For event agencies
Send documents your clients read, understand and approve.
Event pitches, budget estimates and run sheets as pages clients open anywhere, from first meeting to show day.
Why event agencies 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 agency's look. No more weeks of concept work flattened into an attachment.
Send
Share one link for your concept, venues and budget that always shows the latest version. No more new files and emails for every correction.
Follow up
See who opened the event pitch and which venue options they read. No more sending a PDF into a black box.
Agree
Let them answer your questions, choose options, approve a budget or sign on the page. No more chasing a decision over weeks of email.
Event proposal templates by project stage.
Agency portfolios, event pitches, build estimates and retainer proposals for each stage. Add your concept, venues and budget, and send it in your agency's look.
Liverpool
Go from first draft to your client.
Lay out your concept and venue options with your budget and run sheet. Share it privately with your client, see what they read, and collect answers and approvals on the same page.
- Blocks for concepts, venues, budgets and run sheets
- 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 event presentation.
Embed venue maps, budget sheets and past event films next to your concept. Publish it all on your agency's own domain.
What changes when the document is a page.
Three studios, in their own words.
“Formlio has significantly improved how our agency presents proposals and pitches. We saw an immediate impact, winning contracts on the first two projects where we used the platform, and we've continued to see a strong correlation between using Formlio and converting opportunities into clients.One of its biggest strengths is the insight it provides into client engagement. Knowing when a proposal has been viewed, which sections attracted the most attention, and how recipients interact with the content removes much of the uncertainty from the sales process and allows us to follow up with far greater confidence.”
“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.”
“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 event agencies.
Budgets, venue maps, confidentiality, client accounts, signatures and reuse for your event pitches and estimates.
Yes. The interactive quote shows required and optional items such as extra staffing or production. The client switches them on or off and the total updates.
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 Google Maps for venues, play past event films from YouTube, Vimeo or your own upload, and use gallery blocks for photos.
Start from an event template and swap in your concept and budget, 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.
Yes. Set how many signatures are required and, if you want, who must sign. The block shows progress and you are notified at each signature.
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.
Start with your next event.
Bring your concept, venues and budget, 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