forma
Thoughtful tools for independent work

Everything you need to send a polished document

From the first line item to the final PDF, Forma keeps the paperwork around your work easy to follow.

01

Invoices that are ready to send

Add a client, describe the work, set dates and terms, then download a clean PDF from your browser.

02

Quotations that move work forward

Prepare a clear quotation, then carry its details straight into an invoice when you’re ready.

03

PDFs with your business details

Add your business name, contact details and logo. Forma uses those settings for new documents.

04

Totals you can follow

Quantities, unit prices, discounts and tax are calculated clearly, with tax applied after discount.

05

A client list that remembers

Keep contact names, company details and billing addresses in this browser for your next document.

06

A workspace that stays yours

Documents and settings are saved locally in this browser. Forma does not sync them to a server.

Inside the workspace

See the details before you start.

These screens show the real workspace with clearly marked sample records.

Forma overview with sample invoices, quotations, and the browser-local storage notice
A calm overview of your recent workSample workspace · Illustrative data
Invoice list with sample document badges and action controls
Invoices at a glanceSample records
Invoice editor with a live document preview and sample record label
A live document previewSample document
Quotation list with sample documents and invoice conversion action
Quotations that carry forwardSample records
Quotation editor with a live quote preview and sample record label
A clear project quoteSample quotation
Client directory showing illustrative sample clients
Keep client details closeSample clients
Business settings with sample company defaults
Your business defaultsSample settings
Forma overview on a mobile screen with sample records
Made to travel with youMobile workspace

Try it with your next document.

Get early access ↗