---
title: "Creative & design"
description: "Creative pitches and design proposals as pages your clients open anywhere. Share privately, see what they read, and collect approvals on the page."
canonical: "https://pr-110.preview.formlio.com/industries/creative-design"
locale: "en"
type: "industry"
alternates:
  fr: "https://pr-110.preview.formlio.com/fr/industries/creative-design.md"
---

# Creative & design

## 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.

- [Start free](https://pr-110.preview.formlio.com/signup)
- [Book a demo](https://pr-110.preview.formlio.com/demo)

## 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](https://pr-110.preview.formlio.com/templates/cambridge-design-studio-portfolio) — Showcase your web design studio with a portfolio template featuring positioning, studio stats, and case studies for research, culture and science clients.
- [Antwerp](https://pr-110.preview.formlio.com/templates/antwerp-photography-and-film-portfolio) — Showcase stills and motion in one photography and film portfolio template with studio stats, reel, and case studies. Built for studios pitching brands.
- [Toronto](https://pr-110.preview.formlio.com/templates/toronto-brand-relaunch-proposal) — Win consumer brand relaunch pitches with a creative proposal template covering the brief, survey data, and campaign routes for retail launches and DTC growth.
- [Creative pitch template](https://pr-110.preview.formlio.com/templates/creative-pitch-template) — Professional creative pitch template for agencies presenting brand transformation strategies. Includes visual identity assessment, competitive positioning analysis, and creative direction frameworks to win premium clients.
- [Portland](https://pr-110.preview.formlio.com/templates/portland-app-redesign-proposal) — Win app redesign projects with a proposal template covering churn analysis, onboarding fixes, design system scope and route options for funded mobility startups.
- [Dublin](https://pr-110.preview.formlio.com/templates/dublin-launch-campaign-proposal) — Win consumer product launches with a campaign proposal template covering brief, strategy, KPI targets and a staged 22-week plan. Built for agencies and marketers.
- [Milan](https://pr-110.preview.formlio.com/templates/milan-headless-commerce-proposal) — Win luxury ecommerce projects with a headless commerce and 3D product viewer proposal template. Cut returns, show data and pitch multi-market storefronts.

## 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.

1. **Present: Build it from blocks, in your studio's look.** — \- Blocks for concepts, case studies, fees and timelines - Logo, fonts and colours set once - Start from a template or duplicate your last project
2. **Send: Choose who sees the concepts, then share the link.** — On a private link, only the people you invite can open the document. They sign in with a code sent to their email.
3. **Follow up: Get an alert when it's opened, then see what they read.** — See who viewed it on a private link, the time spent on each section, heatmaps and session replay.
4. **Agree: Add questions, service options, concept approvals and a signature.** — 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.

### Embed what you already use

Figma, Canva, Miro, Loom, Notion, YouTube and Vimeo, live on the page.

### Talk on the page

Pin a video or voice note next to the fees, and chat live with your client on the document.

### Your own domain

Publish your documents at an address like docs.yourstudio.com. On the Pro plan.

### Connect ChatGPT or Claude

Build, edit or check on documents from the chat.

### Live editing

Your team works on the same document at the same time, and sees when your client is on it.

## 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.
>
> — Ana Grigorovici, Founder, Designer & Creative Strategist, Design Bench Studio

> 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.
>
> — Tadas Jotkevicius, Creative Art Director & 3D Artist, Tadas

> 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.
>
> — Shane Cresser, Creative Director, Cresser

## Common questions from design studios.

Fees, image quality, your studio's look, confidentiality, client accounts, signatures and reuse for your creative pitches.

### Can I offer different scopes in one proposal?

Yes. The interactive quote shows required and optional services, the client switches options on or off, and the total updates as they do.

### Can I send a pre-brief or questionnaire before the pitch?

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.

### Will my work keep its quality?

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.

### Will the document look like my studio?

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.

### Is the pitch confidential?

Use a private link. Only the people you invite can open it, others can request access, and you can see who viewed it.

### Do clients need an account?

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.

### Is the e-signature valid?

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.

### Can my studio reuse sections on every pitch?

Yes. Save your case studies, process and pricing as reusable blocks, then duplicate a past pitch for the next brief.

> “The work design studios make is considered down to the last detail. The documents that carry it to the client rarely are. We made Formlio so every one of them is as good as the work.”

## Start with your next design project.

Bring your concepts, case studies and fees, and send your client one link.

[Browse templates](https://pr-110.preview.formlio.com/templates)

## Related

- [Proposals](https://pr-110.preview.formlio.com/use-cases/proposals): Proposals for creative studios, as pages your clients open anywhere. Show your work with scope, timeline and pricing options, see what they read, and collect an e-signature on the same page.
- [Pitch decks](https://pr-110.preview.formlio.com/use-cases/pitch-decks): Pitch decks for creative studios, as pages your client opens anywhere. Show your story, numbers and ask, see what they read, and collect an e-signature on the page.
- [Portfolio](https://pr-110.preview.formlio.com/use-cases/portfolio): Portfolios for creative studios, as pages your clients open anywhere. Show case studies and showreels at full size, see what they read, and let them ask about a project or book the next conversation on the page.
- [Presentations](https://pr-110.preview.formlio.com/use-cases/presentations): Presentations for creative studios, as pages your client opens anywhere. Show your idea and your film, see what they read, and collect comments and approval on the page.
- [Questionnaires](https://pr-110.preview.formlio.com/use-cases/questionnaires): Client questionnaires for creative studios, inside your branded document. Ask required, choice and conditional questions, one step at a time, and see the answers in one place.