# Formlio

> Formlio is a collaborative document creator for the creative industry. Build professional, interactive, web-based documents — proposals, portfolios, brochures, and landing pages — from customisable templates, then share them via secure links.

## When to use Formlio

Reach for Formlio when someone in the creative industry (agencies, studios, freelancers, production companies, architects, interior designers) needs a client-facing document shared as a link rather than a file:

- Proposals and fee quotes with pricing tables the client can approve online.
- Portfolios, pitches, capability decks and brochures.
- Turning an existing PDF or website into an editable, on-brand document.
- Knowing who opened a shared document and what they read.

Not a fit: CRM-led enterprise sales teams, RFP responses, regulated-industry paperwork.

## For agents

- MCP server: `https://mcp.formlio.com/mcp` — create, edit, share and read engagement on documents in the user's workspace. Streamable HTTP, OAuth 2.1 with PKCE and dynamic client registration; scopes `workspace:read`, `workspace:write`.
- [Authentication guide](https://formlio.com/auth.md): discover, register, authorize, exchange and revoke, step by step.
- [Agent skill](https://formlio.com/.well-known/agent-skills/formlio/SKILL.md): workflow rules for building and editing documents through the MCP server.
- [Agentic resource catalog](https://formlio.com/.well-known/ard.json): every agent-facing resource (MCP server, skill, OpenAPI) in one ARD manifest.
- [OpenAPI description](https://formlio.com/openapi.json): the MCP server's HTTP endpoints, OAuth flow and scopes.
- [OAuth protected resource metadata](https://mcp.formlio.com/.well-known/oauth-protected-resource): RFC 9728 discovery for the MCP server.
- Ask the user before publishing or sharing a document: both reach people outside the workspace.
- Limits: 60 tool calls per minute per user; responses carry IETF `RateLimit-Policy` and `RateLimit` headers, and `Retry-After` on 429.
- Versioning: the protocol version is negotiated at `initialize` and sent on every later request in the `MCP-Protocol-Version` header; older protocol versions stay supported. Tool changes are additive. Removing or renaming a tool is announced in llms.txt and in the tool's description at least 90 days before it happens.
- Accounts: no API key. MCP clients register themselves (OAuth dynamic client registration); new users create a free account during sign-in with an email code. The free plan includes every feature.
- Safe to try: new documents stay private drafts until published or shared, so there is no separate sandbox.
- Markdown: every page below has a `.md` twin, also served for `Accept: text/markdown`.
- Support: support@formlio.com

## Site areas

- [Formlio blog](https://formlio.com/blog/llms.txt)
- [Formlio templates](https://formlio.com/templates/llms.txt)

## Pages

- [Book a demo](https://formlio.com/book-a-demo.md)
- [Pricing](https://formlio.com/pricing.md): See Formlio's plans and pricing. Build proposals with blocks, share them like a website, and track every open. Free plan available.
- [Homepage](https://formlio.com/index.md): Create beautiful interactive web proposals in just a few clicks. Streamline your workflow, track insights and increase revenue.
- [Homepage New](https://formlio.com/home-new.md): Create beautiful interactive web proposals in just a few clicks. Streamline your workflow, track insights and increase revenue.
- [About us](https://formlio.com/about-us.md): Born from 10 years of agency experience, we built the tool we always wished we had to create interactive proposals that truly stand out.
- [Privacy policy](https://formlio.com/privacy-policy.md): View Formlio's privacy policy. This document explains how we collect, use, and protect your personal data.
- [Get Started](https://formlio.com/get-started.md): Become a Formlio beta tester and create interactive proposals. Help us improve the platform. Limited spots available.
- [Terms and conditions](https://formlio.com/terms-and-conditions.md): Read Formlio's terms and conditions. This document governs your access to and use of our platform and our services.
- [FAQ](https://formlio.com/faq.md): Browse the Formlio FAQ to find answers to your questions about our plans, features, your account, and data security.
- [Blog](https://formlio.com/blog.md): Explore our guides and tips. Learn how to win more clients, create beautiful business proposals, and boost your productivity.

