---
title: "Events & experiential"
description: "Event pitches and budget estimates as pages your clients open anywhere. Share privately, see what they read, and collect approvals on the page."
canonical: "https://formlio.com/industries/events-experiential"
locale: "en"
type: "industry"
alternates:
  fr: "https://formlio.com/fr/industries/events-experiential.md"
---

# Events & experiential

## Send documents your clients read, understand and approve.

Event pitches, budget estimates and run sheets as pages clients open anywhere, from first meeting to show day.

- [Start free](https://formlio.com/signup)
- [Book a demo](https://formlio.com/demo)

### Present

Show your work at full size, film included, with scope and timeline, in your agency's look.

No more weeks of concept work flattened into an attachment.

### Send

Share one link for your concept, venues and budget that always shows the latest version.

No more new files and emails for every correction.

### Follow up

See who opened the event pitch and which venue options they read.

No more sending a PDF into a black box.

### Agree

Let them answer your questions, choose options, approve a budget or sign on the page.

No more chasing a decision over weeks of email.

## Event proposal templates by project stage.

Agency portfolios, event pitches, build estimates and retainer proposals for each stage. Add your concept, venues and budget, and send it in your agency's look.

- [Liverpool](https://formlio.com/templates/liverpool-live-events-portfolio) — Showcase launches, conferences and live events with this studio portfolio template. Features stats, case studies and a point of view for brand clients.
- [Bordeaux](https://formlio.com/templates/bordeaux-launch-event-pitch) — Win more launch briefs with a product launch event pitch template: audience needs, planning numbers, venue options and fee, built for agencies and studios.
- [Berlin](https://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.
- [Edinburgh](https://formlio.com/templates/edinburgh-temporary-venue-build-estimate) — Win festival contracts with a temporary venue build estimate template covering scope, exclusions, weather risk and build sequence for event organisers.
- [Boston](https://formlio.com/templates/boston-event-retainer-proposal) — Win brand clients with an event marketing retainer proposal template covering run clubs, recovery pop-ups, content and data. Built for experiential agencies.
- [Cardiff](https://formlio.com/templates/cardiff-website-care-plan-proposal) — Win retainer work with a festival care plan proposal template covering site and app upkeep, ticketing support and on-call weekend cover for event organisers.

## Go from first draft to your client.

Lay out your concept and venue options with your budget and run sheet. Share it privately with your client, see what they read, and collect answers and approvals on the same page.

1. **Present: Build it from blocks, in your agency's look.** — \- Blocks for concepts, venues, budgets and run sheets - Logo, fonts and colours set once - Start from a template or duplicate your last project
2. **Send: Choose who sees the concept, then share the link.** — On a private link, only the people you invite can open the document. 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 questions, budget options, concept approvals and a signature.** — Clients answer your questions on the page. 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 event presentation.

Embed venue maps, budget sheets and past event films next to your concept. Publish it all on your agency's own domain.

### Embed what you already use

Google Maps, Google Sheets, Airtable, YouTube, Vimeo and Calendly, live on the page.

### Talk on the page

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

### Your own domain

Publish your documents at an address like docs.youragency.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 document is a page.

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

> 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

> 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, Founder, Terra & 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, Creative Director, Cresser

> 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, Co-fondateur & CEO, SafeRec

> 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, Creative Art Director & 3D Artist, Tadas

> 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 from event agencies.

Budgets, venue maps, confidentiality, client accounts, signatures and reuse for your event pitches and estimates.

### Can I present budget options in one document?

Yes. The interactive quote shows required and optional items such as extra staffing or production. The client switches them on or off and the total updates.

### Can I send a pre-brief or questionnaire before the event pitch?

Yes. Add a form section to any document, with required, choice and conditional questions, inline or step by step. Clients answer on the page, and you see their answers in the document.

### Can I show venues and past events?

Yes. Embed Google Maps for venues, play past event films from YouTube, Vimeo or your own upload, and use gallery blocks for photos.

### How long does a first pitch take?

Start from an event template and swap in your concept and budget, and it takes minutes rather than hours. Your logo, fonts and colours are set once.

### Is an unannounced event safe to share?

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

### 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.

### 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.

### 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.

> “The work event agencies 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 event.

Bring your concept, venues and budget, and send your client one link.

[Browse templates](https://formlio.com/templates)

## Related

- [Proposals](https://formlio.com/use-cases/proposals): Proposals for creative studios, as pages your clients open anywhere. Show your work with scope, timeline and pricing options, see what they read, and collect an e-signature on the same page.
- [Pitch decks](https://formlio.com/use-cases/pitch-decks): Pitch decks for creative studios, as pages your client opens anywhere. Show your story, numbers and ask, see what they read, and collect an e-signature on the page.
- [Portfolio](https://formlio.com/use-cases/portfolio): Portfolios for creative studios, as pages your clients open anywhere. Show case studies and showreels at full size, see what they read, and let them ask about a project or book the next conversation on the page.
- [Presentations](https://formlio.com/use-cases/presentations): Presentations for creative studios, as pages your client opens anywhere. Show your idea and your film, see what they read, and collect comments and approval on the page.
- [Questionnaires](https://formlio.com/use-cases/questionnaires): Client questionnaires for creative studios, inside your branded document. Ask required, choice and conditional questions, one step at a time, and see the answers in one place.