and enforce limits.

KPIs & Reporting

Define primary metrics (CTR, CPA, ROAS), reporting frequency, access to analytics accounts, and consequences for missing reporting commitments.

Timeline & Milestones

Provide creative deadlines, campaign build windows, launch dates, and approval turnarounds so workstreams can be sequenced and resourced.

Legal Terms

Include indemnities, liability caps, IP assignment, confidentiality, termination rights, and governing law to reduce contractual uncertainty.

Attachments

Append billing contacts, tax forms, tracking instructions, creative specifications, and a data processing addendum when handling personal data.

Step‑by‑Step: Completing and Approving a PPC Package

Follow these sequential steps to prepare, review and finalize the Marketing PPC Package so campaigns start on time with documented approvals.

01

Prepare package: Assemble scope, budget, KPIs, timelines, and attachments for internal review.
02

Internal review: Route to finance and legal for billing and contract checks before client delivery.
03

Client review: Send package to client, collect questions, and record requested changes for version control.
04

Sign and archive: Obtain final signatures, retain executed copy, and distribute to campaign teams and billing.

How to Amend or Revise an Approved Package

Use a controlled amendment workflow to capture scope changes, budget adjustments, and revised timelines without losing version history.

01

Request change:

Initiator records requested changes and rationale in a change request form.

02

Assess impact:

Finance and project leads estimate cost, timing, and resource effects.

03

Approve amendment:

Authorized approver signs amendment to validate revised terms.

04

Update attachments:

Replace creative specs or tracking instructions with updated files.

05

Distribute revised copy:

Send final amendment to all stakeholders and archive prior versions.

06

Reconcile billing:

Adjust invoices and budgets to reflect approved changes.

Typical Electronic Approval Flow

Electronic signing speeds approvals and preserves an audit trail; this is a common four‑step sequence for eSubmission and signature capture.

Upload document: Sender uploads the package PDF or DOCX to the platform.
Place fields: Add signature, date, and initial fields where required.
Invite signers: Enter signer emails or create secure signing links with authentication.
Complete signing: Signers execute signatures and receive completed copies with audit logs.

Configuring a Digital Workflow for the Package

Set up fields, authentication, and integrations before sending the package to ensure proper routing and recordkeeping.

Field	Configuration
Authentication method	Email link plus optional SMS code for higher assurance
Approval flow	Sequential approvers with conditional routing when needed
Template locking	Lock critical financial fields to prevent unauthorized edits
Integration mapping	Map signer and billing data to CRM or accounting fields

Integration and Format Requirements for eSubmission

Confirm supported file formats and integrations before sending to avoid conversion errors or missing data.

File formats: PDF, DOCX, and XLSX supported for templates
CRM integrations: Salesforce, NetSuite, Microsoft 365, Google Workspace
Storage connectors: Box, Google Drive, Egnyte and AWS available

Typical Timelines and Expected Turnarounds

Define deadlines in the package to set expectations for internal review, client approval, build time, and launch so campaigns meet planned dates.

Proposal delivery deadline:

Send within 3–7 business days of initial briefing

Client review window:

Allow 5–10 business days for comments and approval

Campaign build period:

Typically 7–14 calendar days from approval to launch

Billing cycle start:

Billing begins on campaign launch unless otherwise noted

Reporting cadence:

Provide performance reports weekly or monthly as specified

Key Project Milestones from Proposal to Launch

Track these numbered stages to coordinate approvals, creative delivery, technical setup, and launch readiness across teams.

01

Stage One: Draft

Complete initial package with scope and budget estimates

02

Stage Two: Internal Approval

Legal and finance review for contract and billing terms

03

Stage Three: Client Signoff

Client reviews, requests edits, and provides formal signature

04

Stage Four: Launch

Finalize assets, set tracking, activate campaigns and monitor

Common Preparation Mistakes to Avoid

Leaving budget descriptions vague, which often leads to disputed media spend and delayed reconciliation between client and agency.
Failing to attach tracking specifications or access credentials, preventing proper measurement and causing late campaign start dates.
Using ambiguous approval language that does not specify who can authorize budget increases or creative changes during live campaigns.
Not documenting data processing responsibilities or privacy consents when audience lists include personal data, increasing legal and compliance risk.

Risks and Contractual Consequences of Errors

Late Payment: Interest or collection costs

Unauthorized Spend: Client may dispute charges

Data Breach: Potential regulatory fines

Ambiguous Scope: Liability for unmet expectations

Missing Tax Info: Withholding or backup withholding

Breach of Terms: Contract termination rights

eSignature Provider Comparison for Executing the Marketing PPC Package

This table summarizes representative starting prices and five common capabilities across major eSignature providers to help with platform selection for digital approval workflows.

	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	No	No	Yes, limited	Yes, limited
Bulk Send	Yes (Premium)	Yes	Yes	Yes	No
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Yes	Yes	No	No

Real‑world Examples of Electronic Package Use

Organizations across sectors use digital signature workflows to speed approvals and maintain compliance when executing vendor and client marketing agreements.

Optica Ventures — COO

Optica simplified client signoffs with an online process that reduced administrative friction.

The interface was easier for customers to use.
As a result, turnaround on executed agreements shortened and internal operations required fewer follow‑ups, enabling the team to focus on campaign optimization rather than manual paperwork.

Martin Properties — Founder

Martin Properties processed documents entirely online to meet transaction deadlines without in‑person meetings.

Mobile signing allowed remote approvals.
The firm maintained compliance across devices and reduced delays on contract execution, improving time to revenue while preserving an auditable record of each signed package.

Frequently Asked Questions About the Marketing PPC Package

Common questions focus on legal validity, required fields, eSignature use, and what happens when terms change; answers are practical and aligned with U.S. law.

Need help? Contact support

Is an electronic signature legally valid?
Yes. Under the ESIGN Act (15 U.S.C. ch. 96) and UETA (adopted in most states), an electronic signature is legally enforceable if it demonstrates intent, consent, attribution, and a retrievable record.
Do I need notarization for this package?
Most marketing contracts do not require notarization. If a state or a counterparty requests notarization or RON, follow that requirement and retain session records as required by the state.
What happens if a client changes scope after signing?
Document changes should be captured in a written amendment signed by authorized parties. Use version control and store both original and amended executed documents for auditability.
How should personal data be handled?
When processing personal data, include a data processing clause and, for healthcare data, a HIPAA BAA. Ensure consent for marketing communications and comply with applicable privacy laws.
Which signers are authorized to approve spend?
Specify authorized signatories and any delegated authority in the package; absence of explicit signing authority can invalidate approvals for billing purposes.
How long should we retain executed packages?
Retain the executed package for the contract term plus recommended retention periods: IRS records three years (IRC §6501(a)), HIPAA six years (45 CFR §164.530(j)), and longer if state law requires it.

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