[ Flowcase Reviews ](https://www.g2.com/products/flowcase/reviews) [ Flowcase Reviews ](https://www.g2.com/products/flowcase/reviews) # Flowcase Features ##### ## Document Creation (6) Customizability: Variables and Fields Define fields to pull in dynamic information. Template Creation and Flexibility Easily assemble custom fields and variables into reusable templates to automate the proposal creation process. Rich Media How well the platform supports images, audio, and video in proposals. Online Document Creation Create adaptive online documents for view via browser or mobile device. PDF Creation Create attractive PDF versions of proposals. Custom Branding Brand proposals and the application's portal with your company's logos and branding. Show More ##### ## Workflow (3) Document Builder Interface Easily search for and add elements to a proposal. Collaborative Creation Multiple users can edit a single document. Assembly and Approval Workflows Automate workflows by routing documents to the correct individuals for adding content and approval. Show More ##### ## Analytics (3) Engagement Tracking Track who is looking at proposals and how often or for how long. Proposal Effectiveness Reporting Find out which pieces of content are performing best. Reporting and Dashboards Access pre-built and custom reports and dashboards on proposal volume and acceptance. Show More ##### ## Administration and Platform (6) User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Alerts and Notifications Program in-app and email notifications for approval milestones or actions. CRM Integration Push and pull data from CRM to build proposals and update statuses with clients. E-Signature Integration Couple accepting proposals and signing contracts together in one workflow. CPQ Integration Push and pull data from quote applications to build proposals. API / Integrations Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. Show More ##### ## RFP Generation (4) Templates Provide standard templates for different types of RFPs RFX Support other types of requests such as RFB/RFI/RFQ Versioning Track versions of RFP documents and related changes Questions Library Maintain a library of questions that can be reused Show More ##### ## RFP Distribution (3) Tracking Track submissions from multiple vendors and suppliers Analysis Compare submissions and score suppliers Selection Choose the best submission for an RFP Show More ##### ## Submissions (4) Collaboration Allow multiple users to collaborate on submissions Knowledge Base Maintain a repository or library of content and documents that can be reused Review RFPs can be reviewed by managers before submission Reporting Create real-time reports to compare data trends across processes, RFPs, vendors or profiles Show More ##### ## RFP Response (6) Project Management Tracks the progress of any RFP in real time and set milestones to improve efficiency Content Library Updates, organizes, and stores content of a project Access Assign users, roles, and manage access in order to set tasks and leave comments Automation Automate repetitive and manual tasks, such as auto-filling answers and auto-responses Export Export files or spreadsheets with the ability to format and accomidate images Import Upload files or spreadsheets from multiple sources Show More ##### ## Generative AI (1) AI Text Generation Allows users to generate text based on a text prompt. Show More ##### ## Agentic AI - RFP (3) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Show More ## Top-Rated Alternatives [ ![Loopio](https://images.g2crowd.com/uploads/product/hd_favicon/1487565815/loopio.svg "Loopio") Loopio 4.6/5 (803) ](https://www.g2.com/products/loopio/reviews) [ ![Responsive, formerly RFPIO](https://images.g2crowd.com/uploads/product/hd_favicon/799e832a5413ade138b86c0c7447b06b/responsive-formerly-rfpio.svg "Responsive, formerly RFPIO") Responsive, formerly RFPIO 4.5/5 (1,279) ](https://www.g2.com/products/responsive-formerly-rfpio/reviews) [ ![Conga Composer](https://images.g2crowd.com/uploads/product/hd_favicon/d8671da67dce1a9bd9534611de2a8553/conga-composer.svg "Conga Composer") Conga Composer 4.4/5 (834) ](https://www.g2.com/products/conga-composer/reviews) [ View All Alternatives ](https://www.g2.com/products/flowcase/competitors/alternatives) ##### Categories on G2 [ Proposal ](https://www.g2.com/categories/proposal)[ RFP ](https://www.g2.com/categories/rfp) ##### Explore More [ Which data room platforms have the easiest document management capabilities? ](https://www.g2.com/discussions/which-data-room-platforms-have-the-easiest-document-management-capabilities)[ What are the best enterprise information archiving platforms for capturing and retaining regulatory-compliant email and chat records? ](https://www.g2.com/discussions/what-are-the-best-enterprise-information-archiving-platforms-for-capturing-and-retaining-regulatory-compliant-email-and-chat-records%20)[ What platform provides analytics on alert resolution times? ](https://www.g2.com/discussions/what-platform-provides-analytics-on-alert-resolution-times) [ Best Virtual Data Room Software ](https://www.g2.com/discussions/looking-for-the-best-virtual-data-room-software-in-2025)[ What are the best AWS marketplace tools for cloud cost optimization? ](https://www.g2.com/discussions/what-are-the-best-aws-marketplace-tools-for-cloud-cost-optimization)[ Pros and Cons Details ](https://www.g2.com/products/flowcase/reviews?qs=pros-and-cons) Show More [ Which data room platforms have the easiest document management capabilities? ](https://www.g2.com/discussions/which-data-room-platforms-have-the-easiest-document-management-capabilities)[ What are the best enterprise information archiving platforms for capturing and retaining regulatory-compliant email and chat records? ](https://www.g2.com/discussions/what-are-the-best-enterprise-information-archiving-platforms-for-capturing-and-retaining-regulatory-compliant-email-and-chat-records%20)[ What platform provides analytics on alert resolution times? ](https://www.g2.com/discussions/what-platform-provides-analytics-on-alert-resolution-times) [ Best Virtual Data Room Software ](https://www.g2.com/discussions/looking-for-the-best-virtual-data-room-software-in-2025)[ What are the best AWS marketplace tools for cloud cost optimization? ](https://www.g2.com/discussions/what-are-the-best-aws-marketplace-tools-for-cloud-cost-optimization)[ Pros and Cons Details ](https://www.g2.com/products/flowcase/reviews?qs=pros-and-cons)