TLDR (Summary)
The best contract software for marketers is Plutio ($19/month).
Marketing contracts protect scope, define the work, establish approval processes, and document performance expectations. Plutio creates professional contracts that clients sign digitally, connecting to proposals and invoicing for smooth engagement.
According to Freelancers Union research, 71% of who experience non-payment had no written contract. Clear documented terms covering scope and expectations prevent disputes before they start.
For additional strategies, read our guide to preventing scope expansion.
What is contract software for marketers?
Contract software for marketers is software that handles agreements and e-signatures, tracks status, sends automated notifications, and connects contracts directly to campaigns.
The distinction matters: basic tools handle one function in isolation, while marketers-focused contract software combines multiple functions while connecting to project management, clients communication, and workflow automation.
What marketers contract software actually does
Core functions include creating branded templates with your logo and colors, setting up recurring workflows for retainer clients, converting tracked work into billable items, handling different campaigns types, sending automated reminders at intervals you choose, and providing clients with a branded portal. Advanced platforms add workflow automation where completed steps automatically trigger the next action.
Standalone contracts vs integrated platforms
standalone applications like e-signature software, HelloSign, contract signing software handle contracts as an isolated function. You enter client details manually, create items from scratch, and track status in a separate system from your campaigns. Integrated platforms like Plutio connect contracts with proposals, contracts, projects, time tracking, and clients communication. When you finish a campaign, Plutio already knows the scope, the tracked hours, and the client's history.
What makes marketers contracts different
Marketers face unique scenarios that generic contract software struggles with: project agreements; retainer contracts; NDAs; and campaigns scope that can shift mid-engagement. Without contracts that connects to campaigns status, the process becomes disconnected from the work itself.
Marketers campaigns also range dramatically in value. A small campaign and a large one both need contracts, but the structure, schedule, and follow-up sequence differ completely. contract signing software built for marketers handles these variations through templates rather than manual setup each time.
When contracts connects to projects, contracts, and time tracking, the manual copying between apps disappears. Changes update everywhere automatically, and contracts reflects what actually happened instead of what you remember to enter.
Why marketers need contract software
Marketers who grow beyond a handful of active clients face a compounding problem: every new client adds admin work that does not scale, and legally-binding e-signatures is where that admin tends to pile up.
Lead tracking, quoting, project management, payment follow-ups, and clients communication multiply with each engagement. Without a system that connects these functions, details fall through cracks, contracts tasks accumulate during busy campaigns phases, and Spending evenings catching up on admin instead of resting or doing marketing work.
The unsigned contracts problem
According to industry research, 36% goes. For marketers specifically, that means 10-15 hours per week spent on non-billable tasks: unsigned contracts, scope disputes, no paper trail, and responding to clients questions.
If you bill at $75/hour, those 10 hours of admin represent $750/week of potential billable time. That's over $3,000/month in opportunity cost, not counting the mental energy spent on context switching between marketing work and administrative tasks.
The fragmentation problem
You stack 4-7 disconnected tools: analytics, social tools, automation platforms, and email for client communication. Each tool handles one function, but none share data automatically.
Automated reports create daily friction: logging into multiple platforms to piece together a client's history, copying details from one system to another, manually cross-referencing entries with project scope, and hoping that the terms you quoted match what you're actually delivering. The cognitive admin work adds up, and the risk of errors increases with every manual handoff.
The scope disputes epidemic
Scope disputes affects nearly every marketer at some point. According to research, 50-70% late, with the average invoice paid 20 days.
The issue compounds because marketers often work on multiple campaigns with different schedules. Manual tracking across spreadsheets or disconnected tools leads to missed tasks, forgotten follow-ups, and opportunities left on the table.
The scaling tipping point
You hit a threshold around 8-12 active clients where the manual approach breaks down. At this point, you're either spending more time on admin than marketing work, or you're dropping balls. Tasks go out late, follow-ups get missed, and you start turning down good work because you can't imagine adding more complexity to an already chaotic system.
