--- title: Flowcase Reviews meta_title: 'Flowcase Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 26 reviews by the users' company size, role or industry to find out how Flowcase works for a business like yours. aggregate_rating: rating_value: 4.6 review_count: 26 scale: '5' date_modified: '2026-07-21' parent_category: name: Quote Management url: https://www.g2.com/categories/quote-management --- # 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 No more digging through SharePoint or outdated proposal files.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 appreciate the **intuitive and user-friendly design** of Flowcase, making CV management simple and efficient. (3 reviews) - Users find Flowcase's **intuitive interface** enhances their experience, making document management seamless and efficient. (2 reviews) - Users find the **AI technology** in Flowcase enhances usability, making tasks simpler and more efficient. (1 reviews) - Users love the **intuitive user interface** enhanced by AI, simplifying their experience and improving productivity. (1 reviews) - Users praise Flowcase for its **powerful automation tools** that enhance document management and proposal efficiency. (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) - Customization (1 reviews) - Users praise the **intuitive interface and automation tools** in Flowcase, enhancing efficiency in document management. (1 reviews) **What users dislike:** - Users find some **advanced functions hard to set** initially, leading to a challenging learning experience with Flowcase. (1 reviews) - Users find the **initial usage difficulty** challenging due to the complexity of setting advanced functions. (1 reviews) - Users note potential **integration issues** with external tools, impacting overall functionality without extensive testing. (1 reviews) - Users express concern over the **limited customization** of Flowcase, impacting individual user preferences and needs. (1 reviews) - Users note **limited template flexibility** initially, but appreciate the ongoing dialogue that addresses change requests over time. (1 reviews) - Poor Integration (1 reviews) - Steep Learning Curve (1 reviews) - System Limitations (1 reviews) ## Flowcase Reviews ### 1. it was really amazing experience **Rating:** 4.0/5.0 stars **Reviewed by:** Muhammad Ali M. | paralegal, Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2025 **What do you like best about Flowcase?** easy to use for beginners, as if you are a startup , definetly sign up **What do you dislike about Flowcase?** the writing assiatnt can be improved, sometimes its not to the point **What problems is Flowcase solving and how is that benefiting you?** nothing ### 2. Great tool for aliging CVs with project and jobs requests` **Rating:** 4.0/5.0 stars **Reviewed by:** Lazar R. | Business Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** November 25, 2024 **What do you like best about Flowcase?** User inteface - so easy, so intuitive. Also, I liked AI touch to it, makes life that much easier. **What do you dislike about Flowcase?** Not much, it really served my purpose. I'm sure there are some issues with connecting to external tools, but I didn't get the chance to test it. **What problems is Flowcase solving and how is that benefiting you?** Having a perfect resume for getting projects. ### 3. Effective tool to manage CVs **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Renewables & Environment | Small-Business (50 or fewer emp.) **Reviewed Date:** November 22, 2024 **What do you like best about Flowcase?** It's pretty easy to use, I believe the guys from UI worked hard on this. The use with other tools is fluid so to speak, and has many useful functions to personalize CVs and so on. **What do you dislike about Flowcase?** Some advanced functions could be hard to set at the beginning. **What problems is Flowcase solving and how is that benefiting you?** Some problems it could solve is centralizing the management of CVs, automating repetitive taks and enhancing the quality of products; but it's not benefiting me directly, but to some co-workers ### 4. Excellent tool that has become our proposal resource library and transformed the way we work **Rating:** 4.0/5.0 stars **Reviewed by:** Jane P. | Mid-Market (51-1000 emp.) **Reviewed Date:** January 22, 2024 **What do you like best about Flowcase?** The ability to search and filter candidates and having all records in a single location has been very helpful in reducing error and making it easier to find best fit candidates for proposals. Customizable templates/being able to export resumes in our company template has saved a tremendous lot of time. Unlimited project references a huge bonus. Customer support was very friendly and responsive. **What do you dislike about Flowcase?** Search remains a weakness - need AND/OR search and specific text search (such as using "xx") to better filter for appropriate resources. More customization in the project references section would be helpful. Specific links to resource profiles would be useful. **What problems is Flowcase solving and how is that benefiting you?** Single source of truth Updated information Master CV and no versioning Data library Controlled access levels **Official Response from Emily Northway:** > Thank you for sharing your positive experience with CV Partner! We're glad to hear that the ability to search and filter candidates, customizable templates, and unlimited project references have been beneficial for your team. We understand your feedback on the search functionality and customization options, and we'll work on enhancing these features for a better user experience. ### 5. In all a good experience, sometimes a long waiting time for implementation of desired new features. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Civil Engineering | Enterprise (> 1000 emp.) **Reviewed Date:** February 23, 2024 **What do you like best about Flowcase?** Looks good visually, easy to use. Customer support chat is very fast and good. **What do you dislike about Flowcase?** Some features are not intuitive, mostly a problem with how they are exported to templates. Namechanges between system and template. **What problems is Flowcase solving and how is that benefiting you?** Since we had/have a CV system before CV Partner the biggest win is the ability to store references. But the searchability of CV´s is also a big plus. **Official Response from Emily Northway:** > Thank you for taking the time to leave us a review. We are happy to hear you find value in the ease of use and enjoy the search function! Regarding the exporting of templates and name changes, this is something we are currently working on and can assure you it will only improve. Thanks again and please reach out if you have more feedback for us. - [View Flowcase pricing details and edition comparison](https://www.g2.com/products/flowcase/reviews?filters%5Bnps_score%5D%5B%5D=4§ion=pricing&secure%5Bexpires_at%5D=2026-07-21+03%3A55%3A27+-0500&secure%5Bsession_id%5D=5267a7c3-63cc-453b-8bb9-18b41644f22f&secure%5Btoken%5D=14974f4656fd81ab04413503834512b4347c16fa5e600eed014d96f0c5c56bd2&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 (804 reviews) - [Responsive, formerly RFPIO](https://www.g2.com/products/responsive-formerly-rfpio/reviews) - 4.5/5.0 (1,300 reviews) - [Conga Composer](https://www.g2.com/products/conga-composer/reviews) - 4.4/5.0 (846 reviews)