--- title: "Presentations" description: "Send presentations as pages your client opens anywhere. Templates for creative studios, with film, view tracking, comments and approval on the page." canonical: "https://pr-110.preview.formlio.com/use-cases/presentations" locale: "en" type: "useCase" alternates: fr: "https://pr-110.preview.formlio.com/fr/use-cases/presentations.md" --- # Presentations ## Send presentations as good as your work. Your idea, your moodboard and your film on one page your client opens anywhere. Presentation software built for creative studios. - [Start your presentation](https://pr-110.preview.formlio.com/signup) - [See the templates](https://pr-110.preview.formlio.com/templates) ## Why studios send their presentations with Formlio. Four things change when your presentation is a page your client opens. - **Present**: Show your work at full size, film included, with your idea and direction, in your studio's look. No more big ideas flattened into an attachment. - **Send**: Share one presentation link that always shows the latest version. No more new files and emails for every correction. - **Follow up**: See who opened the presentation and which sections they read. No more sending a PDF into a black box. - **Agree**: Let them comment on the page and approve the direction. No more chasing a decision over weeks of email. ## Presentation templates for creative studios. Strategy, concept and design options presentations for marketing, branding, web, architecture and interiors. Add your work and send it in your studio's look. - [Kelowna](https://pr-110.preview.formlio.com/templates/kelowna-market-entry-strategy) — A strategy presentation a marketing consultancy sends after signing: the brief read back, what the research found, three routes and their consequences, the recommended route, the numbers it moves and the decision needed from the client. - [Winnipeg](https://pr-110.preview.formlio.com/templates/winnipeg-marketing-campaign-plan) — A campaign plan a marketing agency sends after signing: the plan in numbers, the flights, where the media budget goes, the schedule, how a week runs, what could go wrong and the approval needed from the client. - [York](https://pr-110.preview.formlio.com/templates/york-brand-positioning-strategy) — A strategy and positioning presentation a brand studio sends after signing: what discovery found, three positions and their costs, the recommended platform, what it rules out and the approval that opens identity design. - [Aberdeen](https://pr-110.preview.formlio.com/templates/aberdeen-web-design-discovery-findings) — A discovery findings report a web design studio sends after discovery: what was measured, what it means, the routes forward and the one decision needed from the client. - [Hobart](https://pr-110.preview.formlio.com/templates/hobart-architect-concept-options-presentation) — A concept options presentation an architect sends after appointment: the brief read back, three design routes, how each answers the brief, cost, carbon and programme side by side, and the approval of one direction. - [Noosa](https://pr-110.preview.formlio.com/templates/noosa-interior-design-concept-presentation) — A concept presentation an interior design studio sends after signing: the brief read back, the design room by room, how it answers the brief, the numbers it moves and the approval that opens developed design. ## Go from first draft to your client. Lay out your idea, moodboard and film in your studio's look. Share it privately, see what they read, and collect comments and approval on the same page. 1. **Present: Build it from blocks, in your studio's look.** — \- Blocks for moodboards, galleries, video and charts - Logo, fonts and colours set once - Start from a template or duplicate your last presentation 2. **Send: Choose who sees the presentation, then share the link.** — On a private link, only the people you invite can open it. 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: Let them comment on the page and approve the direction.** — Signed-in clients comment in the document's chat, and on desktop they can quote a passage. They approve the direction with a slide. ## Add more to every presentation. Embed Figma boards, Loom walkthroughs and Google Sheets next to your work. Publish it all on your studio's own domain. ### Embed what you already use Figma boards, Loom walkthroughs and Google Sheets, live on the page. ### Talk on the page Pin a video or voice note next to your work, 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 presentation 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. > > — Imogen Ley-Clowes, Founder & Creative Lead, Immo Studio > 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. > > — Anita Taylor, Brand & Web Designer, The Design Lounge > 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 ## Common questions about presentations. Film and moodboards, phones, client comments and approval, confidentiality, updates and reuse for your presentations. ### Can I show film and moodboards? Yes. Gallery blocks hold your images, and the video block takes uploaded films or embeds from YouTube, Vimeo or Dailymotion. Video also plays inside galleries, showcases, cards and heroes. ### Does a presentation work on a phone? Yes. It opens as a responsive web page on desktop, tablet and mobile. ### How do clients comment? Signed-in viewers write in the document's Everyone channel on a private or public link. On desktop they can select a passage and quote it into the chat. Chat isn't available on an open link or for anonymous visitors. ### How do clients approve the direction? They swipe the Slide-to-Approve button on the page. Approvals need email verification, and you get an alert by email and in the app. ### 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. ### Is the presentation confidential? Use a private link. Only the people you invite can open it, others can request access, and you can see who viewed it. ### Can I change it after sending? Yes. Edits to a published document stay hidden until you republish. Version history lets you preview and restore any earlier version. ### Can I reuse a presentation for the next client? Yes. Duplicate the presentation and adapt it, or save any block to your library and add it to your next document. > “The work 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 presentation. Pick a template, add your work and send the link. [Browse templates](https://pr-110.preview.formlio.com/templates) ## Related - [Marketing](https://pr-110.preview.formlio.com/industries/marketing): For marketing agencies. Send campaign proposals, retainer proposals and statements of work as pages clients open anywhere, in your agency's look. - [Creative & design](https://pr-110.preview.formlio.com/industries/creative-design): For design studios. Send creative pitches, brand proposals and design presentations as pages clients open anywhere, in your studio's look. - [Digital & web design](https://pr-110.preview.formlio.com/industries/digital-web-design): For web and digital studios. Send project proposals, scopes of work and design reviews as pages clients open anywhere, in your studio's look. - [Architecture](https://pr-110.preview.formlio.com/industries/architecture): For architecture practices. Send fee proposals, design presentations and stage sign-offs as pages clients open anywhere, in your practice's look. - [Interior design](https://pr-110.preview.formlio.com/industries/interior-design): For interior design studios. Send concept presentations, fee proposals and FF&E schedules as pages clients open anywhere, in your studio's look.