Free Marketing Automation Quote Template That Wins Clients

Our fully customizable quote template is suitable for anyone working in marketing automation, and it helped close deals worth over $19,000,000 in 2020 alone. You can change the text, images, colors, your logo - it's all 100% editable.

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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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Web Design
"Absolutely love Better Proposals as it saves me so much time writing proposals. Not only that it gives a nice professional first impression to the client at this key stage of the relationship. The killer feature for me is being able to see when clients are looking at the proposal so you know just the right moment to follow up. It's made a real difference to our business."
Paul Beardsley
Noisybird Social Ltd

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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In just the last 24 hours alone...

$429,380 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
EVERY DOCUMENT TYPE YOU CAN THINK OF

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

Ecommerce Websites
Wordpress Web Design
Website Maintenance


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

You don’t have a template for my industry! 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. 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. Do you need my credit card number? Not for the free trial. We won’t ask you for any payment details until it’s time to purchase a plan. Are my proposals secure? Yes, absolutely. Better Proposals uses 256bit SSL security to protect your account. Your proposals are always private, and every proposal recipient is given their own unique encrypted link that can’t be intercepted or accessed by anyone else. 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 proposals, 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. 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 proposal 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 proposals 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.