Quotation format for marketing agencies
A marketing quotation should name the deliverables per month and what the client pays directly to platforms. Here is a free quotation format built for marketing and advertising agencies. Download it in Excel, Word or PDF, or copy the sample below.
Sample quotation format for marketing agencies
Quotation
| Description | Qty | Rate | Amount |
|---|---|---|---|
| Social media management, 12 posts a month | 1 | ₹30,000 | ₹30,000 |
| Paid ads management (10% of spend, min ₹15,000) | 1 | ₹15,000 | ₹15,000 |
| Monthly report and strategy call | 1 | ₹5,000 | ₹5,000 |
- Subtotal
- ₹50,000
- CGST 9% + SGST 9% (same state)
- ₹4,500 + ₹4,500
- Total
- ₹59,000
Sample figures only. 18% GST is shown as a typical rate for services; use the rate that applies to you. For another state, charge IGST instead of CGST and SGST.
The Excel file has working formulas, so you can change the quantities and rates and the totals update.
What to put on a quotation format for marketing agencies
Along with the usual header, numbering, dates and totals, marketing agencies should add:
- Month or campaign period
- Retainer versus ad-spend lines
- Platform names (Meta, Google)
- Approved creative or deliverable count
Tips for marketing agencies
- Spell out deliverables per month, not just "social media management".
- State who pays the ad platform directly and who owns the ad accounts.
- Give the minimum contract period and the notice needed to stop.
Stop retyping this every time
FINTY keeps your clients and items, numbers every quotation, adds CGST, SGST or IGST for you and sends the PDF on WhatsApp. Free plan available, with a 30-day trial of everything.
Start freeAlso: GST calculator · HSN and SAC finder
Questions
Should a marketing quote include ad budget?
List the ad budget as a separate line the client pays to the platform or reimburses, and keep your fee distinct.
Is a quotation different from a proforma or tax invoice?
Yes. A quotation is an offer with a price and is not a demand for payment. A tax invoice is issued when you supply the goods or services and is the document used for GST.
Can I create this in FINTY?
Yes. FINTY numbers your documents, adds the right CGST, SGST or IGST, keeps your client list and sends the PDF on WhatsApp. There is a free plan and a 30-day trial.