Connected contract software absorbs the admin work that would otherwise scale linearly with each new client. Plutio handles routine contracts tasks, tracking, and follow-ups automatically, leaving marketers to focus on the work that actually generates revenue.
Contract features marketers need
The essential contracts features for marketers connect agreements and e-signatures with campaigns delivery, time tracking, and clients communication while handling the unique patterns that marketing work requires.
Core contracts features
- Custom templates: Add your logo, brand colors, typography, and terms. Create different templates for project agreements, retainer contracts, NDAs. Set up once and apply with one click.
- Multiple payment methods: Accept credit cards through Stripe (2.9% + $0.30 per transaction), bank transfers via ACH (typically 0.8%), or PayPal. Offering multiple options increases completion speed.
- Automated reminders: Configure reminders before due dates, on due dates, and after. Follow-ups send automatically without you drafting messages or remembering to check status.
- Recurring automation: Schedule recurring tasks for retainer clients that send automatically on set dates. Pair with automation to complete without either party taking action.
- Time-to-billing conversion: Select tracked time entries from campaigns and convert directly to billable items. No copying hours from a time tracker. The description, duration, and rate pull automatically.
- Expense tracking: Log campaigns expenses with receipts attached. Add to clients billing at cost or with markup (common practice is 10-15%).
Marketers-specific features
- Deposit collection: Request upfront payment before work begins. Industry standard is 25-50% deposit. Plutio should connect deposits to final billing automatically.
- Milestone billing: Split campaigns payment across phases. Each milestone triggers its own action when you mark that phase complete.
- Revision tracking: When scope expands beyond contracted revisions, the billing should reflect additional work. Connect revision logs to billing so extra rounds generate accurate charges.
- Proposal-to-project flow: When a client accepts a proposal, the schedule should generate automatically based on the payment terms defined.
Platform features that multiply value
- White-label branding: Custom domain, logo, colors, and fonts. All clients-facing communications show your brand. clients never see the software vendor's name.
- Unified inbox: All clients messages, campaigns comments, and notifications arrive in one place. Reply without switching to email. Conversation history stays attached for context.
- Permissions: Control who sees what. Contractors see only their assigned work. clients see their portal, not your internal notes or margins.
- Customizable navigation: Rename menu items to match how you talk about your work. Hide features you don't use to reduce clutter.
- Mobile apps: iOS and Android apps for full functionality on the go. Work from anywhere with the same capabilities as desktop.
- Automations: Create rules that trigger actions without your involvement. Set up once, runs continuously.
The deciding factor for marketers is integration depth. contract signing software that connects with proposals, contracts, projects, time tracking, and clients communication eliminates the duplicate data entry that consumes hours every week.
Contract software pricing for marketers
Contract software for marketers typically costs $10-50 per month, with integrated platforms providing complete functionality.
What marketers typically pay for contract tools
- e-signature software: $10-25/month for signatures
- HelloSign: $15-25/month
- contract signing software: $19-49/month
- Isolated proposal tools: $19-49/month
Signature tools require separate systems for proposals and invoicing. contract signing softwares may lack workflow integration.
Plutio pricing (January 2026)
- Core: $19/month: Unlimited contracts plus proposals, invoicing, projects, portals.
- Pro: $49/month: Unlimited clients, team features, advanced permissions.
- Max: $199/month: Unlimited team, white-label with custom domain, single sign-on.
The ROI calculation for marketers
- Dispute prevention: Clear terms prevent costly scope arguments
- Payment protection: Documented terms support enforcement
- Scope defense: Boundaries written into agreements
Contract software ROI comes through protection. A single prevented dispute pays for the platform many times over.
Why Plutio is the best contract software for marketers
Plutio handles contracts as part of a complete platform where proposals, contracts, projects, time tracking, and clients communication work together rather than as separate tools that need manual connection.
Complete workflow integration
When a client accepts your proposal, Plutio can automatically create the project, set up the contracts schedule based on milestone payments, and prepare the contract for signing. When they sign, setup tasks generate. When you track time on marketing work, those hours attach to the project. When a milestone completes, the action triggers. Every step connects to the next without copying data between systems.
