Make. Share. Track. Close.
Win more proposals
Create proposals that move the way your work does. Beautifully branded, unmistakably yours, ready in minutes.
Create premium proposals that are visually appealing, boost conversion rates, and accelerate deal closure.
Assemble interactive proposals quickly with pre-made blocks or pre-designed templates.
Turn every business proposal into an opportunity for growth. Upsell effortlessly with dynamic estimates.
Receive instant alerts when prospects open your proposals and get engagement insights.
Real proposals, ready to remix.
Every template here was built in Formlio — same blocks, same editor, same documents you'll ship. Use one as a starting point, or just see what's possible.
Portfolio template
Build proposals block by block
A Formlio document is a stack of blocks. Pick the ones you need. Skip the ones you don't. Duplicate any, drag to reorder, or build your own — save once, reuse across every document.
Horizontal timeline
Lay out your project phases side by side with dates and descriptions.
E-signature
Collect one or multiple signatures by drawing, typing, or uploading.
Standard
Create a simple opening to introduce your document and set the tone.
Send proposals the modern way
No more email bouncebacks or attachment size limits. Instantly share your proposals via secure links accessible on any device.
Share in a snap
Hit 'Publish' and instantly share a unique link. Your clients can experience your proposals as seamlessly as browsing bespoke websites.
Secure your content
Keep your proposals confidential. Advanced protection ensures only authorised persons can access your content.
Perfect on any device
Ensure a smooth viewing experience with proposals that automatically scale to any device: mobile, tablet, or desktop.
Close deals with insights
Forget the days of guessing games after sending proposals. Get instant updates on views and acceptances, helping you follow up at the perfect time and speed up your deal closures.
Win more business
Designed for impact, built for results
Formlio is engineered and validated by industry professionals to ensure your proposals not only look professional but also deliver high conversion rates.
Receive real-time notifications
Stay notified, stay ahead
Know when clients and prospects view, share, or approve your proposals in real-time, and gain insights to optimize your follow-ups and future proposals.
Fast-track client decisions
Accelerate the approval process
Simplify decision-making by letting your clients approve your proposals instantly, directly within the document - in just a single click.
Designed for impact, built for results
Formlio is engineered and validated by industry professionals to ensure your proposals not only look professional but also deliver high conversion rates.
Here is what they say
Agencies, studios, and independents pitching real work with Formlio; here's what changed after they switched.
“Formllio has changed the way we pitch for work. We often get comments from clients that they are impressed with the interactive nature of the pitch. Given a lot of our work is websites, it makes sense to have interactive presentations. The tool itself is easy to get up to speed with. The initial set up takes an hour or so, after that it’s very quick to create a proposal. The team are really responsive if you do have any questions about the set up.”
“The team at Formlio are so passionate about building a product specifically for creatives. They have really listened and turned feedback in features that are especially important to our day-to-day proposals. Having a responsive, web-style proposal just makes sense. It meets people where they are eg. scrolling on their phone, mid commute, making quick decisions. I’ve really loved connecting with Marianne and watching Formlio's journey unfold from the early stages. ”
“The level of customisation is a real strength. It allows you to create something that feels aligned with your own visual identity, without compromising on speed or usability. And importantly, it moves proposals away from static documents into something far more dynamic and engaging.”
“Formlio has significantly improved how our agency presents proposals and pitches. We saw an immediate impact, winning contracts on the first two projects where we used the platform, and we've continued to see a strong correlation between using Formlio and converting opportunities into clients.One of its biggest strengths is the insight it provides into client engagement. Knowing when a proposal has been viewed, which sections attracted the most attention, and how recipients interact with the content removes much of the uncertainty from the sales process and allows us to follow up with far greater confidence.”
“I create bespoke travel itineraries, and every client has different preferences and budgets. The interactive quoting has been very useful for me as my clients can explore options and add extras on their own, and the total updates right in front of them. It makes the whole experience easy and premium at the same time, which is exactly what I want for my clients.”
“Formlio has changed how we present fee proposals. A PDF feels like it belongs in another era by comparison. What clients receive instead is interactive, beautifully laid out, and immediately signals that you're a business operating at the level they expect. It's the kind of first impression that lands before they've even read a word. The team are very helpful whenever I have questions, and new features keep rolling in, which tells me they're invested in making it better for the long haul.”
“Nous évoluons dans un secteur où la confiance et le professionnalisme sont essentiels. Lorsque nous envoyons une proposition commerciale avec Formlio, cela inspire immédiatement de la crédibilité. Le système de validation intégré, avec signature électronique, nous permet aussi de passer de la proposition au contrat signé sans allers-retours inutiles. Formlio a fluidifié tout notre processus, et les retours des prospects sont toujours très positifs.”
“I’ve used Formlio for design cases and proposals, and it’s a much better fit than the usual old-school tools. Most of them feel like a chore. Formlio doesn’t. It’s flexible, easy to use, and the support is seriously top tier.”
“I wasn't expecting the analytics to be this good! Heatmaps, session replay, real-time view notifications... It completely changed how we follow up as we know exactly what caught their attention and when they're engaged, which allowed us to win new clients noticeably faster.”
Make it.Share it.Track it.Close it.
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