---
title: "Marketing"
description: "Campaign and retainer proposals as pages your clients open anywhere. Share privately, see what they read, and collect approvals on the page."
canonical: "https://pr-110.preview.formlio.com/industries/marketing"
locale: "en"
type: "industry"
alternates:
  fr: "https://pr-110.preview.formlio.com/fr/industries/marketing.md"
---

# Marketing

## Send documents your clients read, understand and approve.

Campaign proposals, retainer proposals and statements of work as pages clients open anywhere, from first meeting to campaign launch.

- [Start free](https://pr-110.preview.formlio.com/signup)
- [Book a demo](https://pr-110.preview.formlio.com/demo)

## Why marketing agencies choose Formlio.

Four things change when your documents are pages your client opens.

- **Present**: Show your work at full size, film included, with scope and timeline, in your agency's look. No more weeks of strategy flattened into an attachment.
- **Send**: Share one link for your strategy, campaign routes and fees that always shows the latest version. No more new files and emails for every correction.
- **Follow up**: See who opened the campaign proposal and which channels they read. No more sending a PDF into a black box.
- **Agree**: Let them answer your questions, choose channels, approve a retainer or sign on the page. No more chasing a decision over weeks of email.

## Marketing proposal templates by project stage.

Agency portfolios, campaign proposals, statements of work and retainer proposals for each stage. Add your strategy, targets and fees, and send it in your agency's look.

- [Portfolio template](https://pr-110.preview.formlio.com/templates/portfolio-template) — Professional portfolio template designed for agencies, designers, and consultants. Features project showcases, company values, service offerings, and process workflows to present your work strategically and win clients.
- [Toronto](https://pr-110.preview.formlio.com/templates/toronto-brand-relaunch-proposal) — Win consumer brand relaunch pitches with a creative proposal template covering the brief, survey data, and campaign routes for retail launches and DTC growth.
- [Dublin](https://pr-110.preview.formlio.com/templates/dublin-launch-campaign-proposal) — Win consumer product launches with a campaign proposal template covering brief, strategy, KPI targets and a staged 22-week plan. Built for agencies and marketers.
- [Bristol](https://pr-110.preview.formlio.com/templates/bristol-launch-film-proposal) — Win product launch film projects with a creative proposal template featuring a client brief, data-backed rationale, and three creative routes with a recommendation.
- [Detailed proposal template](https://pr-110.preview.formlio.com/templates/detailed-proposal-template) — Comprehensive project proposal template for agencies and consultants. Includes phased engagement structure, scope of work, deliverables mapping, and stakeholder alignment sections to win clients and deliver measurable results.
- [Manchester](https://pr-110.preview.formlio.com/templates/manchester-marketing-statement-of-work) — Statement of work template for paid media and lifecycle marketing: scope, baseline and target path, and staged delivery with acceptance tests. For agencies.
- [Boston](https://pr-110.preview.formlio.com/templates/boston-event-retainer-proposal) — Win brand clients with an event marketing retainer proposal template covering run clubs, recovery pop-ups, content and data. Built for experiential agencies.

## Go from first draft to your client.

Lay out your strategy and campaign routes with your fee table and launch timeline. Share it privately with your client, see what they read, and collect answers and approvals on the same page.

1. **Present: Build it from blocks, in your agency's look.** — \- Blocks for strategy, campaign routes, fees and timelines - Logo, fonts and colours set once - Start from a template or duplicate your last project
2. **Send: Choose who sees the strategy, then share the link.** — On a private link, only the people you invite can open the document. They sign in with a code sent to their email.
3. **Follow up: Get an alert when it's opened, then see what they read.** — See who viewed it on a private link, the time spent on each section, heatmaps and session replay.
4. **Agree: Add questions, channel options, retainer approvals and a signature.** — Clients answer your questions on the page. Clients switch optional services on or off and see the total update. They approve with a slide or sign on the page.

## Add more to every marketing presentation.

Embed media plans, content calendars and Loom walkthroughs next to your strategy. Publish it all on your agency's own domain.

### Embed what you already use

Google Sheets, Airtable, Notion, Figma, Canva, Loom and Calendly, live on the page.

### Talk on the page

Pin a video or voice note next to the fees, and chat live with your client on the document.

### Your own domain

Publish your documents at an address like docs.youragency.com. On the Pro plan.

