Can this be signed electronically?

Yes. Electronic signatures are generally enforceable under the ESIGN Act (15 U.S.C. ch. 96) and UETA where adopted. Ensure the signature method shows signer intent, consent, attribution, and that records are retained in retrievable form.

Do consumer-facing terms need extra disclosures?

If the proposal conveys financial terms or electronic records to a consumer, ESIGN requires a consumer consent disclosure and proof the consumer can access the electronic format (15 U.S.C. §7001(c)). Follow those steps before relying on e-signature.

Are notarization or witnesses required?

Most marketing proposals do not require notarization, but specific attachments (deeds, property acknowledgements) do. For documents that require notarization, follow state notary rules or RON requirements where allowed.

How do I make a revision after signing?

Create an amendment that references the original agreement, list the specific changes, and obtain signatures from the same parties. Maintain the amendment with the executed original for continuity and auditability.

Who is authorized to sign?

Authorized signers are individuals with legal authority to bind the contracting entity—typically officers, directors, or those with delegated signing authority. Confirm authority in advance with board or internal delegation records.

How long should I retain the executed proposal?

Retain executed proposals at least for the contract term plus 3 years; follow IRS, HIPAA, and industry-specific retention rules (see IRC §6501(a) and 45 CFR §164.530(j)). Extend retention when state law requires it.

Electronic Signature
Templates
Marketing
Marketing Store Proposal

Marketing Store Proposal

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

MARKETING STORE PROPOSAL

Parties and Proposal Date

Brand / Client Name Agency / Creator Name

Proposal Date:

Project Overview

This Proposal authorizes the Agency to design, build, populate and deploy a branded online marketing store on behalf of the Brand for the Campaign described below, pursuant to the terms, deliverables, schedule, payment and legal provisions set forth in this document.

Campaign Name Campaign Objectives Target Audience Primary Channels

Social Email Search Paid Media Other

Scope of Services

The Agency will provide the services necessary to create a fully functional marketing store including design, product entry, checkout configuration, payment integration, inventory mapping, content creation for product listings, analytics setup, and post-launch support as described below. Any services not expressly described must be documented as Change Orders and signed by both parties.

Primary Services (describe specifics)

Deliverables & Schedule

The following table summarizes principal deliverables, format, quantity and target delivery dates. Specific milestone acceptance criteria will be documented in the Project Plan attached by reference in the acceptance section below.

Deliverable 1 — Title / Description

Format: Quantity: Due Date:

Deliverable 2 — Title / Description

Format: Quantity: Due Date:

Additional Deliverables / Notes

Fees, Expenses & Payment

The Brand will pay the Agency the fees and reimburse reasonable pre-approved expenses according to the payment schedule below. All fees are exclusive of sales and transaction taxes which will be charged as required by law.

Total Project Fee Payment Schedule / Milestones

Pre-approved expenses will be reimbursed at cost (attach expense policy or specify caps)

Change Orders

Any request for services beyond the Scope of Services will be executed only upon written Change Order signed by authorized representatives of both parties. Change Orders will include scope, schedule impact and pricing.

Change Order Procedure / Hourly Rates

Usage Rights & Intellectual Property

Subject to payment in full, the Agency grants the Brand a non-exclusive, worldwide license to use deliverables for the Campaign for a period of years. All underlying pre-existing Agency tools, templates, and proprietary code remain the Agency's sole property unless otherwise assigned in writing.

If parties elect exclusive ownership of specific deliverables, such assignment must be identified here:

FTC Disclosure Compliance

The Brand and Agency will comply with all applicable disclosure rules for sponsored content and endorsements in promotional channels. The Agency will include the following disclosure language in all applicable posts and product pages:

Brand acknowledges and approves the disclosure text above and the Agency's placement of disclosures necessary to maintain compliance.

Exclusivity

Exclusivity (if any) will be limited to the channels and product categories expressly set forth below. Unless an exclusivity fee is negotiated, the Agency retains the right to provide services to other clients.

Exclusivity Required: Yes No

If yes, exclusivity scope and period

Exclusivity Period: Exclusivity Fee (if any):

Termination; Kill Fee

Either party may terminate this Proposal for convenience upon written notice to the other party. Upon termination, the Brand will pay the Agency for work performed, non-cancellable commitments and a kill fee as set forth below.

