Formlio vs Proposify: web proposals for creative studios

Formlio and Proposify both let clients read, price and sign a proposal online. Proposify fits sales teams that need CRM sync, approval workflows and permissions, from $39 per user a month. Formlio fits studios, agencies and freelancers who want proposals that look like their own work, with their own fonts, motion, heatmaps and replay from $21.58 a seat.

By Marianne AmaudricPrices checked Nov 5, 2026 · 5 min read

Pricing

What you pay.

Prices per seat, before tax. Formlio in USD; Proposify in $ as shown on its site. Checked on proposify.com and formlio.com on 2026-11-05.

Plan	Formlio	Proposify
Free plan	Yes. Every feature, 2 publications per 30 days, with a Made with Formlio badge	No. 14-day trial, no card needed
First paid plan, one seat	Starter: $27 a month, or $259 a year. 5 publications per period	Build: $49 a month, or $39 a month billed yearly ($468 a year)
Your brand only, no vendor badge	Starter and up	Not stated on its pricing page
Your own domain	Pro: $41 a month, or $394 a year	Yes. Its pricing page lists it on Team and Business, without mapping them to Build, Grow or Scale
Extra fees	None. Viewers are free; tax added at checkout	Monthly send limits of 10 / 30 / 75 listed, then $0.30 to $0.75 per send. Salesforce and Aspire add-ons on Scale. Custom template design $1,500

Sources:Proposify pricing (2026-11-05)Proposify blog: Grow at five seats (2026-11-05)Formlio pricing (2026-11-05)

01 · Design

Which one makes a proposal look like your studio made it?

Proposify has a drag-and-drop editor for text, images, video, tables and shapes, with on-brand templates and a content library your team can reuse. On Grow and Scale it can lock pages and elements, and its designers will build a template for $1,500. Fonts come from the Google Fonts library; its help centre says it can't upload your own for licensing reasons.

Formlio is made for proposals that are part of the pitch. Upload your own fonts on any plan, Free included. Blocks move as the client scrolls: text reveals, number tickers, hand-drawn highlights, gallery transitions. And you can pin a video or voice bubble next to your pricing to walk the client through it yourself.

02 · Cost

What does a small studio pay for its first paid plan?

Formlio Starter is $259 a seat a year. It removes the Made with Formlio badge and covers five publications per period; Pro adds unlimited publications and your own domain at $394. Proposify Build is $468 per user a year, with no seat minimum stated on its pricing page. Its next plan, Grow, adds approvals and permissions at $780 per user a year, and Proposify's blog lists Grow at $3,900 a year for five seats.

Formlio Starter
Proposify Build

1 seat
Formlio Starter: 259
Proposify Build: 468
3 seats
Formlio Starter: 777
Proposify Build: 1,404
5 seats
Formlio Starter: 1,295
Proposify Build: 2,340

Per year in $, billed yearly, before tax. Formlio Starter: $259 per seat. Proposify Build: $468 per user. Checked 2026-11-05.

03 · Follow-up

What can you see after you hit send?

Proposify shows first opens, total views, time spent reading, time per section and a timeline of activity, including people who were forwarded the document. Alerts arrive by email, and account-wide metrics start on Grow. Its e-signatures cite ESIGN, UETA and eIDAS, record IP and signing time, and lock the document after signing.

Formlio shows the same opens and 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 approve with a slide or sign on the page, and each signature records consent, time, IP and a fingerprint of the document. Formlio signatures comply with eIDAS in the EU and ESIGN and UETA in the US.

Feature by feature

What each one does.

Checked against each product's site and help docs on 2026-11-05.

Feature	Formlio	Proposify
Design
Templates
Google Fonts
Upload your own fonts	Every plan
Blocks that animate on scroll
Video embeds
Engagement
View notifications
Time per section
Mouse-tracking heatmaps
Session replay
Named viewers	Private link, every plan	Yes, including people forwarded the document
Closing
Interactive quotes with optional add-ons
E-signature
Multiple signers
Collect payment on the page		Yes, through Stripe, after signing
Approval rules before sending		Grow and Scale
Integrations
CRM (HubSpot, Pipedrive, Salesforce)		HubSpot, Pipedrive and others on every plan; Salesforce as a Scale add-on
Zapier
Built-in automation rules
Public API		Grow and Scale
Connector for Claude

Sources:Proposify pricing and plan comparison (2026-11-05)Proposify document tracking (2026-11-05)Proposify e-signatures (2026-11-05)Proposify Stripe integration (2026-11-05)Proposify integrations (2026-11-05)Proposify help: uploading fonts (2026-11-05)Formlio pricing (2026-11-05)

Honest fit

When is Proposify the better choice?

Choose Proposify if you run a sales team that needs control over what goes out. It has approval rules on price and discount, custom roles, locked page elements, a product catalog, CRM integrations and a Salesforce package, plus separate workspaces for franchises on Scale. It also takes payment through Stripe once the client signs.

Choose Formlio if you're a studio, agency or freelancer whose proposal is part of the pitch. You get your own fonts, motion, heatmaps and session replay on every plan, a free plan with every feature, and per-seat pricing with no minimum. Formlio has no CRM integration today.

FAQ

Common questions about Formlio and Proposify.

Price, free plans, e-signatures, CRM, custom domains, fonts and switching, answered with the numbers.

Is Formlio cheaper than Proposify?

Yes, on the first paid plan. Formlio Starter is $259 per seat a year; Proposify Build is $468 per user a year. Starter includes five publications per period, and Formlio Pro, with unlimited publications and your own domain, is $394 a seat. Proposify Grow, with approvals and permissions, is $780 per user a year.

Is there a free alternative to Proposify?

Formlio has a free plan with every feature, including interactive quotes, e-signatures, heatmaps and session replay. It publishes two documents per 30 days and shows a Made with Formlio badge. Proposify has no free plan, only a 14-day trial with no card needed. On Formlio, the Free plan is the trial.

Are Formlio e-signatures legally valid?

Yes. Formlio e-signatures comply with eIDAS in the EU and ESIGN and UETA in the US. Signers verify their email by code, and each signature records consent, time, IP address, browser and a fingerprint of the document. Proposify cites the same three laws and locks the document after signing.

Does Formlio integrate with HubSpot or Salesforce?

No. Formlio has no CRM integrations and no Zapier today. It has built-in pipeline stages and automation rules that move a deal, send an email or alert a teammate when a client views or signs. Proposify connects to CRMs such as HubSpot and Pipedrive on every plan, with its Salesforce package as a Scale add-on.

Can I send proposals from my own domain?

Yes, on Formlio Pro at $394 a seat a year, with no add-on fee. Point a CNAME at formlio.link and SSL is set up for you; documents then show no mention of formlio.com. Proposify also maps your domain, such as proposals.yourdomain.com; its pricing page lists this on Team and Business.

Can I use my own fonts?

Yes, on every Formlio plan, Free included: upload your font files or pick from Google Fonts. Proposify uses the Google Fonts library, and its help centre says it can't upload your fonts for licensing reasons. If your brand relies on a licensed typeface, that is the difference you'll notice first.

Can I switch from Proposify to Formlio?

Yes. Start on the Free plan, upload your fonts and brand colours once, then rebuild your main proposal from a template or from blocks and save the blocks you reuse. Proposify documents don't import automatically, so move your main template first, then send new proposals from Formlio while open deals close.

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