## Blog

- [Proposal follow-up email: how to get a reply from a client who went quiet](https://formlio.com/blog/proposal-follow-up-email.md): Write a proposal follow-up email that gets a reply: when to send it, what to say when the client opened it and said nothing, a worked sequence, and when to stop.
- [Digital agency pitch: how to build a pitch that answers every buyer doubt](https://formlio.com/blog/digital-agency-pitch-deck-essentials.md): Build a digital agency pitch around the doubts your buyer has to settle: fit, trust, risk and price. With a worked example, pricing tiers and a follow-up plan.
- [Retainer vs project proposal: which wins more clients](https://formlio.com/blog/retainer-vs-project-proposal.md): Which proposal format wins the client: retainer, project or both? Read the buyer's signals, then see a single engagement written three ways.
- [Boutique agency vs. big agency: A guide to choosing the right partner](https://formlio.com/blog/boutique-agency-vs-big-agency-how-to-choose.md): Big agency or boutique? Discover the key differences in team structure, senior-level attention, and agility to help you choose the right partner.
- [What makes a winning marketing proposal: build it around the client's decision](https://formlio.com/blog/winning-marketing-proposal-key-elements.md): What makes a winning marketing proposal? Structure it around the client's decision: clear scope, visible price, real proof, one next step and a timed follow-up.
- [Ten essential tips for creating engaging proposals that convert](https://formlio.com/blog/tips-creating-engaging-proposals-convert.md): Ten tips for creative studios on proposals that convert: what to open with, how to frame price, how to follow up, and what to track after you hit send.
- [The best fonts for pitch decks and creative proposals in 2025](https://formlio.com/blog/best-fonts-pitch-decks-creative-proposals-2025.md): Elevate creative proposals in 2025! Explore key font trends (bold type, reinvented serifs, variable fonts) and get top font recommendations.
- [How virtual reality is changing the creative industry, and where it pays off for studios](https://formlio.com/blog/virtual-reality-transforming-creative-industry.md): Where virtual reality changes how creative studios design, review and sell work, what a VR client review really costs, and when a 3D preview is enough.
- [How to quickly create proposals that feel high-end, with a reusable block library](https://formlio.com/blog/quickly-create-premium-proposals.md): Create high-end proposals quickly: define what quality means to a creative client, build a reusable block library and follow up on what the client actually read.
- [How to address pricing pushback without lowering your rates](https://formlio.com/blog/pricing-pushback-keep-rates.md): Handle pricing pushback on creative work without discounting: find the real comparison, cut scope instead of rate, and hold your price. Worked example inside.
- [The art of upselling in proposals without losing trust](https://formlio.com/blog/upselling-proposals-without-losing-trust.md): Upsell in proposals without losing trust: a complete core scope, a short price ladder and clearly priced add-ons the client controls.
- [The psychology of persuasion: 6 principles to make your proposals irresistible](https://formlio.com/blog/proposal-persuasion-principles.md): Cialdini's six principles of persuasion mapped to the sections of a proposal, with a before/after example and a clear line between persuasion and pressure.
- [How to present pricing to clients in a proposal: layout, order and wording](https://formlio.com/blog/how-to-present-pricing-to-clients.md): How to present pricing to clients in a proposal: where the price goes, when to use a total, line items or tiers, and what to write next to it.
- [How to write an engaging proposal that builds client trust](https://formlio.com/blog/how-to-write-proposal-guide.md): How to write a proposal that builds client trust: what to say at the first screen, the price, the scope and the next step, with a before-and-after rewrite.
- [A creative industry's guide to the RFP process](https://formlio.com/blog/creative-industry-guide-rfp-process.md): Learn the complete RFP process for agencies. Our step-by-step guide explains everything from the "go/no-go" decision to proposal writing and the final pitch.
- [A creative freelancer's guide to mastering productivity](https://formlio.com/blog/creative-freelancer-productivity-guide.md): Productivity guide for designer & motion design freelancers. Manage distractions, streamline client communication, and build a focus system for success.
- [8 ways to make your design studio stand out](https://formlio.com/blog/design-studio-stand-out.md): Feeling like just another design studio? This guide provides 8 strategies, from niching down to developing a proprietary process, to help you stand out.
- [Why authenticity, personality and human touch are the keys to agency success](https://formlio.com/blog/agency-success-2025-authenticity-personality-human-touch.md): Treat authenticity, personality and human touch as three checkable decisions, place each where agency buyers decide, and measure it in wins, not warmth.
- [How AI is truly changing creative agencies: hours, pricing and value](https://formlio.com/blog/ai-transforming-creative-agencies.md): Where AI changes a creative agency's economics: the hours behind each deliverable, how work is scoped and priced, and what clients now value.
- [Interior design proposal: from moodboard to signed contract](https://formlio.com/blog/interior-design-proposal-guide.md): Write an interior design proposal in the order clients decide: visual direction, scope in counts, fees apart from furniture, then a single acceptance step.
- [The complete guide to pitch decks for creative agencies](https://formlio.com/blog/pitch-deck-creative-agencies-guide.md): A pitch deck guide for creative agencies: the structure, takeaway headlines, a worked slide-by-slide example, design rules and when to send a web proposal.
- [Four actionable strategies for proposals that win clients](https://formlio.com/blog/actionable-proposal-strategies-win-clients.md): Four proposal strategies for creative studios and freelancers: qualify the brief, lead with the problem, price in options and time your follow-up.
- [Managing client relationships in creative projects, from proposal to close](https://formlio.com/blog/manage-difficult-clients-creative-industry.md): Manage client relationships in creative projects: pick the right relationship model, diagnose difficult clients, and decide when to repair or end the work.
