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Email Marketing Proposal Template

Qwilr's email marketing proposal template can help you clearly communicate your campaign plan to prospective clients or teams, getting everyone on the same page. You can embed images, flowcharts, use data from your CRM and more.

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Beautiful design

With the ability to include full size images, embed videos inline, social posts and Invision prototypes, you can give your clients a real insight into the email marketing campaign you're proposing.

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Flow charts

Email marketing is increasingly becoming more transactional and personalised. The ability to include flow charts means you can show how you expect various interactions to play out and really plan for different scenarios.

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Save it to use again and again

Once you personalise your template to match your brand with fonts, colors and styles, you can save it and use it over and over again.

SIMPLE SHARING

Works across multiple devices

Responsive design means your proposal will work across iphones, tables or desktops. It will also work across operating systems, including Mac, PC and Android.

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Notifications in your team chat

Integrate notifications with team chat platforms like HipChat, Yammer or Slack so you all know where the proposal is at, who's looked at it and what they think of it.

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Continuous improvement

Integrate analytics platforms like Google Analytics, Mixpanel or Hotjar to garner a deeper understanding into what parts of your proposal are the most engaging so you can continuously iterate to do better each time you pitch it.

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Secure your proposal

You can never be too careful. Lock down who can view your proposal and for how long with view and time limits as well as user authentication and password protections.

SURFACE INSIGHTS

Easy approvals

Instant, one-click proposal acceptance means you can get your email marketing campaign going quicker.

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E-signature capability

Cut down the paperwork and turnaround times with e-signature capability and full audit trail for legal purposes so it's fully compliant with e-signature laws.

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Integrated payments

Get paid faster with secure payment features built right into the proposal so your client can pay the project deposit, make a part or full payment on the spot using their credit card.

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Manage the books

Integrating with Quickbooks or Xero, draft invoices can be created from accepted proposals so you can minimise errors and dreaded data entry.

See the template in action

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Frequently Asked Questions

Can prospects sign my email marketing proposal digitally?

What happens after a customer selects and accepts the service package they want? Typically, PDF files would need to be uploaded and sent independently or on a platform like DocuSign. But with Qwilr, we integrate all the functionalities you would need to execute a great sales process from beginning to end. With this, we created an online signature feature, letting your prospects select, accept and sign all in one place and one go.

Can prospects pay for services through my email marketing proposal?

Yes! Sales leads can pay for the services they want on the very same proposal they learned about your services. We understand the need for a seamless, integrated experience for both your sales team and a potential client, so all the prospect needs to do is enter their credit card details into the secure in-built payment feature of Qwilr. Once their card is debited, you’ll receive your payment within a few days.

How do I know when people view my email marketing proposal?

With Qwilr's proposal software, you can be notified the moment that your lead views your proposal, allowing you to send your follow-up responses at the perfect time. These notifications can be sent to you in various ways, such as through HipChat, Microsoft Teams, Salesforce Chatter or Slack. Qwilr integrates and works with all major communication channels and CRM systems so you can choose to receive notifications however you want.

How do I see what content people engaged with in my email marketing proposal?

Creating your email marketing proposal with Qwilr means that you can see when and how recipients interact with your proposal. With this information, you’re able to eliminate some of the guesswork and use Qwilr data to help frame your next email or call to the prospect.

Can I add Live Chat to my email marketing proposal?

Qwilr proposal software integrates with major live chat software tools such as Olark and Intercom. Embedding these tools on your proposal means that prospects have the option to chat directly with your team in real-time if they have any questions about the proposal sent. This optimises the sales experience as well as allows your company to get the contract signed faster!

Can I generate an email marketing proposal from my CRM software?

Yes! Qwilr directly integrates into major CRMs such as Hubspot and Salesforce so you can create your sales proposal all in one place, incorporating all the information you have about the sales lead directly from your CRM into the proposal.

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