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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.
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
Flowlu - 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.
Flowlu - Customizable
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.
Flowlu - CRM-based
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.
Flowlu - Automatic Data Filling
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.
Flowlu - Email Integrations
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.
Flowlu - Multiple Tools

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.
Flowlu - Template Based Document Generation
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.
Flowlu - On-brand Templates
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.
Flowlu - User-friendly Document Builder Software
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.
Flowlu - All Tools Within One App
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.
Flowlu - Advanced Features for Experts
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.
Flowlu - Multilingual Content Support
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.
Flowlu - Asset Management Solution
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.
Flowlu - Reports on Custom Invoices

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.
Flowlu - Document Types to Create
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.
Flowlu - Secure Doc Generation
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.
Flowlu - Share Documents With Clients

Discover Our Pricing Options

Find the perfect fit for document management needs.
Free
Billed annually for all users Billed monthly for all users
2 Users
1GB Storage
$0
Sign Up
  • Unlimited Projects & Tasks
  • Unlimited Contacts
  • CRM Automation
  • Invoicing & Online Payments
  • Expense Tracking
  • 1 Project Template
  • 1 Knowledge Base
Team
Billed annually for all users Billed monthly for all users
8 Users
10GB Storage
$29 $39 / month
Start free trial
  • All features from previous plans, plus:
  • Client Portal
  • 3 Project Templates
  • 2 Knowledge Bases
  • Task Automation
  • API and Webhooks
  • Email Integration
  • Time Tracking
Business HIT
Billed annually for all users Billed monthly for all users
16 Users
50GB Storage
$59 $74 / month
Start free trial
  • All features from previous plans, plus:
  • Custom Fields
  • Time Billing
  • Task Automation
  • Click & Open Tracking for Email
  • Telephony Integration
  • Mailchimp Integration
  • Advanced Reports
Professional
Billed annually for all users Billed monthly for all users
25 Users
100GB Storage
$119 $149 / month
Start free trial
  • All features from previous plans, plus:
  • 20 Project Templates
  • Unlimited Knowledge Bases
  • Change History
  • Advanced Reports
  • Custom Logo
  • Report: Project Cash Flow Forecast
  • Additional Transactions Reports
  • External User Roles
  • User Roles
Enterprise
Billed annually for all users Billed monthly for all users
Unlimited Users
1000GB Storage
$199 $249 / month
Start free trial
  • All features from previous plans, plus:
  • Formula Fields
  • Custom Domain
  • Unlimited External Users
  • IP Whitelist

Why businesses love Flowlu?

An Overall Excellent Product
Flowlu is one of those products that delights with every click on a new feature. I generally don't trust apps that try to be all things, but Flowlu is well designed with business needs and the end user in mind. I can honestly say I read every comparison I could find because making a change is a very big deal. The race was tight, and what he... Read more
Dr. Virginia R.
Dr. Virginia R.
Founder/CEO
Comprehensive solution for project management and CRM
Flowlu is a comprehensive solution for project management and CRM software. Especially when you don’t want to have a dozen separate systems and drown in integration efforts. The interface is easy to use, and there are some amazing features, such as fully automated task flow inside the system itself. It also has enough customization capabilities ... Read more
Tomas V.
Tomas V.
CEO
Flowlu allows businesses to manage projects from anywhere.
This software is great!! So easy to enter information and schedules. This solution keeps me very productive! I have a tendency to try to tackle too much at once and end up with an overwhelming number of unfinished tasks. I like the fact that I can share the tasks and lists with anyone just by using their email addresses. Read more
Alvin Buckley
Alvin Buckley
Events Services
Top notch
Flowlu is easy to grasp out of the gate. The UI/UX is way better than anything else I've tried. What I like most is everything! Flowlu has really thought things through and is looking even brighter for the future! Just take a look at their roadmap and you'll be nothing but impressed. They have a free trial period. I highly recommend yo... Read more
Marcos R.
Marcos R.
Chief Problem Solver
I just love it!
My company was looking for a CRM/Project Management/Client Portal and I immediately recommended Flowlu (I discovered it in my previous job and was seriously impressed). They were quick to implement once they saw what it could do, and they looked at lots of other software. It really does everything very, very well. They're improving all the ... Read more
Shimi M.
Shimi M.
Support Specialist
Pumped about Flowlu
I was looking for a viable platform that would make my business more profitable and easier to run and manage to meet my requirements for a very long time. Some platforms offer similar functions to Flowlu but Flowlu offers speed, performance and overall product quality. I am implementing and testing the platform now in several companies that I ru... Read more
Martin G.
Martin G.
Director
Integrate with your favorite tools
Connect your existing apps and workflows with pre-made integrations
See how Flowlu works for your business. No credit card required.
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