For design studios
Send documents your clients read, understand and approve.
Creative pitches, brand proposals and design presentations as pages clients open anywhere, from first meeting to final delivery.
Why design studios choose Formlio.
Four things change when your documents are pages your client opens.
Present
Show your work at full size, film included, with scope and timeline, in your studio's look. No more weeks of creative thinking flattened into an attachment.
Send
Share one link for your concepts, case studies and fees that always shows the latest round. No more new files and emails for every correction.
Follow up
See who opened the creative pitch and which sections they read. No more sending a PDF into a black box.
Agree
Let them answer your questions, choose services, approve a concept or sign on the page. No more chasing a decision over weeks of email.
Design proposal templates by project stage.
Studio portfolios, creative pitches and project proposals for each stage. Add your concepts, case studies and fees, and send it in your studio's look.
Cambridge
Go from first draft to your client.
Lay out concepts and case studies with your fee table and project timeline. Share it privately with your client, see what they read, and collect answers and approvals on the same page.
- Blocks for concepts, case studies, fees and timelines
- Logo, fonts and colours set once
- Start from a template or duplicate your last project
On a private link, only the people you invite can open the document. They sign in with a code sent to their email.
See who viewed it on a private link, the time spent on each section, heatmaps and session replay.
Clients answer your questions on the page. Clients switch optional services on or off and see the total update. They approve with a slide or sign on the page.
Add more to every design presentation.
Embed Figma files, Canva boards and video walkthroughs next to your concepts. Publish it all on your studio's own domain.
What changes when the document is a page.
Three creatives, in their own words.
“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.”
“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.”
“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.”
Common questions from design studios.
Fees, image quality, your studio's look, confidentiality, client accounts, signatures and reuse for your creative pitches.
Yes. The interactive quote shows required and optional services, the client switches options on or off, and the total updates as they do.
Yes. Add a form section to any document, with required, choice and conditional questions, inline or step by step. Clients answer on the page, and you see their answers in the document.
Upload high-resolution images to gallery and portfolio blocks and they stay full size on desktop, tablet and phone. You can also embed live Figma and Canva files.
Yes. Set your logo, fonts and colours once and every document follows them. On the Pro plan you can publish on your own domain as well.
Use a private link. Only the people you invite can open it, others can request access, and you can see who viewed it.
No password is needed. On a private link they sign in with a code sent to their email, the link in their invite or Google. On a public link anyone with the link can read, and they verify their email to approve or sign.
Signatures are compliant with eIDAS in the EU and ESIGN and UETA in the US. Signers verify their email first, and Formlio records their consent, the time and a fingerprint of the document.
Yes. Save your case studies, process and pricing as reusable blocks, then duplicate a past pitch for the next brief.
Start with your next design project.
Bring your concepts, case studies and fees, and send your client one link.
Publish two documents a month for free
Publish two documents a month for free
Publish two documents a month for free
Publish two documents a month for free