Send retainer proposals as good as your work.
Scope, monthly fees and the work that earns them, on one page your client opens anywhere. Retainer proposal software built for creative studios.
Show the work, the scope and the monthly fee in your studio's look.
Share one retainer proposal link that always shows the latest version.
See who opened the retainer proposal and which sections they read.
Let them choose pricing options, accept and e-sign on the page.
Retainer proposal templates for creative studios.
Retainer proposal templates for interiors, events, web and marketing studios. Each sets out the scope, the monthly fee and the work behind it, in your studio's look.
London
Go from first draft to your client.
Lay out your scope, monthly fees and optional extras in your studio's look, with the work behind them. Share it privately, see what they read, and collect an e-signature on the same page.
- Blocks for scope, monthly and yearly fees, optional extras and your work
- Logo, fonts and colours set once
- Start from a template or duplicate your last retainer proposal
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.
Show weekly, monthly or yearly fees with a total for each, and optional extras clients switch on. They approve with a slide or sign on the page.
Add more to every retainer proposal.
Embed Google Sheets pricing, Figma boards and Loom walkthroughs next to your monthly fee. Publish it all on your studio's own domain.
What changes when the retainer proposal 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 retainer proposals.
Monthly and one-off fees, tiers, currencies, signature validity, renewals and CRM for your retainer proposals.
Yes. Set each item as one-off, weekly, monthly or yearly, and the pricing block shows a total for each frequency.
Yes. Show two, three, four or more tiers to compare, with optional extras they switch on and off.
Yes. Each document has its own currency. You can't mix currencies within one document.
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.
Duplicate last term's document, update the scope and fees, and send the new link. Version history keeps every version of both.
Yes. Add a portfolio, gallery or video block with the work from the last term, film included.
Not today. Each document sits in a deal stage on your Formlio dashboard, and automations can move it when it is viewed or signed.
Start with your next retainer proposal.
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