Marketing proposal templates to make your own
Agency, digital marketing, SEO, social media, PR, copywriting, logo design and conversion templates: open one, add your channels, tiers and terms.
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QuoteCloud's template library includes marketing agency, digital marketing services, marketing, SEO services, social media marketing and campaign, public relations, copywriting, logo design and conversion rate optimisation proposals. Each one is editable: add your branding, channel tiers, scope and revision rounds, payment on signing and signers, then save it as your agency's own template.
Three sample proposal covers from fictional businesses fanned out and taking turns at the front: a 12-month growth retainer for an outdoor gear retailer, a winery rebrand with website copy and a launch, and a six-month PR retainer for a gin distillery.
Ten real templates for marketing work
Every template here is in the QuoteCloud library today. Open one, then add your own channels, tiers and terms. The descriptions summarise QuoteCloud's own template pages.
- Proposal template Marketing Agency Proposal Template A full agency proposal: who you are, approach, services and pricing, ready for your own channels and tiers. View template
- Quote template Digital Marketing Services Quote Template SEO, social, content, PPC and email services with scope, objectives, pricing, timelines and terms. View template
- Proposal template Marketing Proposal Template Campaign goals, deliverables, timelines and pricing in a clean layout for agencies and freelancers. View template
- Proposal template SEO Services Proposal Template SEO strategy, deliverables, timelines and pricing laid out for a monthly retainer. View template
- Proposal template Social Media Marketing Proposal A starting point for social media management proposals and campaigns. View template
- Proposal template Social Media Campaign Proposal Template A campaign-shaped proposal to fill with your own experience and capabilities. View template
- Proposal template Public Relations Proposal Template A PR plan for agencies and freelancers pitching media and communications work. View template
- Proposal template Copywriting Proposal Template Scope, deliverables, timeline, pricing and terms for content and copywriting work. View template
- Proposal template Logo Design Proposal Template Creative process, deliverables, pricing and timelines for brand and logo projects. View template
- Proposal template Sales Conversion Rate Optimisation Proposal Pitch a CRO audit or landing page work, with room for your own case studies. View template
From a template to your agency's proposal
A template gives you the structure. What turns it into Ambergrove's retainer is what the agency added once: its cover style, its channel tiers as repeating price items, add-ons the client can tick, the onboarding fee and the first payment on signing.
Save the result as your own template, and every account lead starts each proposal from the same prices and wording.
- Your branding and cover photos
- Channel tiers and add-ons from your price list
- Scope, revision rounds and terms from the library
- Payment on signing and signers set per template
Retainer proposal
12-month growth retainer for Kinroy Outdoor Co.
Elena and Daniel, here's the retainer we talked through: five channels, each at the level that suits where Kinroy is now. Change the add-ons if you'd like, then both of you sign below.
Your retainer
| Service | What's included each month | Monthly |
|---|---|---|
| Monthly fees · repeating for 12 months | ||
| SEOGrowth |
|
$2,600/mo |
| Social mediaGrowth |
|
$2,100/mo |
| Paid search & socialGrowth |
|
$1,600/mo |
| EmailFoundation |
|
$750/mo |
| ContentFoundation |
|
$1,100/mo |
| Add-ons Tick to add | ||
| $1,280/mo | ||
| $380/mo | ||
| $2,400 once | ||
| Once, at the start | ||
| Onboarding and strategy workshopQuestionnaire, half-day workshop, access and tracking set-up | $1,800 once | |
- Monthly fees
- $8,530.00/mo + tax
- Once, at the start
- $1,800.00 + tax
- First payment on signingA fixed amount: first month and one-offs, inc tax
- $11,363.00
- Over 12 months, ex tax
- $104,160
Monthly fees are repeating charges shown in the agreement. QuoteCloud takes the first payment on signing; later months are invoiced by your agency.
Which template for which job
A starting point for each kind of work agencies, studios and freelancers send. Media buying, insertion orders and rate cards belong to the advertising microsite.
A full-service retainer
Start from the Marketing Agency Proposal Template, or the shorter Marketing Proposal Template, and add your channel tiers.
Marketing agency proposalServices across channels
The Digital Marketing Services Quote lays out SEO, social, content, PPC and email with scope, pricing and terms.
Digital marketing services quoteA monthly SEO retainer
Strategy, deliverables, timelines and pricing for SEO work, ready for a monthly fee and a revision policy.
SEO services proposalSocial media management
The Social Media Marketing Proposal for ongoing management; the Social Media Campaign Proposal for a launch.
