Quotation Template for Marketing Agencies
Free quotation template built for marketing and advertising
100% free. Runs entirely in your browser - your files and data never leave your device and nothing is uploaded to any server.
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Page
“Fit to content” ends the page where your quote ends, with no blank paper underneath, and lets you set the margins below. Switch to A4 or US Letter when you need a standard sheet for printing or filing.
Your business
Prepared for
Details
Table columns (drag to reorder, rename, or add your own - up to 8)
Items
Font
Each template ships with its own typography. Pick a font here to override it everywhere on the page.
Corner style
Rounds or squares the boxes on the page - badge, info cards, table header, totals, notes and payment box. Template keeps each design's own corners.
Page margins (in points; 48 is about 12.7 mm)
Marketing agency quotes and retainer proposals
Marketing quotes compete on clarity: what will actually happen each month, who does it, and what it costs separate from the ad budget. This quotation template for agencies and marketing consultants is set up as a retainer or campaign proposal - monthly deliverables, the management fee, media spend shown apart from fees, minimum term and reporting - so a client can compare you against other agencies line by line. The sample prices campaign setup and creative production, showing how one-off work sits alongside a monthly fee.
How to use this tool
- Open the agency proposalThe Marketing & Advertising pack starts with campaign setup and creative production lines.
- List monthly deliverablesState what happens each month, the management fee, the media budget kept separate from fees, the minimum term and how results are reported.
- Send it for approvalShare the quote so the client can compare it line by line and accept online.
Deliverables per month
Replace "social media management" with countable work: "12 posts, 4 reels, community management weekdays, monthly report". Clients approve numbers, and numbers make it obvious when they ask for more. Offer two or three retainer tiers so the conversation is about scope rather than discounting.
Media budget, term and results
Promise activity and reporting, not specific rankings or sales figures you do not control. A quote that guarantees "page one on Google" invites a dispute.
- Media or ad spend as a separate line, paid to the platforms or passed through.
- Management fee, flat or as a percentage of spend.
- Set-up fee for audits, tracking and onboarding.
- Minimum term, often three months, and notice period.
- Reporting frequency and the metrics you will report on.
Key features
- Fees and media spend kept apart, as clients increasingly insist.
- Monthly deliverables listed, so the retainer has visible value.
- Minimum term and reporting terms agreed before work starts.
Common uses
- Agencies quoting monthly social media retainers.
- PPC managers quoting a management fee on top of ad spend.
- SEO consultants proposing an audit and ongoing work.
- Content studios quoting a campaign package.
Tips for better results
- Quote deliverables as numbers.
- Keep media spend separate from your fee.
- Set a minimum term to cover onboarding.
Mistakes to avoid
- Guaranteeing results you cannot control.
- Bundling ad spend into the fee.
- No notice period on a retainer.
Frequently asked questions
Goals, monthly deliverables, management fee, media budget, set-up costs, term and notice, and reporting.
No - show it separately so the client sees what goes to platforms and what pays for your work.
By the hours behind monthly deliverables, as a flat fee, or as a percentage of ad spend, often with a minimum.
It is unwise. Quote the work and reporting, not outcomes outside your control.