How many hours has your agency lost to the proposal process? The endless cycle of duplicating old documents, manually updating client details, fighting with formatting in design software, and exporting clunky PDFs is a major drain on creative resources. That time, spent on administrative tasks, is time not spent on strategy, creative work, or building client relationships.
But what if you could reclaim those hours? What if you could create a stunning, bespoke, and interactive proposal in a fraction of the time? With Formlio, you can. Here’s a step-by-step look at how our platform helps you build premium proposals with incredible speed and ease.
Build your proposal's structure in seconds
The foundation of a great proposal is a strong, clear structure. Formlio gives you two powerful ways to build this skeleton in just a few clicks.
Start with a professionally designed template
Get a head start with our library of professionally designed templates. These aren't just generic layouts; they have been validated by industry experts to ensure they are structured for maximum clarity and impact. Simply choose the one that best fits your project to begin.
Or, build your own with modular content blocks
If you prefer to start with your own unique flair, you can build your proposal from scratch using our intuitive block system. Think of it like building with LEGOs; simply pick the types of blocks you need, assemble them, and reorganize them. From portfolios, timelines, and testimonials to animated text and interactive quotes, you can set up a completely custom proposal with ease.
Customise everything to match your brand
A fast proposal should never mean a generic one. Once your structure is in place, it’s time to customize it to perfectly match your branding or your client's.
Fine-tune your typography
Formlio allows you to set your fonts and styles, ensuring your proposal's typography is perfectly on-brand and easy to read.
Match your proposal to any brand identity
Easily apply brand guidelines across the entire document. You can set custom color palettes and upload logos to ensure every proposal you send is a perfect reflection of your studio's professionalism and style, or customize it to seamlessly match your client's own branding for an even greater impact.
Remix your layout with a single click
Want to see how your proposal could look with a different layout without having to reinvent the wheel? This is now possible. Most of Formlio’s blocks offer different layout options that you can remix instantly. Your content remains the same, but its visual presentation changes, giving you incredible flexibility to alter the look and feel of your proposal with just a click.
Collaborate with your team in real time
The days of emailing files back and forth and dealing with version control issues are over. To create proposals even faster, you can work with your colleagues at the same time. Simply invite your team members to the proposal you are working on, and you can all edit simultaneously, seeing exactly which areas they are working on, just like in Google Slides.
Save your best work to reuse instantly
Once you are happy with the look of your proposal, you can save the entire document as a new template or save individual blocks to your personal library. This is the ultimate time-saver. Sections like your team bio, portfolio, or case studies are often the same for every client. Once you’ve perfected them, there’s no need to recreate them again and again. For your next proposal, simply pull them from your library to get it done even faster.
The ultimate return on investment: more time for what matters
Studies show that agencies can save up to 55% of their time on proposal creation by using modern software. This reclaimed time is about more than just efficiency; it’s about freeing up your team to focus on the work that truly drives growth: deep strategic thinking, brilliant creative execution, and building strong client relationships.