Is an electronic signature legally binding?

Yes. In the United States, electronic signatures are generally enforceable under federal and state laws when intent, consent, attribution, and retention are demonstrable. Use an eSignature solution that captures an audit trail to preserve legal validity.

Do I need a notary or witness?

Most marketing service agreements do not require notarization or witnesses. However, state-specific or operational needs may require notarization for certain instruments; verify local rules before executing if a notarized acknowledgement is requested.

What if the signer changes after execution?

If a new authorized signer is required, amend the agreement or execute a written assignment signed by the original authorized party and the replacement to preserve continuity and enforceability.

How long should we keep signed copies?

Retain executed agreements for the active term plus a minimum of three years; extend retention for tax, real estate, or HIPAA-related records as required by applicable rules.

Can we revoke or cancel the agreement?

Revocation or termination is governed by the agreement's termination clause. Follow prescribed notice periods and transition requirements; improper unilateral cancellation may expose the terminating party to damages.

Which file formats are best for long-term storage?

Store executed agreements as PDF/A or standard PDF with an attached audit trail. Maintain a secondary secure backup and retain access logs to support future audits or legal proceedings.

Electronic Signature
Templates
Marketing
Marketing YEXT Agreement

Marketing YEXT Agreement

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

MARKETING YEXT AGREEMENT

This Marketing YEXT Agreement (the Agreement) is entered into as of (Effective Date) by and between:

Brand / Client

Brand/Client Legal Name: Primary Contact: Address: Email: Phone:

Agency / Creator

Agency/Creator Legal Name: Primary Contact: Address: Email: Phone:

Recitals

Whereas Brand/Client desires to engage Agency/Creator to provide certain marketing and content services relating to Brand/Client's products and services, and Agency/Creator has the capability to provide such services under the terms set forth in this Agreement.

Engagement and Scope

Brand/Client hereby engages Agency/Creator, and Agency/Creator accepts such engagement, to perform the services described in the Campaign Details and Deliverables sections below (Services) in accordance with the terms of this Agreement.

Campaign Details

Campaign Name: Campaign Objectives (measurable): Target Audience: Channels and Formats (e.g., search listings, social, display):

Campaign Period: From through .

Deliverables and Schedule

Agency/Creator shall produce the following deliverables in accordance with the timeline and milestones set forth below. All deadlines are material and time is of the essence with respect to delivery dates.

Deliverable 1 — Description:

Due Date:

Deliverable 2 — Description (if applicable):

Due Date:

Additional Deliverables or Notes:

Compensation and Payment

Brand/Client will pay Agency/Creator the fees set forth below in consideration for the Services. Payment obligations are unconditional except as expressly provided in this Agreement.

Total Fee: Payment Schedule / Milestones:

Deposit: due by . Balance due: .

Payment Method: Late Payment Fee:

Expenses and Reimbursements

Brand/Client will reimburse pre-approved, reasonable out-of-pocket expenses incurred by Agency/Creator in connection with the Services. Reimbursable expenses must be supported by receipts and submitted within thirty (30) days of incurrence.

Expense Approval Threshold (USD):

Intellectual Property and License

Unless otherwise agreed in writing, Agency/Creator grants Brand/Client a non-exclusive, worldwide, royalty-free license to use the final Deliverables for the Campaign Purpose for the Term set forth below. Pre-existing materials and third-party content remain the property of their respective owners and are licensed for Brand/Client's use only to the extent Agency/Creator has the right to grant such license.

License Territory: License Duration:

Ownership of any newly created Deliverables shall be assigned as follows (select one): Agency/Creator will assign all right, title and interest to Brand/Client; Agency/Creator retains ownership and grants Brand/Client a license as set forth above.

FTC and Advertising Disclosures

Agency/Creator shall comply with all applicable laws and regulations concerning sponsorship and advertising disclosures, including any requirement to disclose material connections between Agency/Creator and Brand/Client in paid content. Agency/Creator represents that any disclosures required by law will be clear, conspicuous, and consistent with industry standards. Agency/Creator will obtain Brand/Client's prior written approval of any disclosure language that materially deviates from provided instructions.

Compliance Acknowledgement: Agency/Creator warrants that it will include required disclosures in applicable Deliverables and will maintain records evidencing such disclosures.

Exclusivity

During the Campaign Period, Agency/Creator shall be exclusive to Brand/Client for the product category described in the Campaign or be non-exclusive. If exclusive, the exclusivity applies for from the Effective Date.

Termination

Either party may terminate this Agreement for convenience upon days' prior written notice. In the event of termination for convenience by Brand/Client after Agency/Creator has begun performance, Brand/Client will pay a kill fee equal to or the pro rata portion of the Total Fee for work performed to date, whichever is greater.

Either party may terminate immediately for material breach if such breach remains uncured for a period of days after written notice of breach.

Confidentiality

Confidential Information Terms:

Representations, Warranties and Indemnification

Each party represents and warrants that it has the full right and authority to enter into this Agreement. Agency/Creator represents that Deliverables will not infringe third-party rights and will comply with applicable law. Agency/Creator shall indemnify and hold harmless Brand/Client from any third-party claims arising from Agency/Creator's breach of these representations, except to the extent such claims arise from Brand/Client's materials or instructions.

Indemnity Limitations or Notes:

Limitation of Liability

Except for each party's indemnification obligations and willful misconduct, neither party will be liable to the other for consequential, incidental, special or punitive damages. The parties' aggregate liability for any claim arising out of or relating to this Agreement will not exceed the amounts paid by Brand/Client to Agency/Creator under this Agreement in the twelve (12) months preceding the claim.

Governing Law and Dispute Resolution

This Agreement will be governed by the laws of the State of without regard to conflicts of law principles. The parties will attempt in good faith to resolve disputes through negotiation and, if unresolved, submit to mediation prior to pursuing litigation.

Notices

Notice to Brand/Client (name & address): Notice to Agency/Creator (name & address):

Miscellaneous

This Agreement constitutes the entire agreement between the parties with respect to its subject matter and supersedes all prior agreements. Any modification must be in writing and signed by authorized representatives of both parties. Neither party may assign this Agreement without the prior written consent of the other party, except to a successor in interest in connection with a merger or sale of substantially all assets.

Additional Terms or Amendments:

Signatures

Brand/Client:

By:

Date:

Agency/Creator:

By:

Date:

What the Marketing YEXT Agreement Is and when it applies

The Marketing YEXT Agreement is a service and data-sharing contract used to authorize a vendor or agency to manage a company's Yext-managed listings and directory content. It defines scope of work, data access, update cadence, fees, intellectual property rights for listings and content, privacy and data-handling obligations, and the term and termination mechanics. Organizations use this agreement to document consent for centralized listing changes, analytics access, and paid listing services while preserving auditability and legal accountability for changes to public-facing business information.

Why a clear Marketing YEXT Agreement matters

A concise, well-structured Marketing YEXT Agreement reduces operational ambiguity, assigns responsibility for listing accuracy, and documents consent for data changes and analytics sharing. It also creates a record for audit, dispute resolution, and regulatory compliance when third parties handle customer-facing data.

Who typically completes or signs this agreement

The Marketing YEXT Agreement is completed by business owners, marketing managers, or external agencies that will manage directory listings and site metadata on the business's behalf.

Corporate marketing teams and local managers responsible for brand listings and citations across digital directories.
Digital marketing agencies and SEOs contracted to optimize and update Yext listings and structured data.
Franchise support or multi-location administrators coordinating consistent business data and analytics across locations.

Step-by-step: complete and execute the Marketing YEXT Agreement

Follow these sequential steps to prepare, approve, and execute the agreement with minimal delays.

01

Prepare draft: Populate parties, scope, fees, and effective date with legal review as needed.
02

Review internally: Routing to marketing, IT, and legal reduces post-signature disputes.
03

Authorize signer: Identify the authorized signer and verify their authority to bind the entity.
04

Execute electronically: Use an ESIGN/UETA-compliant eSignature solution and retain the audit trail.

Where to send and how the executed agreement is routed

After signing, the agreement follows an approval and distribution workflow. Confirm each recipient and storage location before finalizing.

Vendor copy: Send the fully executed agreement to the vendor account owner for onboarding.
Internal records: Store a signed copy in the company contract repository and finance folder.
Yext account: Supply required authorization details to the Yext account administrator for connectivity.
Audit trail: Retain eSignature audit logs and version history for compliance and dispute resolution.

Recommended digital workflow settings for eCompletion

Configure workflow settings to align signers, authentication, reminders, and storage before sending the first request.

Field	Configuration
Signature Order	Sequential signing: business representative then vendor contact for accountability.
Authentication	Email plus SMS code for moderate assurance; use KBA for higher assurance.
Reminder Schedule	Auto-reminders at 3 and 7 days; manual follow-up thereafter.
Storage Location	Save signed copies to secure contract repository and cloud backup.

Technical considerations for eSignature and eSubmission

Choose a platform that meets authentication, storage, and integration needs for directory management.

Integrations: Support for systems like Salesforce, Google Workspace, and NetSuite facilitates contract and account mapping.
Document formats: Accepts PDF and DOCX for reliable field placement and long-term storage.
Authentication options: Offer email link, SMS code, or advanced signer verification per risk level.

Neutral comparison of eSignature pricing for executing the Marketing YEXT Agreement

Price and feature models vary; signNow's column is first for clarity. Choose a plan based on volume, compliance needs, and integrations.

	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 trial	Varies	Varies	Varies	Varies
Bulk Send	Yes	Yes	Yes	Yes	No
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Yes	Yes	No	No
Envelope Cap	No cap	100 envelopes/user/year	Varies	Varies	Varies

Core components to include in a professional Marketing YEXT Agreement

A complete agreement combines operational detail with legal protections. The six elements below form the backbone of a clear contract.

Parties

Identify the full legal names and contact details of the contracting entity and the service provider to eliminate ambiguity about who is bound by the agreement.

Scope of Services

Describe listing management tasks, publishing cadence, review monitoring, and any analytics reporting obligations with measurable deliverables and acceptance criteria.

