Proposals & Quotes

Free Marketing Proposal Template (PDF)

A marketing or creative agency proposal is a business proposal built for campaign-based work — it covers deliverables, usage rights for the creative produced, and how media spend is billed separately from the agency's own fee.

When to use it

Use this for a marketing campaign, content engagement, or creative project where a client needs to see the channels, deliverables, and fee structure up front — especially if any paid media budget is involved, since that's usually billed differently than the agency's own time.

What's typically included

• Campaign overview
• Deliverables
• Timeline
• Fees (flat or retainer, plus any media spend terms)
• Usage rights for the creative produced
• Approval turnaround expectations
• Termination terms
• Governing law

How to fill it in

• Separate your creative/management fee from any media spend clearly — clients frequently assume ad spend is included in the quoted fee unless the proposal says otherwise.
• Fill in the usage-rights section specifically (which channels, how long) rather than granting unlimited use by default — that's a real point of value you're otherwise giving away.
• State an approval turnaround expectation (e.g. "3 business days per round") so campaign timelines don't slip on the client's side without anyone agreeing to the delay.

This template is a general starting point, not legal advice — customize it and have it reviewed for your situation.

Frequently asked questions

Does this proposal cover the ad spend budget itself?

The pricing table is for your agency's own fee — describe separately how media spend is billed (e.g., billed at cost, or with a management markup) in the fees section, since clients often assume it's bundled unless told otherwise.

Who owns the ad creative and content after the campaign ends?

That depends on what you fill in under usage rights — this template lets you grant a time-limited or channel-limited license rather than full ownership, which is standard for agency-produced creative.

Is an electronically signed marketing proposal legally binding?

Yes, under the U.S. ESIGN Act and state UETA laws, provided both parties consented to sign electronically — which DocuAgree records automatically as part of the signing process.