Documents

Docs is a module where all your custom templates for documents and their final drafts are stored. You can use premade templates or create your own unique ones. Documents and templates can be linked to custom fields from CRM accounts and some other entities in Flowlu, so you can automatically fill in all the necessities.

You can create literally any document type: service agreements, proposals, orders, regulations, etc. Our customizable templates can nail any part of document appearance, while document types will help you link information from other Flowlu modules and entities.