Can this be signed electronically?

Yes. Electronic signatures are valid under the federal ESIGN Act (15 U.S.C. ch. 96) and state UETA laws adopted in most states, subject to limited statutory exceptions like wills or certain court filings.

Is notarization or witness needed?

Most service proposals do not require notarization or witnesses. If the proposal is converted into a contract with statutory attachments, state-specific notary or witness rules may apply.

What if signer name and ID do not match?

A name mismatch can delay acceptance or invoicing. Use the legal entity name on tax documents and collect a signer ID check if higher assurance is required.

How long should I keep executed proposals?

Retain executed proposals for at least three years after final payment; longer for tax, real estate, or HIPAA-related matters per IRC §6501(a) and 45 CFR §164.530(j).

Does HIPAA affect marketing work?

Yes, if the project involves protected health information. A Business Associate Agreement (BAA) is required and the platform must support HIPAA compliance.

How are revisions handled after signing?

Use an amendment or change-order document that both parties sign. Record the revision date and retain previous versions for audit and dispute resolution.

Electronic Signature
Templates
Marketing
Marketing Restoration Proposal

Marketing Restoration Proposal

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

MARKETING RESTORATION PROPOSAL

Parties

Client Name: Brand Contact:

Client Address

Agency/Creator Name: Primary Contact:

Agency Address

Project Overview

Proposal Title:

Background and Purpose:

Primary Objectives:

Scope of Restoration

Scope Summary:

Target Audience Primary Channels

Deliverables & Timeline

Deliverable 1 (Description and format): Due Date:

Deliverable 2 (Description and format): Due Date:

Additional Deliverables / Notes:

Compensation & Expenses

Total Fee: Currency:

Payment Schedule (describe milestones, percentages, invoice timing)

Reimbursable Expenses (pre-approval required?): Pre-approval required

Late Payment Fee:

Usage Rights, IP & Ownership

License Grant: Upon full payment, Agency grants Client a license to use final Deliverables for the Territory: for Duration: .

Ownership of Raw Materials: Agency retains ownership of pre-existing materials, templates, and third-party assets unless otherwise assigned in a written addendum. Specific assignments or exceptions:

Moral Rights Waiver: To the extent permitted by law, Agency hereby waives and shall procure waiver of moral rights in Deliverables to enable Client's use as permitted herein.

Exclusivity

Exclusivity: Agency shall not undertake substantially similar restoration work for direct competitors during the exclusivity period of . If checked, compensation for exclusivity: .

FTC Disclosure & Regulatory Compliance

Disclosure Requirements: Agency and any Creator partners must ensure all paid placements and influencer content include clear, conspicuous disclosures as required by advertising and consumer protection laws. Agency represents that it will provide disclosure language when required and will maintain documentation of disclosures upon Client request.

Compliance Certification: Agency certifies that all Deliverables will comply with applicable advertising, privacy, and consumer protection laws and will not contain false or misleading claims.

Termination & Kill Fee

Termination for Convenience: Either party may terminate this Proposal upon days' prior written notice to the other party. Client will pay Agency for work performed to the date of termination and applicable non-cancelable costs.

Kill Fee: If Client terminates without cause prior to completion, Client shall pay a kill fee equal to of the remaining contract balance or actual documented costs, whichever is greater.

Confidentiality

Confidential Information: Each party agrees to maintain the confidentiality of non-public information received from the other party and to use such information solely for performance under this Proposal. Exceptions include information that is publicly available, rightfully received from a third party, or required to be disclosed by law.

Return or Destruction of Materials

Representations, Warranties & Indemnity

Mutual Representations: Each party represents that it has the full right and authority to enter into this Proposal and to perform its obligations. Agency represents that Deliverables will not infringe third-party intellectual property rights.

Indemnity: Agency agrees to indemnify and hold harmless Client from and against any third-party claims arising from Agency's breach of its representations, negligence, or willful misconduct in connection with the Deliverables. Client agrees to indemnify Agency for claims arising from Client-provided materials or directions.

Limitation of Liability: Except for indemnification obligations or willful misconduct, neither party's aggregate liability shall exceed the total fees paid by Client to Agency under this Proposal.

Audit & Recordkeeping

Records: Agency will retain records supporting time spent, expenses, and disclosures for at least and will provide copies to Client upon reasonable request.

Acceptance

Acceptance Criteria: Client will review Deliverables within business days of delivery and provide written acceptance or requested revisions. Failure to timely respond will be deemed acceptance.

Reserved Rights / Post-Completion Support

Miscellaneous

Governing Law: The Proposal will be governed by the laws of the state indicated by Client: , without regard to conflict of law principles.

Amendment: Any amendment must be in writing signed by authorized representatives of both parties.

Additional Terms / Attachments

Client / Brand:

By:

Date:

Agency / Creator:

By:

Date:

What the Marketing Restoration Proposal Is

A Marketing Restoration Proposal is a formal written plan that describes the work, timelines, costs, deliverables and acceptance criteria for rebuilding or recovering marketing assets, campaigns, and communications after a disruption. Typical uses include rebranding after an incident, restoring digital channels following outages, rebuilding creative assets, or relaunching paid media. The document clarifies responsibilities, milestone payments and reporting expectations so stakeholders share a common scope and measurable objectives before work begins.

Why a Clear Proposal Matters

A concise Marketing Restoration Proposal reduces scope disputes, aligns stakeholder expectations, and documents deliverables and timelines for legal and accounting purposes.

Who Typically Prepares and Reviews These Proposals

These proposals are prepared by marketing teams, agencies, or consultants and reviewed by procurement, legal, or client stakeholders before work begins.

