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Digital marketing quotation format: free quote builder, PDF and Word
A proper Indian agency quotation separates setup, monthly fees and ad spend, and shows GST, the first invoice and your minimum commitment; build yours below in 5 minutes, free, no sign-up.
- First invoice and minimum commitment together
- Setup, monthly fees and ad budget apart
- Matching Word and PDF content
Free digital marketing quote builder
See your first invoice, monthly fee and minimum commitment together. Keep setup, monthly services and ad budget apart, and export the same quote to Word or PDF.
You can build your quote free, without signing up or uploading anything, because it all runs in your browser. Your draft stays on this device when browser storage is available. A logo is read locally and appears only on your quote.
From your agency
To your client
Quote details
Services and deliverables
Tax and terms
Validity and minimum term are also printed separately, so keep your edited terms consistent.
For PDF, choose Save as PDF in the print dialog. Turn off browser headers and footers. Word downloads as an editable HTML .doc file.
What is the quotation format for digital marketing services in India?
Your quotation names the buyer, scope, rates, tax and terms. There is no official mandatory format for a quotation. It is a commercial document, and GST Rule 46 governs the later tax invoice.
We are SocialOrange, a 12-year-old Bangalore agency founded by Leo Prabhu. We send client quotations every week for our social media marketing, SEO and ads work, so we built this around the questions clients ask before approving.
Keep setup, monthly fees and ad spend apart from the start. Then show the first payment and the minimum commitment clearly.
Source: CBIC Heading 9983 rate table, classification annexure, place-of-supply FAQs and Rule 46 (tax invoices). Checked 14 November 2026; commercial fields are our recommended checklist.
How can I create a digital marketing quotation online for free?
Enter your agency and client details, then add service presets above. Replace the deliverables with your scope and enter your own rates. Check both states, the minimum term and each service’s SAC.
The commitment box shows what your client pays first and monthly. It also shows the total over your minimum term, including GST. Your logo stays local, and your quote carries your identity.
Where can I download a digital marketing quotation in PDF or Word?
Use Download PDF and choose Save as PDF in your browser. Switch off print headers and footers for a clean document. Download Word saves an editable .doc file for Word or Google Docs.
Both exports carry the same scope, totals and editable terms. The Word file is HTML saved as .doc, rather than .docx. You can also copy the quotation as plain text.
What should a digital marketing quotation for a client include?
This is a commercial checklist, rather than an invoice compliance template. We are marketers, not accountants, so check GST details with your CA.
| Section | Why it matters | Example |
|---|---|---|
| Agency identity | Shows who supplies the work | Legal name, address, email, GSTIN if registered |
| Client identity | Identifies the buyer and billing location | Company, contact, billing address and GSTIN if applicable |
| Document control | Makes revisions and expiry clear | Quote number, issue date and valid-until date |
| Scope and service period | Defines where and when work happens | Instagram and Facebook; monthly calendar from agreed start date |
| Monthly deliverables | Makes the promise measurable | 12 posts, 4 reels, 8 stories and one report per month; example scope |
| Pricing | Connects each price to its scope | Quantity Ă— your rate, marked monthly or one-time |
| Commitment | Shows the actual buying decision | Setup, month one, recurring fee and minimum-term value |
| Tax and place of supply | Prepares for accurate invoicing | Per-line SAC; GSTIN; supplier state and client place of supply; CGST/SGST or IGST |
| Exclusions | Stops assumptions becoming unpaid work | Ad budget paid directly; shoots and paid tools excluded |
| Working terms | Sets responsibilities and change control | Access, approval deadline, turnaround and revision rounds |
| Payment and term | Explains when money is due | Advance billing, minimum months and cancellation by agreement |
| Acceptance | Records the client’s approval | Named approver confirms quote number and scope in writing |
Source: CBIC Heading 9983 rate table, classification annexure, place-of-supply FAQs and Rule 46 (tax invoices). Checked 14 November 2026; commercial fields are our recommended checklist.
What should an SEO quotation template include?
This SEO quotation template names monthly work and reporting, so price has a clear scope.
| Quote: SAMPLE-SEO | Scope / period | Rate |
|---|---|---|
| From / To | Your agency → Example client, Karnataka | Valid 15 days (example) |
| SEO retainer | Monthly Ă— 6; track agreed keywords; update 8 pages per month; two content briefs monthly | â‚ą [your rate] |
| Technical review and reporting | Monthly technical issue review, report and review call; implementation responsibilities agreed | Included in scope |
| Tax and terms | SAC: check with CA; monthly in advance; no ranking guarantee | GST as applicable |
Source: SocialOrange illustrative scope, prepared 14 November 2026. Quantities and commercial terms are editable examples; no market rates are claimed.
How do I prepare a social media advertising quotation, and should ad spend be included?
Show ad budget beside your management fee, but keep it outside your total. This sample is for direct client payment to the platforms.
| Quote: SAMPLE-ADS | Scope / period | Rate |
|---|---|---|
| From / To | Your agency → Example client, Maharashtra | Valid 15 days (example) |
| Google Ads / Meta Ads management | Monthly Ă— 6; campaign setup, tracking review, optimisation and one monthly report | â‚ą [your rate] |
| Advertising services SAC | 998361; confirm the actual supplied service with your CA | GST 18% default |
| Ad budget | Paid by client directly to Google / Meta: not included in this quote | ₹ [client’s budget], excluded |
| Payment | Management fee monthly in advance; platform budget paid separately | No agency tax on excluded budget |
Source: SocialOrange illustrative scope, prepared 14 November 2026. Quantities and commercial terms are editable examples; no market rates are claimed. Source: CBIC Heading 9983 rate table, classification annexure, place-of-supply FAQs and Rule 46 (tax invoices). Checked 14 November 2026; commercial fields are our recommended checklist.
How do I quote a website design project?
| Quote: SAMPLE-WEB | Scope / milestone | Rate |
|---|---|---|
| From / To | Your agency → Example client, Karnataka | Valid 15 days (example) |
| Website design | One-time: five responsive pages; two design revision rounds | â‚ą [your rate] |
| Milestones | Wireframes → approved design → build → testing → handover | Included in project scope |
| Exclusions and payment | Domain, hosting and paid plugins excluded; 100% advance in this example | GST as applicable; SAC: check with CA |
Source: SocialOrange illustrative scope, prepared 14 November 2026. Quantities and commercial terms are editable examples; no market rates are claimed.
How do I separate monthly retainers from one-time charges?
Put setup or audit work on a one-time line. Put recurring delivery on monthly lines with a service period. The line total includes the months you quote for that service.
First invoice equals one-time fees plus month one and applicable GST. Later invoices cover monthly fees and applicable GST, with ad spend separate. The commitment summary uses your minimum term for every monthly service. Keep line periods consistent with that term unless you explain the difference.
What SAC code applies to advertising services?
CBIC classifies Advertising Services under SAC 998361. That supports the default on Google Ads and Meta Ads management presets. It does not establish the same code for every marketing service.
SEO, website design, content and video lines start with blank SAC fields. Check the actual service classification with your CA before sending.
Source: CBIC classification annexure, Group 99836. Checked 14 November 2026.
How do I calculate CGST, SGST or IGST on a marketing quotation?
For ordinary domestic taxable advertising services, the default GST is 18%. Same-state supply uses CGST 9% plus SGST 9%, and inter-state supply uses IGST 18%. UTGST may apply in a Union Territory.
The builder compares your registered state with the client’s place of supply. This depends on the supply and registration details, not where ads run. Exports, SEZ supplies and other exceptions need separate advice from your CA.
Switch on Not GST registered to remove GST lines and GSTIN details. The toggle does not decide whether you must register for GST.
Source: CBIC rate table, Heading 9983 and CBIC sectoral FAQs. Checked 14 November 2026.
What validity and payment terms should a quotation include?
Give your client an expiry date and clear payment milestones. The builder starts with 15-day validity and a six-month minimum term. These are editable commercial choices, so agree what fits your work.
Our example asks for one-time payment fully in advance, and monthly fees invoiced in advance. Name revision rounds, exclusions, access requirements and approval deadlines too. Explain cancellation and renewal in your agreement before work starts.
What is the difference between a quotation, proposal and GST invoice?
| Document | Purpose | When you use it |
|---|---|---|
| Quotation | Defines scope, fees, tax estimate and commercial terms | Before the client accepts your price |
| Proposal | Explains the strategy, approach and expected work | When the client needs to assess your plan |
| Tax invoice | Bills the actual supply and records applicable tax | When invoicing under the applicable GST rules |
Source: SocialOrange commercial practice; tax-invoice requirements: CBIC Rule 46, checked 14 November 2026.
How do you price digital marketing services in your quote?
Estimate the hours each deliverable needs, then multiply by your rate. Include project management, revisions, reporting and overheads in that calculation. A value-based retainer can work when outcomes and responsibilities are clear.
Price recurring work monthly, and keep setup or audit work one-time. Separate your management fee from the client’s advertising budget. A higher ad budget does not describe the work you promise.
You can offer a one-time starter, a recommended monthly plan and a bigger plan. Explain how their scope differs, so the client can compare.
At SocialOrange, we use an audit credit in suitable engagements: if you take the one-time audit and sign a retainer within 30 days, we credit the audit fee to month one. State that credit clearly in your terms when you offer it.
Which quotation mistakes lose the deal?
“Social media services” gives your client very little to approve. Name the platforms, monthly counts and who supplies the footage.
A missing ad-budget line makes the management fee easy to misunderstand. Missing validity leaves an old quote open for later assumptions. Missing GST details can change what the client expects to pay. And prices without scope make every option harder to compare.
Your quotation questions
What is the format of a quotation for digital marketing?
Use agency and client details, reference, dates, service scope, rates, tax estimate and terms. There is no official mandatory quotation layout; Rule 46 governs tax invoices.
Is GST applicable on digital marketing services?
Ordinary taxable advertising services under the relevant Heading 9983 entry attract 18% GST. Classification and exceptions depend on the actual supply, so check with your CA. Source: CBIC rate table.
What is the SAC code for digital marketing?
CBIC lists 998361 for Advertising Services. It is not a verified universal code for SEO, website development, content or every marketing service. Ask your CA to classify each line. Source: CBIC annexure.
Should ad spend be included in the quotation?
Show it for clarity, and say who pays the platform. In this builder, the client pays Google or Meta directly, so ad budget is excluded from agency totals and tax.
How do I write a social media marketing quotation?
Name the platforms, posts, reels and stories per month. Add approvals, revision rounds, reporting, service term, your management fee and separate ad budget.
Can I download a digital marketing quotation in Word or PDF?
Yes. Download PDF opens the browser print dialog; choose Save as PDF. Download Word saves editable HTML as .doc. Both use the same quote content and terms.
Does the builder save my client details online?
No. It works locally in your browser, with no sign-up or upload. Drafts are saved on this device when localStorage works. Start a new quote clears the saved draft.
Rather hire an agency than quote one?
We send proposals with every deliverable named, the ad budget kept separate and GST shown upfront. WhatsApp Leo and tell us what you need.
What should a social media marketing quotation sample include?
Use this social media marketing quotation sample as a starting scope. Change the quantities, platforms and approval responsibilities before sending.
Source: SocialOrange illustrative scope, prepared 14 November 2026. Quantities and commercial terms are editable examples; no market rates are claimed.