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The AI document platform for business

Your business documents.Smarter.

Create. Sign. Send. All in one place.

Formao brings document creation, proposals, signatures, customers and workflows together — with an AI layer that helps you work faster and smarter.

Start freeSee the product
  • No credit card
  • Hebrew & English
  • Web, mobile and desktop
app.formao.ai

Your business's entire document workflow — in one system

  • Documents
  • Proposals
  • Signatures
  • Customers
  • AI
  • Automations
  • Reports

Formao AI

Just write what you need

Instead of starting every document from scratch, tell Formao what you need. The AI drafts it, fills in the details and gets the document ready for what comes next.

  • Locked clauses are never changed by the AI
  • Every value the AI fills in is marked for you to review
  • Ask any document: a summary, amounts, dates, gaps
Try Formao AI

What shall we create today?

Create a monthly service agreement for ₪4,500, starting November 1

  1. 1.Understands the requestService agreement · ₪4,500/mo · from Nov 1
  2. 2.Builds it from the right templateTemplate: Monthly services agreement
  3. 3.Completes the customer detailsABC Technologies Ltd. · Co. 516284731
  4. 4.Suggests missing clauses+ Confidentiality + Limitation of liability
  5. 5.Prepares it for sending and signature2 signers · signature places marked

Your draft is ready for review

Send for signature

One flow, end to end

From idea to signed document — without leaving Formao

  1. 1CreateFrom a template, an existing file or an AI request — a draft in a minute.
  2. 2SendA personal link for each recipient, with a message, an expiry and code verification.
  3. 3ViewSee who opened the document, when, and on which device.
  4. 4SignSigning on any device, in the order you set.
  5. 5CompleteA sealed copy with a signing certificate — for every party.

E-signatures

Signatures you don't have to chase

Send a document for signature, see who opened it, who signed and who is still pending — and send a reminder in one click.

  • Sign on any deviceNo app and no account — one link by email.
  • Multiple signersEach signer gets their own places in the document.
  • Signing orderThe next signer gets it only when the previous one is done.
  • RemindersAutomatic reminders, or in one click.
  • Audit trailEvery send, view, verification and signature — recorded.
  • Automatic final documentA sealed copy with a signing certificate.

Signature request

Service agreement — ABC Technologies

Awaiting signature

  1. Sent

    09:12

  2. Viewed

    09:40

  3. Awaiting signature

  4. Signed

Email code verificationReminder every 3 days
Send reminder
U

Urban Studio

Digital design & development

Proposal

#1042

To: ABC Technologies Ltd.

Valid for 30 days

DescriptionQtyTotal
Strategy & discovery1₪2,800
Interface design (UI/UX)1₪4,600
Development & rollout1₪5,700
Returning customer discount
−₪650
VAT 18%
₪2,241

Total before VAT

₪12,450

Request changesAccept proposal

Proposals

Proposals that actually sell

On-brand proposals with a pricing table, VAT and discounts — and the customer approves in one click. You see when it was opened and what they answered.

  • Professional design in your brand colors
  • Products and services, one-time or monthly
  • VAT and discounts calculated for you
  • Digital customer approval in one click
  • Responses: accept, decline, request changes or ask
  • Tracking when the proposal is opened

Dashboard

Everything happening in your business, at a glance

Live numbers: what was created, what is awaiting signature, which proposals were opened — and what needs your attention today.

Documents created (30 days)

128+12%

Awaiting signature

7

Completed signatures

54+8

Proposals sent

31

Proposal acceptance

68%+5%

Contracts expiring this year

9

Activity

Last 14 days

DocumentsSignatures

Needs your attention

  • Supplier agreement — LogicViewed, not yet signed
  • Proposal #1038 — Sea TowersExpires in 3 days
  • Lease — City Offices2 missing fields
  • Framework agreement — NovaAwaiting approval before sending

Search

Find any document in seconds

Search by customer, content, amount, date, document type or status — or just ask in your own words. The AI understands what you mean.

Danny Cohen's agreement

Found 2 documents for Danny Cohen

  • Service agreement — Danny CohenUpdated 3 days agoSigned
  • Price appendix — Danny CohenDraftDraft
  • Search by:
  • Customer
  • Content
  • Amount
  • Date
  • Document type
  • Status

Templates

Every document starts from a good template

Templates with variables that fill themselves in and locked clauses nobody changes by mistake — so every document comes out right, in your brand.

  • Service agreement

    {{customer_name}}{{monthly_price}}

    2 locked clauses

  • NDA

    {{other_party}}{{term}}

    3 locked clauses

  • Proposal

    {{items}}{{valid_until}}

    1 locked clause

  • Employment contract

    {{employee_name}}{{start_date}}

    4 locked clauses

  • Authorization form

    {{authorized}}{{scope}}

    1 locked clause

  • Supplier agreement

    {{supplier_name}}{{payment_terms}}

    2 locked clauses

  • Lease agreement

    {{property_address}}{{monthly_rent}}

    3 locked clauses

  • Your own documentFrom scratch, from a file or by asking the AI
Dynamic variablesCustomer name, company number and address come from the customer record — amounts and dates from your request.
Locked clausesLegal clauses stay exactly as you approved them — AI included.
Import an existing contractUpload a PDF or Word file and the AI turns it into a template with variables.

