Scope of Access
Define permitted systems, user groups, IP ranges, and the marketing assets accessible over the VPN.
A purpose-built agreement aligns technical controls with commercial responsibilities, reduces security gaps in distributed marketing workflows, and documents who bears liability for data mishandling or downtime.
Combining input from security, legal, and business owners produces an agreement that balances access needs with compliance and risk mitigation.
Chief Marketing Officer or head of marketing who approves commercial terms, scope of access, and business requirements for campaign systems and vendor relationships.
IT or security manager who confirms technical controls — encryption, MFA, logging, incident response obligations, and required configurations for secure VPN access.
Define permitted systems, user groups, IP ranges, and the marketing assets accessible over the VPN.
Specify authentication methods (MFA, SSO) and acceptable credential management practices.
Mandate TLS 1.2/1.3 for control channels and AES-256 or equivalent for data-in-transit or at-rest as needed.
Require detailed logs, retention periods, and access to audit trails for post-incident review.
State how customer lists, PII, or campaign analytics are stored, copied, and destroyed.
Allocate responsibility for breaches, downtime, indemnities, and insurance minimums.
Review platform compliance (ESIGN/UETA) and, for healthcare or high-risk data, ensure a Business Associate Agreement (BAA) is available.
| Field | Configuration |
|---|---|
| Signature Field | Required; place for each authorized signer |
| Authentication | Email + optional SMS code or KBA |
| Routing Order | Sequential or parallel as required |
| Final Delivery | Send signed PDF + certificate to stakeholders |
| 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 promotion | Varies by promotion | Varies by promotion | Varies by promotion |
| Bulk Send | Yes (plan option) | Yes | Yes | Yes | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA required) | Yes (BAA available) | Yes (BAA available) | Varies | Varies |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |
Marketing and leasing teams moved signing online to streamline approvals and maintain compliance.
An organization prioritized SOC 2–aligned controls when executing vendor agreements.