Free Marketing Agency Quote Template That Wins Clients

Our fully customizable quote template is suitable for any marketing agency, and it helped close deals worth over $19,000,000 in 2023 alone. You can change the text, images, colors, your logo - it's all 100% editable.

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EVERYTHING INCLUDED IN THIS TEMPLATE

Visually Stunning Cover

The first thing your client sees when your quote shows up in their inbox is a nicely designed cover. As a marketing business owner, you understand how hard it is to gain the client's attention, so your goal should always be to start the quote with an attention-grabbing image. From the text, logo, and background image, you can change everything to make it a better fit for your needs.

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Marketing Agency Quote Template - Visually Stunning Cover

Pre-Written Intro and Services Section

Our introduction section is the best way to write a meeting summary and explain to your clients exactly which services you will provide them. Using this quote template will get you a pre-written introduction section that is already structured to suit your needs. All you have to do is add a few specifics, and it's ready to be sent out! Like everything else in this quote, it's completely customizable, including the colors, the text, images, and layout.

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Marketing Agency Quote Template - Pre-Written Intro and Services Section

Process and Timescales

Explaining exactly how your company can improve business marketing strategies to someone outside of your circle can be tough. You want to give enough detail, but not so much it seems overwhelming. Luckily, our Plan of action section of the quote is already made to fit the perfect amount of information. All you have to do is adjust it to follow your clear sales goals.

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Marketing Agency Quote Template - Process and Timescales

Pricing

Our pricing page is pre-made and ready for your inputs. Just add the number of hours and additional services, and the table will automatically calculate the totals for you. Write a brief description of your services, and give your customers a complete understanding of what their money is getting them.

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Marketing Agency Quote Template - Pricing

Next Steps with Digital Signing

One of the biggest reasons businesses don't close deals is because they fail to offer the option of closing it right away. For that reason, this quote template comes with a 'Next Steps' page, which you barely have to alter at all. Just detail the next steps your client will go through and ask them to sign by typing their name and clicking Accept. All digital signatures are 100% legal and compliant. Once your client signs, you will see the digital signature certificate in your Better Proposals account.

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Marketing Agency Quote Template - Next Steps with Digital Signing

Take Payment from Your Client

Payment is the one thing you want to be crystal clear about. This quote allows you to set the correct expectations and avoid surprises during the payment collection. Using our integrations with Stripe, PayPal, and GoCardless, you can receive payments from your client the moment they sign the quote and then, if needed, start a subscription.

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Marketing Agency Quote Template - Take Payment from Your Client

SEE HOW IT WORKS

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

Marketing Agency Quote Template

Reuse what works

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

Marketing Agency Quote 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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Document Types

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 2 minutes, and we do that 24 hours a day.
Start a chat in the bottom right for a quick answer or email us and we’ll get back to you shortly.

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