Features
Online CRM
Effortlessly manage and capture new sales opportunities.
Project Management
Plan, create and manage multiple projects.
Task Management
Stay on top of all your tasks with ease.
Online Invoicing
Invoice clients and get paid online.
Workflow Automation
Eliminate routine and focus on actual work.
Collaboration Tools
Stay in touch with your team at any time.
Financial Management
Easily manage and track your finances.
Agile & Issue Tracker
Quickly adapt to changes within your project.
Knowledge Base
Create both internal and external knowledge bases.
Solutions
Marketing Agencies
Efficiently create and track all your marketing projects.
Building & Construction
Manage your constructing projects and finances at once.
IT Departments
Build a seamless workflow for your IT department.
Business Consultants
Track your regular to-dos and communicate with clients.
Legal Professionals
Keep in touch with your clients and monitor legal projects.
Educational Institutions
Build end-to-end communication within educational departments.
Manufacturing Sector
Integrate your entire manufacturing process.
Small Business
Simplify, automate and boost your small business’s workflows.
Event Planners
Turn chaos into celebration with Flowlu’s smart planning tools.
Help Center
Find answers to your questions and get support for using Flowlu effectively
What's New
Explore the latest features and improvements
Flowlu Blog
Discover our newest posts and product updates
Customer Stories
See how our users achieve more with Flowlu
Guides
Master Flowlu with our step-by-step guides
Templates
Jumpstart your projects with our ready-made templates
Use Cases
Discover the best ways to utilize Flowlu for your needs
Free Tools
A collection of free resources to support your daily business tasks.
Document Builder With Templates and Automated Creation Tools
Explore the automated template-based document builder integrated with other modules for automated filling. Create invoices, estimates, proposals, contracts, and any custom document type you want. Automatic tools will save your time from manual creation and data filling.
Best Document Generation Software for Business Purposes
Document Template Software Suitable for Everyone
Template Based Document Generation
Our document builder software offers a wide range of tools to create different templates for any need. On our platform, you’ll also find multiple premade templates, which you can edit to match your requirements. Whether you need to make up a letter or legal papers, Flowlu can handle them all.
On-brand Templates
Customize whole templates or each single document to keep all information you send to your clients or prospects on-brand. With Flowlu, a document creation software based on templates, you can create a unique paper form once and use it for all your documents.
User-friendly Document Builder Software
If you’re looking for the best document generation software yet easy-to-use, Flowlu can offer a top-notch platform to create papers even if you don’t have a doc creation experience. Among all the document-making platforms, Flowlu has the most intuitive tools to make up documents, making them clear for users of all levels of knowledge.
All Tools Within One App
With Flowlu, you don’t need to be torn between document creation services because all you need, including the information of your clients and prospects, is in one single place. For invoices generated via Flowlu, you can even track revenue and create comprehensive reports.
Advanced Features for Experts
If you require any additional changes to your templates and you already have experience with document generation tools, our document maker has an advanced HTML editor, so you can make your docs even more unique and substantive. Add tables, pricing blocks, images, links, and any other type of content you need.
Multilingual Content Support
Flowlu uses all the power of digital tools in its document template builder, which makes it a perfect solution for businesses all around the globe. With multilingual support, you can create papers in any language with no worries of the final result.
Asset Management Solution
For invoices and estimates generated via our document generation platform, you can even track your revenue in the Finance module. Invoices made via Flowlu can be not only visually customized, but you can also integrate them with payment processing systems, such as Stripe, Paypal, CloudPayments, Skrill, etc. Once a client receives an invoice sent from Flowlu, it can be paid via one of these systems.
Reports on Custom Invoices
Get a comprehensive report based on invoices sent to your clients from Flowlu. Invoices made with our business document generator have six funnel statuses: void, request approval, approved, partially paid, overpaid, and paid. You can get reports by funnel, employee performance, and other filters.
Secure Doc Generation
Among all document generation services, Flowlu offers one of the most secure toolkits. Only trusted employees of your portal can access docs and templates. You can assign each user separately or give permissions based on user roles. Flowlu document templates are secure and encrypted with TLC protocols.
Share Documents With Clients
Flowlu offers a wide range of tools to share docs with your customers. In addition to simple emails, you can share docs via external links or even invite customers to Flowlu’s Client Portal and share papers within Flowlu. In the Client Portal, clients can access invoices or estimates related to their sales deals or projects, proceed with payment, and discuss any important details with you or your managers.
Document Types to Create
With Flowlu's document and template builder, you can effortlessly create a wide array of documents to meet your business needs. From invoices that detail transactions and services provided, to comprehensive proposals that outline your business offerings, Flowlu has got you covered. You can draft legally binding contracts to ensure all agreements are clear and enforceable, and generate accurate quotes to give your clients a clear understanding of costs. For internal use, Flowlu enables you to lay out detailed project plans to guide your team, and compile in-depth reports to analyze performance and progress. Communicate effectively with business letters that maintain professionalism, and keep financial records straight with detailed financial statements. Plan your marketing strategies with structured marketing plans, and manage your human resources efficiently with various HR documents. Each document can be tailored to your specific needs, ensuring that your business communicates and operates seamlessly.
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Business OffersCRM-driven templates with variables related to your contacts will help you swiftly generate business offers and sales proposals. An advanced visual editor will help you stay on brand and create beautiful letters for your business associates.
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QuotesCreate comprehensive quotations with pricing tables, tax inclusion or exclusion, units, quantity, total amounts, shipping fees, adjustments, and other types of fields to add to keep everything professional. Flowlu supports multiple currencies to help you manage clients from all over the world.
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Finance PapersEasily compose invoices, estimates, proposals, and other financial documents in Flowlu. Within our letter generation software, you’ll find various digital tools to manage prices, automatically calculate the total amount, add products, and share account statements.
Danijel Bićanic
Sales Trainer, Owner of Bićanić Consulting
"We chose Flowlu because it centralizes our operations, sales, and project management in a single platform. It gives us a clear overview of events, deadlines, and tasks at a glance, so everything is clearly organized in one place."
1
workspace for the entire team
25%
less internal back-and-forth
15%
faster project delivery
30%
less time spent on manual tasks
