# Flowcase Reviews **Vendor:** Flowcase **Category:** [Proposal Software](https://www.g2.com/categories/proposal) **Average Rating:** 4.6/5.0 **Total Reviews:** 26 ## About Flowcase Flowcase is the system of record for people and project experience at professional services firms. It helps proposal teams centralize CVs, resumes, project descriptions, and credentials in one structured, searchable platform so they can respond to bids faster and with stronger content. Most firms manage this information across SharePoint folders, Word documents, HR systems, and old proposal files. Proposal teams end up spending hours hunting for the right resumes, chasing consultants for updates, and reformatting content under tight deadlines. Flowcase replaces that process. The platform is built for enterprise consulting and engineering firms, particularly in AEC (Architecture, Engineering, Construction), IT consulting, and management consulting, where winning work depends on demonstrating the right people and project experience in every proposal. Key Features & Benefits: - Centralized experience data: Flowcase brings employee CVs, project descriptions, certifications, and skills into one structured system. No more digging through SharePoint or outdated proposal files. - Tailored content per bid: Teams can customize resumes and project sheets for a specific RFP without altering the master record. This means every proposal gets tailored content while the source data stays clean. - Employee self-service: Consultants and engineers update their own profiles directly, keeping information current without creating bottlenecks for proposal or HR teams. - Powerful expertise search: Quickly find the right people and projects across the firm based on skills, certifications, project history, or sector experience. Especially valuable after acquisitions or across multi-office organizations. - Brand-consistent output: Templates ensure every resume and project sheet looks professional and on-brand, no matter who assembles the proposal. - Enterprise integrations: Flowcase connects with HR platforms (Workday), CRM systems (Salesforce), and ERP tools (Deltek, Maconomy) through an open API. Why Flowcase? Flowcase is used by firms like Sweco, Ramboll, WSP, Capgemini, and EY to manage expertise across thousands of employees and dozens of offices. Customers consistently report faster proposal creation, easier resume management, more professional submissions, and better visibility into expertise across the organization. With Flowcase, proposal teams spend less time on admin and more time building bids that win. ## Flowcase Pros & Cons **What users like:** - Users find Flowcase **exceptionally user-friendly** , facilitating easy management of CVs and enhancing overall document handling. (5 reviews) - Users find Flowcase's **intuitive interface** to be highly user-friendly, enhancing document management and overall efficiency. (3 reviews) - Users appreciate the **easy integrations** of Flowcase, fostering a seamless experience with other tools and functionalities. (2 reviews) - Users commend Flowcase for its **intuitive interface and powerful automation** , significantly improving document management efficiency. (2 reviews) - Users find the **intuitive AI technology** in Flowcase makes their experience simpler and more enjoyable. (1 reviews) - Artificial Intelligence (1 reviews) - Automation (1 reviews) - Consistency in Responses (1 reviews) - Content Management (1 reviews) - Users rave about the **responsive and knowledgeable customer support** of Flowcase, enhancing their overall experience and efficiency. (1 reviews) **What users dislike:** - Users find the **difficult learning** curve challenging, particularly with initial advanced functions setup in Flowcase. (1 reviews) - Users find the **initial usage difficulty** challenging due to the complexity of advanced functions in Flowcase. (1 reviews) - Users mention potential **integration issues** with external tools, impacting connectivity and system functionality. (1 reviews) - Users note the challenge of **limited customization** , as the program can't be fully tailored for everyone. (1 reviews) - Users note **limited template flexibility** initially, but improvements and communication with Flowcase have enhanced their experience. (1 reviews) - Poor Integration (1 reviews) - Steep Learning Curve (1 reviews) - System Limitations (1 reviews) - [View Flowcase pricing details and edition comparison](https://www.g2.com/products/flowcase/reviews?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-05-29+15%3A17%3A02+-0500&secure%5Bsession_id%5D=97ad169f-0c2a-4de3-bcea-88c58a81fd72&secure%5Btoken%5D=09d8344013d4d0a1f30e5a893fde52a908e82fa59db7be57a7787fc32ceee01c&format=llm_user) ## Flowcase Features **Document Creation** - Customizability: Variables and Fields - Template Creation and Flexibility - Rich Media - Online Document Creation - PDF Creation - Custom Branding **RFP Generation** - Templates - RFX - Versioning - Questions Library **Workflow** - Document Builder Interface - Collaborative Creation - Assembly and Approval Workflows **RFP Distribution** - Tracking - Analysis - Selection **Analytics** - Engagement Tracking - Proposal Effectiveness Reporting - Reporting and Dashboards **Submissions** - Collaboration - Knowledge Base - Review - Reporting **Administration and Platform** - User, Role, and Access Management - Alerts and Notifications - CRM Integration - E-Signature Integration - CPQ Integration - API / Integrations **RFP Response** - Project Management - Content Library - Access - Automation - Export - Import **Generative AI** - AI Text Generation **Agentic AI - RFP** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration ## Top Flowcase Alternatives - [Loopio](https://www.g2.com/products/loopio/reviews) - 4.6/5.0 (803 reviews) - [Responsive, formerly RFPIO](https://www.g2.com/products/responsive-formerly-rfpio/reviews) - 4.5/5.0 (1,275 reviews) - [Conga Composer](https://www.g2.com/products/conga-composer/reviews) - 4.4/5.0 (834 reviews)