Send questionnaires as good as your work.
Required, choice and conditional questions, step by step, inside your branded document. Questionnaire software built for creative studios.
Why studios send their questionnaires with Formlio.
Four things change when your questionnaire is a page your client opens.
Present
Ask your questions in your studio's look, one step at a time, with your work alongside. No more briefs pieced together across emails and calls.
Send
Share one questionnaire link that always shows the latest version. No more new files and emails for every correction.
Follow up
See who opened the questionnaire and which sections they read. No more sending a PDF into a black box.
Agree
Let them answer on the page, one step at a time, and mark it complete. No more chasing answers over weeks of email.
Go from first draft to your client.
Lay out required, choice and conditional questions, inline or step by step, in your studio's look. Share it privately, see what they read, and collect answers on the same page.
- A form section with short text, long text, choice, date, number, email and phone questions
- Logo, fonts and colours set once
- Build from scratch, or add a form section to a document you already have
On a private link, only the people you invite can open it. Signed-out readers are asked to sign in before they answer.
See who viewed it on a private link and the time spent on each section. Typed answers are masked in session replay.
Required questions hold back Next and Mark as complete. You get a notification when someone marks it complete, and answers appear in Form Submissions.
Add more to every questionnaire.
Embed Figma boards, Loom walkthroughs and Calendly next to your questions. Publish it all on your studio's own domain.
What changes when the document is a page.
Three studios, in their own words.
“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.”
“I’ve used Formlio for design cases and proposals, and it’s a much better fit than the usual old-school tools. Most of them feel like a chore. Formlio doesn’t. It’s flexible, easy to use, and the support is seriously top tier.”
“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. ”
Common questions about questionnaires.
Question types, conditional questions, where answers appear, client sign-in and the ChatGPT or Claude connector for your questionnaires.
Short text, long text, single choice, multiple choice, date, number, email and phone. Choices can include an "Other" option, and questions can have placeholders and hints or be required.
Yes. Use "Show when" to show a question or a group only when an earlier answer matches.
Yes. Lay out the form inline or step by step. Required questions block Next and "Mark as complete" until they are answered.
In Form Submissions in the document, which you can filter by version. You also get a notification when someone marks a form complete.
Yes. Signed-out readers are asked to sign in to answer. They use a 6-digit code, the link in their invite email or Google, and no password is needed.
Yes, in two ways. In collaborative mode everyone shares one set of answers. In individual mode each reader answers on their own.
Not yet. The connector reads form answers per person, but it can't add a form section, so build the form in the editor.
No. Typed input is masked in session replay.
No. A form sits inside a document, and only the document counts, once, however many forms it holds.
Start with your next questionnaire.
Add your questions, set your look and send the 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