From proposal to paid
The freelance management software for creatives and studios. Scope, sign, track, and invoice — one workflow, zero context switching.
Free to start. No credit card required.
A different kind of studio tool
A studio platform built around how creative work actually happens — not how project managers think it should.
Built for creatives
For freelancers, studios, and agencies. Not retrofitted from engineering PM tools or accounting software.
One complete workflow
Proposals, contracts, invoices, time tracking — connected in a single flow. No more juggling five apps.
Fair, predictable pricing
Hard limits, not surprise overages. You always know what you’ll pay. Upgrade when you’re ready, not when we decide.
Everything your studio needs
Define the work before it starts
Build proposals with reusable pricing templates. Set project type, client stage, and scope — values auto-fill so you can send in minutes, not hours.
Proposals
Write, price, and send proposals with a single link. Clients review everything from one clean page.
Templates
Create reusable pricing structures by project type and client stage.
Clients
Manage your client base in one place. Contact info, project history, and linked documents.
Close the deal without the back and forth
Clients review, approve, and digitally sign from a clean public link. No accounts, no downloads, no friction.
Digital Signatures
Draw or type. Full name and position captured. Signed, timestamped, and stored.
Client Portal
One link gives your client access to proposals, contracts, and invoices.
Contracts
Generate contracts from approved proposals. Terms, scope, and signatures in one document.
Know where every project stands
Active projects, logged hours, collaborators assigned. See what’s moving, what’s stuck, and where your time goes.
Projects
Every project linked to a client, a proposal, and a team. Status, dates, scope.
Time Tracking
Log hours by project with date, type, and notes. Bill accurately based on real data.
Collaborators
Add external collaborators, assign them to projects, define roles.
From approved work to paid invoice
Generate invoices directly from approved proposals. Line items auto-filled. Send, track status, follow up — all from one place.
Invoices
Create invoices in seconds. Line items pulled from proposals. Track sent, paid, and overdue.
Expenses
Log project expenses and operational costs. See real profitability.
Document Vault
Every PDF, contract, invoice, and upload — stored and organized by client.
See the full picture
Revenue, active work, pending actions — your studio’s pulse in one dashboard.
Dashboard
Real-time KPIs, revenue charts, pending actions. Everything you need to start your day.
Team
Invite members to your workspace. Assign roles — owner, admin, or member.
Settings
Workspace branding, currency, timezone, payment details. Set it once, auto-fill everywhere.
Built on infrastructure you can trust
Every layer of Forma runs on battle-tested, enterprise-grade services.
Secure authentication
Powered by Clerk. SOC 2 compliant, multi-factor authentication, and session management built in.
Safe payments
All billing handled by Stripe. PCI DSS Level 1 certified. Your payment data never touches our servers.
Protected data
PostgreSQL on Neon with encrypted connections. Files stored on Cloudflare R2 with edge delivery. Hosted on Vercel's global edge network.
Predictable pricing. No surprises
Hard limits, not automatic overages. When you hit a limit, we tell you — we don't charge you more.
Free
For getting started.
- 1 client
- 3 proposals per month
- 3 invoices per month
- 5 projects
- 50 files · 500MB storage
- 10 PDF exports per month
- 30 emails per month
- 1 team member
Premium
For growing studios.
- 5 clients
- 10 proposals per month
- 15 invoices per month
- 50 projects
- 1,000 files · 10GB storage
- 150 PDF exports per month
- 500 emails per month
- 5 team members
- Digital signatures
- 10 collaborators
Pro
For established teams.
- Unlimited clients
- Unlimited proposals
- Unlimited invoices
- Unlimited projects
- 10,000 files · 100GB storage
- 3,000 PDF exports per month
- 5,000 emails per month
- 20 team members
- Digital signatures
- Unlimited collaborators
Questions & answers
Is there a free trial?
The Free plan works as a natural trial. Manage one client end-to-end — proposals, contracts, invoices — at no cost. No time limit.
Can I upgrade later?
Yes, upgrade from Settings. Your data is always preserved.
Do I need a credit card to start?
No. The Free plan requires no payment information.
Who is Forma for?
Freelancers, independent designers, developers, consultants, and small studios who want one tool for the full client workflow — from proposal to payment.
What payment methods do you accept?
All major credit cards through Stripe.
Your studio deserves better tools
Free forever. Upgrade when you grow. No credit card required.
