A focused strategy
Connect the client’s goals with the audience and channels you recommend.
All use cases
Proposal software for digital marketers
Give the strategy a proposal to match.
Create your first proposal
Propovo is marketing proposal software for teams that sell strategy, campaigns and retainers. Marketing proposals often fall apart on the detail: which channels are included, what the monthly deliverables are, who pays for ad spend and how results will be reported. When that is vague, the client signs one thing and expects another.
Propovo starts from your client notes, call transcripts or CRM context and suggests goals, scope and open questions for you to review before applying. You lay out channels, deliverables and reporting in a branded template, present retainer options with packages and pricing tables, and share a client room where the client can comment, approve and e-sign. Engagement tracking then suggests a next action.
From the brief to the decision
Clear deliverables
Separate campaign work, content, reporting and ad-spend assumptions.
Relevant proof
Add campaign examples and results you can stand behind.
Retainers and packages
Present service options, fees and review points clearly.
Example: a fictional paid social and content retainer
Brief from the call
Fieldline Marketing, a fictional agency, adds notes from a call with a subscription coffee brand that wants more first-time orders. Propovo suggests goals, audience and channels, and the strategist edits them to match the brief.
Scope by channel
Using the paid social and content templates, the strategist separates ad management, creative, monthly articles and reporting, and states that ad spend is paid by the client and sits outside the fee.
Retainer options
Two packages go into the pricing table: a paid social retainer, and the same retainer with a monthly content plan added. Each lists its deliverables and review points.
Feedback and signature
The brand’s founder asks in the client room whether creative revisions are capped. The strategist answers and updates the scope, and the founder picks the larger package and e-signs.
Your proposal workflow
Add the client brief
Bring goals, audience context, channels and budget assumptions.
Define the campaign scope
Confirm outputs, reporting, dependencies and client approvals.
Build the proposal
Add the approach, examples, timeline and fees.
Share and refine
Resolve feedback and collect acceptance before kickoff.
Templates to start from
Paid social and Meta ads
Separate management fees, creative and ad spend for paid social campaigns.
Content marketing retainer
Define monthly content output, approvals and reporting for a retainer.
Paid search and Google Ads
Scope search campaign setup, ongoing management and reporting.
Email lifecycle and CRM marketing
Plan lifecycle flows, campaigns and list work with clear deliverables.
Frequently asked questions
How should a marketing proposal handle ad spend?
State it separately from your fee. In Propovo you can put the management fee in the pricing table and note in the scope that media spend is paid by the client, along with who owns the ad accounts. Clear wording here prevents billing disputes later in the retainer.
Can I offer clients a choice of retainer levels?
Yes. Packages let you present two or three retainer options side by side, each with its own deliverables, channels and monthly fee. The client compares them in the client room and approves the one that fits, so you avoid sending several separate documents.
Will I know when a client is reviewing the proposal?
Yes. After you share a proposal, engagement tracking shows activity on it and suggests next actions, such as when to follow up. Follow-ups can go out from your connected email account, which Propovo uses for sending only.
Can I reuse proposals for similar marketing clients?
Yes. Save your strongest proposals as templates with your branding, service descriptions and standard terms. For the next client you start from that template and their call notes, review the suggested changes, and adjust channels, deliverables and fees rather than rewriting from scratch.