Send questionnaires as good as your work.
Required, choice and conditional questions, step by step, inside your branded document. Questionnaire software built for creative studios.
Ask your questions in your studio's look, one step at a time, with your work alongside.
Share one questionnaire link that always shows the latest version.
See who opened the questionnaire and which sections they read.
Let them answer on the page, one step at a time, and mark it complete.
Go from first draft to your client.
Lay out required, choice and conditional questions, inline or step by step, in your studio's look. Share it privately, see what they read, and collect answers on the same page.
- A form section with short text, long text, choice, date, number, email and phone questions
- Logo, fonts and colours set once
- Build from scratch, or add a form section to a document you already have
On a private link, only the people you invite can open it. Signed-out readers are asked to sign in before they answer.
See who viewed it on a private link and the time spent on each section. Typed answers are masked in session replay.
Required questions hold back Next and Mark as complete. You get a notification when someone marks it complete, and answers appear in Form Submissions.
Add more to every questionnaire.
Embed Figma boards, Loom walkthroughs and Calendly next to your questions. Publish it all on your studio's own domain.
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.”
“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. ”
“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.”
“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.”
“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.”
“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.”
“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.”
“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.”
“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.”
Common questions about questionnaires.
Question types, conditional questions, where answers appear, client sign-in and the ChatGPT or Claude connector for your questionnaires.
Short text, long text, single choice, multiple choice, date, number, email and phone. Choices can include an "Other" option, and questions can have placeholders and hints or be required.
Yes. Use "Show when" to show a question or a group only when an earlier answer matches.
Yes. Lay out the form inline or step by step. Required questions block Next and "Mark as complete" until they are answered.
In Form Submissions in the document, which you can filter by version. You also get a notification when someone marks a form complete.
Yes. Signed-out readers are asked to sign in to answer. They use a 6-digit code, the link in their invite email or Google, and no password is needed.
Yes, in two ways. In collaborative mode everyone shares one set of answers. In individual mode each reader answers on their own.
Not yet. The connector reads form answers per person, but it can't add a form section, so build the form in the editor.
No. Typed input is masked in session replay.
No. A form sits inside a document, and only the document counts, once, however many forms it holds.
Start with your next questionnaire.
Add your questions, set your look 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