--- title: "Pitch decks" description: "Send pitch decks as pages your client opens anywhere. Templates for creative studios, with view tracking, pricing options and e-signature on the page." canonical: "https://formlio.com/use-cases/pitch-decks" locale: "en" type: "useCase" alternates: fr: "https://formlio.com/fr/use-cases/pitch-decks.md" --- # Pitch decks ## Send pitch decks as good as your work. Your story, your numbers and your ask on one page your client opens anywhere, film included. Pitch deck software built for creative studios. - [Start your pitch deck](https://formlio.com/signup) - [See the templates](https://formlio.com/templates) ### Present Show your work at full size, film included, with your story, numbers and ask, in your studio's look. No more big ideas flattened into an attachment. ### Send Share one pitch deck link that always shows the latest version. No more new files and emails for every correction. ### Follow up See who opened the pitch deck and which sections they read. No more sending a PDF into a black box. ### Agree Let them choose pricing options, accept and e-sign on the page. No more chasing a decision over weeks of email. ## Pitch deck templates for creative studios. Pitch decks for events and branding. Add your story, numbers and ask, and send it in your studio's look. - [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. - [Creative pitch template](https://formlio.com/templates/creative-pitch-template) — Professional creative pitch template for agencies presenting brand transformation strategies. Includes visual identity assessment, competitive positioning analysis, and creative direction frameworks to win premium clients. ## Go from first draft to your client. Lay out your story, numbers and ask in your studio's look, film included. Share it privately, see what they read, and collect an e-signature on the same page. 1. **Present: Build it from blocks, in your studio's look.** — \- Blocks for your story, past work, charts, video and pricing - Logo, fonts and colours set once - Start from a template or duplicate your last pitch deck 2. **Send: Choose who sees the pitch deck, then share the link.** — On a private link, only the people you invite can open it. 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: Let them choose pricing options, accept and e-sign 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 pitch deck. Embed Figma boards, Loom walkthroughs and Google Sheets pricing next to your story. Publish it all on your studio's own domain. ### Embed what you already use Figma boards, Loom walkthroughs and Google Sheets pricing, live on the page. ### Talk on the page Pin a video or voice note next to your numbers, and chat live with your client on the document. ### Your own domain Publish your documents at an address like docs.yourstudio.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 pitch deck 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 about pitch decks. Pricing options, film, currencies, client accounts, signatures, CRM and reuse for your pitch decks. ### Can a pitch deck carry packages and extras? Yes. The pricing block holds tiered packages and optional add-ons. Your client compares them, switches extras on or off and sees the total update on the page. ### Can I put film in a pitch deck? Yes. Upload a video of up to 1 GB and 10 minutes, or embed one from YouTube, Vimeo or Dailymotion. Video plays in the video block and inside galleries, showcases, breakdowns, cards and heroes. ### Can I price in another currency? Yes. Each document has its own currency. You can't mix currencies within the same document. ### 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. ### Is the pitch deck confidential? Use a private link. Only the people you invite can open it, others can request access, and you can see who viewed it. ### 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. ### 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. ### Does it connect to my CRM? Not today. Each document sits in a deal stage on your dashboard, and automations can move it to the next stage when it is viewed or signed. ### Can I reuse a pitch deck for the next client? Yes. Duplicate the pitch deck and adapt it, or save any block to your library and add it to your next document. > “The work studios 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 pitch deck. Pick a template, add your work and send the link. [Browse templates](https://formlio.com/templates) ## Related - [Events & experiential](https://formlio.com/industries/events-experiential): For event agencies. Send event pitches, budget estimates and run sheets as pages clients open anywhere, in your agency's look. - [Creative & design](https://formlio.com/industries/creative-design): For design studios. Send creative pitches, brand proposals and design presentations as pages clients open anywhere, in your studio's look.