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Quotes and invoices for Email Marketing Agencies
For Email Marketing Agencies

Create Free Quotes & Invoices for Email Marketing Agencies

Quote Klaviyo, Mailchimp, or Braze automation builds as a one-time setup, then a monthly campaign retainer with send count and template count stated. Take a deposit on accepted scope, recurring invoices on the same day every cycle.

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Overview

Email marketing is sold for the list, and the deliverability is the line that decides whether the campaign reaches the inbox

Email marketing agencies design, build, and send the email campaigns that nurture leads and drive sales for ecommerce shops, B2B businesses, charities, and the increasingly important newsletter-as-product market. The customer is a marketing director, an ecommerce manager, a small business owner, or a creator running a newsletter. The work is part platform setup (Klaviyo, Mailchimp, HubSpot, Customer.io), part list management (segmentation, suppression, deliverability), part campaign work (writing, designing, building, sending), part automation (welcome flows, abandoned cart, post-purchase). A flat 'email marketing, $1,200/month' quote without naming the platform, the list size band, and the campaign frequency misses what the customer is actually paying for.

QuoteGenio gives email marketing agencies a quoting shape built for retainer work. Platform setup and list audit as the first line, monthly retainer covering campaign production and sends, list segmentation and deliverability monitoring, automation flow setup as a separately priced project, A/B testing and optimisation, monthly reporting on opens, clicks, and revenue per email, and a quarterly list-health review. Send via WhatsApp or email to the marketing contact, take the first-month payment at signing, raise monthly invoices, and the same record holds the campaign archive, the segment performance, and the automation funnel health.

Who it is for

Who uses QuoteGenio

Built for email-first agencies running platform builds and ongoing campaign retainers, from solo Klaviyo specialists to small lifecycle teams managing send infrastructure for D2C brands.

Klaviyo Master PartnersMailchimp SpecialistsBraze Implementation PartnersLifecycle Marketing AgenciesEmail Automation BuildersNewsletter Production AgenciesCustomer Retention SpecialistsD2C Email Studios

The problem

Where email agency margin gets eaten

Email work splits into two completely different products: one-time platform and automation builds, and ongoing monthly campaign sends. Most agencies bundle them into one retainer and end up doing $20k of build work for free in month one, then bleeding margin every month after.

Automation builds bundled into month one

Welcome flow, abandoned cart, browse abandon, post-purchase, win-back. Each is a 12-to-30-hour build. Bundling them into 'first month' is $15k of free work.

Template build invisible

Designing and coding modular email templates is real production work. Bundling into a per-send rate caps your effective hourly at $40.

Deliverability work hidden

DNS setup, SPF, DKIM, DMARC, list hygiene, IP warmup. Half a week of senior engineering. Bundle into onboarding and the work is invisible.

The fix

QuoteGenio splits email builds from sends

Quote automation builds as one-time fixed-fee deliverables (per flow, per template family). Quote monthly campaign sends as a separate recurring retainer with send count, template count, and segmentation work stated.

One-time fixed-fee per automation flow built
Per-template design and code as separate lines
Monthly retainer with send count and segmentation work
Recurring invoices fire automatically each cycle

The payoff

What you get with QuoteGenio

The everyday wins that add up across a year of quoting and invoicing.

Built for ESP and platform work

Line items for Klaviyo audit, flow build per type, template family build, segmentation setup, deliverability remediation, and ongoing monthly send retainer.

Recurring monthly send invoices

Campaign retainer fires the same day every cycle. No manual invoicing across 12 D2C clients. Statements export for monthly reconciliation.

Setup as a separate one-time fee

Quote month-zero platform setup (Klaviyo audit, deliverability, list hygiene, integration) as its own one-time line. Production starts month one with the foundation in place.

Branded proposal acceptance

Branded PDF using your agency's identity. Public link, one tap to accept, deposit invoice triggers. Replaces DocuSign and Stripe checkout in one step.

Built for your trade

Quoting calibrated to how email marketing agencies actually work

Pick your trade in Settings and the entire quote flow switches to fit. Line item presets, compliance fields, on-the-quote calculators, and per-m² / after-hours pricing all change to match your industry.

Trade-specific line items

Quick add picker pre-fills the common items your trade quotes. Skip the blank rows.

Brand-specific catalogues

Pylontech, Hikvision, Canadian Solar, Sunsynk and others pre-named. Pick the brand, the description writes itself.

Compliance fields built in

IOPSA, ECASA, PIRB, PSIRA, NHBRC, SAQCC. Set once. Every quote prints them under FROM.

