Is notarization required?

Not typically. Standard service agreements do not require notarization to be enforceable, though some parties voluntarily notarize signatures or use notarization when state recording is needed.

Can the agreement be electronically signed?

Yes. Electronic signatures meet federal requirements under the ESIGN Act (15 U.S.C. §7001) and intrastate UETA laws in most U.S. jurisdictions, provided intent, consent, attribution, and record retention are satisfied.

How should scope changes be documented?

Document changes with a written change order signed by both parties that updates scope, pricing, and schedule. Avoid verbal-only modifications to reduce disputes.

Who is authorized to sign?

An individual with corporate authority signs for companies (officers or delegated signatories). Verify signatory authority for corporations, LLCs, or public entities before acceptance.

What happens if a milestone is missed?

Refer to liquidated damages, cure periods, or extension provisions in the contract; escalate per the defined dispute-resolution process if parties cannot agree on remedy.

How do I cancel or revoke the agreement?

Follow termination clauses for notice, cure periods, and obligations on termination. Immediate revocation without contractual cause can trigger damages or cancellation fees.

Electronic Signature
Templates
Marketing
Marketing Wordpress Development Agreement

Marketing Wordpress Development Agreement

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

MARKETING WORDPRESS DEVELOPMENT AGREEMENT

This Agreement is entered into between Brand/Client: and Agency/Developer: effective as of (Effective Date).

Recitals

Client desires to retain Agency to design, develop, configure and deliver a WordPress site and associated marketing materials, and Agency agrees to perform such services on the terms and conditions set forth in this Agreement.

Project Identification

Project Name Project Summary Campaign Objectives

Target Audience:

Primary Channels (select those applicable):
Website Social Media Email Paid Advertising

Scope of Services and Deliverables

Agency will provide the services and deliverables described below. Deliverables shall be specified with format, quantity and delivery dates. Any material change to scope requires a written Change Order signed by both parties.

Deliverable 1 — Title Deliverable 1 — Description, Format, Quantity

Due Date: Acceptance Criteria:

Deliverable 2 — Title Deliverable 2 — Description, Format, Quantity

Due Date: Acceptance Criteria:

Project Schedule, Milestones and Acceptance

Milestone 1 — Name: Due: Payment on Acceptance:

Milestone 2 — Name: Due: Payment on Acceptance:

Acceptance testing shall be performed by Client within days of delivery of each deliverable. Failure to provide written rejection with specific defects within the acceptance period will constitute acceptance.

Compensation and Expenses

Total Fee Payment Schedule

Out-of-pocket expenses (e.g., premium plugins, stock assets, paid integrations) will be billed to Client with prior written approval. Expense cap (if any):

Taxes

All fees are exclusive of taxes. Client shall be responsible for any sales, use, value-added or similar taxes unless Client provides a valid exemption certificate. Agency will invoice taxes where required by law.

Intellectual Property and License

Subject to Client's full payment of all amounts due under this Agreement, Agency assigns to Client all right, title and interest in the custom code, graphics, designs and written content created specifically for Client under this Agreement, excluding Agency Pre-Existing Materials and third-party components. Agency shall deliver source files necessary for future maintenance unless otherwise agreed.

Agency retains ownership of Pre-Existing Materials. Agency grants Client a non-exclusive, worldwide, perpetual license to use Agency Pre-Existing Materials incorporated into the Deliverables solely as embedded in the Deliverable. Where third-party themes or plugins are used, Client is responsible for license fees, and Agency will disclose such components prior to purchase.

List Pre-Existing Materials or Third-Party Components

Warranties, Maintenance and Support

Agency warrants that Deliverables will materially conform to the agreed specifications for a period of days following acceptance. Agency's sole obligation during the warranty period is to correct defects reported in writing. This warranty does not apply to issues arising from Client changes, third-party integrations, or hosting environment changes.

Optional Ongoing Maintenance

Confidentiality

Each party shall maintain in confidence all non-public information disclosed by the other party and shall not use such information except to perform obligations under this Agreement. The confidentiality obligations shall survive termination for years.

FTC Disclosure and Endorsement Compliance

If Deliverables include endorsements, testimonials, influencer content, or sponsored promotions, Agency and Client shall ensure clear and conspicuous disclosure of any material connections in accordance with applicable consumer protection and disclosure laws. Agency certifies it will provide disclosure language where required and will not make false or misleading claims.

Agency confirms compliance with disclosure requirements: Agency will include required disclosures in content

Exclusivity

Client: No exclusivity Limited exclusivity

If limited exclusivity is selected, describe scope and duration:

Change Orders

Any change to Scope, Deliverables, Schedule or Fees shall be documented in a written Change Order signed by both parties. Change Orders shall specify new deliverables, schedule, fees and any additional payment terms.

