Formlio vs DocSend: make the proposal or track the file

DocSend starts from a file you've already made, so the design is whatever you made in your own tool, and it stays exactly as you built it. From Standard you can add your logo, an accent colour and a subdomain to the viewer around it. If your files are finished and the job is sharing them safely, that's enough.

Formlio is where the proposal gets made. Upload your own fonts on any plan, Free included, and build from blocks that move as the client scrolls: text reveals, number tickers, hand-drawn highlights, gallery transitions. You can pin a video or voice bubble next to your pricing to walk the client through it yourself.

Tracking is DocSend's core. It reports engagement page by page, with video and rich media analytics from Standard, and you can require an email before anyone views. Its eSignature takes up to ten signers, capped at 4 requests a month on Personal and unlimited from Standard, and emails a certificate with an audit trail. Its help cites UETA and ESIGN for US use.

Formlio reports time per section, then adds mouse-tracking heatmaps and a full session replay on every plan, so you see where the client paused on your pricing. Clients pick their options in the quote, then approve with a slide or sign on the page. Formlio signatures comply with eIDAS in the EU and ESIGN and UETA in the US.

Choose DocSend if you already have the file and the job is controlling who sees it: fundraising decks, investor updates, due diligence, anything confidential. It offers passwords, expiry dates, allow and block lists, NDAs, dynamic watermarking and data rooms with group permissions and an audit log, none of which Formlio has. It also connects to Salesforce and Zapier.

Choose Formlio if you're a studio, agency or freelancer and the document is part of the pitch. You make the proposal in one place, with your own fonts, motion and interactive quotes, then see how it was read with heatmaps and session replay, and close it with a signature on the same page.