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Marketing Research Proposal Template

Qwilr's marketing research proposal template helps you send more engaging proposals to win business. Share proposals with embedded images, video, spreadsheets, presentations, interactive pricing and more.

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Embed a wide variety of content

With the ability to embed images, videos, presentations, data tables and more, you can showcase your previous work and what you're capable of to your next potential client.

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Include interactive pricing

By using interactive quoting, your lead can see how much various aspects of the project will cost. It can also help generate more revenue as you can include additional services or options.

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Save it all to use again next time

Spend more time doing research and less time writing proposals by saving your customised marketing research proposal as a custom template to use again later.


Looks great on any device

With responsive design, proposals created using Qwilr's Market Research Proposal Template work across desktop, tablet or mobile. It can also be downloaded as a PDF for sharing the old fashioned way.

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Proposals that look great on all devices

Share and send beautiful proposals that are beautifully designed and can be viewed as a responsive webpage on any desktop, tablet, mobile device or that can be downloaded as a PDF.

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Seamless sharing from your website

Assign a sub-domain (i.e. to your Qwilr account to make your market research proposal look like it's part of your website.

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Integrated notifications

Know when your client has viewed your proposal with notifications by email or Slack, or you can connect to Zapier to send notifications by HipChat, Yammer, Chatter and more.


Instant signoff with digital signatures

With 1 click signoff, you can reduce turnaround times and get projects approved faster. Qwilr aso has digital signature capability and seamless payment options.

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Reduce turnaround times with eSignatures

Digital signatures are proven to reduce turnaround times by 80%. No more printing, signing, scanning and sending back. Just click, sign, accept and get on with the job.

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See all interactions in your CRM

See when leads view and accept your proposal as activity against their record in your CRM. Works with Salesforce, HubSpot, Pipedrive, Dynamics and more.

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Get paid faster

Payment features like our Stripe integration enable your clients to securely enter their credit card details right inside the proposal. You can accept deposits, the full amount or anything else in between.

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Generate draft invoices from accepted proposals

Automatically create a draft invoice in your accounting software when your market research proposal is accepted.

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Frequently Asked Questions

How can I protect my marketing research proposal?

If you’re concerned about your sales proposal being accessed and viewed by an unintended reader, don’t be.

Qwilr comes with several security features to help ensure that your sales proposals are only accessed by the intended recipient(s).

With options such as access expiry dates, whereby a sales proposal can no longer be accessed after a specific date, to passwords, Qwilr’s document security features help ensure that you and your company documents stay protected.

Can prospects sign my marketing research 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 marketing research 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 marketing research 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 marketing research proposal?

Creating your marketing research 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 marketing research 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!

Start winning with Qwilr today

Start a free trial or get a personalized product demo from the Qwilr sales team.