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Average Ratings 1 Rating
Description
Formlio is a no-code platform that revolutionizes the proposal process by enabling teams to create dynamic, web-based proposals rather than relying on traditional static PDFs. Users have the ability to assemble sleek, client-ready documents using a variety of professional templates and customizable content blocks, which encompass elements like text, images, videos, portfolios, case studies, testimonials, timelines, processes, FAQs, pricing, charts, approvals, and electronic signatures.
With Formlio, presenting essential details such as project scope, service packages, pricing options, optional add-ons, timelines, deliverables, and evidence of work becomes a more engaging experience for potential clients. The platform features interactive quoting that allows prospects to examine choices and witness real-time total updates, while integrated approval systems and e-signatures facilitate the progression of deals directly within the proposal.
Once a proposal is dispatched, teams benefit from comprehensive proposal analytics to monitor engagement metrics, including the number of views, the duration of time spent on the proposal, approval statuses, and client interactions. Essentially, Formlio aims to empower service-oriented businesses to save valuable time, enhance the quality of their presentations, minimize unnecessary communication, and ultimately attract a greater number of clients. By streamlining the proposal process, Formlio supports teams in focusing on what truly matters—building relationships and closing deals.
Description
SmartDocs, developed by 36Software, is a cutting-edge application that converts Microsoft Word into a streamlined content management system. It is designed for a variety of writing tasks, including technical manuals, proposals, contracts, medical documentation, and audit reports, enabling users to enhance efficiency and produce superior content while reducing costs. The software boasts a range of advanced features, including reusable snippets, dynamic variables, document snapshots, an intuitive interface, content mapping, and status alerts, among others. Available in three distinct editions—Professional, Express, and Desktop—SmartDocs is adaptable and can scale according to the diverse needs of different teams. Additionally, it empowers users to collaborate more effectively and manage their content with greater ease.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Microsoft Excel
No
Microsoft SharePoint
No
Microsoft Word
No
Integrations
Microsoft Excel
Yes
Microsoft SharePoint
Yes
Microsoft Word
Yes
Pricing Details
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 Trial
No
Free Version
No
Pricing Details
Professional - $695 per user per year
Express - $395 per user per year
Desktop - $395 per user per year
Express - $395 per user per year
Desktop - $395 per user per year
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Formlio
Founded
2025
Country
France
Website
formlio.com
Vendor Details
Company Name
36Software
Founded
2009
Country
United States
Website
36software.com
Product Features
Proposal Management
Automatic Formatting
Yes
Calendar Management
No
Collaboration
Yes
Contact Management
No
Content Repository
No
Document Management
No
Electronic Signature
Yes
Knowledge Library
No
Pipeline Management
No
RFP Management
No
Requirements Management
No
Revision Management
No
Task Management
No
Templates
Yes
Version Control
Yes
Product Features
Content Management
Audio Content
Yes
Customizable Templates
Yes
Document Indexing
Yes
E-forms
Yes
Full Text Search
Yes
Image Editor
Yes
SEO Management
No
Text Editor
Yes
Version Control
Yes
Video Content
Yes
Website Management
Yes
Proposal Management
Automatic Formatting
No
Calendar Management
No
Collaboration
Yes
Contact Management
No
Content Repository
Yes
Document Management
No
Electronic Signature
No
Knowledge Library
No
Pipeline Management
No
RFP Management
Yes
Requirements Management
No
Revision Management
Yes
Task Management
No
Templates
Yes
Version Control
Yes