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.

About Formlio

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.

Pricing

Free Version:
Free Version available.

Integrations

No integrations listed.

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Company Information

Formlio
Founded: 2025
France
formlio.com

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Product Details

Platforms Supported
Cloud
Training
In Person
Support
Online

Formlio Frequently Asked Questions

Q: What kinds of users and organization types does Formlio work with?
Q: What languages does Formlio support in their product?
Q: What type of training does Formlio provide?

Formlio Product Features

Proposal Management

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