Document Collaboration Tools for Business: Automated Team Workflows

Push your business to the next level of team productivity with document collaboration tools. Manage contracts, share files, and build knowledge bases on a robust platform - Flowlu.

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Flowlu - Document Collaboration Tools for Business: Automated Team Workflows

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Customize Flowlu to match how your team operates daily.

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Over 35,000 businesses use Flowlu to manage work, clients, and finances.

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What Are Document Collaboration Tools?

Document collaboration tools are software applications that help teams work on the digital documents in a shared workspace. They typically come with in-built features including co-authoring, feedback via comments, and approval workflows.

Key Features of Quality Document Collaboration Platforms

When deciding upon which document collaboration software to use, you should think about essential features you need. The best document collaboration tools for business have real-time communication for close collaboration, granular permissions for security, and support workflow automation.

Custom Document Collaboration

No company has the same documents, so create custom doc types in Flowlu. Build templates with flexible blocks, reserve spaces for data from CRM, apply branding, and give access to your team. Presets can be created for any business purpose, reused, and re-edited an unlimited number of times.

Knowledge Base Co-Authoring

An important part of Flowlu’s document collaboration solution is the ability to build internal and external knowledge bases. With a rich text editor, multiple team members can contribute to collective articles, editors can leave feedback suggestions for writers via comments, and automations simplify handling of alerts and data updates.

Professional Invoicing & Estimates

Flowlu has reliable financial document collaboration tools. You can create and manage professional invoices and send estimates to clients for approval before work begins. To speed up creation, team members can use the product and service catalog to insert pre-defined items.

Automated Invoice Workflows

Invoices can be automatically populated with CRM data and enhanced with automation rules to update fields, trigger notifications, comments, new tasks, projects, and events. Rich workflow automations make Flowlu a superior document collaboration solution for companies of all sizes.

Comments & Team Feedback

Effective team communication is what makes the work flow. With Flowlu, document collaboration is supported by comment sections. Leave comments and request feedback on knowledge base articles and all document types, as well as tasks, projects, and opportunities. Our contextual collaborative tool makes sure that every question regarding a document is resolved.

Secure Sharing & Permissions

Sharing sensitive files requires confidence in the tools. Flowlu allows for secure file sharing between team members who can upload files to a portal protected by enterprise-grade encryption. The same goes for client portals that serve as outward points of contact and collaboration with clients and customers.

Access Management

Business teamwork that gets results is built on security. Flowlu has robust access control settings, allowing you to set custom permissions for individual users and groups. Restrict access to invoices, control what line items can be added, etc. Our document collaboration tools give you total control over access administration.

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Mobile Access

Business never stops moving; Flowlu’s mobile app for iOS and Android ensures remote access to your document management system anywhere. Review estimates and invoices, leave comments, and approve documents on the go. Real time document collaboration is possible regardless of location.

Seamless Integration Capabilities

A top-tier document collaboration solution must play well with others. Flowlu offers integration with Google Drive and Dropbox. Link files directly to your work for fast cloud-based collaboration.

Popular Use Cases for Team Collaboration

Marketing: Campaign Planning & Content Creation

Marketing teams rely on document collaboration to organize campaign strategies in internal knowledge bases, gathering feedback in one place. Manage projects, populate them with creative assets, and align diverse marketing roles in a collaborative workspace.

Sales: Proposals, Contracts & Documentation

Speed up your sales cycle with document collaboration software that automates the boring stuff. Sales reps can generate contracts using pre-set templates and collaborate on terms with managers via internal chat. This document tracking ensures the final proposal is accurate before it reaches the client.

HR: Employee Onboarding & Policy Documents

Use knowledge bases for group document collaboration on employee handbooks and onboarding policies. With fast and easy central access to this content, HR professionals are confident every new hire has access to the latest information for his role.

Project Management: Specifications & Deliverables

Project managers use document collaboration tools to keep technical specifications and requirements organized in knowledge base articles that can be linked directly to tasks, milestones, and projects. The team always has the necessary context to complete their work, preventing conflicts, staying on top of deadlines.

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."

workspace for the entire team

25%

less internal back-and-forth

15%

faster project delivery

30%

less time spent on manual tasks

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Why businesses love Flowlu?

A very strong tool for SMB and PM

Imagine a unified business management platform that caters to SMBs but includes powerful enterprise-level functionality normally reserved for more expensive CRMs, PM tools, and the like. It's as if they scoured the market for the most popular features, then crammed them all into their product. Read more

Brandon E.

