Executive summary
A brief overview stating objectives, primary audience, and success metrics so reviewers understand the project's purpose without reading the full document.
A consistent template reduces scope creep, clarifies approvals, and documents decisions for legal and operational continuity. When executed with validated e-signatures, the completed form meets the legal requirements for electronic contracting under federal and applicable state laws such as the ESIGN Act (15 U.S.C. ch. 96) and state UETA rules.
This template is used by cross-functional teams to collect approvals and confirm deliverables before design work begins.
Stakeholder clarity at the start reduces rework, speeds delivery, and creates an auditable trail of decisions.
| Field | Configuration |
|---|---|
| Template Name | Use a clear internal name for reuse and tracking |
| Reviewer Order | Select sequential or parallel routing per approval needs |
| Notifications | Set email reminders and escalation intervals |
| Conditional Fields | Display budget or licensing fields only when relevant |
Choose file formats, integrations, and authentication levels that match your security and audit needs.
Configure storage and retention settings in the same platform to preserve audit trails, timestamps, and exported copies for compliance.
Complete within 1–2 weeks of project approval
Allow 3–7 business days per review cycle
First full design package due within agreed sprint
Schedule 3–5 business days for QA
Final sign-off at least 48–72 hours before deployment
Confirm goals, KPIs, scope, and budget before creative begins.
Iterate with reviewers until assets meet acceptance criteria.
Obtain signatures confirming deliverables, rights, and launch timing.
Push live assets and store the executed template with version records.
A brief overview stating objectives, primary audience, and success metrics so reviewers understand the project's purpose without reading the full document.
Define measurable goals (e.g., traffic lift, conversion rate, brand metrics) and the period used to evaluate them to align expectations.
List specific assets, counts, formats, and excluded items to limit scope creep and provide clear acceptance criteria for completion.
Identify who owns creative, approvals, vendor management, and post-launch reporting to avoid duplication and handoff gaps.
Detail source files, approved variants, licensing terms, and file naming conventions to support production and future updates.
Provide discrete signatory lines for each approver with dates and space for comments; include an audit-ready electronic signature capture mechanism.
Store final assets and the signed template as searchable PDF/A for archival, and retain editable master files (DOCX, PSD, AI) for future updates.
Include licensing agreements, style guides, approved imagery lists, and accessibility checklists so approvals cover legal and editorial needs.
Record version numbers, change summaries, and timestamps so reviewers can compare iterations without ambiguity.
Keep a dated summary of requested changes and reviewer sign-offs to show the path from brief to final asset.
| 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 (plan) | Yes (plan) | Yes (plan) | Yes (plan) | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Varies by plan | Varies by plan | Varies by plan | Varies by plan |