Registration expiry alerts

Dashboard notification 60 days before your PSIRA, CoC or any dated registration lapses.

Per-m² / hour / day billing

Unit selector on every line item: m², hr, linear m, days. Stop doing the maths externally.

After-hours and emergency

1.5× and 2× multipliers as a one-tap toggle. Customer sees the breakdown on the quote.

Quote-flow calculators

Solar size, battery backup, cable run cost. Compute on the spot, drop straight onto the quote.

Staged payments

Deposit on acceptance + balance on completion as two separate amounts on the quote PDF.

Scope-of-work checklist

Structured Included / Not included lists. Client acceptance = signing the scope.

Site-survey mode

Log a location per line item: camera positions, fixtures by room, sensors by zone.

Regional rate hints

Pricing ranges per item per currency shown as you quote.

Free on every plan

All of the above included on the free plan. Premium is for capacity, not the trade tooling.

Why QuoteGenio

Why Email Marketing Agencies choose QuoteGenio

The tools that matter most when you are quoting on-site, under pressure, and between jobs.

Quote from your phone

Most Email Marketing Agencies build and send quotes directly from the job site. No laptop, no office, no delays.

Win more jobs, faster

The first professional quote a client receives usually wins. Respond in minutes, not hours.

Quote to invoice in one click

When the job is accepted, convert to an invoice instantly. No retyping, no double entry.

Pricing guide

Typical Email Marketing Agencies job pricing

Email agency pricing tracks with platform complexity (Klaviyo D2C is simpler than Braze enterprise) and audience size. Boutique D2C accounts sit at the low end. Mid-market and enterprise accounts on Iterable, Braze, or Customer.io sit at the top.

JobTypical range
Klaviyo or Mailchimp account audit$ 1,500 - $ 6,500
Welcome flow build (5 to 8 emails)$ 2,800 - $ 9,500
Abandoned cart flow build (3 to 5 emails)$ 1,800 - $ 6,500
Modular email template family (5 templates)$ 3,500 - $ 12,000
Deliverability remediation (DNS, warmup)$ 2,500 - $ 8,500
Monthly campaign retainer (4 to 8 sends)$ 1,500 - $ 8,500
Per-additional-send rate$ 350 - $ 1,200

Pricing shown in USD as a rough benchmark. Rates vary significantly by country, region, currency, and market.

Call-out fees

Always quote each automation flow as its own one-time line, never bundled into a 'setup' or 'first month'. Welcome flow, abandoned cart, browse abandon, post-purchase, win-back. Five flows is five separate prices.

Hourly vs fixed pricing

Fixed-fee per build (per flow, per template family, per audit). Recurring monthly retainer for ongoing campaign sends. Day rate posted for change orders. Hourly only for advisory work outside production.

See it in action

Example quote breakdown

Try it yourself

Job size

Region

Sample quote

Klaviyo migration plus monthly send retainer for D2C brand

Klaviyo account audit and migration plan

1 × $ 3,200$ 3,200

Deliverability remediation (DNS, SPF, DKIM, IP warmup)

1 × $ 4,500$ 4,500

Welcome flow build (6 emails, MJML, segmented by source)

1 × $ 5,800$ 5,800

Abandoned cart flow build (4 emails, dynamic product blocks)

1 × $ 3,400$ 3,400

Post-purchase flow build (5 emails, NPS + cross-sell)

1 × $ 3,800$ 3,800

Modular email template family (5 templates)

1 × $ 6,500$ 6,500

Monthly campaign retainer (6 sends/month, segmentation, copy, design)

1 × $ 4,800 / month$ 4,800 / month
Subtotal$ 32,000
Tax (10%)$ 3,200
Total incl. tax$ 35,200

Totals recalculate as you change the controls above. Tax rate inferred from the sample quote.

Peer snapshot

How Email Marketing Agencies actually use QuoteGenio

Indicative activity for Email Marketing Agencies on the platform. Use it as a benchmark for how often to quote and how fast to respond.

35

Quotes sent per month

53%

Average quote acceptance

5 min

Median time to send quote

$ 35,200

Typical quote value

Figures are indicative platform averages for this trade segment.

Start quoting Email Marketing Agencie jobs like this, free

Build your first quote in under 2 minutes. No credit card, no setup fee, no contract.

Avoid these

Common quoting mistakes

Email agencies make the same scope and pricing mistakes regardless of platform. Build work bundled into first-month retainer, deliverability hidden, template work absorbed. Fix these and your effective hourly on builds doubles inside two quarters.