Social media marketing proposalA launch campaign
A campaign-shaped proposal to fill with your phases, creative and fees, with the ad budget shown apart.
Social media campaign proposalA PR retainer
A PR plan for media and communications work, with Launch, Profile and Always-on levels as one choice.
Public relations proposalCopywriting and content
Scope, deliverables, rounds and pricing for website copy, articles and content projects.
Copywriting proposalA logo or brand refresh
Creative process, deliverables and timelines for identity work, with a deposit on signing.
Logo design proposalA conversion audit
Pitch a conversion rate audit or landing page work, with room for your own case studies.
Conversion rate optimisation proposal
We'll convert your current proposal into a template
Free for 14 days, no credit card required. One template conversion is included during the trial on Essentials, Business and Enterprise.
Make a template your own in five steps
Do it once per offer: retainer, project, campaign, PR or freelance.
Open the closest template
Pick the template nearest your offer from the template library.
Brand it
Set your logo, colours and cover photos, and rewrite the introduction in your agency's voice.
Add your price list
Drop in your channel tiers as repeating price items, one-offs and add-ons the client can tick.
Add scope and terms
Bring in deliverables, revision rounds and terms from the library, locked if you're on Business.
Set payment and signers
Choose the payment on signing and the signer roles, then save it as your own template.
Template questions, answered
Are there marketing proposal templates in QuoteCloud?
Yes. The QuoteCloud template library includes marketing agency, digital marketing services, marketing, SEO services, social media marketing, social media campaign, public relations, copywriting, logo design and conversion rate optimisation proposals. Each is a starting point: you add your branding, prices, scope and terms, then save it as your agency's own template.
Can QuoteCloud convert my existing proposal into a template?
Yes. One free template conversion is included during the 14-day trial on the Essentials, Business and Enterprise plans: send your current proposal and QuoteCloud converts it into a template you can keep using. Paid plans also include a 45-minute training session. More help is available through onboarding and professional services.
How do I add my channel tiers to a template?
Add a price table with each channel as a repeating price item, its tier and monthly fee, plus one-off rows for onboarding and optional rows for add-ons the client can tick. Save the price table to the content library as a block, so every template and proposal uses the same prices. Price tables are on Essentials and up.
Are there templates for media buying or insertion orders?
Media buying, insertion orders and publisher rate cards are covered by QuoteCloud's advertising and media pages, not this marketing services microsite. The templates here are for agencies, studios, PR firms and freelancers selling their own services, such as retainers, projects, campaigns and copywriting.
Can I stop my team changing the terms in a template?
Yes, on the Business plan. Content locking lets you lock blocks such as scope, revision rounds and ad spend terms, so account managers can use them in a proposal but can't edit the wording. On Essentials, the content library keeps approved wording in one place, with role permissions for who can add or edit it.
More for marketing agencies
Every page of the QuoteCloud marketing services microsite.
-
Retainer proposals & scope tiersSEO, social, paid, email and content as good, better and best tiers, with add-ons the client ticks and monthly fees shown in the agreement.Explore
-
Brand, website & campaign project proposalsRebrands, website content and launch campaigns as phases with a Gantt, a moodboard and a deposit on signing.Explore
-
Ad spend estimates & management feesThe client's media budget shown as their own estimate, apart from your management fee, so nobody mistakes one for the other.Explore
- SEO, social, paid, email & content scopesWhat each channel includes at each tier, written once as reusable scope blocks and dropped into every proposal.
- Case studies, team bios & AI-drafted summariesCase studies, bios and your method as library blocks, and an executive summary the AI Co-Worker helps draft for you to accept.
- Scope of work, deliverables & revision roundsDeliverables, revision rounds and what's out of scope as locked terms, and changes as a revised version the client signs.
- Onboarding questionnaires & client briefsThe brand questionnaire inside the proposal, so the brief arrives with the signature instead of three weeks later.
- Sign-off & the first payment on signingThe marketing lead and finance each sign, and the onboarding fee or first month is paid on signing through Stripe or PayPal.
- Retainer renewals & annual reviewsExpiry dates you see coming, the annual review as a revised proposal, and renewal offers bulk-sent to retainer clients.
- CRM & integrations for agenciesPipedrive direct, HubSpot through Zapier, Make and the API, and Xero or QuickBooks for the invoices you send.
- QuoteCloud implementation for agenciesYour proposal converted, channel tiers in the catalogue, case studies in the library and the team trained.
- FAQAnswers to the questions agencies, studios, PR firms and freelancers ask most.
Start your next proposal from your own template
Free for 14 days. No credit card required.