Marketing Proposal Template

Win clients with a clear and convincing Marketing Proposal – craft an engaging, goal-driven, and results-focused proposal in no time.

Preview of Marketing Proposal Template
Hover

About this template

Impress potential clients with our Marketing Proposal Template. Designed to highlight your marketing strategies and services, this visually appealing template showcases your expertise and helps you secure more projects.

What's included?

  • Project scope
  • Our process
  • Project investment
  • Quote
  • Team video

A tool packed with features

Design interactive proposals

Impress buyers with interactive proposals that stand out. Qwilr’s drag-and-drop editor makes it easy to create on-brand, stunning collateral — no design skills needed. Add videos, dynamic pricing, and ROI calculators to deliver a unique experience, while automated brand customizations ensure every proposal looks professional.

Smart automations

Streamline your sales process with Qwilr’s automation tools. Generate personalized proposals, quotes, and pitch decks in minutes by connecting to your CRM. Use templates and dynamic fields to automate content creation and keep your CRM updated. With integrations like HubSpot and Salesforce, Qwilr eliminates manual tasks so your team can focus on closing deals.

Built-in e-sign functionality

Combine stunning proposals, plain-text agreements, and secure e-signatures in one tool. Add print-friendly agreements alongside dynamic content and collect legally compliant e-signatures with ease. Track progress, capture multiple signatures, and close deals faster with Qwilr’s integrated e-sign functionality.

Real-time proposal analytics

Qwilr’s analytics provide full visibility into buyer engagement. Track when proposals are opened, signed, or shared, and get instant notifications for key buyer activities. See what buyers click on, how they engage, and prioritize follow-ups based on real-time insights—all designed to help close deals faster.

Embed dynamic quotes & interactive pricing

Create accurate, engaging quotes that speed up sales. Populate quotes directly from your CRM, showcase pricing as traditional quotes or interactive plans, and upsell buyers with add-ons. Customize quotes with recurring costs, discounts, and multi-currency options. Qwilr ensures every quote is professional and designed to close deals.

Get Paid Instantly with QwilrPay

Simplify payments with QwilrPay. Let buyers pay instantly after reviewing and signing proposals using credit cards, direct debit, or bank transfers (coming soon). Offer part or full payments and track status in real time, removing delays and making it easy to get paid quickly.

Frequently asked questions

When writing a marketing proposal, it's important to keep in mind the client's needs and goals. Focus on demonstrating how your agency can solve their problems and achieve the outcomes they desire. Use clear, concise language, and avoid jargon or technical terms that the client may not understand. Be sure to include a comprehensive strategy, budget, and timeline for executing the proposed plan.

An effective marketing proposal should include:

  • An overview of the client's needs and goals.
  • A proposed marketing strategy that addresses those needs and goals.
  • A detailed timeline and budget for executing the proposed strategy.
  • Demonstrations of your expertise and experience, such as case studies or testimonials.
  • Clear language that avoids industry jargon or technical terms that the client may not understand.
  • A call-to-action that encourages the client to move forward with the proposed plan.

A good marketing proposal should be tailored to the client's needs and goals, demonstrate your agency's expertise and experience, and propose a clear and actionable plan for achieving their desired outcomes. It should be well-organized, easy to understand, and visually appealing.

The best way to present a marketing proposal to a client is to use a tool like Qwilr, which is more visual and allows you to easily track buyer engagement.

Here's a few more presentation wins you can try with Qwilr's marketing proposal template:

  • Schedule a virtual meeting to walk the client through the proposal and provide an opportunity for questions and answers.
  • Be sure to tailor the presentation to the client's needs and goals
  • Use clear and concise language that avoids marketing industry jargon or technical terms that the client may not understand (performance marketers, we're looking at you!)