How to make a marketing proposal template.

Don’t reinvent the wheel every time you need to write a marketing proposal. Create a template to make the process faster and easier.

There are a lot of parts that need to be included in a successful marketing proposal. To save time creating proposals from scratch every time — and help you remember what to include — it’s a good idea to create a template that you can fill out with client-specific information.

What to include in your template.

When you create a marketing proposal, give detailed thought to the following points:

Your marketing proposal template shouldn’t be a static document. Remember to make changes as you learn what elements work and don’t work to strengthen your proposals in the future.

Create fillable forms on marketing proposal PDFs.

Spreadsheets don’t always maintain their formatting across different devices. To make it easy for your team to collaborate across multiple devices, create a PDF with fillable forms using software like Adobe Acrobat.

With fillable forms, you can share marketing proposal PDFs with your team that they can fill in, edit, and share without altering the formatting — no matter which device they use.

Discover how Acrobat can simplify creating marketing proposals for your business.