A seven-step marketing proposal generator, with the client's brand on every PDF.
Marea Marketing · Bespoke proposal generator
I designed and built this tool for Marea Marketing, a digital marketing agency specialising in social media management, Ads campaigns and content strategy: they needed to send professional, consistent project proposals without assembling them by hand every time, with objective, platforms, methodology, terms, tools and pricing, all exportable as a branded PDF.
Note: for confidentiality, the client's name, brand and the example client shown on this page are fictitious.
From the client's details to the proposal PDF, without touching a template.
Colour and identity.
The working app stays clear and neutral so it never competes with each client's own brand; the final PDF does carry Marea Marketing's own identity, in a coral-to-violet gradient that echoes its logo.
A seven-step wizard (Client, Objective, Content strategy, Methodology, Terms, Tools, Pricing) that ends in a proposal PDF carrying the agency's own brand, ready to send to the client.
Content strategy, visually
Platforms and channels, content formats, languages and legal notices, all as tags added and removed in seconds: proposal section 2.3 ('Platforms and channels') is generated from this alone.
Methodology, step by step
From the initial audit to the monthly results report: a numbered list that reorders by dragging, and appears exactly as is in the final proposal so the client knows exactly what happens and when.
The result is a proposal PDF carrying Marea Marketing's identity, ready to send to the client without laying out anything by hand: cover, objective, strategy, methodology, terms, tools and pricing, with the same consistent design from one project to the next.
This project is part of my software development services.
