+
+

Related Products

  • Expedience Software
    34 Ratings
    Visit Website
  • Canopy
    1,025 Ratings
    Visit Website
  • Pylon
    33 Ratings
    Visit Website
  • Titan
    376 Ratings
    Visit Website
  • Soraban
    6 Ratings
    Visit Website
  • LeaseAccounting.app
    Visit Website
  • Nasdaq Boardvantage
    302 Ratings
    Visit Website
  • Jotform
    8,632 Ratings
    Visit Website
  • NewOrg
    120 Ratings
    Visit Website
  • ContractSafe
    319 Ratings
    Visit Website

About

Formlio is a no-code proposal platform that helps teams create interactive, responsive web proposals instead of static PDFs. Users can build polished client-facing documents from professionally designed templates and reusable content blocks, including sections for text, visuals, videos, portfolios, case studies, testimonials, timelines, process, FAQs, pricing, graphs, approvals, and e-signatures. Formlio makes it easier to present scope, packages, pricing, optional add-ons, timelines, deliverables, and proof of work in one engaging proposal. Interactive quoting lets prospects explore options and see totals update in real time, while built-in approvals and e-signatures help move the deal forward inside the document. After sending a proposal, teams can track engagement with proposal analytics, including views, time spent, approvals, and client activity. Formlio is designed to help service businesses save time, present their work better, reduce back-and-forth, and win more clients.

About

Privia is the government contractor’s go-to solution for developing high-quality, stand-out proposals faster and easier. What makes Privia unique? Privia is designed specifically for the proposal team; to facilitate the process workflow, synchronize the teams assignments and deadlines, and empower team collaboration. Over 10,000 users from small, mid-size, and enterprise organizations leverage Privia every day to improve productivity, save time and deliver the proposal quality today's evaluator's demand for the win.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Creative agencies, design studios, freelancers, web and app agencies, branding teams, architects, interior designers, video and photo production teams, event and experiential companies, consultants, founders, project managers, and service businesses that create custom proposals, quotes, or client-facing documents.

Audience

Over 10,000 users from small, mid-size, and enterprise organizations leverage Privia every day to improve productivity, save time and deliver the proposal quality today's evaluator's demand for the win.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

15
Formlio offers a free plan that includes the core features needed to create and publish interactive proposals. Paid plans start at $15/month/user and increase based on the number of published documents and advanced usage needs. All plans include unlimited team members on the free plan, with paid plans charged per user. Users can start for free, create their first proposals, and upgrade when they need more publishing capacity.
Free Version
Free Trial

Pricing

No information available.
Whether you are an enterprise organization or a small business the best work flows out of a collaborative environment.
Large Enterprise Organizations:
Available On-Premise, in the Cloud or Government Cloud.
Access: Platform or Web for Windows, macOS, Smart Phones and Tablets.
Includes: Import Opportunities Toolbar, Pipeline and Opportunity Management, Enterprise Document Management, Standardized Templates, Workflow, Search and Reuse, Real-time Review Collaboration, and Reporting.

Small Business Organizations:
Available in the Cloud.
Access: Platform or Web for Windows, macOS, Smart Phones and Tablets.
Includes: Import Opportunities Toolbar, Pipeline and Opportunity Management, Enterprise Document Management, Standardized Templates, Assignments and Dynamic Calendaring, Search and Reuse, Secure, Real-time Review Collaboration.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Formlio
Founded: 2025
France
formlio.com

Company Information

Privia
Founded: 2011
United States
www.privia.com

Alternatives

Alternatives

RFP360.ai

RFP360.ai

RFP360.AI
Lancelot

Lancelot

MarketBranch
ProposalPad.com

ProposalPad.com

ProposalPad

Categories

Categories

Proposal Management Features

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
Requirements Management
Revision Management
RFP Management
Task Management
Templates
Version Control

Proposal Management Features

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
Requirements Management
Revision Management
RFP Management
Task Management
Templates
Version Control

Integrations

GovWin IQ
Microsoft 365
Salesforce
Sugar Connect

Integrations

GovWin IQ
Microsoft 365
Salesforce
Sugar Connect
Claim Formlio and update features and information
Claim Formlio and update features and information
Claim Privia and update features and information
Claim Privia and update features and information