Smart Pricing Table is interactive proposal software for agencies, firms & B2B companies

Proposal Templates for Agency Projects

If you've ever had a marketing project go sideways, odds are the proposal wasn't pulling its weight.

Whether you're pitching a rebrand, managing a multi-channel campaign, or selling a monthly retainer, a strong proposal sets the tone. It should make your value obvious, define exactly what you'll deliver, and explain the pricing - no confusion, no missed expectations.

Here are the essential elements of a winning marketing proposal:

About us - A brief intro that positions your agency as a pro-level partner
Scope of work - Break down deliverables by service (e.g., SEO, branding, paid ads) or campaign phase
Timeline - Set clear dates for kickoff, reviews, revisions, and launch
Pricing table - Use modular line items to show packages, options, and upsells
Payment terms - Specify invoice dates, deposit amounts, and payment schedules
Assumptions & exclusions - Eliminate scope creep by clarifying what's not included

Agency Proposal Template Samples

Website + SEO Proposal

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The templates above were built with Smart Pricing Table — proposal software built for marketing agencies that need to move fast and present clearly.

Whether you're pitching a full-service retainer, launching a campaign, or scoping out a new website build, Smart Pricing Table helps you build modular, client-friendly proposals with flexible pricing, reusable components, and smart upsells that make sense.

Try it free or to access this template and streamline your next proposal.

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Powerful Features

Line Item Upsells

Smart Pricing Table line item upsells feature interface

Add extra options and services to your proposals with interactive checkboxes and pricing.

Price Visibility Controls

Smart Pricing Table price visibility controls dashboard

Show or hide individual line items and sections to customize what your prospects see.

Expand & Collapse

Smart Pricing Table expandable proposal sections interface

Organize your proposals with expandable sections for better readability and navigation.

Assemble Quickly

Built for Efficiency

Cut down your proposal process by as much as 90% with our easy-to-use, blazing fast interface.

Line item library
Expand/collapse for scalable content
Drag and drop interface
Line item configurations (upsells)
One time and recurring frequencies
Quantities
Paul Weinstein

"We've been looking for this solution for over 8 years!"

Paul Weinstein

General Manager, wheelhouse/dmg

Stone Reuning

"We can now produce a SOW and have it reviewed & executed by our prospect in 20% of the time we used to spend."

Stone Reuning

President, Tech Company

Ryan Redmond

"It's almost like a game. After using it I even found I had better understanding of my own packages."

Ryan Redmond

CEO, Cold Outreach Systems

Stuart Amidon

"My clients love using the product. It's simplified our process times ten. Some of my clients have even started utilizing the software!"

Stuart Amidon

Owner/CEO, Page50

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BUILT FOR MODERN MARKETING AGENCIES

Agency Proposal Software Built for Clarity, Speed, and Scale.

Smart Pricing Table was purpose-built for marketing agencies managing campaign rollouts, digital strategy work, branding projects, and ongoing client retainers.

Whether you're pitching a monthly service agreement, a web redesign, or a one-off campaign, Smart Pricing Table gives you the tools to scope clearly, price confidently, and close deals faster—with fewer revisions and more upsells.

Popular marketing proposals you can create:

Brand identity & logo design scopes
Digital advertising campaign proposals
Marketing retainer proposals
Website redesign proposals
Social media management packages
Content strategy and SEO deliverables
Marketing strategy & consulting proposals
Multi-service bundles with tiered pricing options
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Proposal Template for Marketing Agencies | Smart Pricing Table