--- title: "Shortlist submission" description: "Send shortlist submissions as pages the panel opens anywhere. Templates for creative studios, with projects, film, named view tracking and chat on the page." canonical: "https://formlio.com/use-cases/shortlist-submissions" locale: "en" type: "useCase" alternates: fr: "https://formlio.com/fr/use-cases/shortlist-submissions.md" --- # Shortlist submission ## Send shortlist submissions as good as your work. Your practice, relevant projects and your approach on one page the panel opens anywhere. Shortlist submission software built for creative studios. - [Start your shortlist submission](https://formlio.com/signup) - [See the templates](https://formlio.com/templates) ### Present Show relevant projects at full size, film included, with your approach to the brief. No more drawings shrunk to fit an attachment. ### Send Share one shortlist submission link that always shows the latest version. No more new files and emails for every correction. ### Follow up See who opened the shortlist submission and which sections they read. No more sending a PDF into a black box. ### Agree Let them ask about a project or book the next conversation on the page. No more guessing what the panel wants to ask. ## Shortlist submission templates for creative studios. Shortlist submission templates for architecture practices. Set out the client brief, your design concept and your evidence, in your studio's look. - [Austin](https://formlio.com/templates/austin-architecture-shortlist-proposal) — Win your next interview with an architecture proposal template for mass-timber HQs: client brief, design concept, and energy modeling for corporate clients. ## Go from first draft to your client. Lay out relevant projects, your team and your approach to the brief in your studio's look. Share it privately with the panel, see what they read, and take their questions on the same page. 1. **Present: Build it from blocks, in your studio's look.** — \- Blocks for portfolio projects, your team, stat cards and charts - Logo, fonts and colours set once - Start from a template or duplicate your last shortlist submission 2. **Send: Choose who sees the shortlist submission, 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 ask about a project or book the next conversation on the page.** — Signed-in viewers chat with your team on Private and Public links. Embed Calendly on any link to book the interview. ## Add more to every shortlist submission. Embed Google Maps, Miro boards and Vimeo walkthroughs next to each project. Publish it all on your studio's own domain. ### Embed what you already use Google Maps, Miro boards and Vimeo walkthroughs, live on the page. ### Talk on the page Pin a video or voice note next to each project, and chat live with the panel 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 submission 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 shortlist submissions. Who on the panel read it, private access, film and drawings, embeds, panel questions and reuse for your shortlist submissions. ### Will I know who on the panel read it? Yes. On a private link you see who opened it, how many times, the time spent on each section and how far they scrolled. ### Can I keep the submission private? Yes. On a private link, only the people you invite can open it, and they verify their email first. Anyone else can request access, which you approve or decline from the email. ### Can I include film and walkthroughs? Yes. Upload MP4, MOV or WebM files up to 1 GB and 10 minutes, trim them and pick the thumbnail, or embed from YouTube, Vimeo or Dailymotion. ### Can I embed Google Maps or a Miro board? Yes. Embed live content from Google Maps, Miro, Figma, Notion and more, stacked or in tabs. ### Can the panel ask questions? Yes. Signed-in viewers chat with your team in the document, quote the passage they mean, or record a video or voice note. Your editors also have a private Team channel. ### Can I reuse projects for the next submission? Yes. Save a project block to your library and add it to your next submission, or duplicate the whole 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 shortlist submission. Pick a template, add your work and send the link. [Browse templates](https://formlio.com/templates) ## Related - [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.