Free Cross Promotion Proposal Template That Wins Clients

In 2023 alone, this cross-promotion proposal template closed over $98 million worth of new business. No matter if your final goal is to increase your customer base or social media presence, this template has you covered.

The good news is, you can completely edit and customize it yourself! New business deals are just minutes away from you.

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Everything you need is included

Looking for visually appealing and highly functional? You’ve got it. This template comes with a pre-built layout designed to help you create professional documents quickly and easily.

  • Case study example
  • Pricing
  • Next steps with digital signing
  • Pre-written contract
  • Take payments from your clients
Stunning cover

Since a part of your business requires a promotion strategy, you surely know that a visually attractive cover will bring you extra attention. The first impression always matters, so why not make sure the initial thing a client sees is a nicely designed introduction image. Just as the rest of this proposal, every part is editable, from the text and logo to the background image.

Pre-written introduction section

Our introduction section is the best way to write a meeting summary and also share your cross-promotions ideas and marketing strategies. By using this proposal, you will get a pre-written introduction section that is already structured to suit your needs. Just add a few specifics and it's ready to be sent out! Like everything else in this proposal, it's completely customizable, which includes the colors, the text, images, and layout.

Process and timelines

Explaining the process and timeline of a cross-promotion may sound complicated and overwhelming to someone who hasn't done it before. Fortunately, our Plan of action section is already made to fit the perfect amount of information. You can adjust it to suit your exact process.

Case study example

The best way to introduce yourself to a possible cross-promotion partner is through a client story. By sharing a success story you were a part of, you will get a perfect opportunity to show you understand exactly what your partners' wishes and goals are.

In this cross-promotion proposal template, we've set out an example case study. All you need to do is replace our example with one of yours and use the structure we've used.

Pricing

Whether you're a company coming up with a cross-promotion plan or individual offering cooperation, our pricing section has you covered. You can include possible expenses or just explain the benefits of working together and make it all happen through this automatically calculated pricing table. All you need to do is put the numbers in, type a brief description of the service, and the quote part of your proposal is done.

Next steps with digital signing

A digital signature is the fastest way to keep the ball rolling with your customer and to avoid having to meet in person for a simple transfer of documents. You can briefly explain your continuing plan in the 'Next steps' tab, allowing your informed customer to sign and return on the spot.

Our digital signatures are 100% legal and compliant. When your client signs, you can see the digital signature certificate in your Better Proposals account.

Pre-written contract

Even though reading terms and conditions may seem a bit overwhelming, ensuring that you have them will help you protect your business in the long run. Our Terms and Conditions page has been written specifically with your services in mind. Still, to ensure they provide you with adequate protection, we suggest getting a legal professional to read them over.

Take payments from your clients

Getting paid - it's the hardest thing to do in business. The sooner and the easier you can get that money in your account, the better.

Using our integrations with Stripe, PayPal, and GoCardless, you can take a payment from your client the moment they sign your proposal.

Your docs, your branding

Set up your logo, brand colors, and fonts once to have them automatically embedded in all your documents.

1. Let's begin

Cross Promotion Proposal Template

Reuse what works

Save your best work into the Content Library and use pre-built blocks to speed up your doc creation.

Cross Promotion Proposal Template
Added Team 1 Block
Added Team 1 Block

Become flawless

Leave embarrassing mistakes in the past. Use merge tags to automatically populate docs with the right information.

  • {{company_name}}
  • {{first_name}}
  • {{last_name}}
  • {{email_address}}
  • {{brand_company_name}}
  • {{owner_first_name}}
  • {{owner_last_name}}
  • {{owner_email_address}}
Click to add a merge tag Click to add a merge tag

Create VIP experiences

Give clients an onboarding experience they won’t forget. Collect extra info with forms, let them book calls, get paid, or redirect them to your website.

What would you like to add?
add form
Add content
Add booking calendar
Add payment step
Redirect users
Add Calendar
Calendly added
Onboarding sidebar Onboarding users after they sign and collecting required information

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Your questions, answered

Common questions about plans, designs and security

Can I edit your templates?
Yes, you can! Add, delete, or change sections as you see fit. Make a mistake? Just import the template from the Marketplace again and you’re good to go.
You don’t have a template for my industry...what can I do?
Not to worry - all of our templates can be quickly adapted to suit your needs. Many users also prefer to import their own templates, so whether you want something all your own or something fast & easy, there’s a template for you.
Will my clients see your logo?
That’s up to you! Our Premium and Enterprise plans allow you to remove our branding and logo from your documents, giving a clean, white-label feel. Or, you can keep our logo and branding active and earn a commission when recipients sign up for Better Proposals.
Are my documents secure?
Yes, absolutely. Better Proposals uses 256bit SSL security to protect your account.

Your documents are always private, and every recipient is given their own unique encrypted link that can’t be intercepted or accessed by anyone else.
Can I change my plan after purchase?
Yes! Test out any of the plans above, and if it’s not working, you can upgrade or downgrade whenever you want, as often as you want.
I’m not a designer. How do I make my document look presentable?
Better Proposals handles font spacing, colour schemes, and design details by default. We’ll take care of the minor details so you can focus on landing the sale. Feeling stuck? Contact Support and we’ll help you along.
What about custom plans?
Enterprise users can send unlimited documents and every plan allows you to add as many users as you need, so you have ultimate flexibility.
Can you answer another question not listed here?
Yes! We can answer questions in as little as 10 minutes during business hours. Start a chat in the bottom right for a quick answer or contact us and we’ll get back to you shortly.

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