# Marketing proposal template

> Free marketing proposal template — campaign goals, deliverables, timeline, team and pricing in a structure clients can approve. Download the PDF.

*Marketing proposal*

## Marketing proposal *template*

A proposal has to do two things: show the client you understood the problem, and make it easy to say yes. This template gives you the structure — objectives, approach, deliverables, timeline and pricing — so you can spend your time on the thinking rather than the layout.

[Download Word template](https://media.cloudfiles.io/pages/templates/marketing-proposal.docx) · [Download PDF](https://media.cloudfiles.io/pages/templates/marketing-proposal.pdf) · [All templates](/templates)

*Who it's for*

## Who uses this template

- **Marketing agencies** — You are pitching a new client and want a professional document that presents scope and pricing clearly.
- **Freelance marketers** — You want to send something more considered than an email with a number in it.
- **In-house marketing leads** — You are proposing a campaign internally and need budget and expected outcomes laid out for approval.

*What's inside*

## What the template covers

Every section below is already drafted in the document, with placeholders marking the details you need to fill in.

- **Executive summary** — A short statement of the client's situation and what you are proposing to do about it.
- **Objectives and goals** — What the engagement is meant to achieve, expressed so success is recognisable.
- **Strategy and approach** — How you intend to get there — the reasoning a client is really buying.
- **Deliverables** — Exactly what the client receives, which is also your protection against scope creep.
- **Timeline** — Phases and dates, including what you need from the client and when.
- **Pricing and terms** — Cost broken down against the work, with payment schedule and validity period.

*Free download*

## Download the marketing proposal template

An editable Word document you can drop your own details into, or a print-ready PDF. Both free — no form, no email address required.

[Download Word template](https://media.cloudfiles.io/pages/templates/marketing-proposal.docx) · [Download PDF](https://media.cloudfiles.io/pages/templates/marketing-proposal.pdf)

*Do this automatically*

## Generate this document from *your CRM*

A template still means someone opens a file and retypes the names, dates and figures for every new proposal. CloudFiles Document Generation produces the finished document from a Salesforce or HubSpot record — the same structure, populated with real data, generated in seconds and filed straight back against the record it came from.

## Frequently asked questions

**Q: How long should a marketing proposal be?**
Long enough to answer the client's questions and no longer. For most engagements that is a handful of pages — a summary they will definitely read, followed by the detail they will refer back to. The structure here works whether you use every section or only some.

**Q: Should pricing go in the proposal or a separate document?**
Keep it in the proposal. Splitting it out adds a step between interest and decision, and clients generally read the pricing first regardless of where you put it.

**Q: What's the difference between this and the digital marketing proposal?**
This one is the general structure, suitable for any marketing engagement. The digital marketing proposal breaks the approach down channel by channel — search, social, paid and email — with the KPIs and reporting cadence that go with them.

**Q: Can I edit this template?**
Yes — download the Word (.docx) version and edit it like any other document. Placeholders mark every detail you need to replace. The PDF is there when you just want to read, print or send it as-is.

**Q: Is this template legal advice?**
No. It is a general drafting starting point and has not been reviewed for your jurisdiction or your circumstances. If the proposal will form part of a binding contract once accepted, have the terms reviewed before you send it.

**Q: Do I have to give my email address to download it?**
No. Both download links on this page go straight to the file — there is no form and no sign-up.

*Beyond templates*

## Generate your documents from your CRM

See how teams turn documents like this one into automated output produced straight from Salesforce or HubSpot records.

[Book a demo](https://meet.cloudfiles.io/?utm_content=cf-templates-marketing-proposal-footer)