Term and Renewal

Specify the agreement start date, initial term, renewal mechanism, and notice period required for non-renewal or termination to avoid unintended auto-renewals.

Fees and Payment

Detail fees, invoicing frequency, payment methods, late payment interest, and consequences for non-payment including suspension of services.

Data Use and Privacy

Define permitted uses of listing data, retention of analytics, any data sharing with third parties, and responsibilities for regulatory compliance and breach notification.

Termination and Liability

Outline termination rights for convenience and cause, transition assistance, liability caps, indemnities, and dispute resolution procedures to limit post-termination exposure.

Security and compliance controls to verify before execution

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

Certifications: SOC 2 Type II and ISO 27001

HIPAA: BAA available for protected health information

21 CFR Part 11: Supports electronic records and signatures

Privacy Compliance: GDPR and CCPA alignment

Accessibility: WCAG 2.0 Level AA support

Common risks and consequences of an incomplete or incorrect agreement

Contract Breach: Unclear scope leads to disputes and potential damages

Unauthorized Access: Excessive data access can create privacy violations

Payment Disputes: Missing fee terms cause collection and service suspensions

Regulatory Exposure: Inadequate privacy language increases compliance risk

Brand Harm: Erroneous public info can damage reputation and sales

Data Loss: Insufficient retention policies hinder audits and litigation

Frequent mistakes to avoid when preparing this agreement

Using vague service descriptions that leave dispute over responsibilities and SLAs unresolved, resulting in inconsistent delivery and billing issues.
Failing to specify data access boundaries and retention, which can produce privacy violations and unexpected vendor access to customer data.
Not assigning clear signature authority or using unsigned exhibits, which creates enforceability gaps and onboarding delays.
Skipping eSignature audit retention or choosing a platform lacking secure logs, making it harder to prove consent in disputes.

Key timing and deadline considerations

Track critical dates for activation, renewals, and deliverables to prevent service interruptions and unexpected billing.

Effective Date:

When obligations and permissions begin; set as MM/DD/YYYY in the agreement

Onboarding Window:

Typical 7–30 day period for initial listings update and account connection

Renewal Notice:

Commonly 30–60 days prior to renewal to permit negotiation or termination

Update SLA:

Agree expected update cadence (e.g., 24–72 hours for critical listing changes)

Retention Review:

Schedule periodic review of stored records and audit logs per retention policy

Real-world examples of Yext-related agreements in practice

Below are brief examples showing how organizations used a signed agreement to streamline listing management and accountability.

Optica Ventures — COO

Optica consolidated listing updates under a vendor agreement to ensure consistent NAP data across channels.

Saved internal admin time and reduced conflicting updates.
The signed agreement assigned clear update responsibilities and audit access, enabling faster issue resolution and consistent public information across platforms.

Martin Properties — Founder

Martin Properties used a marketing agreement to delegate local listing edits across multiple properties.

Allowed mobile and remote signing to speed onboarding.
The executed contract combined service scopes, fees, and secure eSignature records so franchise managers could approve location changes without centralized delays.

Practical tips for accurate, efficient completion

Adopt these practices to reduce friction during negotiation, execution, and ongoing management of the agreement.

Standardize templates

Maintain a single approved template with version control; use fillable fields to prevent omitted clauses and to ensure consistent legal language across locations.

Define measurable SLAs

Include precise metrics for update cadence, response times, and acceptable error rates to reduce ambiguity and enable objective vendor performance measurement.

Limit data access

Grant the minimum necessary access for listing and analytics tasks; document any elevated permissions and require written approval for additional access.

Retain audit trails

Use an eSignature platform that stores timestamps, IP addresses, and action logs; retain those records in the contract repository for the full retention period.

Frequently asked questions about the Marketing YEXT Agreement

Answers to common questions on enforceability, signing, notarization, and document storage to help avoid delays and compliance issues.

Need help? Contact support

Is an electronic signature legally binding?
Yes. In the United States, electronic signatures are generally enforceable under federal and state laws when intent, consent, attribution, and retention are demonstrable. Use an eSignature solution that captures an audit trail to preserve legal validity.
Do I need a notary or witness?
Most marketing service agreements do not require notarization or witnesses. However, state-specific or operational needs may require notarization for certain instruments; verify local rules before executing if a notarized acknowledgement is requested.
What if the signer changes after execution?
If a new authorized signer is required, amend the agreement or execute a written assignment signed by the original authorized party and the replacement to preserve continuity and enforceability.
How long should we keep signed copies?
Retain executed agreements for the active term plus a minimum of three years; extend retention for tax, real estate, or HIPAA-related records as required by applicable rules.
Can we revoke or cancel the agreement?
Revocation or termination is governed by the agreement's termination clause. Follow prescribed notice periods and transition requirements; improper unilateral cancellation may expose the terminating party to damages.
Which file formats are best for long-term storage?
Store executed agreements as PDF/A or standard PDF with an attached audit trail. Maintain a secondary secure backup and retain access logs to support future audits or legal proceedings.

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