For marketing agencies
Send documents your clients read, understand and approve.
Campaign proposals, retainer proposals and statements of work as pages clients open anywhere, from first meeting to campaign launch.
Why marketing 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 strategy flattened into an attachment.
Send
Share one link for your strategy, campaign routes and fees that always shows the latest version. No more new files and emails for every correction.
Follow up
See who opened the campaign proposal and which channels they read. No more sending a PDF into a black box.
Agree
Let them answer your questions, choose channels, approve a retainer or sign on the page. No more chasing a decision over weeks of email.
Marketing proposal templates by project stage.
Agency portfolios, campaign proposals, statements of work and retainer proposals for each stage. Add your strategy, targets and fees, and send it in your agency's look.
Portfolio template
Go from first draft to your client.
Lay out your strategy and campaign routes with your fee table and launch timeline. Share it privately with your client, see what they read, and collect answers and approvals on the same page.
- Blocks for strategy, campaign routes, 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 marketing presentation.
Embed media plans, content calendars and Loom walkthroughs next to your strategy. Publish it all on your agency's own domain.
What changes when the document is a page.
Three teams, in their own words.
“I wasn't expecting the analytics to be this good! Heatmaps, session replay, real-time view notifications... It completely changed how we follow up as we know exactly what caught their attention and when they're engaged, which allowed us to win new clients noticeably faster.”
“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.”
“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.”
Common questions from marketing agencies.
Retainers, live reporting embeds, confidentiality, client accounts, signatures and reuse for your campaign proposals.
Yes. The interactive quote shows required and optional services with their billing frequency. The client switches options 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 blocks show live content from Google Sheets, Airtable, Notion, Figma and Canva on the page, stacked or in tabs.
Start from a marketing template and swap in your strategy 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 approach, team and pricing as reusable blocks, then duplicate a past proposal for the next brief.
Start with your next campaign.
Bring your strategy, targets 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