+
+

Related Products

  • Expedience Software
    34 Ratings
    Visit Website
  • Pylon
    33 Ratings
    Visit Website
  • Canopy
    1,025 Ratings
    Visit Website
  • Soraban
    6 Ratings
    Visit Website
  • LeaseAccounting.app
    Visit Website
  • Titan
    376 Ratings
    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

A productivity suite built for you. We understand the hassle behind the hustle. That's why we make it easier to handle the difficult things so you can spend more time doing what you love most. Get stuff done easier and faster so you can spend less time managing your business and more time on what you do best. Record, report, and get paid for your time—all at the same time. Send lawyer-vetted contracts to your clients in minutes. Keep all your work files in one place and easily share them with your clients. Manage tasks simply and stay organized so you can focus on what's important. Managing your time is one thing. Managing expectations is another. Our tools help ease the challenges that come with keeping your clients up-to-date and informed. Start new client relationships on the right foot with a flexible proposal and estimate builder. Organize and add clients to your customer database to keep track of important details.

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

Freelancers, independent contractors, and small businesses that need an all-in-one business management worksuite

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
Free Version
Free Trial

Pricing

$16 per month
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

Tispr
Founded: 2018
United States
www.tispr.com

Alternatives

Alternatives

Lancelot

Lancelot

MarketBranch

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

Business Management Features

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

Integrations

No info available.

Integrations

No info available.
Claim Formlio and update features and information
Claim Formlio and update features and information
Claim Tispr and update features and information
Claim Tispr and update features and information