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.

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Flowlu - Document Builder With Templates and Automated Creation Tools

Time-saving

50% faster than creating documents from scratch

Automated

Calculates total prices and fills out dynamic variables for you

Customizable

Create your own documents and doc types

User-friendly

No software experience is required

Best Document Generation Software for Business Purposes

Document Template Software Suitable for Everyone

Customizable

Create unique and branded documents to stay ahead of competitors. Flowlu’s document maker can handle both the text and appearance of the document template. Our powerful paper form generator is based on templates, so you don’t need to create a new document every time; just customize the forms you already have.

CRM-based

Link your docs to sales deals or CRM contacts to ensure automatic data filling. Flowlu’s document generation system is completely integrated with a CRM module. Once you fill in the information about a contact or sales deal, our system will apply this information to all related entities. If your workflow consists of communication with clients and you’re choosing among document creation services, Flowlu is the best because of its seamless CRM integration.

Automatic Data Filling

Custom variables are a perfect solution for everyone who aims to simplify the document creation process. The automated document generation service in Flowlu works together with other modules, so you can quickly fill out any important data.

Email Integrations

Send documents to your clients directly via Flowlu by clicking a single button. Link multiple clients as recipients and bulk send emails to save time on sending them separately. Want to receive email messages from your clients in Flowlu? Set up Gmail integration or link any other email integration via IMAP.

Multiple Tools

Take your document creation to the next level, and with a wide range of tools, you can create beautiful templates with on-brand designs and automatic data entry. No document-making experience is required. Flowlu keeps it simple for users of any level of knowledge, industry, or need. Custom templates will help you create a document of any type: business contracts or personal letters.

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.

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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.

Business Offers

CRM-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.
Quotes

Create 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.
Finance Papers

Easily 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.

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Shaiq Uddin

Director, Sales & Marketing Operations

"We were able to replace 12 different apps partially or in full from our day-to-day routine by completely switching to Flowlu. Not only did we eliminate most of the manual integration work, we were also able to cut down and save hundreds of dollars that used to go in monthly subscriptions."

12+

Business apps replaced with Flowlu

$4k+

Saved on subscriptions annually

100%

Key business processes automated

1.1k

Tasks executed through Flowlu

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Discover Our Pricing Options

Find the perfect fit for document management needs.

1 Month Year -25%

Free

For freelancers and small teams: a simple workspace for trying Flowlu without commitment.

Always free. No expiration,
no hidden fees

Key Features
CRM

100 contacts, 1 pipeline, lead capture forms

Tasks & Projects

1 workflow, Kanban & list views, milestones

Finance

Invoices & estimates, product catalog, branding, payment & expense tracking

Collaboration

Private chat, personal calendar, comments & mentions, basic wiki, mind maps, company feed

Time Tracking

Customization

HR

Integrations & API

Automation

Support

Help center + AI bot
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Essential

For growing teams: move beyond basic task tracking to manage client work confidently.

$9 ~~$12~~

per user / month
billed yearly per user / month
billed monthly

Start free trial

Everything in Free +
CRM

Multiple sales pipelines, email sync, email templates, CRM reports

Tasks & Projects

Gantt chart, backlog & sprints, subtasks, task dependencies, project workflows, basic financial tracking

Finance

Online payments, invoice templates, late reminders, finance reports (P&L, cash flow)

Collaboration

Task followers and collaborators, group chat, shared calendars, growing team knowledge base

Time Tracking

Timer for tasks

Customization

Custom fields & lists, task statuses, templates, basic record customization

HR

Basic team organization (groups)

Integrations & API

Core integrations

Automation

Support

Live chat
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Advanced POPULAR

For mid-sized companies: handle complex projects and finances with more control.

$17 ~~$22~~

per user / month
billed yearly per user / month
billed monthly

Start free trial

Everything in Essential +
CRM

Sales automations, email tracking, client portal, duplicate merge, advanced CRM reports

Tasks & Projects

Multiple tasks workflows, recurring tasks, portfolio management, project cash flow forecast

Finance

Recurring invoices, multi-org & multi-currency support, inventory tracking

Collaboration

Role-based access, external wiki for clients, advanced knowledge base

Time Tracking

Billable hours, planned vs. logged time, custom billing rates

Customization

Formula fields, branding, advanced record customization

HR

Org chart, time off management, schedules

Integrations & API

Full integration hub with higher API capacity

Automation

Workflow & pipeline automations, 3 business processes

Support

Priority support
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Ultimate

For scaling organizations: unify projects, people, and finances in a customizable system.

Custom

per user / month
billed yearly per user / month
billed monthly

Everything in Advanced +
CRM

5 inboxes per employee, extended email history, advanced tracking

Tasks & Projects

20 task & project workflows, 50 agile projects, enterprise project & portfolio analytics

Finance

Budget planning, advanced dashboards, enterprise finance tools, multiple organizations

Collaboration

Enterprise knowledge base, 100 external collaborators, full collaboration suite

Time Tracking

Full time tracking suite across projects & teams

Customization

Full white-labeling, custom domain & email, enterprise security options

HR

Enterprise HR suite for large teams

Integrations & API

Enterprise integrations with maximum API capacity

Automation

Full automation suite, 10 business processes

Support

Dedicated success manager + onboarding
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