For web and digital studios
Send documents your clients read, understand and approve.
Project proposals, scopes of work and design reviews as pages clients open anywhere, from first meeting to launch.
Why web and digital 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 design flattened into an attachment.
Send
Share one link for your screens, scope and fees that always shows the latest version. No more new files and emails for every correction.
Follow up
See who opened the project proposal and which phases they read. No more sending a PDF into a black box.
Agree
Let them answer your questions, choose add-ons, approve a phase or sign on the page. No more chasing a decision over weeks of email.
Web design proposal templates by project stage.
Studio portfolios, project proposals and care plans for each stage. Add your screens, scope and fees, and send it in your studio's look.
Cambridge
Go from first draft to your client.
Lay out screens and prototypes with your fee table and phase timeline. Share it privately with your client, see what they read, and collect answers and approvals on the same page.
- Blocks for screens, prototypes, fees and phase 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 web design presentation.
Embed Figma files, Loom walkthroughs and project boards next to your screens. Publish it all on your studio's own domain.
What changes when the document is a page.
Three studios, in their own words.
“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.”
Common questions from web and digital studios.
Fees by phase, Figma embeds, confidentiality, client accounts, signatures and reuse for your project proposals.
Yes. The interactive quote takes scope sections, so each phase can carry its own fee, with optional services the client can switch on. Fixed fees, quantities and recurring care plans all work as line items.
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.
Yes. Embed blocks show live content from Figma, Miro, Loom, Notion and Airtable on the page, stacked or in tabs.
Start from a web design template and swap in your screens and fees, and it takes minutes rather than hours. Your logo, fonts and colours are set once.
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 process, team and pricing sections as reusable blocks, then duplicate a past proposal for the next brief.
Start with your next web project.
Bring your screens, scope 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