Can this be signed electronically?

Yes. Electronic signatures are legally enforceable for most commercial agreements under the ESIGN Act (15 U.S.C. ch. 96) and UETA where adopted. Exceptions include a handful of transaction types noted in federal and state rules.

Who must sign to bind an organization?

An authorized officer or individual with delegated signing authority must sign. Verify internal procurement or delegation documents; absent authority, the signature may not bind the entity.

Is notarization required?

Not generally required for marketing proposals, but state or contract-specific conditions may require notarization or witnesses. Check state notary rules when the document will be recorded or used as an affidavit.

How do I correct an error after signing?

Do not alter an executed copy. Prepare an amendment or corrected addendum, have all parties sign the amendment, and retain both the original and amendment for the record.

How long should we retain the executed document?

Retain for the active term plus a post-termination period consistent with business needs and law; see IRS guidance (IRC §6501(a)) and HIPAA record rules where applicable.

How can signer identity be verified?

Use signer authentication such as email verification, SMS codes, knowledge-based authentication, or higher-assurance methods depending on risk and internal policy.

Electronic Signature
Templates
Marketing
Marketing Scope Proposal

Marketing Scope Proposal

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

MARKETING SCOPE PROPOSAL

Parties

Client Name:

Client Contact & Address

Agency Name:

Agency Contact & Address

Proposal Summary

Proposal Effective Date:

Campaign Name Campaign Objectives Target Audience Primary Channels

Campaign Start Date: Campaign End Date:

Deliverables

The following deliverables will be produced, delivered and accepted according to the schedule below. Each deliverable is subject to the acceptance criteria and revision limits set forth in this Proposal.

Deliverable 1 — Description Deliverable 2 — Description Additional Deliverables / Notes

Compensation & Payment

Total Fee: $ Deposit Due on Signing: $

Payment Schedule / Milestones Reimbursable Expenses

Late Payment Interest Rate:

Usage Rights & Intellectual Property

License Grant: Agency grants Client a license to use final Deliverables for in the territory: for a duration of .

Pre-existing Materials

Client Ownership of Final Deliverables: Client owns all rights in final Deliverables upon full payment. Agency Portfolio Rights: Agency may retain limited rights to display Deliverables in portfolio and case studies.

Exclusivity

Exclusive Representation Requested:

If exclusive, scope and fee

Compliance & Disclosures

Agency represents and warrants that all promotional content will include clear and conspicuous disclosure of any material connection between the parties in accordance with applicable advertising and consumer protection guidelines. Agency will obtain any necessary consents for likenesses, trademarks or third-party materials prior to distribution.

Compliance Acknowledgement: Agency confirms disclosures will be placed as required and will provide examples for Client approval prior to publication.

Change Orders & Scope Modifications

Any material change to scope, schedule or fee shall require a written Change Order signed by authorized representatives of both parties. Standard change order rate: $ per hour unless otherwise agreed.

Change Order Approval Required:

Termination & Kill Fee

Either party may terminate this Proposal for convenience upon days' prior written notice. If Client terminates without cause after work has commenced, Client shall pay a kill fee equal to of the remaining contracted fee or actual costs incurred, whichever is greater.

Kill Fee Calculation Notes

Confidentiality & Warranties

Each party will maintain confidential information of the other in confidence and use it only for the purposes of performing this Proposal. Agency warrants that Deliverables will be original and will not knowingly infringe third-party rights. Client warrants it has the right to provide materials required for the campaign.

Confidentiality Exceptions / Specific Terms

Indemnification & Limitation of Liability

Each party shall indemnify the other for third-party claims arising from their breach of representations, willful misconduct, or gross negligence. Except for breaches of confidentiality or intellectual property infringement, neither party's aggregate liability shall exceed the total fees paid under this Proposal.

Acceptance

The undersigned authorized representatives of Client and Agency acknowledge and accept the terms of this Marketing Scope Proposal. Upon execution, this Proposal becomes a binding agreement between the parties for the stated scope, fees, and schedule.

Client Printed Name:

By:

Date:

Agency Printed Name:

By:

Date:

What a Marketing Scope Proposal Is and why it matters

A Marketing Scope Proposal is a written document that defines the objectives, deliverables, timeline, budget, and acceptance criteria for a marketing engagement. It outlines target audiences, channels, creative and production responsibilities, performance metrics, and assumptions that shape the work. The proposal functions as a reference for internal stakeholders, external agencies, and vendors, clarifying who does what and when. When signed by authorized parties it becomes the basis for contracting, budgeting, and project governance and helps limit scope creep through defined change-control and approval steps.

Why use a Marketing Scope Proposal

A clear proposal aligns stakeholders, sets measurable goals, and documents budget and timing expectations so teams can execute consistently. Properly drafted proposals reduce misunderstandings, speed approvals, and create an auditable record of agreed scope that supports contracting and post-project evaluation.

Who prepares and signs a Marketing Scope Proposal

Typical creators and approvers include marketing managers, agency account leads, procurement, and legal reviewers who need a concise statement of work and sign-off.

Marketing Manager — Prepares objectives, target audiences, and campaign KPIs; coordinates reviews and final approvals.
Agency Account Lead — Provides deliverables, timelines, resource estimates, and production responsibilities for client review.
Procurement / Legal — Reviews commercial terms, payment schedules, and change-control language prior to execution.

