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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Flowcase, previously known as CV Partner, enables professional services organizations to effortlessly craft customized resumes, CVs, and case studies, thereby increasing their chances of winning bids while saving time. This innovative platform revolutionizes the management of CVs and case studies, allowing firms to efficiently tailor their credentials for various tenders. Users can swiftly emphasize the most pertinent experiences for each bid and proposal, and conveniently export their CVs and case studies in formats like Word, PowerPoint, and PDF. With its advanced search capabilities, finding the right team members for proposals becomes straightforward. The system facilitates easy customization and highlighting of relevant content for each submission, ensuring that CVs and case studies remain consistently updated and maintain a uniform layout. Additionally, customizable templates eliminate the need for tedious copy-pasting, making the process smoother. Collaboration with other companies on proposals is simplified, leading to enhanced consistency and quality across submissions. Flowcase consolidates all of these features into a single workflow, providing one cohesive system for managing all stakeholders involved in the proposal process. Moreover, the implementation of master CVs for each employee allows for a unified interface for data entry, streamlining the entire process even further.

Description

Streamline your proposal process by eliminating the tedious tasks of copy/pasting and searching for replacements across all new proposals for your clients and leads. Transform your proposal workflow with just a few clicks, reducing the time spent from hours to mere minutes, while impressing your clients with visually appealing proposals that set you apart from the competition. Enhance your sales presentations by incorporating videos and rich media directly into your proposal pages, creating a more engaging experience that is sure to leave a lasting impression. Avoid the hassle of tracking down payments after your proposal is accepted by enabling proposal payments, allowing you to collect initial payments instantly with a simple process for your clients: review, accept, pay, and you're all set! Effortlessly integrate with the tools you already use to manage your sales data, ensuring a smooth and efficient proposal workflow. Dynamically generate proposals from your CRM opportunities and seamlessly push proposal updates back into your CRM, providing greater visibility into all your ongoing deals and enhancing your overall sales strategy. Ultimately, this approach not only saves time but also boosts your productivity and increases your chances of closing deals successfully.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Capsule
Dayshape
Insightly
Microsoft Azure
Okta
Pipedrive

Integrations

Capsule
Dayshape
Insightly
Microsoft Azure
Okta
Pipedrive

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Flowcase

Founded

2012

Country

United Kingdom

Website

www.flowcase.com

Vendor Details

Company Name

Proposable

Founded

2009

Country

United States

Website

www.proposable.com

Product Features

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

RFP

Bid Management
Collaboration
Content Management
Data Import / Export
Due Date Tracking
Knowledge Library
Progress Tracking
RFP Creation
RFP Responding
Requirements Management
Task Management
Templates
Vendor Management

Product Features

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

Sales Acceleration

CPQ
Campaign Management
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management

Alternatives

Alternatives