EVERYTHING INCLUDED IN THIS TEMPLATE
Visually Stunning Cover
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.
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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 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.
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Process and Timescales
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.
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Pricing
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.
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Next Steps with Digital Signing
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.
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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
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.
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SEE HOW IT WORKS
Your docs, your branding
Set up your logo, brand colors, and fonts once to have them automatically embedded in all your documents.
Reuse what works
Save your best work into the Content Library and use pre-built blocks to speed up your doc creation.



Become flawless
Leave embarrassing mistakes in the past. Use merge tags to automatically populate docs with the right information.
Create VIP experiences
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.
Documents for all your project stages
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Too busy chasing that amazing email marketing ROI? We understand, which is why we built this quote template just for you. Just enter a few basic details about your client and project, hit send, and you're good to go.
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A strong marketing plan needs a strong presentation. Use this quote template to showcase your prized marketing projects and savvy SWOT analyses.
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Marketing automation experts are in great demand right now. If you need a way to get more marketing automation clients without spending as much time on writing quotes, this quote template has all the elements of a high-converting offer.