Everything you need is included
Looking for visually appealing and highly functional? You’ve got it. This template comes with a pre-built layout designed to help you create professional documents quickly and easily.
Are you looking for a fully customizable quote template that in 2023 alone brought more than $54,000,000 in profit to marketing companies worldwide? Add, delete, or change sections as you see fit, make it your own, and improve your sales fast and easy.
Looking for visually appealing and highly functional? You’ve got it. This template comes with a pre-built layout designed to help you create professional documents quickly and easily.
No matter which industry you're working in, the first impression always matters. In this marketing funnel quote template, the first thing your client sees is a nicely designed cover, fit for a world-class marketing company like yours. From the text, logo, and background image, you can change everything to make it a better fit for your needs.
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 funnel 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.
Explaining the marketing process and techniques can be difficult. You want to give enough detail, but not so much it seems overwhelming. Fortunately, our process and timescales page already has the perfect amount of information, so all you have to do is tweak it a bit to suit your exact process.
Whether you want to charge for your 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.
A digital signature is a perfect way to avoid meeting in person simply to transfer the documents. Just briefly explain your plan in the 'Next steps' chapter, get your customer to sign, and your quote is officially accepted! All digital signatures are 100% legal and compliant. When your client signs, you can see the digital signature certificate in your Better Proposals account.
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.
Once you made sure your clients know what their cost and payment schedule looks like, it's time to collect the payment. 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.
Set up your logo, brand colors, and fonts once to have them automatically embedded in all your documents.
1. Let's begin
Save your best work into the Content Library and use pre-built blocks to speed up your doc creation.
Leave embarrassing mistakes in the past. Use merge tags to automatically populate docs with the right information.
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.
Common questions about plans, designs and security
Start sending beautifully designed, error-free documents that inspire immediate trust with your clients.
Automate tasks, track your deals, and always follow up at the right time.