Termination

Either party may terminate this Agreement for material breach if the breaching party fails to cure the breach within days after written notice. Client may terminate for convenience upon days' written notice and shall pay a kill fee equal to unpaid Fees for accepted work plus of remaining Contract Value.

Indemnification and Liability

Each party shall indemnify and hold harmless the other from third-party claims arising from its negligence, willful misconduct, or breach of representations. Agency will indemnify Client for claims alleging that Agency-delivered custom code infringes a third party's copyright, provided Client gives prompt written notice and control of the defense to Agency.

IN NO EVENT SHALL EITHER PARTY'S AGGREGATE LIABILITY EXCEED THE TOTAL AMOUNTS PAID BY CLIENT TO AGENCY UNDER THIS AGREEMENT. NEITHER PARTY SHALL BE LIABLE FOR INDIRECT, SPECIAL, PUNITIVE OR CONSEQUENTIAL DAMAGES.

Representations and Compliance

Each party represents that it has authority to enter this Agreement and that its performance will comply with applicable laws, including advertising, data protection and intellectual property laws. Agency represents that Deliverables will be original or properly licensed.

Conflicts; Subcontracting

Agency may engage subcontractors provided Agency remains responsible for their performance. Agency shall promptly notify Client of any potential conflict of interest arising from other engagements affecting this Agreement.

Data Protection

Agency shall implement reasonable administrative and technical measures to protect personal data processed on behalf of Client. Any data breach materially affecting Client shall be reported to Client without undue delay.

Publicity

Agency may identify Client as a client and use Deliverables in portfolios or case studies unless Client checks here to prohibit such use:

Governing Law and Dispute Resolution

This Agreement shall be governed by the laws of the State of without regard to conflict of laws principles. Parties will attempt good faith negotiation and mediation prior to initiating litigation.

Notices

Client Contact for Notices Agency Contact for Notices

Miscellaneous

This Agreement, together with all Change Orders and exhibits, constitutes the entire agreement between the parties and supersedes prior agreements. Any modifications must be in writing and signed by authorized representatives.

Client (Brand) — Printed Name:

By:

Date:

Agency (Developer) — Printed Name:

By:

Date:

What a Marketing WordPress Development Agreement Is

A Marketing WordPress Development Agreement is a written contract between a client and a developer or agency outlining the scope, deliverables, timeline, payment, intellectual property allocation, acceptance criteria, maintenance, and any marketing-related services tied to a WordPress build. It clarifies responsibilities for theme or plugin development, content migration, SEO and analytics setup, hosting or deployment tasks, performance guarantees, and post-launch support. The agreement reduces ambiguity about ownership of code and content, sets billing milestones, and creates a baseline for dispute resolution and change-order handling during the project lifecycle.

Why a Clear Agreement Matters for WordPress Projects

A written agreement preserves each party’s expectations on scope, costs, and ownership while reducing disputes and billing ambiguity. For marketing-focused WordPress projects this is especially important because content, SEO, analytics, and branding requirements can interact with technical deliverables.

Who Typically Uses This Agreement

The Marketing WordPress Development Agreement is used by agencies, freelancers, and in-house teams to document project work and commercial terms.

Marketing agencies coordinating design, development, SEO, and content delivery for client websites.
Freelance WordPress developers contracting with small businesses or startups for turnkey builds.
In-house marketing teams engaging third-party developers or consultants for project-based work.

Use the agreement when a new WordPress site, major redesign, or marketing-integrated feature set is being contracted to ensure rights, payments, and timelines are clear.

Step-by-Step: Completing the Agreement

Follow these sequential steps to prepare, review, and finalize the Marketing WordPress Development Agreement so both parties have a clear record before work begins.

01

Gather Documents: Collect IDs, business records, prior design files, and technical access details.
02

Define Scope: Write a detailed scope with deliverables, milestones, and acceptance criteria.
03

Agree Payment: Set deposit, milestone payments, invoicing schedule, and accepted payment methods.
04

Sign & Store: Obtain signatures and retain executed copies per retention rules.

Core Clauses to Include in a Professional Agreement

These six components form the backbone of a Marketing WordPress Development Agreement; include clear language for each to limit disputes and support enforceability.

Scope of Work

Describe pages, templates, plugins, integrations, content migration, SEO tasks, and excluded items with measurable acceptance criteria for each deliverable.

Deliverables & Milestones

List deliverables with dates, linked milestones, and criteria for acceptance testing and sign-off by the client.

Payment Terms

State amounts, schedule, invoicing cadence, late fees, refunds, and payment methods such as ACH or card processing.