Automations

Your documents keep working when you don't

Formao is a workflow system, not just a document editor: reminders, approvals, signed copies and notifications happen on their own — while you work on the next thing.

  • WHEN

    When every party has signed

    A sealed signed copy goes to everyone

  • WHEN

    When a document awaits signature

    An automatic reminder every few days

  • WHEN

    When a customer responds to a proposal

    An instant notification — on mobile too

  • WHEN

    When an agreement exceeds your threshold

    Manager approval before sending

  • WHEN

    When a contract nears its end

    It shows up on the dashboard for renewal

  • WHEN

    On any document event

    A webhook to your systems

Teamwork

Built for teams, not just one person

Invite your team, decide who can do what, and work on the same documents together — with comments, mentions and a full activity timeline.

  • The whole team in one system
  • Roles and permissions
  • Shared templates
  • An activity timeline per document
  • Internal comments and mentions
  • Clear ownership of every document

Team

  • DLDana LeviOwner
  • RARon AlonAdmin
  • MKMichal KatzEditor
  • YBYoav BarSender

Document activity

  1. Yoav sent it for signature to ABC Technologies

    4 min ago

  2. Ron approved the agreement for sending

    18 min ago

  3. Michal updated the pricing table

    35 min ago

MK

Michal Katz · Internal note

@Ron can we approve the discount clause? The customer asked for 5%.

Security & privacy

Your documents are our business

Formao was built from day one with full isolation between organizations, precise permissions and a record of every action.

  • Encryption in transit

    All traffic to and from Formao is encrypted with HTTPS/TLS.

  • Encrypted signatures & keys

    Saved signatures and access keys are stored encrypted with AES-256.

  • Full isolation between organizations

    Separation enforced in the database (row-level security) — not just in code.

  • Role-based permissions

    Owner, admin, editor, sender, viewer — or custom permissions.

  • Audit log

    Every action is recorded in a log that cannot be edited or deleted.

  • Two-step verification

    A code from an authenticator app at every sign-in.

  • Sealed signed documents

    A SHA-256 fingerprint and a signing certificate for every completed document.

  • Secure links

    Password, expiry, revocation and view tracking for every link.

AI under your control. Locked clauses never change, AI edits are marked for review, and sending or stamping a saved signature needs a person’s approval — by the policy you set.

Privacy policy

Integrations

Formao connects to the tools you already use

An open API, webhooks for every event and an MCP server for AI agents — so Formao fits into your CRM, your accounting and any other system you run.

  • REST APIFor every action
  • WebhooksEvery event, signed
  • AI agents (MCP)Built-in MCP server
  • Automation platformsZapier-style
  • CRMThrough API & webhooks
  • AccountingThrough API & webhooks
  • EmailSMTP or an email service
  • Cloud storageThrough API & webhooks
webhook · signature.completedOpen API for developers
POST https://your-crm.example/hooks/formao
X-Formao-Signature: …

{
  "type": "signature.completed",
  "created_at": "2026-10-04T10:05:12Z",
  "resource": {
    "type": "signature_request",
    "name": "Service agreement — ABC"
  },
  "actor": { "type": "signer", "name": "Dana Levi" }
}

Formao for desktop

View and sign PDFs — right on your computer

A light app for Mac and Windows: open a PDF, read it in a clean viewer, add your signature and save a signed copy.

  • Stays on your computerSignatures are written into the file on your computer — nothing is uploaded.
  • No account, no internetOpen, read and sign PDFs even when you’re offline.
  • Connected to FormaoWith an account: your organization’s documents and saved signatures, on your computer.
  • Updates itselfNew versions install with a click, from inside the app.
Download for MacDownload for Windows

macOS 11 or later · Windows 10 and 11 · More about Formao for desktop

Pricing

A plan for every stage

Start free and upgrade as you grow.

14-day free trial · No credit card

Starter

For freelancers and small businesses

Pricing coming soon

  • Documents and proposals
  • E-signatures
  • Ready-made templates
  • AI document creation
  • Mobile and desktop apps, document scanning
Start free
Most popular

Professional

For teams that sell and send a lot

Pricing coming soon

  • Everything in Starter
  • Team, roles and permissions
  • Full branding for documents and emails
  • Reminders, approvals and view tracking
  • Newsletters to customers
  • Smart search and questions on documents
Start free

Business

For organizations with advanced needs

Pricing coming soon

  • Everything in Professional
  • API, webhooks and MCP
  • AI policies and custom permissions
  • Full audit log
  • Onboarding support
Talk to us

Your next document could be ready in a minute.

Create, send, sign and manage all your business documents in one place.

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