Notice Period (days):

Kill Fee Calculation

Confidentiality

Both parties will treat the other party's confidential information as confidential and not disclose such information except to employees or contractors with a need to know and who are bound by confidentiality obligations no less protective than this Article. Confidential information does not include information that is or becomes publicly available without breach.

Representations, Indemnity & Liability

Each party represents that it has the authority to enter into this Proposal. The Brand will indemnify the Agency for claims arising from Brand-supplied materials or instructions. The Agency will indemnify the Brand for claims arising from Agency's gross negligence or willful misconduct. Except for willful misconduct and indemnity obligations, neither party's liability will exceed the total fees paid under this Proposal for the twelve months preceding the claim.

Acceptance

The parties agree that this Proposal and the attached Project Plan (if any) constitute the entire statement of work governing the Marketing Store. To accept this Proposal, the Brand and Agency authorized representatives must sign below. This Proposal will expire if not signed by the Brand by .

Brand / Client

Printed Name:

By:

Date:

Title / Role:

Agency / Creator

Printed Name:

By:

Date:

Title / Role:

What the Marketing Store Proposal Is and When It’s Used

A Marketing Store Proposal is a formal document that outlines the scope, deliverables, pricing, timelines, and responsibilities for creating or operating a branded marketing store or campaign-specific storefront. It typically covers product lists, merchandising schedules, creative assets, inventory or fulfillment responsibilities, payment and licensing terms, and required approvals. Organizations use this proposal to secure client approval, align internal stakeholders, document commercial terms, and establish measurable milestones before work begins. The document can be executed electronically when signatures meet ESIGN/UETA requirements to ensure enforceability across jurisdictions.

Why a Clear Proposal Matters

A well-structured Marketing Store Proposal reduces misunderstandings, accelerates approvals, and documents responsibilities and timelines for both agency and client. Clear terms lower the risk of scope creep and enable measurable performance tracking.

Who Typically Prepares and Reviews This Proposal

Multiple stakeholders—legal, finance, and operations—should review the proposal before signatures to ensure compliance, billing accuracy, and operational feasibility.

Marketing managers and brand teams who define product assortments and creative requirements.
Procurement or vendor management teams responsible for pricing, contracts, and vendor selection.
Franchise or regional operators who approve localized merchandising and fulfillment arrangements.

Step-by-Step: Completing a Marketing Store Proposal

Follow a consistent sequence to collect approvals, technical details, and signoffs so the proposal is complete and enforceable.

01

Draft core terms: Describe scope, deliverables, pricing, and timelines.
02

Attach exhibits: Add SKU lists, artwork specs, and fulfillment SLAs.
03

Internal review: Legal, finance, and operations verify obligations.
04

Sign and record: Execute signatures and retain an auditable copy.

Core Components to Include in a Professional Proposal

A complete Marketing Store Proposal covers commercial, operational, and legal elements so stakeholders can approve and execute with confidence.

Executive Summary

Summarize objectives, target audience, expected outcomes, and a single-paragraph cost estimate so decision-makers can quickly assess fit.

Product and Pricing List

Include SKU-level descriptions, suggested retail or wholesale pricing, MOQ (minimum order quantity), and any volume discounts tied to thresholds.

Timeline and Milestones

List key dates for design approval, production, launch, replenishment, and performance reviews with responsibilities assigned for each milestone.

Fulfillment and Returns

Detail warehousing, shipping responsibilities, transit times, return handling, and who bears shipping or restocking costs.

Intellectual Property and Licensing

State ownership of creative assets, license scope, permitted uses, and duration for any content or trademarks provided by client or vendor.

Terms and Liability

Define payment terms, indemnities, limitation of liability, termination rights, and any performance warranties or service credits.

Security and Compliance Items to Note

Encryption: TLS 1.2/1.3 in transit; AES-256 at rest.

Audit Trail: Tamper-evident timestamped activity history.

HIPAA Options: BAA available where PHI processed.

Regulatory Certs: SOC 2 Type II and ISO 27001.

Accessibility: WCAG 2.0 Level AA support.

21 CFR Part 11: Compliant controls available on request.

Key Risks and Consequences of Errors

Contract Delays: Missing terms can delay execution.