### Connect ChatGPT or Claude

Build, edit or check on documents from the chat.

### Live editing

Your team works on the same document at the same time, and sees when your client is on it.

## What changes when the document is a page.

Three teams, in their own words.

> I wasn't expecting the analytics to be this good! Heatmaps, session replay, real-time view notifications... It completely changed how we follow up as we know exactly what caught their attention and when they're engaged, which allowed us to win new clients noticeably faster.
>
> — Tom Bilby, Digital Growth Consultant, Web Furnace

> Formlio has changed how we present fee proposals. A PDF feels like it belongs in another era by comparison. What clients receive instead is interactive, beautifully laid out, and immediately signals that you're a business operating at the level they expect. It's the kind of first impression that lands before they've even read a word. The team are very helpful whenever I have questions, and new features keep rolling in, which tells me they're invested in making it better for the long haul.
>
> — Shane Cresser, Creative Director, Cresser

> Formlio has significantly improved how our agency presents proposals and pitches. We saw an immediate impact, winning contracts on the first two projects where we used the platform, and we've continued to see a strong correlation between using Formlio and converting opportunities into clients.One of its biggest strengths is the insight it provides into client engagement. Knowing when a proposal has been viewed, which sections attracted the most attention, and how recipients interact with the content removes much of the uncertainty from the sales process and allows us to follow up with far greater confidence.
>
> — Demi Hopkins, Creative Director & Principal, Carnival Studio

## Common questions from marketing agencies.

Retainers, live reporting embeds, confidentiality, client accounts, signatures and reuse for your campaign proposals.

### Can I price a retainer with optional channels?

Yes. The interactive quote shows required and optional services with their billing frequency. The client switches options on or off and the total updates.

### Can I send a pre-brief or questionnaire before the campaign proposal?

Yes. Add a form section to any document, with required, choice and conditional questions, inline or step by step. Clients answer on the page, and you see their answers in the document.

### Can I embed media plans and calendars?

Yes. Embed blocks show live content from Google Sheets, Airtable, Notion, Figma and Canva on the page, stacked or in tabs.

### How long does a first proposal take?

Start from a marketing template and swap in your strategy and fees, and it takes minutes rather than hours. Your logo, fonts and colours are set once.

### Is a campaign plan confidential?

Use a private link. Only the people you invite can open it, others can request access, and you can see who viewed it.

### Do clients need an account?

No password is needed. On a private link they sign in with a code sent to their email, the link in their invite or Google. On a public link anyone with the link can read, and they verify their email to approve or sign.

### Is the e-signature valid?

Signatures are compliant with eIDAS in the EU and ESIGN and UETA in the US. Signers verify their email first, and Formlio records their consent, the time and a fingerprint of the document.

### Can my agency reuse sections on every proposal?

Yes. Save your approach, team and pricing as reusable blocks, then duplicate a past proposal for the next brief.

> “The work marketing agencies make is considered down to the last detail. The documents that carry it to the client rarely are. We made Formlio so every one of them is as good as the work.”

## Start with your next campaign.

Bring your strategy, targets and fees, and send your client one link.

[Browse templates](https://pr-110.preview.formlio.com/templates)

## Related

- [Proposals](https://pr-110.preview.formlio.com/use-cases/proposals): Proposals for creative studios, as pages your clients open anywhere. Show your work with scope, timeline and pricing options, see what they read, and collect an e-signature on the same page.
- [Pitch decks](https://pr-110.preview.formlio.com/use-cases/pitch-decks): Pitch decks for creative studios, as pages your client opens anywhere. Show your story, numbers and ask, see what they read, and collect an e-signature on the page.
- [Portfolio](https://pr-110.preview.formlio.com/use-cases/portfolio): Portfolios for creative studios, as pages your clients open anywhere. Show case studies and showreels at full size, see what they read, and let them ask about a project or book the next conversation on the page.
- [Presentations](https://pr-110.preview.formlio.com/use-cases/presentations): Presentations for creative studios, as pages your client opens anywhere. Show your idea and your film, see what they read, and collect comments and approval on the page.
- [Questionnaires](https://pr-110.preview.formlio.com/use-cases/questionnaires): Client questionnaires for creative studios, inside your branded document. Ask required, choice and conditional questions, one step at a time, and see the answers in one place.