--- title: "Quote" description: "Send quotes as pages your client opens anywhere. Templates for creative studios, with packages, optional extras, view tracking and e-signature on the page." canonical: "https://formlio.com/use-cases/quotes" locale: "en" type: "useCase" alternates: fr: "https://formlio.com/fr/use-cases/quotes.md" --- # Quote ## 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. - [Start your quote](https://formlio.com/signup) - [See the templates](https://formlio.com/templates) ### 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 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. - [Paris](https://formlio.com/templates/paris-retail-interior-design-estimate) — Win flagship boutique projects with an interior design estimate template covering scope, six project phases and design fees. Built for retail design studios. - [Edinburgh](https://formlio.com/templates/edinburgh-temporary-venue-build-estimate) — Win festival contracts with a temporary venue build estimate template covering scope, exclusions, weather risk and build sequence for event organisers. - [Oslo](https://formlio.com/templates/oslo-campaign-photography-estimate) — Win campaign shoots with a photography estimate template: three priced options, scope, licensing, timeline and payment terms for studios pitching retail brands. ## 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. 1. **Present: Build it from blocks, in your studio's look.** — \- 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 2. **Send: Choose who sees the quote, then share the link.** — On a private link, only the people you invite can open it. Allow re-sharing per person, or keep it to them. 3. **Follow up: Get an alert when it's opened, then see what they read.** — See who viewed it on a private link, how often, and the time spent on each section. 4. **Agree: Let them choose pricing options, accept and e-sign on the page.** — 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. ## 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, Founder, Designer & Creative Strategist, Design 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, Creative Art Director & 3D Artist, Tadas > 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 ## Common questions about quotes. Packages and extras, discounts and tax, currencies, client sign-in, signature validity and reuse for your quotes. ### Can clients choose between packages and extras? 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. ### Can I add discounts and tax? 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. ### Can I quote in my client's currency? Yes. Each document has its own currency. You can't mix currencies within one document. ### Does my client need an account? 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. ### Is an e-signature on a quote valid? 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. ### Does Formlio connect to my CRM? Not today. Each document sits in a deal stage on your Formlio dashboard, and automations can move it when it is viewed or signed. ### Can I reuse a quote for the next client? Yes. Duplicate the document and change what differs, or save a block you have set up and add it to your next quote. > “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 quote. Pick a template, add your work and send the link. [Browse templates](https://formlio.com/templates) ## Related - [Interior design](https://formlio.com/industries/interior-design): For interior design studios. Send concept presentations, fee proposals and FF&E schedules as pages clients open anywhere, in your studio's look. - [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. - [Architecture](https://formlio.com/industries/architecture): For architecture practices. Send fee proposals, design presentations and stage sign-offs as pages clients open anywhere, in your practice's look. - [Video & photography](https://formlio.com/industries/video-photography): For video and photo studios. Send treatments, shoot estimates and statements of work as pages clients open anywhere, in your studio's look.