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What is SuperOkay?

By utilizing an aesthetically pleasing interface, you can craft a remarkable experience for your clients. Efficiently handle client inquiries, dispatch briefs and proposals, and secure client approvals all from one location. Seamlessly integrate all your preferred applications within the same interface, eliminating the need for constant app switching. Your intelligent documents will be easily accessible through this singular platform, where you can store all client content requests, briefs, proposals, Statements of Work (SoWs), status updates, approval requests, and more. Each document can include actionable items, ensuring clients see a summary of the tasks they need to complete. This approach not only helps clients meet their deadlines but also allows them to utilize the applications you already have in place. Whether it’s Figma prototypes, Airtable bases, or Trello boards, everything can be included. Additionally, you can incorporate client testimonials into your case studies and repurpose them in any proposal, enhancing your credibility and appeal. This streamlined process empowers you to maintain organization and professionalism in all client interactions.

What is Formlio?

Formlio transforms the proposal creation landscape by providing a no-code platform that allows teams to craft dynamic, web-based proposals instead of sticking with conventional static PDFs. Users can design polished, client-ready documents by utilizing a range of professional templates alongside customizable content blocks, which include various components like text, images, videos, portfolios, case studies, testimonials, timelines, processes, FAQs, pricing details, charts, approvals, and e-signatures. With the capabilities of Formlio, conveying crucial information about project scope, service packages, pricing alternatives, optional add-ons, timelines, deliverables, and proof of work becomes a more captivating experience for prospective clients. The platform also offers interactive quoting, enabling prospects to explore options and see real-time updates on totals, while integrated approval systems and e-signatures streamline deal progression directly within the proposal itself. After sending out a proposal, teams can take advantage of extensive proposal analytics that track engagement metrics such as the number of views, how long clients spend on the proposal, approval statuses, and interactions. Ultimately, Formlio seeks to empower service-oriented businesses to conserve valuable time, improve the quality of their presentations, reduce unnecessary back-and-forth communication, and attract more clients. By optimizing the proposal process, Formlio allows teams to concentrate on what is truly important—cultivating relationships and finalizing deals, ensuring that their efforts lead to meaningful outcomes.

Media

Media

No images available

Integrations Supported

Airtable
Canva
Dropbox
Figma
Google Drive
Trello

Integrations Supported

Airtable
Canva
Dropbox
Figma
Google Drive
Trello

API Availability

Has API

API Availability

Has API

Pricing Information

$9 per month
Billed monthly or annually
Free Version
Free Trial Offered?

Pricing Information

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 Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

SuperOkay

Company Location

United Kingdom

Company Website

superokay.com

Company Facts

Organization Name

Formlio

Date Founded

2025

Company Location

France

Company Website

formlio.com

Categories and Features

Dashboard

Annotations
Data Source Integrations
Functions / Calculations
Interactive
KPIs
OLAP
Private Dashboards
Public Dashboards
Scorecards
Themes
Visual Analytics
Widgets

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

File Sharing

Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control
Workflow Management

Categories and Features

Proposal Management

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

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