Your docs, your branding
Set up your logo, brand colors, and fonts once to have them automatically embedded in all your documents.
Pre-built blocks
EVERYTHING INCLUDED IN THIS 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 consultant. 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
Writing about what you do is never easy. How much is too much? Is it clear enough for your clients to understand it? Completely valid questions that you no longer have to worry about. In this marketing consulting quote template, the page detailing the work you're going to do is done, with an introduction and structure already prepared. You just need to add a few client specifics, and that's it! Like the rest of this quote, it's all editable - the colors, the text, images, layout - everything.
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Process and Timescales
Explaining the 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
Whether you want to charge for your consulting services per hour, subscribe to monthly packages, or have optional up-sells, you can make it happen with this automatically calculated pricing table. All you have to do is put the numbers in, adjust the frequency, type a brief one-line description, and your quote is done.
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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
Whether you're a seasoned professional or new to the business world, Terms and Conditions will probably slip your mind when you're trying to close the deal with a client. To ensure you're still protected, we have added a fully customizable T&C at the end of this template. That said, they may not be applicable to your business, so we're suggesting getting a legal professional to read them over.
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Take Payment from Your Client
When it comes to collecting the payment, it's crucial to avoid giving your clients any reason for confusion or excuse not to pay their bills on time. Using our integrations with Stripe, PayPal, and GoCardless, we're ensuring our users collect payments the moment their client signs the quote!
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