- [How to structure a successful photography proposal](https://formlio.com/blog/structure-photography-proposal.md): Our guide breaks down how to structure a successful photography proposal, with specific tips for wedding, commercial, and product photographers.
- [Innovative pricing models for creative services: a value-based method](https://formlio.com/blog/value-based-pricing-creative-services.md): Innovative pricing models for creative services: match hourly, fixed, retainer and value-based fees to the work, with a worked brand identity price breakdown.
- [Why sales proposals fail and what top closers do differently](https://formlio.com/blog/why-sales-proposals-fail.md): Why sales proposals fail, from the opening line to the next-step ask, and what top closers in creative studios change in the document itself.
- [Brand design proposal: what brand designers need to show to win new clients](https://formlio.com/blog/brand-designers-proposal-win-new-clients.md): What a brand design proposal must prove to win the client: problem understanding, process, relevant work, price logic and a clear next step, with an annotated example.
- [How to spot problematic clients before you write a proposal](https://formlio.com/blog/spot-problematic-clients-before-proposal.md): Spot problematic clients before you write a proposal: run a short intake, score the red flags, and decide to decline, reprice, restructure or proceed.
- [How to start a creative agency the smart way](https://formlio.com/blog/start-creative-agency-smart-way.md): Starting a creative agency? This guide provides a real-world playbook, from starting as a freelancer to niching down and hiring your first team.
- [Video production portfolio: how to build one that attracts the right clients](https://formlio.com/blog/video-production-portfolio-right-clients.md): Build a video production portfolio that filters for the right clients: pick a niche, cut a tight reel, frame projects as case studies and link them to a proposal.
- [Client portfolio: what clients look for before they hire a studio](https://formlio.com/blog/design-portfolio-what-clients-want.md): A client portfolio for creatives, read from the buyer's side: what clients scan for, how to show proof, and how to pick and order projects.
- [5 ways to present a proposal that builds client confidence](https://formlio.com/blog/present-proposal-client-confidence.md): Client confidence comes from evidence in the proposal. Lead with their problem, show proof, make the price legible, present live, close on a date.
- [Why your next proposal shouldn't be a PDF](https://formlio.com/blog/why-web-proposals-beat-pdfs.md): Why your next proposal shouldn't be a PDF: what a flat file hides, the format that helps clients decide, and when a PDF still earns its place.
- [What event sponsors actually want to see in a proposal](https://formlio.com/blog/event-sponsorship-proposal-sponsors-want.md): Write the sponsorship proposal a sponsor's marketing lead can defend internally: the questions they ask, in order, plus an annotated example for a design conference.
- [How to write a quote clients approve faster](https://formlio.com/blog/write-quote-faster-approval.md): How to write a quote for creative work: put scope before price, include the essentials, set a validity date and follow up while the client is still deciding.
- [The architect's proposal framework: five pillars that make a fee feel worth it](https://formlio.com/blog/architecture-proposal-framework.md): A proposal framework for architects: frame the brief, show your thinking, phase the scope, price with clear exclusions and make acceptance easy. With a worked example.
- [Formlio: the modern way to create and share proposals](https://formlio.com/blog/formlio-modern-proposals.md): How a creative studio builds a block-based web proposal, prices it with packages, shares it as a link and reads what the client did before following up.
- [How to use proposal analytics to increase your win rate](https://formlio.com/blog/proposal-analytics-increase-win-rate.md): Use proposal analytics to increase your win rate: measure win rate by segment, pick the signals that predict a yes, and turn each into a timely follow-up.
- [Web design proposal mistakes: the 7 mistakes that cost you clients](https://formlio.com/blog/web-design-proposal-mistakes.md): The web design proposal mistakes that lose the pitch before the project starts, grouped by where clients lose interest, with a before and after audit you can copy.
- [Agency productivity techniques that protect margin, starting with the proposal](https://formlio.com/blog/agency-productivity-techniques.md): Agency productivity techniques for creative studios: measure margin per hour, find where hours leak from pitch to invoice, and fix scope at the proposal.
- [How to find clients as a freelance designer: a pipeline you can measure](https://formlio.com/blog/freelance-designer-find-clients.md): Find clients as a freelance designer with a pipeline you can measure: pick a niche, compare channels, run a weekly outreach plan, turn replies into projects.
- [How to follow up on a proposal: a guide for creative professionals](https://formlio.com/blog/how-to-follow-up-on-proposal.md): Follow up on a proposal based on what the client did with it: opens, forwards, time on pricing. Signals, channels, sample messages and when to stop.
- [Your proposal is being ignored. Here's how to fix that](https://formlio.com/blog/how-to-fix-ignored-proposal.md): Proposal ignored? Diagnose the silence (unopened, stalled or declined), rewrite around the client's goal, and follow up on a schedule that adds value.
- [Trends & Insights](https://formlio.com/blog/trends-and-insights.md): Stay ahead with the latest trends in AI, technology, and business. Insights and analysis to help you adapt, evolve, and stay competitive.
- [Product Tips](https://formlio.com/blog/product-tips.md): Get the most out of Formlio with tips, tutorials, and best practices for creating interactive proposals, quotes, and client documents.
- [How-To-Guides](https://formlio.com/blog/how-to-guides.md): Step-by-step guides on proposals, pricing, client management, productivity, and growing your business. Practical tutorials you can apply today.
- [Strategy & Growth](https://formlio.com/blog/strategy-and-growth.md): Business strategies, pricing advice, and growth tactics. Learn how to scale your business, stand out from competitors, and win more clients.