Mistake: Automation builds bundled into 'setup'

Better: Each flow (welcome, cart, browse, post-purchase, win-back) is a fixed-fee one-time line. Five flows is five separate prices.

Mistake: Template build invisible

Better: Modular template family (5 templates) as its own line. MJML or HTML, fully responsive. Real production work, real visible to client.

Mistake: Deliverability work hidden

Better: DNS setup, SPF, DKIM, DMARC, IP warmup, list hygiene as a one-time deliverability remediation line. Half a week of senior engineering, priced visibly.

Mistake: Per-send rate that includes design and copy

Better: Quote send retainer with copy and template work bundled, but state the send count and what 'one send' includes (single template, segmentation, no custom design).

Mistake: Custom email design absorbed

Better: Custom designed emails (vs. modular template) priced separately as a per-piece line. $400 to $1,200 each depending on complexity.

Mistake: No upgrade path for additional sends

Better: Posted per-additional-send rate on every proposal. When the client wants 2 extra sends in November, it's a one-line quote, not a renegotiation.

Mistake: List hygiene treated as ongoing free work

Better: Quarterly list hygiene as its own line, not bundled into ongoing retainer. List quality is what makes deliverability work, treat it as billable.

Mistake: ESP migration scope underestimated

Better: Migration is its own multi-week project (export, audit, rebuild, test, switch, monitor). Quote at $8k to $35k as a fixed-fee line, never as part of 'setup'.

Step by step

How to quote email marketing work

Split every email proposal into two products: one-time builds and ongoing sends. Builds are automation flows (welcome, abandoned cart, browse abandon, post-purchase, win-back), template families, deliverability remediation, and integrations. Each is a fixed-fee line with a stated scope. Ongoing is monthly campaign sends, with send count and what each send includes stated explicitly.

Quote each automation flow as its own line, never bundled. A welcome flow is 12 to 30 hours of work depending on segmentation and template complexity. Bundling five flows into a 'setup fee' is how agencies do $40k of build work for free in month one. Five flows is five separate prices, with a small bundle discount only if the client buys all five upfront.

Make deliverability work visible. DNS setup, SPF, DKIM, DMARC alignment, IP warmup, list hygiene. Half a week of senior engineering and the foundation that makes everything else work. Quote it as a one-time deliverability remediation line at $2.5k to $8.5k. Without this line, the work is invisible and the client thinks 'the emails just send themselves'.

Run the monthly send retainer as a recurring invoice that fires the same day every cycle. State send count, what one send includes (single template family, audience segmentation, copy, design), and a posted per-additional-send rate for overage. Cancellation requires 30 days notice. This structure is what makes email retainers operationally clean at multi-client scale.

FAQ

Common questions from email marketing agencies

Everything you need to know before getting started.

Each flow is its own one-time fixed-fee line. Welcome, abandoned cart, browse abandon, post-purchase, win-back. Five flows is five separate prices.

Yes. Premium includes recurring invoices that fire automatically each cycle. Ideal for monthly campaign send retainers.

Migration is a multi-week project (export, audit, rebuild, test, switch, monitor). Quote at $8k to $35k as a fixed-fee line, never as part of setup.

Yes. Modular template family (5 templates, MJML, fully responsive) as its own line. Real production work that needs visibility.

DNS, SPF, DKIM, DMARC, IP warmup, list hygiene as a one-time deliverability remediation line. $2.5k to $8.5k depending on starting state.

Yes. Per-additional-send rate stated on every proposal ($350 to $1,200). Overage becomes a one-line quote, not a renegotiation.

Yes. The free plan covers 5 quotes and 2 invoices a month. Premium unlocks unlimited recurring retainer invoices and statements.

Yes. Public acceptance link, no signup, deposit invoice triggers automatically on accept.

Quote quarterly list hygiene as its own line, not bundled into ongoing retainer. List quality is what makes deliverability sustainable.

Custom designed emails are per-piece lines ($400 to $1,200 each). Template-based sends are bundled into the monthly retainer.

Still have questions? We would rather answer them now than after you have signed up.

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Reviews

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Real feedback from people who quote for a living.

"The statements feature is brilliant for my monthly retainer clients. Everything looks polished and my clients pay faster."

Aoife O'Sullivan

Landscape Designer · Dublin

"I used to send long email quotes that clients would ignore. Now I send a clean quote link and get responses much quicker."

Emily Carter

Freelance Designer · London

"The templates look incredibly professional. My clients in Italy are always impressed by the branding. Huge time saver."

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Interior Designer · Milan

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