Billing Disputes: Vague pricing leads to invoice rejection.

Compliance Breaches: Unauthorized PHI sharing risks HIPAA fines.

Intellectual Property Loss: Unclear licenses risk rights disputes.

Tax Consequences: Incorrect vendor status may trigger withholding.

Enforceability: Unsigned or improperly signed documents may be invalid.

Common Preparation Pitfalls to Avoid

Leaving exhibit lists incomplete causes frequent back-and-forth and delays while teams verify SKU and artwork details.
Using ambiguous payment language (for example, 'payable on completion') without defining completion criteria leads to disputes.
Failing to align on who handles returns and refunds can create operational bottlenecks during launch.
Skipping a legal review of IP or license terms risks unintended assignment of creative rights.

Typical Digital Approval and Signing Flow

Most organizations follow a standard sequence to route the proposal for review and collect signatures electronically.

Upload Document: Add proposal and exhibits to the signing platform.
Place Fields: Insert signature, initial, and date fields.
Assign Signers: Set signer order or parallel signing as required.
Execute: Collect signatures and store audit trail.

Configuring an Online Proposal Workflow

Set up a consistent workflow template for proposals to reduce errors and accelerate turnaround.

Field	Configuration
Authentication	Email link or SMS code
Signer Order	Sequential or parallel
Attachments	Add SKU lists and art as PDFs
Notifications	Auto-reminders at 3 and 7 days

Technical Considerations for eSubmission and Integration

Choose a platform that provides audit trails, secure storage, and the integrations your finance and CRM teams require to automate processing.

Formats: PDF, DOCX, and Excel supported
Integrations: Salesforce, NetSuite, Microsoft 365
Authentication: Email, SMS, and advanced options

Typical Timing Expectations and Review Deadlines

Set and communicate clear deadlines for each review stage to avoid uncontrolled schedule drift.

Proposal Submission:

Allow 2–5 business days for internal review prior to client delivery.

Client Review Window:

Request a 7–14 day review period for client feedback.

Legal Review:

Allocate 3–7 business days for legal and finance signoff.

Signature Period:

Expect 1–10 days depending on signer availability.

Onboarding:

Begin operational onboarding within 7 days of fully executed agreement.

Key Milestones from Draft to Launch

Track milestones sequentially so each team knows its deliverables and the next handoff.

01

Proposal Drafted

Document prepared with exhibits and cost estimates.

02

Internal Approval

Legal and finance confirm terms and pricing.

03

Client Sign-off

Client signs the final proposal and returns copy.

04

Launch Readiness

Fulfillment and creative teams confirm go-live items.

eSignature Pricing and Feature Snapshot for Proposal Execution

Comparison of starting prices and selected capabilities across common eSignature providers; signNow is listed first per platform convention.

	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	No	No	Yes, limited	Yes, limited
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 Using a Marketing Store Proposal

Answers to common questions on signing, enforceability, revisions, and submission methods for Marketing Store Proposals.

Need help? Contact support

Can this be signed electronically?
Yes. Electronic signatures are generally enforceable under the ESIGN Act (15 U.S.C. ch. 96) and UETA where adopted. Ensure the signature method shows signer intent, consent, attribution, and that records are retained in retrievable form.
Do consumer-facing terms need extra disclosures?
If the proposal conveys financial terms or electronic records to a consumer, ESIGN requires a consumer consent disclosure and proof the consumer can access the electronic format (15 U.S.C. §7001(c)). Follow those steps before relying on e-signature.
Are notarization or witnesses required?
Most marketing proposals do not require notarization, but specific attachments (deeds, property acknowledgements) do. For documents that require notarization, follow state notary rules or RON requirements where allowed.
How do I make a revision after signing?
Create an amendment that references the original agreement, list the specific changes, and obtain signatures from the same parties. Maintain the amendment with the executed original for continuity and auditability.
Who is authorized to sign?
Authorized signers are individuals with legal authority to bind the contracting entity—typically officers, directors, or those with delegated signing authority. Confirm authority in advance with board or internal delegation records.
How long should I retain the executed proposal?
Retain executed proposals at least for the contract term plus 3 years; follow IRS, HIPAA, and industry-specific retention rules (see IRC §6501(a) and 45 CFR §164.530(j)). Extend retention when state law requires it.

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