White-label everything
Use your own domain (clients.yourstudio.com instead of plutio.com/yourusername). Upload your logo, set your brand colors and typography. Every client-facing touchpoint shows your brand: proposals, contracts, invoices, portals, emails, receipts. clients never see "Plutio" or any indication you're using third-party software. Brand perception matters for marketers because professional appearance affects perceived value and justifies premium pricing.
Unified inbox for all clients communication
When a client messages about a campaign, responds to a proposal, approves work, or asks about billing, the message appears in one inbox. Reply directly without opening email. The conversation history stays attached to that client's record, so months later when they return, you have full context.
Granular permissions
Control exactly who sees what at the level that makes sense for your business. Contractors see only their assigned work. clients see their portal and documents. Neither sees your internal notes, profit margins, or other clients data.
No-code automations
Create rules that trigger actions without your involvement. Common marketers automations include: send reminders before due dates, notify you when a client views a proposal, create follow-up tasks when items are overdue, send welcome emails when contracts are signed. Set up once during initial configuration, runs continuously without attention.
Native integrations for marketers workflows
Connect Stripe and PayPal for payments with no additional configuration. Sync Google Calendar or Outlook for scheduling. Add Zoom links to booked calls automatically. Push financial data to accounting software or Leading bookkeeping tools for accounting. Use Zapier to connect 3,000+ other apps. Plutio handles the core workflow while integrating with specialized tools where deeper functionality is needed.
Everything runs from one app with your branding, your terminology, and your workflow logic. Instead of switching between 5-8 different tools to manage one client, you operate from a single platform designed to handle the complete service business lifecycle.
How to set up contract software in Plutio
Setting up contracts in Plutio takes 2-4 hours for initial configuration, then 5-15 minutes per client after your templates, rates, and integrations are in place.
Step 1: Configure default settings (30 mins)
Set your default hourly rate, standard payment terms (Net-15, Net-30), preferred currency, and tax settings. These defaults apply automatically unless overridden for specific clients. Consider setting your deposit requirement (25-50% is standard) and late fee policy (1-1.5% monthly is common).
Step 2: Create templates (1-2 hours)
Build 3-5 templates covering your common campaigns types. For marketers, recommended templates include:
- Full campaign package: 50% deposit, milestone payments, final on delivery. Includes scope for complete marketing work.
- Quick campaign: Simpler structure for smaller engagements.
- Monthly retainer: Automatic monthly billing. Specify included scope and how out-of-scope requests are handled.
- Rush campaign: Standard templates modified with 25-50% rate increase and expedited timeline.
Step 3: Connect payment processing (20 mins)
Link Stripe and/or PayPal to accept online payments. Both take 2.9% + $0.30 per transaction. Consider offering ACH bank transfer (typically 0.8%) for larger amounts. Test each payment method before using with clients.
Step 4: Set up integrations (30 mins)
Connect your calendar (Google Calendar or Outlook) for scheduling, your accounting software (accounting software or Leading bookkeeping tools) for financial sync. If you have specialized needs, explore Zapier for additional connections.
Step 5: Import existing clients (30 mins)
Upload existing clients data via CSV export from your current system. Plutio maps common fields automatically. For active clients, create their campaigns records. For historical data, decide how much to migrate vs. archive.
Step 6: Test with one real campaign
Run through the complete workflow with an actual client rather than a test account. Create the proposal, convert to campaign, track time, generate billing, send it, and confirm receipt. Real interaction reveals friction that test scenarios miss.
Common setup mistakes to avoid
- Over-customizing too early: Start with minimal templates and refine based on actual use rather than imagining every possible scenario upfront.
- Ignoring mobile: Download the mobile apps during setup and test key workflows.
- Skipping automation setup: Reminders and notifications save significant time. Configure these during initial setup.
Build templates for the 80% cases that cover most of your campaigns. Handle the other 20% by customizing the closest template per situation rather than trying to create templates for every possible scenario.
Contract templates for marketers
Marketing contract templates document the terms that protect your work while setting client expectations.
