---
title: "Proposals"
description: "Send proposals as pages your clients open anywhere. Show your work, offer pricing options, see what they read and collect e-signatures on the page."
canonical: "https://pr-110.preview.formlio.com/use-cases/proposals"
locale: "en"
type: "useCase"
alternates:
  fr: "https://pr-110.preview.formlio.com/fr/use-cases/propositions-commerciales.md"
---

# Proposals

## Send proposals as good as your work.

Put your portfolio, scope of work, timeline, pricing options and e-signature on one page your client opens anywhere. Proposal software built for creative studios.

- [Start your proposal](https://pr-110.preview.formlio.com/signup)
- [See the templates](https://pr-110.preview.formlio.com/templates)

## Why studios send their proposals with Formlio.

Four things change when your proposal is a page your client opens.

- **Present**: Show your work at full size, film included, with scope and timeline, in your studio's look. No more months of work flattened into an attachment.
- **Send**: Share one proposal link that always shows the latest version. No more new files and emails for every correction.
- **Follow up**: See who opened the proposal and which sections they read. No more sending a PDF into a black box.
- **Agree**: Let them choose pricing options, accept and e-sign on the page. No more chasing a decision over weeks of email.

## Proposal templates for creative studios.

Proposal templates for architecture, interiors, events, web, film and photo, marketing and branding. Add your work, scope and pricing, and send it in your studio's look.

- [Porto](https://pr-110.preview.formlio.com/templates/porto-architecture-services-proposal) — Win winery and hospitality commissions with an architecture proposal template covering the client brief, design moves, key targets and fee basis.
- [Stockholm](https://pr-110.preview.formlio.com/templates/stockholm-restaurant-interior-proposal) — Win restaurant fit-out briefs with an interior design proposal template covering concept, acoustics, floor plan figures and FF&E budget for chef-owners.
- [Sydney](https://pr-110.preview.formlio.com/templates/sydney-hotel-design-concept-proposal) — Win hotel projects with a concept proposal template covering the brief, design idea, lead times and FF&E budget, built for design studios pitching to hotel owners.
- [Amsterdam](https://pr-110.preview.formlio.com/templates/amsterdam-show-apartment-design-proposal) — Win developer clients with a show apartment interior design proposal template: options, lead-time constraints, FF&E and a clear recommendation for sales launches.
- [Chicago](https://pr-110.preview.formlio.com/templates/chicago-workplace-interior-design-proposal) — Win law firm clients with an interior design proposal template covering office relocation, space planning, fee and move-in schedule. Built for design studios.
- [Lisbon](https://pr-110.preview.formlio.com/templates/lisbon-interior-design-proposal) — Win residential clients with an interior design proposal template covering brief, materials, timeline and team. Ideal for boutique studios and apartment projects.
- [Denver](https://pr-110.preview.formlio.com/templates/denver-interior-design-ffe-proposal) — Win residential clients with an interior design FF&E proposal template: compare service options, show room-by-room concepts, set budgets and a clear timeline.
- [Florence](https://pr-110.preview.formlio.com/templates/florence-hotel-interior-design-proposal) — Win boutique hotel commissions with an interior design proposal template covering brief, concept, materials and process. Built for studios pitching hospitality.
- [Perth](https://pr-110.preview.formlio.com/templates/perth-interior-design-pitch) — Win restaurant and bar fit-out projects with an interior design proposal template covering brief, budget, concept and timeline. Built for design studios.
- [Berlin](https://pr-110.preview.formlio.com/templates/berlin-product-launch-event-proposal) — Pitch a multi-city product launch event with this proposal template. Cover the brief, concept, room flow and logistics for press, buyers and creators.
- [Lyon](https://pr-110.preview.formlio.com/templates/lyon-hotel-website-proposal) — Win hotel group web projects with a proposal template comparing three options, costs and a clear recommendation to lift direct bookings and cut commissions.
- [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.
- [Copenhagen](https://pr-110.preview.formlio.com/templates/copenhagen-headless-ecommerce-proposal) — Win ecommerce redesign projects with a headless Shopify Plus proposal template: Next.js, Sanity, Shopify Markets, phased sprints and conversion targets.
- [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.
- [Brooklyn](https://pr-110.preview.formlio.com/templates/brooklyn-brand-film-proposal) — Win more video work with a brand film proposal template covering brief, deliverables, shoot style and timeline. Built for production studios pitching cafés and retail.
- [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.
- [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.
- [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.
- [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.
- [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.

## Go from first draft to your client.

Lay out your portfolio, scope of work, timeline and pricing options in your studio's look. Share it privately with your client, see what they read, and collect an e-signature on the same page.

1. **Present: Build it from blocks, in your studio's look.** — \- Blocks for your portfolio, scope, timeline and pricing - Logo, fonts and colours set once - Start from a template or duplicate your last proposal
2. **Send: Choose who sees the proposal, then share the link.** — On a private link, only the people you invite can open the proposal. 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 pricing options and a signature to the proposal.** — 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 proposal.

Embed Figma boards, Loom walkthroughs and Google Sheets pricing next to your scope. Publish it all on your studio's own domain.

### Embed what you already use

Figma boards, Loom walkthroughs, Google Sheets pricing, YouTube and Vimeo films, Miro and Calendly, live on the page.

### Talk on the page

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

### Your own domain

Publish your proposals 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 proposal 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.
>
> — Demi Hopkins, Creative Director & Principal, Carnival 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

> 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.
>
> — Tom Bilby, Digital Growth Consultant, Web Furnace

## Common questions about proposals.

Packages and extras, retainers, currencies, client accounts, signatures and reuse for your proposals.

### Can I offer packages and optional extras?

Yes. Show two, three, four or more tiers for clients to compare, and add optional items they switch on or off. The total updates as they choose.

### Can I price a retainer and a one-off fee in one proposal?

Yes. Each item can be one-off, weekly, monthly or yearly, and the proposal shows a total for each frequency.

### Can I quote in my client's currency?

Yes. Set the currency per document. One proposal holds one currency, so you can't mix two on the same page.

### 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 several people on the client side 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.

### Does Formlio connect to my CRM?

Not today. Every proposal sits in a deal stage on your Formlio dashboard, and automations can move it when it's viewed or signed.

### Can I reuse a proposal for the next client?

Yes. Duplicate a past proposal and adapt it, or save your pricing, studio introduction and project pages as reusable blocks.

### Is the proposal confidential?

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

> “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 proposal.

Pick a template, add your work and send the link.

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

## Related

- [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.
- [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.
- [Video & photography](https://pr-110.preview.formlio.com/industries/video-photography): For video and photo studios. Send treatments, shoot estimates and statements of work as pages clients open anywhere, in your studio'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.
- [Events & experiential](https://pr-110.preview.formlio.com/industries/events-experiential): For event agencies. Send event pitches, budget estimates and run sheets as pages clients open anywhere, in your agency's look.
- [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.