Free Marketing Plan Proposal Template That Wins Clients

Our completely editable marketing plan proposal template brought more than $144 million in sales to companies worldwide in 2021 alone. Add, delete, or change sections as you see fit, make it your own, and improve your market outreach fast and easy.

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EVERYTHING YOU NEED IS INCLUDED

A look at everything in this Marketing Plan Proposal Template


Stunning Cover

As every high-level marketing expert knows, the best way to gain clients is to get their attention right away. The first thing your client sees when the proposal lands in their inbox is a visually attractive cover. That's why our carefully designed cover has everything you need to wow them the second they open an email.

You can change everything, from the text, logo, and background image to make it more appealing to your targeted market.

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Stunning Cover


Pre-Written Introduction Section

If you're struggling to find a way to explain to your clients exactly what creating a marketing campaign takes, we've got you covered. This pre-written introduction section has everything you need to write an executive summary in just a few minutes.

Like everything else in this proposal, it's completely editable - the colors, the text, images, layout - everything.

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Pre-Written Introduction Section


Processes and Timelines

Explaining the structure of your marketing strategy and each of the tools and instruments you are going to use can be difficult. You want to give enough detail but not so much it seems overwhelming. Fortunately, we created a plan of action already sectioned to fit the perfect amount of information. You can adjust it to suit your exact process.

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Processes and Timelines


Case Study Example

As a marketing expert, you probably know a client's story is something that has to be included in every proposal. If you want to be taken seriously, you need to show that you understood the targeted customer's wishes and you came up with a practical solution for their problem statement.

In this marketing plan template, we've set out an example for your case studies page. All you need to do is replace our example with one of yours and use the structure we've used.

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Case Study Example


Pricing

Our automatically calculated table is already in place for your quote. Just add content marketing labor hours, additional services, and anything else needed for your promotional strategy, and we will calculate the totals for you.

There is room to write descriptions for all services, so your customer will have a complete understanding of what their money is getting them.

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Pricing


Next Steps with Digital Signing

Any business will eventually be tested in handling increased customer traffic. Lessen the strain of paperwork by choosing a digital signature over traditional mail. The 'Next steps' tab will allow you to explain your process after signing and offer a line for the customer to give their electronic consent.

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

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Next Steps with Digital Signing


Pre-Written Contract

Whether you're just starting a company or you're a seasoned professional, Terms and Conditions will probably slip your mind when you're closing a deal on your products or services. The bottom line is, we made sure your business is protected by adding fully customizable terms and conditions at the end of this template.

That said, to ensure they are a good fit, get a legal professional to read them over.

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Pre-Written Contract


Take Payment from Your Client

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 payment from your client the moment they sign your proposal and then if needed, start a subscription.

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Take Payment from Your Client

In just the last 24 hours alone...

$387,346 of business
won using Better Proposals

Tim Coe
"Every business is struggling in some way or another at the moment but one thing we're finding easy is get proposals signed and deals done thanks to how quick and easy it is for us to create proposals and our clients to sign them"
Tim Coe
Marketing Consultant

Simple.
Attractive.
Effective.

Win more business without wasting hours writing and designing proposals.

Save Time Writing Proposals Save You Time The Automatic Designer makes it easy to create great-looking proposals in minutes.
Beautifully Designed Online Proposals 100+ Beautiful Designs Over 100 beautiful templates that look perfect on desktop, tablet, and mobile devices.
Impress your clients Clients Love It “Dress to impress” still applies online. The seamless user interface will give your clients an experience they’ll remember.
Close Deals Faster Instantly Close the Deal Your clients can immediately sign your proposal and pay your fee, all from the secure and encrypted web link you send them.
Follow Up at the right time Smarter Follow-Ups We’ll show you when your clients read your proposals, so you know exactly when to circle back and give them a nudge.
Organised Pipeline Manage Your Pipeline Reporting and tracking features let you see where each proposal is in the sales process, so you can track who’s ready to sign, who’s ready for a follow-up, and who needs a little more nurturing.
"Our time to write proposals went down and our conversion rate went up. Win win all round if you ask me."
Jack Manley
Freestyle Web Design

Win more business and get paid faster

Join 8000+ happy customers and enjoy a simpler, faster and more professional way to send proposals.
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Integrates with your favourite tools



CRM

Live search your contacts and sync your proposals with your opportunities.
ZAPIER

Connect Better Proposals with over 1200 other world class apps and services.
LIVE CHAT

Answer questions and handle objections while your prospect is reading your proposal.
PROJECTS

After signing, instantly create a new project in your project management tool.

Here are just some of our 50+ integration partners

zapier
stripe
paypal
basecamp
trello
hubspot
pipedrive
zoho
capsule
insightly
salesforce
infusionsoft
integrations crm

See the rest of the tools we integrate with

See all integrations
Use our API
Get Paid Faster with Instant Payments Integrate your Stripe account to immediately take a payment after your client has signed.

They say 'strike while the iron is hot'. There's no better time to ask for the payment than seconds after they've signed your proposal.


payments

payment logos

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.