The document also supports finance for budgeting and project managers for scheduling, and is often retained in the contract repository after signature.

Core sections to include in a professional proposal

A complete Marketing Scope Proposal groups content into clear sections so reviewers can find obligations, timelines, and costs quickly. The following components form the usual structure.

Executive Summary

One-paragraph overview of campaign purpose, primary audience, and expected business outcome to orient reviewers without reading the full document.

Objectives & KPIs

Specific, measurable goals (e.g., lead volume, conversion rate, impressions) with baseline metrics and reporting cadence to judge success.

Deliverables & Scope

Detailed list of assets, formats, and acceptance criteria; specifies what is in scope and out of scope to limit misunderstandings.

Timeline & Milestones

Key dates for drafts, reviews, approvals, and launch; includes dependencies and escalation points for missed milestones.

Budget & Payment

Line-item budget, payment schedule, and expense allowances; identifies reimbursable costs and the process for change-order pricing.

Approval & Change Control

Signature block, revision process, and how scope changes are requested, priced, and approved to maintain contract integrity.

Essential information fields to capture

Document Title: Marketing Scope Proposal

Parties: Full legal names of client and vendor

Effective Date: MM/DD/YYYY

Scope Summary: One-line scope description

Budget Total: Currency and amount

Signatory Info: Name, title, and authorized signer

Step-by-step: complete and execute the proposal

Follow these steps in order to prepare, review, and finalize a Marketing Scope Proposal so it is clear, auditable, and ready for signature.

01

Draft content: Assemble objectives, deliverables, timeline, and budget.
02

Assign fields: Mark signature, initials, and date fields for each party.
03

Internal review: Obtain procurement, legal, and finance approvals as required.
04

Execute signatures: Collect authorized signatures and retain the executed copy.

Configuring an online workflow for this proposal

When using an e-submission workflow, set templates, authentication, and routing to match internal approval requirements.

Field	Configuration
Template	Create reusable template to ensure consistent fields
Conditional Fields	Show or hide fields based on the selected service options
Authentication	Email and optional SMS code or KBA for signer identity
Signing Order	Specify sequential or parallel signer routing

Where to send and how the executed proposal is routed

Define destinations for each executed copy so legal, finance, and project teams have the records they need.

Client Records: Signed copy returned to client contact and legal
Agency Files: Agency maintains production and asset responsibilities
Contract Repository: Upload executed PDF to central repository for retention
Finance / AP: Route invoices and signed payment terms to accounts payable

Distribution and eSubmission considerations

Choose distribution channels and file formats that match recipients' systems and compliance needs.

File Formats: PDF or DOCX preferred for fidelity
Integrations: CRM, cloud storage, or contract repository
Accessibility: Ensure readable on desktop and mobile

Typical dates and timing to include

Set clear dates and response windows so reviewers know expectations and the proposal can move to execution without delays.

Proposal Issued Date:

Date the document is circulated to reviewers for comment

Internal Review Deadline:

Internal approval cutoff prior to client submission

Client Review Period:

Number of business days clients have to respond

Final Approval Date:

Date by which authorized signature must be provided

Project Kickoff:

Planned start date after final approval

Common mistakes to avoid when preparing a proposal

Vague deliverables — leaving asset specifications unclear often causes rework and disputes during production.
No change-control language — failing to require written change orders allows scope creep without agreed pricing.
Missing authorized signer — sending to an unauthorized individual delays execution and can invalidate commitment.
Incorrect budget breakdown — omitting taxes, fees, or reimbursables leads to unexpected costs and payment disputes.

Risks if the proposal is incorrect or incomplete

Budget Overruns: Unclear scope causes unplanned expense

Missed Deadlines: Ambiguous milestones delay launches

Contract Disputes: Poor acceptance criteria trigger disagreements

Compliance Violations: Improper data handling can breach rules

Tax Implications: Incorrect invoicing affects tax reporting

Reputational Damage: Delivery failures harm client relationships

eSignature pricing and feature comparison for proposal execution

Basic pricing and feature differences across common eSignature vendors. Placeholders indicate where plan-level variation may apply; consult vendor plans for full details.

	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 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 completing and signing the proposal

Answers to common questions about electronic execution, notarization, signer authority, retention, and error correction for Marketing Scope Proposals.

Need help? Contact support

Can this be signed electronically?
Yes. Electronic signatures are legally enforceable for most commercial agreements under the ESIGN Act (15 U.S.C. ch. 96) and UETA where adopted. Exceptions include a handful of transaction types noted in federal and state rules.
Who must sign to bind an organization?
An authorized officer or individual with delegated signing authority must sign. Verify internal procurement or delegation documents; absent authority, the signature may not bind the entity.
Is notarization required?
Not generally required for marketing proposals, but state or contract-specific conditions may require notarization or witnesses. Check state notary rules when the document will be recorded or used as an affidavit.
How do I correct an error after signing?
Do not alter an executed copy. Prepare an amendment or corrected addendum, have all parties sign the amendment, and retain both the original and amendment for the record.
How long should we retain the executed document?
Retain for the active term plus a post-termination period consistent with business needs and law; see IRS guidance (IRC §6501(a)) and HIPAA record rules where applicable.
How can signer identity be verified?
Use signer authentication such as email verification, SMS codes, knowledge-based authentication, or higher-assurance methods depending on risk and internal policy.

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