Solutions
DocuAgree for Marketing Agencies
A marketing agency's real proposal problems are usually specific ones: separating the agency's fee from media spend, and nailing down who owns the creative once the campaign ends. DocuAgree's marketing proposal template covers both directly, at $9/month flat regardless of how many clients you're pitching.
What actually matters here
- Media spend and fees get confused if they're not separated in writing. A client budget that blends ad spend with the agency's own time is a common source of disputes once invoices don't match expectations.
- Usage rights matter more than in most proposal work. Who can use the creative, where, and for how long is a real term — not boilerplate — once the campaign is live.
- Client count grows faster than team size for a lot of small agencies. Pricing tied to seats punishes exactly that growth pattern.
The starter template: Marketing / Creative Agency Proposal
Built for campaign-based work specifically — not a generic proposal with the client's name swapped in. It covers deliverables, usage rights for the creative produced, and how media spend is billed separately from the agency's own fee, which a general business proposal template doesn't address.
What's 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, and governing law.
See the full template details →
Why the pricing actually fits
$9/month, one plan — pricing per client proposal sent would punish a busy pitch season, and pricing per seat would punish adding an account manager. Neither happens here. Your first proposal is free with no card required, and after that the bill stays flat whether you're running one campaign or ten.
Worth knowing before you switch
If the agency has grown past one person sending proposals — an account manager and a creative director who both need their own logins, say — DocuAgree doesn't support multiple users on one account yet, and there's no CRM sync if client status needs to flow into Salesforce or HubSpot automatically. For a smaller agency where one or two people handle sending directly, that gap usually doesn't bite.