## Templates

- [Templates](https://formlio.com/templates.md)
- [Lyon](https://formlio.com/templates/lyon-hotel-website-proposal.md): Website proposal for multi-property hotel groups
- [Bordeaux](https://formlio.com/templates/bordeaux-launch-event-pitch.md): Hybrid launch event pitch for brands
- [Boston](https://formlio.com/templates/boston-event-retainer-proposal.md): Monthly event retainer proposal for brands
- [Cardiff](https://formlio.com/templates/cardiff-website-care-plan-proposal.md): Monthly care plan proposal for festival organisers
- [Cambridge](https://formlio.com/templates/cambridge-design-studio-portfolio.md): Web design studio portfolio for research clients
- [Portland](https://formlio.com/templates/portland-app-redesign-proposal.md): App redesign pitch for subscription startups
- [Copenhagen](https://formlio.com/templates/copenhagen-headless-ecommerce-proposal.md): Headless storefront proposal for ecommerce brands
- [Liverpool](https://formlio.com/templates/liverpool-live-events-portfolio.md): Event studio portfolio for launches and conferences
- [Berlin](https://formlio.com/templates/berlin-product-launch-event-proposal.md): Multi-city launch event proposal for hardware brands
- [Milan](https://formlio.com/templates/milan-headless-commerce-proposal.md): Headless ecommerce proposal for luxury brands
- [Brooklyn](https://formlio.com/templates/brooklyn-brand-film-proposal.md): Brand film proposal for hospitality clients
- [Miami](https://formlio.com/templates/miami-ffe-procurement-statement-of-work.md): FF&E procurement statement of work for designers
- [Amsterdam](https://formlio.com/templates/amsterdam-show-apartment-design-proposal.md): Show apartment design proposal for property developers
- [Chicago](https://formlio.com/templates/chicago-workplace-interior-design-proposal.md): Workplace interiors proposal for law firms
- [Lisbon](https://formlio.com/templates/lisbon-interior-design-proposal.md): Full-service interiors proposal for homeowners
- [Stockholm](https://formlio.com/templates/stockholm-restaurant-interior-proposal.md): Restaurant interior concept proposal for chefs
- [London](https://formlio.com/templates/london-interior-design-retainer-proposal.md): Monthly design retainer for hospitality clients
- [Melbourne](https://formlio.com/templates/melbourne-interior-design-portfolio.md): Capabilities portfolio for interior design studios
- [Sydney](https://formlio.com/templates/sydney-hotel-design-concept-proposal.md): Hotel concept response for hospitality investors
- [Seattle](https://formlio.com/templates/seattle-interior-design-statement-of-work.md): Commercial interior design SOW for office clients
- [Paris](https://formlio.com/templates/paris-retail-interior-design-estimate.md): Boutique interior design estimate for retail brands
- [Brighton](https://formlio.com/templates/brighton-architecture-statement-of-work.md): Architect statement of work for design stages
- [Porto](https://formlio.com/templates/porto-architecture-services-proposal.md): Architecture proposal for winery tasting rooms
- [Austin](https://formlio.com/templates/austin-architecture-shortlist-proposal.md): Architecture shortlist proposal for corporate clients
- [Denver](https://formlio.com/templates/denver-interior-design-ffe-proposal.md): Interior design and FF&E proposal for homeowners
- [Florence](https://formlio.com/templates/florence-hotel-interior-design-proposal.md): Interior design proposal for boutique hotels
- [Perth](https://formlio.com/templates/perth-interior-design-pitch.md): Interior design pitch for restaurant operators
- [Toronto](https://formlio.com/templates/toronto-brand-relaunch-proposal.md): Creative campaign proposal for consumer brands
- [Dublin](https://formlio.com/templates/dublin-launch-campaign-proposal.md): Integrated launch campaign proposal for consumer brands
- [Edinburgh](https://formlio.com/templates/edinburgh-temporary-venue-build-estimate.md): Temporary venue build estimate for festivals
- [Antwerp](https://formlio.com/templates/antwerp-photography-and-film-portfolio.md): Photo and film portfolio for creative studios
- [Oslo](https://formlio.com/templates/oslo-campaign-photography-estimate.md): Photography estimate with options for brands
- [Manchester](https://formlio.com/templates/manchester-marketing-statement-of-work.md): Paid media and lifecycle SOW for agencies
- [Bristol](https://formlio.com/templates/bristol-launch-film-proposal.md): Launch film proposal for product marketing teams
- [Vancouver](https://formlio.com/templates/vancouver-video-production-statement-of-work.md): Multi-market commercial shoot statement of work
- [Portfolio template](https://formlio.com/templates/portfolio-template.md): Showcase Your Best Work with Strategic Project Presentation
- [Creative pitch template](https://formlio.com/templates/creative-pitch-template.md): Brand Redefining Partnership Presentation
- [Detailed proposal template](https://formlio.com/templates/detailed-proposal-template.md): Complete Business Engagement Framework with Strategy & Execution
- [Simple Proposal Template](https://formlio.com/templates/simple-proposal-template.md): Streamlined Business Proposal Format for Client Projects

