Frequently asked questions

Starter is free and includes invoices, quotations, a client directory, business details, PDF downloads, and document history.

Add your business and client details, enter the work and payment terms, review the totals, then download the invoice as a PDF.

Yes. Create a quotation with the client, line items, and terms, then download it as a PDF.

Yes. Open a saved document in the workspace, make your changes, and download an updated PDF.

Forma prepares invoice and quotation PDFs in your browser and downloads them to your device.

Choose from the currencies shown in the document editor. The selected currency is used for the totals and PDF.

Yes. Enter a tax rate in the editor. Forma calculates tax from the discounted subtotal and shows the result in the total.

Yes. Add a percentage discount to a document; the summary shows the discounted amount before tax.

The workspace can keep client details in browser storage on the device where you use it.

Yes. Upload a supported image in business settings and Forma includes it on newly generated documents.

Workspace documents and settings are stored locally in your browser and do not sync to another device.

You can download the PDFs you create. Keep separate copies of important workspace information because clearing browser data can remove local records.

The public site provides sign-up and sign-in flows. Those forms do not create or authenticate an account.

Enter an email address and password to view the sign-in confirmation state. No account session is created and the workspace does not open.

Visit the Features page for an overview and workspace screenshots. Professional plan features marked as planned are not available in the current workspace.