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| Features | Free | Starter | Pro | Enterprise |
|---|---|---|---|---|
| Documents & usage | ||||
Create as many documents as you like. The limit is on publishing, not drafting. | Unlimited | Unlimited | Unlimited | Unlimited |
Publish a document to make it live and shareable with clients. | 2 | 5 | Unlimited | Unlimited |
Store and search all your documents in one place. | ||||
Review, compare and restore previous versions of your documents. | ||||
View all your documents as a list or a grid, each showing its status (Draft, Viewed or Approved) and its value. | ||||
| Design & branding | ||||
Assemble any document from pre-designed blocks: text, hero, gallery, portfolio, timeline, pricing, agreement, testimonial, graph, FAQ, terms and conditions, showcase, process, breakdown and cards. | ||||
Start from a professionally designed template and customise it, instead of building from scratch. | ||||
Browse royalty-free images and videos from Pexels, and insert them straight into a block. | ||||
Upload your own images and videos, and reuse them across every document. | ||||
Embed video and rich media hosted elsewhere, and play it inside the document. | ||||
Choose from a built-in icon set, with thin, normal and bold weights. | ||||
Set your brand colours and fonts in one place, save palette presets, and choose which one to apply to each new document. | ||||
Pick any typeface from the Google Fonts catalogue. | ||||
Upload font files in .woff, .woff2, .otf or .ttf format, so documents match your brand typography exactly. | ||||
Customise a block and save it to your library, then reuse it across documents without rebuilding it. | ||||
Remove the Formlio badge from the document. | ||||
Copy an existing document and adapt it for another client or prospect. | ||||
| Sales workflow | ||||
Set a currency for each document. Currencies cannot be mixed within one document. | ||||
Build pricing tables with itemised quotes that clients read and act on inside the document. | ||||
Let clients toggle optional services on and off while the total updates in real time. | ||||
Present two, three, four or more pricing tiers for clients to compare and choose from. | ||||
Collect a formal signature that clients type, draw or upload. Legally valid under eIDAS in Europe and ESIGN / UETA in the US, with a tamper-evident audit trail. | ||||
Collect signatures from more than one signer on the same document. | ||||
Let clients swipe to approve, when a formal signature is not needed. | ||||
Show a custom message the moment a client approves or signs, so they know what happens next. Works with both e-signature and slide-to-approve. | ||||
| Engagement & analytics | ||||
Get alerted the moment a client views or approves your document. | ||||
See who viewed, how many times, how long each session lasted, and how long they spent on each section. | ||||
See where clients hover with mouse-tracking heatmaps, and replay a session end to end. | ||||
Identify every viewer by name on a Private link. Public link analytics stay anonymous, unless the document contains an agreement block. | ||||
| Collaboration | ||||
Invite unlimited team members on any plan, and give each one a role: owner, editor or viewer. | ||||
Work on one document with your team at the same time, with live cursors and edits. | ||||
Centralise client feedback inside the document itself. | ||||
Record a face-to-camera video message and embed it in the document. | ||||
Record a voice message and embed it in the document. | ||||
| Delivery & sharing | ||||
Share with named people only, and see exactly who viewed and interacted. Anyone else can request access. | ||||
Share with anyone holding the link, and track engagement anonymously. Authentication is required only to approve or sign. | ||||
Publish a page visible to everyone and indexed by search engines, with anonymous analytics. Suited to portfolios and prospecting. | ||||
Send one link that renders correctly on desktop, tablet and mobile. | ||||
Publish documents on your own domain without the mention of formlio.com. | ||||
| Support | ||||
Reach the team from inside the tool. | ||||
Write in and get a reply from the team. | ||||
Jump the queue for a faster first reply. | ||||
Work with one named contact who knows your account. | ||||