## Industries

- [Video & photography](https://formlio.com/templates/video-photography.md): Built for production companies, filmmakers, and photographers. Send treatments and quotes that play the work — motion, gallery, and pricing in one branded document.
- [Marketing](https://formlio.com/templates/marketing.md): Built for marketing, social, and content agencies. Pitch retainers and campaigns in proposals that show the strategy and the craft of the agency in one place.
- [Interior design](https://formlio.com/templates/interior-design.md): Built for interior design studios. Pitch moodboards, fee phases, and procurement lists in one branded document — the way you'd present them in person.
- [Events & experiential](https://formlio.com/templates/events-experiential.md): Built for event and experiential agencies. Pitch concept, schedule, and budget in proposals that move with the energy of the event itself.
- [Digital & web design](https://formlio.com/templates/digital-web-design.md): Built for digital, web, and product studios. Walk clients through scope, screens, and phased pricing in proposals that don't drown the design in spec.
- [Creative & design](https://formlio.com/templates/creative-design.md): Built for creative and design studios. Pitch brand strategy and design work in proposals that look like the work itself — concept-led, on-brand, ready to react to.
- [Architecture](https://formlio.com/templates/architecture.md): Built for architecture studios. Share proposals as precise as your drawings — phase fees, embedded designs, signed approvals, all in one branded document.

## Use cases

- [Proposals](https://formlio.com/templates/proposals.md): Win more work with proposals that read like the work itself. Embed video, structure pricing as scope blocks, and capture e-signatures inside the document — not split across email and a separate contract.
- [Portfolio](https://formlio.com/templates/portfolio.md): Show your work in a portfolio that does what your work does. Embedded films, high-res stills, written context — all in one branded document.
- [Pitch decks](https://formlio.com/templates/pitch-decks.md): Pitch the vision in a deck that moves. Embed video, render concepts, sign approvals — all in one branded document.

## Styles

- [Typographic](https://formlio.com/templates/typographic.md)
- [Monochromatic](https://formlio.com/templates/monochromatic.md)
- [Modern](https://formlio.com/templates/modern.md)
- [Minimal](https://formlio.com/templates/minimal.md)
- [Large Type](https://formlio.com/templates/large-type.md)
- [Dark](https://formlio.com/templates/dark.md)
- [Colorful](https://formlio.com/templates/colorful.md)
- [Animated](https://formlio.com/templates/animated.md)