This [Free] Marketing Automation Quote Template Won $94M of Business

EVERYTHING YOU NEED IS INCLUDED

A look at everything in this Marketing Automation Quote Template

Visually Stunning Cover

The first thing your client should see when they open a quote is a beautifully designed cover fit for a world-class marketing expert. An attractive cover is what gets them interested, so if you don't do the first step right, it's always going to be an uphill struggle from there. You can use our pre-made cover or change the text, logo, and background image to make it a better fit for your needs.

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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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Process and Timescales

Explaining marketing techniques and processes to someone outside of your industry may sound easy... Until you try to write about it. 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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Pricing

No matter how you want to charge for your services, you can make it happen with this automatically calculated pricing table. All you need to do is put the numbers in, type a short one-line description of your services, and the quote is done. You can adjust it to specify charging per hour, subscribing to monthly packages, and even add optional up-sell services!

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Next Steps with Digital Signing

The businesses often don't close deals because the conversation drops and gets lost in numerous emails. This quote template comes with a 'Next Steps' page, which you barely have to alter at all. Simply detail the next steps your client will go through and ask them to sign digitally by typing their name and clicking Accept. All digital signatures are 100% legal and compliant. When your client signs, the digital signature certificate will show up in your Better Proposals account.

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Pre-Written Contract

The best way to protect your business is by laying down the ground rules right from the start. To make that process easier, we have added the Terms and Conditions page to our quote template, allowing you to customize it to fit your exact process.

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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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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.

Free Marketing Automation Quote Template That Wins Clients

A look at everything in this Marketing Automation Quote Template

Visually Stunning Cover

Pre-Written Intro and Services Section

Process and Timescales

Pricing

Next Steps with Digital Signing

Pre-Written Contract

Take Payment from Your Client

Don't take just our word for it

150+ other free proposal templates just like these are also available inside Better Proposals

Automate your sales process with our 50+ integration partners

Your questions, answered

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