Marketing Quote Template
Estimate retainers and campaigns clearly — fees separated from pass-through ad spend — so clients approve.
100% freeNo signupNo watermarkInstant PDF download
Quote
How to quote as a marketing agency
An agency quote must separate your fee from pass-through ad spend, or finance teams stall. A clear proposal — retainer or project fee on one side, managed spend as an at-cost line on the other — wins approval and sets the relationship up right.
This template opens with retainer, campaign and ad-spend lines, plus a validity period. Set the scope and send a professional estimate.
What to include
- Scope — channels and deliverables
- Monthly retainer / management fee
- Project or campaign work
- Ad spend, as a separate pass-through estimate
- Validity period and term
Typical terms: Valid 30 days · ad spend billed at cost · 3-month minimum
Frequently asked questions
How do I quote agency fees and ad spend?
Quote your retainer or project fee separately from managed ad spend, with the spend shown as an at-cost pass-through estimate. The split is what gets the quote through a client’s finance team.
Should a quote state a minimum term?
For retainers, yes — note any minimum commitment (e.g. 3 months) in the terms so expectations are clear before the client accepts.
Is the marketing quote template free?
Yes — create and download it with no account. A free account adds saved clients and one-click conversion to a monthly invoice.
Is this quote generator free?
Yes — CalculatorAI's quote generator is completely free. Build, customise and download as many professional PDF quotes as you want, with no signup, no watermark and no trial limit. A free account adds saved clients, quote history and one-click conversion to an invoice when you win the job.
Do I need an account or a credit card to make a quote?
No. You can generate and download a quote without an account and without entering any payment details. Signing up is free and lets you save clients, reuse quotes and turn an accepted quote into an invoice — but it is never required to create one.
Won the job? Turn this quote into an invoice
When the client accepts, convert this quote into an invoice in one click and track it through to paid — all free in the Invoices Tracker.
Open the Invoices Tracker