Send handover packs as good as your work.
What was delivered, what the client now owns, care and warranties, on one page they can return to. Handover software built for creative studios.
Show the finished work at full size, film included, with what the client now owns.
Share one handover pack link that always shows the latest version.
See who opened the handover pack and which sections they read.
Let them ask questions in the chat or book the walkthrough on the page.
Handover pack templates for creative studios.
Handover templates for architecture and interior design studios. Each covers what was built, what the client owns, care, warranties and who to call, in your studio's look.
Asheville
Go from first draft to your client.
Lay out the finished work, care guides, warranties and contacts in your studio's look. Share it privately, see what they read, and answer questions on the same page.
- Blocks for galleries, accordions for care and warranties, and an embedded booking calendar
- Logo, fonts and colours set once
- Start from a template or duplicate your last handover pack
On a private link, only the people you invite can open it. Allow re-sharing per person, or keep it to them.
See who viewed it on a private link, how often, and the time spent on each section.
Embed Calendly to book the walkthrough. Signed-in viewers chat with your team and quote the passage they mean.
Add more to every handover pack.
Embed Calendly, Google Maps and Loom walkthroughs next to each care guide. Publish it all on your studio's own domain.
What changes when the handover pack is a page.
Three studios, in their own words.
“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.”
“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.”
“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. ”
Common questions about handover packs.
Booking the walkthrough, updates after handover, care and warranties, client questions, access and reuse for your handover packs.
Yes. Embed Calendly on the page so they pick a time without leaving the document.
Edits to a published document stay hidden until you republish, and the same link then shows the latest version. Version history keeps every version so you can preview or restore one.
In accordion rows, so readers open only the warranty, care guide or contact they need.
Yes. Signed-in viewers chat with your team in the document, quote the passage they mean, or record a video or voice note. Your editors also have a private Team channel.
On a private link, only the people you invite, after they verify their email. Anyone else can request access, which you approve or decline from the email.
Yes. On a private link you see who opened it, how many times, the time spent on each section and how far they scrolled.
Yes. Duplicate the document and change what differs, or save a block you have set up and add it to your next handover pack.
Start with your next handover pack.
Pick a template, add your work and send the link.
Publish two documents a month for free
Publish two documents a month for free
Publish two documents a month for free
Publish two documents a month for free