Send quotes as good as your work.

Scope, options and fees on one page your client opens anywhere, with extras they switch on themselves. Quote software built for creative studios.

Present

Show your scope, options and fees in your studio's look, with the work that backs them up.

No more prices sent without the work behind them.
Send

Share one quote link that always shows the latest version.

No more new files and emails for every correction.
Follow up

See who opened the quote 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 yes over weeks of email.
Quote templates

Quote templates for creative studios.

Quote and estimate templates for interior design, events, and film and photo studios. Each prices scope, options and fees on the page, in your studio's look.

How it works

Go from first draft to your client.

Lay out your scope, packages, optional extras and fees in your studio's look. Share it privately with your client, see what they read, and collect an e-signature on the same page.

  • Blocks for scope, tiered packages, optional extras and itemised fees
  • Logo, fonts and colours set once
  • Start from a template or duplicate your last quote

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.

Clients switch extras on and off and the total updates as they go. They approve with a slide or sign by typing, drawing or uploading a signature.

Features

Add more to every quote.

Embed Google Sheets pricing, Figma boards and Loom walkthroughs next to your fees. Publish it all on your studio's own domain.

Embed what you already use

Google Sheets pricing, Figma boards and Loom walkthroughs, live on the page.

Talk on the page

Pin a video or voice note next to your fees, 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 quote 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.”

Ana Grigorovici
Ana Grigorovici
Founder, Designer & Creative StrategistDesign Bench Studio

“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
Tadas Jotkevicius
Creative Art Director & 3D ArtistTadas

“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
Anita Taylor
Brand & Web DesignerThe Design Lounge
FAQ

Common questions about quotes.

Packages and extras, discounts and tax, currencies, client sign-in, signature validity and reuse for your quotes.

Yes. Show two, three, four or more tiers to compare, and mark items as required or optional. Clients switch extras on and off and watch the total update.

Yes. Add discounts per item or per group, as a percentage or a fixed amount, and tax rates added or included. Items can also be tax-exempt.

Yes. Each document has its own currency. You can't mix currencies within one document.

No password is needed. On a private link, clients sign in with a 6-digit code, the link in their invite email or Google. Approving or signing always asks them to verify their email.

Formlio e-signatures comply with eIDAS in the EU and ESIGN and UETA in the US. Each one records the signer's consent, email, time and a fingerprint of the document, and shows if the document changed since signing.

Not today. Each document sits in a deal stage on your Formlio dashboard, and automations can move it when it is viewed or signed.

Yes. Duplicate the document and change what differs, or save a block you have set up and add it to your next quote.

Why Formlio

Marianne Amaudric
MA
Marianne AmaudricCo-founder, Formlio

Start with your next quote.

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