Designed for marketing agencies

Made for people who hate writing proposals — and love winning them.

The proposal platform for the creative industry. Create proposals that move the way your work does. Beautifully branded, unmistakably yours, ready in minutes.

Make

Build web proposals in record time

Stop spending hours or entire days preparing your proposals. Create custom web proposals in just a few clicks—no design or coding skills required.

Discover our block library

Design proposals block by block

Choose from our curated library of interactive blocks. Each one is designed for impact. Just select, customize and arrange to build your perfect proposal in minutes.

Brand editor preview

Brand it your way

Express your visual identity

Adjust fonts, colors, and layouts to create business proposals aligned with your agency's or clients' brand guidelines.

Add to library

Create at speed

Save and reuse your custom block

Adjust your blocks to fit your needs and save them to your personal library. Easily reuse them and save valuable time on future projects.

Share

Send proposals the modern way

No more email bouncebacks or attachment size limits. Instantly share your proposals via secure links accessible on any device.

Share in a snap

Hit 'Publish' and instantly share a unique link. Your clients can experience your proposals as seamlessly as browsing bespoke websites.

Secure your content

Keep your proposals confidential. Advanced protection ensures only authorised persons can access your content.

Perfect on any device

Ensure a smooth viewing experience with proposals that automatically scale to any device: mobile, tablet, or desktop.

Convert

Close deals with insights

Forget the days of guessing games after sending proposals. Get instant updates on views and acceptances, helping you follow up at the perfect time and speed up your deal closures.

Win more business

Designed for impact, built for results

Formlio is engineered and validated by industry professionals to ensure your proposals not only look professional but also deliver high conversion rates.

Deliver bespoke web proposals that leave a lasting impression.
Leverage data-driven insights to close deals faster.
Turn prospects into clients with proposals designed to convert.
37%increase in conversion
2xfaster deal closure
55%time saved creating proposals
68%increase in proposal engagement
Document notification preview

Receive real-time notifications

Stay notified, stay ahead

Know when clients and prospects view, share, or approve your proposals in real-time, and gain insights to optimize your follow-ups and future proposals.

Approval workflow preview

Fast-track client decisions

Accelerate the approval process

Simplify decision-making by letting your clients approve your proposals instantly, directly within the document - in just a single click.

Testimonial

Here is what they say

“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
Imogen Ley-Clowes
Founder & Creative LeadImmo 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
Anita Taylor
Brand & Web DesignerThe 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
Ana Grigorovici
Founder, Designer & Creative StrategistDesign Bench Studio

“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
Demi Hopkins
Creative Director & PrincipalCarnival Studio

“I create bespoke travel itineraries, and every client has different preferences and budgets. The interactive quoting has been very useful for me as my clients can explore options and add extras on their own, and the total updates right in front of them. It makes the whole experience easy and premium at the same time, which is exactly what I want for my clients.”

Marie Courrier
Marie Courrier
FounderTerra & Mari Travel

“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.”

Shane Cresser
Shane Cresser
Creative DirectorCresser

“We operate in an industry where trust and professionalism are essential. When we send a commercial proposal with Formlio, it immediately inspires credibility. The integrated approval system, complete with electronic signature, also allows us to move from proposal to signed contract without unnecessary back-and-forth. Formlio has streamlined our entire process, and the feedback from prospects is always extremely positive.”

Sébastien Sauca
Sébastien Sauca
Co-fondateur & CEOSafeRec

“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.”

Tadas Jotkevicius
Tadas Jotkevicius
Creative Art Director & 3D ArtistTadas

“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
Tom Bilby
Digital Growth ConsultantWeb Furnace

Make it. Send it. Close it.

No credit card. No paywalls. No catch. Just a free plan.

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