Sales Specialist

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.

CEO

By far one of the best business management software

I run an agency and have personally used countless project and business management software solutions. Flowlu is a feature-rich CRM that offers amazing automation tools to make your life easier. It provides a plethora of features that can be customized to meet your company's unique requirements. I also appreciate that it includes time track... Read more

Shiraz Q.

CEO

Fast, feature packed, priced right

Flowlu is easy to use, has a mobile app, and keeps getting better. Flowlu peaked my interest when I saw how many different features they were able to incorporate into their system. Once I started using it I was surprised at how everything was pretty fast and cohesive. This will be a great tool for my agency and fits a lot of needs that other sys... Read more

Josiah H.

Web Developer

THIS is what I've been waiting for

My experience has been incredible so far. Flowlu has replaced five applications and has made life better for me and 350 of my employees. It's kind of like being a kid at Christmas... I actually look forward to using the application every morning. The thing that differentiates them from everyone else is that they do a lot of things very well... Read more

Antonio Thornton, P.

CEO

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.

Director

Does it all really well

Flowlu is one system that puts all your client interactions at your fingertips. I really like the concept of one integrated system that keeps track of most of the tasks I need to do with clients every day, rather than requiring duplicate data entry across several disconnected systems. This is especially important for small companies like mine th... Read more

Joshua M.

Founder

So much more than just a Project Management tool!

Flowlu is a full-fledged business workflow tool that allows you to manage pretty much everything in your business from one central location. It has a well-designed, user-friendly interface that is simple to operate and navigate. It also includes one of the best new customer onboarding processes I've seen from a SaaS provider, utilizing its ... Read more

Tim D.

Head Consultant

Flowlu has been the most useful project management tool that we have

We are having the best and most efficient experience working on our projects with Flowlu. It allows us to ensure constant collaboration on all our tasks, which helps us achieve our project goals within the allocated timeframe. It offers us an amazing virtually shared workspace that helps us collaborate and work on our tasks as a team. Read more

Tim Van W.

Senior Project Supervisor

Good overview of tasks and planning

We use Flowlu to plan work and manage tasks across our team. Flowlu helps us keep a clear overview of ongoing tasks and responsibilities. Having planning and CRM in one system was important for us, and Flowlu meets that need well. The layout is clear and easy to work with, which made adoption easier for the team. Read more

Angelique Boulonois

Managing Partner

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

Events Services

Integrate with your favorite tools

Connect your Flowlu account with other apps via native and third-party premade integrations.

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Frequently Asked Questions

You will find the answers in the knowledge base or write to us in the online chat.

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Flowlu simplifies the process by providing centralized file storage for all team members, reusable doc templates, collaborative article editing, and integrating communication features to create a co-authoring platform for better business management.

The main benefits of tools for team document collaboration include 1) the speed of content creation and editing, 2) improved communication via feedback features like comments, chats, and tags, 3) secure, central access to documentation, 4) increased transparency via shared workspace, and 5) support for remote and hybrid team workflows.

By using document collaboration tools, businesses dramatically reduce the time spent on creating, editing, and locating files. Automations and real time data updates improve productivity in drafting invoices, estimates, contracts, other kinds of financial documents, and general purpose documents.

Look for features that 1) promote security like granular access permissions, 2) speed of work like workflow automations, 3) ease of access to data with cloud storage, 4) collaborative editing of documents, and 5) mobile accessibility.

Flowlu is a highly secure platform offering data encryption, custom user permissions, and role-based access to ensure your data is protected during document sharing via client portals or public links.

Yes. Flowlu’s document collaboration software integrates with popular apps like Google Drive and Dropbox for file management, allowing for smoother work across different apps. Explore other integrations by visiting this page.

File sharing is simply sending a document from A to B. Document collaboration tools allow for content collaboration, feedback via comments, and context-aware communication around that document.

Yes. Online document collaboration is indispensable for remote teamwork, and tools that support it bring many benefits, with the main one being a shared digital space for distributed teams to connect to and work together on documents.

Any industry involving knowledge work—including marketing agencies, IT firms, consultancies, and legal services—benefits significantly from document collaboration tools for business.

Flowlu stands apart from other solutions by supplementing document collaboration tools with powerful features for sales activities, managing customer data, organizing tasks and projects, and ultimately invoicing. It’s a full work management system rather than a standalone file editor.

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