Campaign Details
Clear campaign title, description, objectives, target metrics, and desired timelines to orient reviewers and media teams.
A consistent Public Relations Request Form improves clarity, shortens turnaround, and documents approvals and embargoes to reduce legal and reputational risk. It ensures required reviews (brand, legal, regulatory) occur before outreach and tracks attachments, spokesperson availability, and distribution channels.
Common requestors and approvers vary by organization but generally include marketing, product, communications, and legal stakeholders.
These roles ensure requests are complete, compliant, and routed to the right signers before distribution.
Clear campaign title, description, objectives, target metrics, and desired timelines to orient reviewers and media teams.
List preferred outlets, beats, and journalists plus rationale to help PR prioritize outreach.
Attach press release, images, bios, and any embargoed materials. Note file versions and formats.
Identify required approvers (brand, legal, executive) and any special authorization clauses.
Provide name, title, availability windows, and talking points or media training notes.
Specify channels, timing, embargo instructions, and whether third-party distribution is permitted.
| Field | Configuration |
|---|---|
| Approval Workflow | Sequential signers with conditional branches |
| Authentication | Email link or SMS code; add KBA if required |
| Auto-assign | Route based on department or campaign tag |
| Notifications | Email and in-app reminders for pending approvals |
Ensure your e-submission platform supports required authentication, audit trails, and attachments before enabling online intake.
Integrations with document storage and project tools streamline downstream distribution and reporting.
| 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 | Yes | Yes | Yes | Yes |
| 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/yr | Varies by plan | Varies by plan | Varies by plan |
A small marketing team standardized requests into one form to reduce back-and-forth.
A global operations team routed PR requests through a centralized approval chain.