Intellectual Property

Allocate ownership of code, theme customizations, and content; specify license grants, work-for-hire clauses, and third-party component obligations.

Warranties & Maintenance

Define warranty period, bug-fix scope, support terms, and separate maintenance or retainer arrangements, including service response times.

Confidentiality & Data Security

Identify confidential information, data handling responsibilities, security measures, and any required data addenda for regulated data.

Required Contract Data at a Glance

Party Names: Full legal names

Addresses: Street, city, state, ZIP

Contact Information: Phone and email

Scope Summary: Deliverables and exclusions

Payment Terms: Amounts and schedule

IP Clauses: Ownership and license

How to Configure an Online Signing Workflow

Use these recommended fields and settings when preparing the document for e-signature so routing, authentication, and reminders operate smoothly.

Field	Configuration
Signature Field	Required; signer name and date enforced
Authentication	Email plus optional SMS code
Conditional Fields	Show extra fields when milestones change
Reminders	Auto-send every 3 days until signed

Where to Send and How Signatures Flow

A typical e-signing flow routes the agreement from preparer to each signer, captures audit data, and returns executed copies to all parties.

Upload Document: Add final PDF or DOCX to the signing platform
Place Fields: Insert signatures, initials, dates, and conditional fields
Invite Signers: Send email or share a secure signing link
Receive Executed Copy: Platform returns signed PDF and audit trail

Digital Signing and Delivery: Technical Considerations

Choose a signing platform that supports secure authentication, audit trails, and the document formats your team uses.

File Formats: PDF, DOCX supported
Integrations: CRM and cloud storage
Authentication: Email, SMS, or KBA

eSignature Vendor Comparison for this Agreement

A concise feature and price overview to compare basic eSignature capabilities; signNow is listed first by design to follow vendor ordering conventions.

	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 vendor	Varies by vendor	Varies by vendor	Varies by vendor
Bulk Send	Yes	Yes	Yes	Yes	No
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Yes	Yes	No	No

Key Risks and Consequences of an Incomplete Agreement

IP Ownership: Loss of rights if IP not assigned

Late Payment: Cashflow disruption and interest

Scope Creep: Unpaid extra work accumulates

Tax Reporting: 1099 misreporting and penalties

Data Exposure: Breach liability for inadequate security

Contract Breach: Damages, injunctions, or litigation costs

Real-World Examples of Contracted Projects

These condensed examples show how organizations documented and executed web development and marketing-related work using e-signed agreements.

Optica Ventures — COO

Optica Ventures used an e-signed contract to engage development partners for site launches and integrations.

The agreement standardized deliverables and timelines across projects.
"The interface is simple and easy-to-use for our team; more importantly, it is just as easy for our customers."

Martin Properties — Founder

A small real estate operator used a template for marketing website updates and listing integrations.

The contract separated maintenance from new feature work.
"I can process and execute all of these documents online with 100% compliance and built-in security. Whether on mobile or working offline, I can get forms back to their necessary parties efficiently."

Typical Project Milestones and Timing Expectations

Set clear milestone dates and payment terms to align expectations for delivery, review, and payment processing throughout the engagement.

Agreement Execution Date:

Project clock starts on effective date

Project Kickoff:

Usually within 7–14 days after execution

Milestone Reviews:

Scheduled per deliverable with client sign-off

Payment Due:

Net 30 typical unless otherwise stated

Final Acceptance:

Client sign-off after acceptance testing

Common Questions About Using This Agreement

Answers to frequent issues encountered when preparing, signing, or enforcing a Marketing WordPress Development Agreement.

Need help? Contact support

Is notarization required?
Not typically. Standard service agreements do not require notarization to be enforceable, though some parties voluntarily notarize signatures or use notarization when state recording is needed.
Can the agreement be electronically signed?
Yes. Electronic signatures meet federal requirements under the ESIGN Act (15 U.S.C. §7001) and intrastate UETA laws in most U.S. jurisdictions, provided intent, consent, attribution, and record retention are satisfied.
How should scope changes be documented?
Document changes with a written change order signed by both parties that updates scope, pricing, and schedule. Avoid verbal-only modifications to reduce disputes.
Who is authorized to sign?
An individual with corporate authority signs for companies (officers or delegated signatories). Verify signatory authority for corporations, LLCs, or public entities before acceptance.
What happens if a milestone is missed?
Refer to liquidated damages, cure periods, or extension provisions in the contract; escalate per the defined dispute-resolution process if parties cannot agree on remedy.
How do I cancel or revoke the agreement?
Follow termination clauses for notice, cure periods, and obligations on termination. Immediate revocation without contractual cause can trigger damages or cancellation fees.

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