Marketing agencies and consultants who manage cross-channel restoration work and coordinate vendors.
Corporate marketing directors who need documented scope, budget, and milestones for internal approval.
Procurement or legal teams who verify contract terms, deliverables, and payment conditions.

Typical Signatories and Roles

Agency Project Manager

An agency PM signs to accept scope and certify deliverable schedules. The PM is responsible for coordinating subcontractors, tracking milestones, and providing status reports to the client until completion.

Client Marketing Lead

The client marketer signs to confirm scope, budget, and acceptance criteria. Their signature authorizes start of work and triggers billing or milestone payments as defined in the proposal.

Elements a Professional Proposal Should Include

A well-structured Marketing Restoration Proposal organizes scope, timeline, responsibilities, costs, acceptance criteria, and change-management terms so both parties can measure progress and close the project cleanly.

Scope

Detailed description of restored channels, assets, and specific deliverables with exclusions defined to avoid scope creep.

Timeline

Milestones, delivery dates, and review windows with responsibilities for approvals and delay allowances.

Budget

Itemized fees, payment schedule, expense reimbursement rules, and conditions for additional work.

Acceptance Criteria

Objective tests or checkpoints that define when a deliverable is complete and accepted by the client.

Change Control

Process for submitting, approving, and pricing change requests; includes impact on timeline and cost.

Legal Terms

Basic contract clauses: governing law, confidentiality, liability limits, and termination provisions.

Step-by-Step: Completing a Marketing Restoration Proposal

Follow these sequential steps to prepare, review, and finalize the proposal so the project can begin without administrative delays.

01

Draft Scope: Define objectives, assets to restore, and precise deliverables.
02

Estimate Costs: Itemize labor, third-party spend, and contingency amounts.
03

Review Terms: Confirm payment terms, liability limits, and governing law.
04

Sign and Distribute: Collect signatures and share executed copies with stakeholders.

How to Set Up a Digital Workflow for This Proposal

Configure an electronic workflow that enforces signing order, captures audit data, and auto-notifies stakeholders to reduce turnaround time.

Field \| Configuration	Name \| Value
Document Template	Create a reusable template for scope, budget, and signature fields.
Conditional Fields	Show pricing or clauses only when specific services are selected.
Signing Order	Set client signature after agency approval to confirm scope.
Authentication Method	Choose email link or SMS code depending on required signer assurance.

Typical Routing Flow for Proposal Approval

A consistent routing flow reduces confusion and preserves a clear audit trail for compliance and billing.

Prepare: Agency drafts proposal and attaches attachments.
Internal Review: Finance and legal confirm budget and terms.
Client Review: Client reviews scope, requests changes if needed.
Execute: Signatures collected and copies distributed to stakeholders.

Digital Signing and File Format Recommendations

Use PDF or DOCX formats and a signing platform that preserves an audit trail, produces a completion certificate, and supports common integrations.

File Formats: PDF and DOCX are standard for proposals.
Integrations: Connect with CRMs like Salesforce or NetSuite.
Authentication: Use email or SMS verification for signer identity.

Typical Timelines and Approval Windows

Set explicit timelines in the proposal to avoid scheduling conflicts and to define when work and payments begin.

Proposal Acceptance Window:

Client typically responds within 10 business days to confirm scope.

Project Kickoff:

Kickoff meeting scheduled within five business days after signature.

Intermediate Milestones:

Specify milestone review periods, often every 2–4 weeks.

Revision Turnaround:

Allow 3–5 business days per revision cycle for client review.

Final Delivery:

Final assets delivered within agreed milestone window.

Common Preparation Mistakes to Avoid

Leaving scope vague, which leads to repeated change orders and disputes over deliverables.
Failing to itemize ad spend separately, producing confusion about what costs are reimbursable.
Omitting acceptance criteria, so deliverables are returned for rework without objective standards.
Not specifying governing law and payment terms, which complicates dispute resolution and collections.

Risks of an Incomplete or Incorrect Proposal

Billing Delays: Late invoicing

Scope Disputes: Contract disputes

Regulatory Exposure: HIPAA or privacy risk

Payment Withholding: Client refuses payment

Reputational Harm: Brand damage

Legal Costs: Litigation expense

eSignature Pricing and Feature Comparison

Typical plan features and starting prices for common eSignature providers. signNow is listed first for direct feature comparison.

	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 trial	Varies by plan	Varies by plan	Varies by plan	Varies by plan
Bulk Send	Yes	Yes	Yes	Yes	No
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Yes	Yes	No	No

Frequently Asked Questions About the Proposal

Answers to common questions about electronic signing, notarization, retention, and risks for Marketing Restoration Proposals.

Need help? Contact support

Can this be signed electronically?
Yes. Electronic signatures are valid under the federal ESIGN Act (15 U.S.C. ch. 96) and state UETA laws adopted in most states, subject to limited statutory exceptions like wills or certain court filings.
Is notarization or witness needed?
Most service proposals do not require notarization or witnesses. If the proposal is converted into a contract with statutory attachments, state-specific notary or witness rules may apply.
What if signer name and ID do not match?
A name mismatch can delay acceptance or invoicing. Use the legal entity name on tax documents and collect a signer ID check if higher assurance is required.
How long should I keep executed proposals?
Retain executed proposals for at least three years after final payment; longer for tax, real estate, or HIPAA-related matters per IRC §6501(a) and 45 CFR §164.530(j).
Does HIPAA affect marketing work?
Yes, if the project involves protected health information. A Business Associate Agreement (BAA) is required and the platform must support HIPAA compliance.
How are revisions handled after signing?
Use an amendment or change-order document that both parties sign. Record the revision date and retain previous versions for audit and dispute resolution.

be ready to get more

Join over 28 million airSlate SignNow users

Sign Now