---
title: "Sign-off"
description: "Send sign-offs as pages your client opens anywhere. Templates for creative studios, with the work, what changed, view tracking and approval on the page."
canonical: "https://formlio.com/use-cases/sign-offs"
locale: "en"
type: "useCase"
alternates:
  fr: "https://formlio.com/fr/use-cases/sign-offs.md"
---

# Sign-off

## Send sign-offs as good as your work.

What the client is approving, what changed and what is fixed, on one page they approve or sign. Sign-off software built for creative studios.

- [Start your sign-off](https://formlio.com/signup)
- [See the templates](https://formlio.com/templates)

### Present

Show the work being approved at full size, film included, with what changed since the last round.

No more approvals given on a thumbnail in an email.

### Send

Share one sign-off link that always shows the latest version.

No more new files and emails for every correction.

### Follow up

See who opened the sign-off and which sections they read.

No more sending a PDF into a black box.

### Agree

Let them approve with a slide or e-sign on the page.

No more approvals buried in reply-all threads.

## Sign-off templates for creative studios.

Sign-off templates for architecture, interiors, marketing, and film and photo studios. Each shows what is approved, what changed and what can still move, in your studio's look.

- [Oxford](https://formlio.com/templates/oxford-design-stage-sign-off) — A RIBA Stage 3 sign-off an architect sends at the end of developed design: what the client is approving, what changed, what is fixed and what can still move, the Stage 4 programme and the signature.
- [Sheffield](https://formlio.com/templates/sheffield-interior-design-ffe-sign-off) — An FF&E sign-off an interior design studio sends after signing: what the client is approving, the selection priced line by line, what changed, what stays fixed, and when orders go out.
- [Tucson](https://formlio.com/templates/tucson-fine-cut-approval) — A cut review a production company sends during post: what changed since the last round, how to give notes, what locks on signing and what happens next.
- [Sedona](https://formlio.com/templates/sedona-marketing-creative-sign-off) — A creative sign-off a marketing agency sends before a flight goes live: what the client is approving, the work, what changed since the last round, what is fixed and what can still move, the next stage and the signature.

## Go from first draft to your client.

Lay out the work, what changed, what is fixed and what can still move, in your studio's look. Share it privately, see what they read, and collect the approval on the same page.

1. **Present: Build it from blocks, in your studio's look.** — \- Blocks for galleries, video, accordions for what is fixed and an agreement block - Logo, fonts and colours set once - Start from a template or duplicate your last sign-off
2. **Send: Choose who sees the sign-off, 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 approve with a slide or e-sign on the page.** — Use Slide-to-Approve for a quick yes, or a full e-signature when it must be formal. Set who must sign and see progress on the block.

## Add more to every sign-off.

Embed Figma boards, Vimeo and Loom walkthroughs next to the work. Publish it all on your studio's own domain.

### Embed what you already use

Figma boards, Vimeo and Loom walkthroughs, live on the page.

### Talk on the page

Pin a video or voice note next to the work, 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 sign-off 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 sign-offs.

Slide-to-approve or e-signature, several approvers, comments on the work, changes after approval and signature validity for your sign-offs.

### Slide to approve or e-signature: which should I use?

Slide-to-Approve is a quick, lightweight confirmation. Use an e-signature, typed, drawn or uploaded, when the approval must be formal.

### Can several people approve?

Yes. Set how many signatures are required and, if you want, who must sign. The block shows progress, such as 2 of 3 signed, and you are notified at each signature.

### Can my client comment on a specific part?

Yes. Signed-in viewers select text to quote it into the chat, or reply to a video, voice or text bubble pinned on the page. Comment on selection works on desktop.

### What if the work changes after approval?

Each signature records a fingerprint of the document. If it no longer matches, the block shows Changed since signing, and version history keeps the version they approved.

### Is the e-signature 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.

### Can I show film and full-size images?

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.

### 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.

> “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 sign-off.

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.
- [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.
- [Marketing](https://formlio.com/industries/marketing): For marketing agencies. Send campaign proposals, retainer proposals and statements of work as pages clients open anywhere, in your agency'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.
