Flowcase Features

Define fields to pull in dynamic information. This feature was mentioned in 22 Flowcase reviews.

Based on 22 Flowcase reviews. Easily assemble custom fields and variables into reusable templates to automate the proposal creation process.

How well the platform supports images, audio, and video in proposals. 18 reviewers of Flowcase have provided feedback on this feature.

Based on 20 Flowcase reviews. Create adaptive online documents for view via browser or mobile device.

Create attractive PDF versions of proposals. This feature was mentioned in 21 Flowcase reviews.

Brand proposals and the application's portal with your company's logos and branding. 19 reviewers of Flowcase have provided feedback on this feature.

Based on 19 Flowcase reviews. Easily search for and add elements to a proposal.

Based on 21 Flowcase reviews. Multiple users can edit a single document.

Automate workflows by routing documents to the correct individuals for adding content and approval. 20 reviewers of Flowcase have provided feedback on this feature.

Track who is looking at proposals and how often or for how long. 17 reviewers of Flowcase have provided feedback on this feature.

Find out which pieces of content are performing best. This feature was mentioned in 19 Flowcase reviews.

As reported in 19 Flowcase reviews. Access pre-built and custom reports and dashboards on proposal volume and acceptance.

Based on 20 Flowcase reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Program in-app and email notifications for approval milestones or actions. 19 reviewers of Flowcase have provided feedback on this feature.

Push and pull data from CRM to build proposals and update statuses with clients. 17 reviewers of Flowcase have provided feedback on this feature.

Based on 16 Flowcase reviews. Couple accepting proposals and signing contracts together in one workflow.

Push and pull data from quote applications to build proposals. This feature was mentioned in 16 Flowcase reviews.

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. 19 reviewers of Flowcase have provided feedback on this feature.

Provide standard templates for different types of RFPs

Support other types of requests such as RFB/RFI/RFQ

Track versions of RFP documents and related changes

Maintain a library of questions that can be reused

Track submissions from multiple vendors and suppliers

Compare submissions and score suppliers

Choose the best submission for an RFP

Allow multiple users to collaborate on submissions

Maintain a repository or library of content and documents that can be reused

RFPs can be reviewed by managers before submission

Create real-time reports to compare data trends across processes, RFPs, vendors or profiles

Tracks the progress of any RFP in real time and set milestones to improve efficiency

Updates, organizes, and stores content of a project

Assign users, roles, and manage access in order to set tasks and leave comments

Automate repetitive and manual tasks, such as auto-filling answers and auto-responses

Export files or spreadsheets with the ability to format and accomidate images

Upload files or spreadsheets from multiple sources

As reported in 13 Flowcase reviews. Allows users to generate text based on a text prompt.

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases