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

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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 book a demo to access this template and streamline your next proposal.

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Powerful Features

Line Item Upsells

Price Visibility Controls

Expand & Collapse

Assemble Quickly

Built for Efficiency

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

Notable features:

Line item library

Expand/collapse for scalable content

Drag and drop interface

Line item configurations (upsells)

One time and recurring frequencies

Quantities

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

Paul Weinstein, General Manager

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

Stone Reuning, CEO

"It’s almost like a game — and using it gave me a clearer view of our own services."

Ryan Redmond, CEO, CO Systems

"My customers love using the product. It's simplified our process times ten. Some of my customers 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