Essential template types for marketers
- Retainer agreement: Ongoing marketing partnership terms
- Campaign contract: Project-specific engagement terms
- Strategy engagement: Consulting and planning terms
- Master service agreement: Umbrella terms with project addendums
Essential agreement sections
- Scope of services: What the marketing engagement includes
- Deliverables: Specific outputs and specifications
- Timeline: Key dates and milestones
- Approval process: Client responsibilities for feedback
- Revision policy: Included revisions and additional rates
- Payment terms: Amounts, schedule, and accepted methods
- Performance terms: Success metrics and liability limits
- Termination: Exit terms for both parties
Template proven methods
- Define scope specifically enough to enforce boundaries
- Include client responsibilities and timelines
- Address ad spend handling if applicable
- Consider professional legal review
Contract templates encode your engagement policies. Consistent, clear terms across all clients prevent misunderstandings.
Client portals for marketers: contract access
Client portals provide organized access to agreements, reducing repeated requests and maintaining professional documentation.
Contract access through portals
Clients access their signed contracts anytime through portals. No email requests for copies. Terms always available for reference.
Signature through portals
Contracts appear in client portals for review and signature. Clients sign within your branded environment.
Document organization
Contracts alongside other client documents: proposals, project updates, invoices, and deliverables. Complete engagement documentation in one place.
Professional presentation
Portal-based contract access signals organizational capability. Clients experience professional practice management.
Reference during engagements
When questions arise about terms, clients reference the agreement themselves. Self-service reduces friction around scope discussions.
Portal contract access maintains professional standards. Documentation available to clients without administrative burden on you.
How to migrate contracts to Plutio
Migration from another contract software typically takes 3-5 hours of active work spread over a weekend, with the best time to switch being between campaigns rather than mid-delivery when you have active clients commitments.
Step 1: Export from your current tool
You software provides CSV export for clients data and document archives. Here's what to export from common tools:
- e-signature software: Export clients and campaigns data from Settings or Reports. Download important documents manually.
- HelloSign: Export contacts and history from Reports section. Download transaction history for reference.
- contract signing software: Export clients list and campaigns data. Use the data export feature for complete records.
Step 2: Build templates in Plutio (2-3 hours)
Use your exported content as reference to create new templates. Start with the campaign type you use most frequently. Recreate 2-3 core templates initially rather than trying to migrate every document you've ever created. Focus on forward-looking workflows, not historical archives.
Step 3: Set up integrations (30 mins)
Connect payment processing (Stripe, PayPal), calendar sync (Google Calendar, Outlook), and accounting software (accounting software, Leading bookkeeping tools). Test each integration with a sample transaction to make sure data flows correctly before relying on it for real clients work.
Step 4: Import clients data (30 mins)
Upload your clients CSV to Plutio. Map fields appropriately (name, email, company, phone, address). For active clients with ongoing campaigns, create their records. For historical clients you may never work with again, consider whether import is necessary.
Step 5: Run parallel for new work
Use Plutio for all new clients engagements while keeping the old system active for campaigns already in progress. Running parallel avoids the complexity of migrating mid-campaign work and gives you time to learn the new system on fresh campaigns. As active campaigns on the old system complete, those clients transition to Plutio for future work.
Step 6: Phase out the old tool
Once all active campaigns on your old system complete (typically 30-60 days), cancel that subscription. Maintain read-only access to historical records if the tool allows, or export final archives before cancellation.
Common migration pitfalls to avoid
- Trying to migrate everything: Focus on active clients and forward-looking workflows. Historical data can remain in archives.
- Switching mid-campaign: Finish in-progress work on the old system. Start new clients on Plutio.
- Not testing integrations: Verify payment processing works with a real (small) transaction before relying on it.
- Skipping the learning curve: Use the first 2-3 campaigns as deliberate learning opportunities.
The investment in migration pays back in time saved on every future campaign, proposal, and clients interaction. Plan for a weekend of setup and a few weeks of adjustment, then benefit from simplified workflows going forward.
