Introduction to Forma
Forma is a freelance management software designed specifically for creatives, studios, and agencies. It streamlines the entire client workflow from proposal to payment, offering a single, unified platform that eliminates the need for multiple tools. The product follows the natural process of how creative studios operate: write a proposal, get it signed, generate a contract, and invoice your client — all in one flow. With features like digital signatures, auto-generated contracts, and automatic line items in invoices, Forma helps users reduce friction and improve efficiency.
The tool also emphasizes fair and predictable pricing, ensuring no surprise overages. Users can start with a free plan and upgrade as needed. Whether you're a freelancer, an independent designer, or part of a small studio, Forma provides a complete solution for managing projects, tracking time, and getting paid without the hassle of context switching between apps.
Takeaways
- Streamlined workflow from proposal to payment
- Digital signatures, auto-generated contracts, and automated invoices
- No credit card required to start
- Fair and predictable pricing model
- Built for creatives, not retrofitted from project management or accounting tools
- Integrated client portal with no login required
- Real-time project tracking and team collaboration
- Secure authentication and payment processing
How Forma Works
Forma operates through a five-step workflow:
- Scope – Define the work before it starts with reusable pricing templates and clear project definitions.
- Sign – Clients review and digitally sign proposals using a public link — no accounts or downloads required.
- Track – Monitor active projects, log hours, and manage collaborators within a centralized dashboard.
- Get Paid – Generate invoices directly from approved proposals with auto-filled line items and track payment status.
- Manage – View real-time KPIs, revenue charts, and team activity in one place.
Core Benefits and Applications
| Feature | Benefit |
|---|---|
| Proposal Builder | Create and send professional proposals quickly with templates |
| Digital Signatures | Enable clients to sign proposals directly on a shared link |
| Contract Generation | Automatically create legal contracts from signed proposals |
| Invoice Management | Generate invoices with auto-filled line items and track payment status |
| Client Portal | Provide clients with access to proposals, contracts, and invoices without requiring a login |
| Time Tracking | Log and bill for actual hours spent on projects |
| Team Collaboration | Invite team members, assign roles, and manage project assignments |
| Predictable Pricing | Avoid unexpected charges with hard limits and transparent plans |
| Security & Compliance | Use enterprise-grade infrastructure with secure authentication and payment systems |
