Scope of Work
Detailed list of deliverables, campaign types, target channels, and any exclusions; include acceptance criteria for deliverables and reporting frequency.
A formal agreement reduces scope creep, clarifies who owns creative and analytics data, and documents performance expectations. It protects both parties by specifying payment terms, dispute resolution, confidentiality, and permissible advertising practices under applicable law.
Common signers include agencies, in-house marketing teams, independent consultants, and corporate procurement/legal teams involved in vendor onboarding.
Use the agreement to document permissions for ad account access, tracking pixels, data sharing, and any subcontracting arrangements before work begins.
Detailed list of deliverables, campaign types, target channels, and any exclusions; include acceptance criteria for deliverables and reporting frequency.
Fees, invoicing cadence, reimbursable expenses, ad spend handling, and late-payment remedies; specify currency and any retainers or performance bonuses.
Who owns creative, analytics data, keyword lists, and final deliverables; include license grants for tracking scripts and third-party assets.
Nondisclosure protections for account credentials, client data, and proprietary strategies, plus permitted disclosures to subcontractors.
Data processing terms, privacy obligations, consumer notice requirements, and adherence to applicable laws such as CAN-SPAM and platform policies.
Termination rights, notice periods, final accounting, return of materials, transition assistance, and limitation of liability caps.
| Field | Configuration |
|---|---|
| Signer Order | Sequential or parallel |
| Authentication | Email, SMS code, or KBA |
| Required Fields | Signatures, initials, dates |
| Notifications | Reminders and completion emails |
Choose an eSignature platform that captures an audit trail, secures data, and meets any industry compliance needs.
Ensure the chosen provider supports retention, exportable audit trails, and necessary integrations such as Google Workspace or Salesforce.
Date when media spend and SEO work begin
Net terms (e.g., Net 30) or fixed milestone dates
Monthly performance reports due by agreed day
Typically 30–90 days written notice
Timeframe to accept renewal terms before auto-renew
Local property manager needed to document paid listing budgets and tracking responsibilities
Venture services firm required a simple, repeatable engagement template for SEO retainers
Often authorized to approve scope and budgets up to a specified threshold; signatory authority should be documented in an internal delegation of authority policy and reflected in the agreement.
CEO or CFO signs when the contract creates long-term payment obligations or grants IP assignments; ensure the signer has board or corporate authority to bind the entity.
| 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 (Business Premium) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |