--- title: "Flowcase Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Flowcase Software - reviews, pricing plans, popular comparisons to other Professional Services Automation products and more." source_url: "https://www.capterra.com/p/208998/CV-Partner/" page_type: "product" language: "en" --- # Flowcase Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Flowcase ## What is Flowcase? Flowcase (formerly CV Partner) is a SaaS tool that helps to automate the process of filtering, tailoring, and formatting CVs, resumes, and case studies, enabling professional services firms to build bid proposals more efficiently. Present in over 35 countries and boasting hundreds of thousands of users, Flowcase has become an integral solution to the tedious and time-consuming data collection process for bid applications. Clients include professional services firms PwC and BDO, global law firm DLA Piper, and leading tech consultancy Capgemini. ## What is Flowcase used for? [Proposal Management](https://www.capterra.com/proposal-management-software/)[Professional Services Automation](https://www.capterra.com/professional-services-automation-software/)[RFP](https://www.capterra.com/rfp-software/) Top alternative Featured Overall rating Based on 25 user reviews Reviews sentiment Positive 100% Neutral 0% Negative 0% Starting price $119 Per User, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Flowcase?[Manage this product listing](https://www.g2.com/products/flowcase/claim_requests/new?auto=true) ## Flowcase Overview Updated September 2026 AI summary Flowcase supports enterprise and midsize organizations managing professional services, proposals, and RFP processes. It combines workflow management, document storage, proposal generation, and reporting with collaboration and access controls. Optional integrations and customizable templates help teams coordinate multiple projects, track progress, and maintain content libraries, all delivered via a cloud-based platform for project-driven operations. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Flowcase 4.8 (25) VS. [4.5 (1,260)](https://www.capterra.com/p/131735/PandaDoc/reviews/) Starting Price $119 per user, per month Starting Price $19 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.6 (25) Ease Of Use 4.4 (9,484) Value For Money 4.4 (22) Value For Money 4.3 (5,929) Customer Service 4.8 (24) Customer Service 4.3 (5,620) ## Flowcase alternatives Highest Rated [Docusign](https://www.capterra.com/p/121506/Docusign/) [4.7 (9,492)](https://www.capterra.com/p/121506/Docusign/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/121506/Docusign/) [Responsive, formerly RFPIO](https://www.capterra.com/p/148054/Responsive/) [4.5 (190)](https://www.capterra.com/p/148054/Responsive/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/148054/Responsive/) [WBudget](https://www.capterra.com/p/10007297/WBudget/) [4.7 (59)](https://www.capterra.com/p/10007297/WBudget/reviews/) Starting price $30.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10007297/WBudget/) [XaitPorter](https://www.capterra.com/p/76385/XaitPorter/) [4.7 (50)](https://www.capterra.com/p/76385/XaitPorter/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/76385/XaitPorter/) [View all alternatives](https://www.capterra.com/p/208998/CV-Partner/alternatives/) ## FAQs about Flowcase Overview ### Which roles and teams benefit most from Flowcase? Flowcase is most used by bid, sales, and business development teams that need to quickly assemble tailored case studies and credentials for proposals. Resource managers, project leaders, and department heads use it to track expertise, while executives and communications teams rely on it to showcase capabilities and support strategic growth. Answer based on 25 reviews Overview ### What company size and specific industries is Flowcase built for? Flowcase is designed for professional services firms of all sizes, especially companies in construction, engineering, IT, management consulting, law, and architecture. It fits organizations that need to manage proposals, client work, or project-based operations within these sectors. Features and Usability ### What are the key features of Flowcase? Flowcase offers RFP creation and responding, proposal generation, and bid management for document-driven sales workflows. It also includes document management, version control, content libraries, and document templates, plus configurable workflows, approval process control, access controls and permissions, reporting and statistics, and third-party integrations. Integrations ### Which third-party tools and platforms does Flowcase integrate with? Flowcase integrates with Dropbox, Microsoft Azure, Okta, Operating, SFTP Drive, and Templafy. These cataloged connections cover file storage, identity access, document management, and file transfer workflows, giving Flowcase support for six third-party tools and platforms. Answer based on 4 reviews Getting Started and Support ### What training and onboarding options does Flowcase offer? Flowcase provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online options support guided instruction, webinars cover group learning, and documentation and videos offer self-paced reference and walkthrough material. Answer based on 2 reviews Getting Started and Support ### What customer support options does Flowcase offer? Flowcase provides email/help desk support, FAQ/forum resources, a knowledge base, phone support, and chat. Users describe the help desk and team support as helpful during setup and training, with positive interactions when working through templates and learning the system. Answer based on 2 reviews ## Features AI summary Based on 698 Professional Services Automation reviews According to Capterra reviewers, these are the features buyers prioritize most when evaluating Professional Services Automation software: - **Project Tracking** (**61%** of reviewers rated this feature as critical) - **Alerts/Notifications** (**65%**) - **Project Time Tracking** (**57%**) Flowcase includes other capabilities that reviewers also rate highly, such as **Third-Party Integrations** (**72%**) and **Workflow Management** (**58%**). Together, these features help teams connect Flowcase with the tools they already use, keep work moving through defined processes, and manage day-to-day operations more efficiently, giving businesses better coordination across systems and clearer oversight of project-related work. Third-Party Integrations 3.0 (2) 0.00% of 2 reviewers that rated this feature as important or highly important Set up connections to third-party platforms to improve business processes Customizable Templates 3.7 (7) 85.71% of 7 reviewers that rated this feature as important or highly important Pre-designed layouts that can be customized to match preferences and requirements Proposal Generation 3.9 (7) 85.71% of 7 reviewers that rated this feature as important or highly important Create proposals based on costs of labor and materials Templates 3.8 (6) 83.33% of 6 reviewers that rated this feature as important or highly important Sample files or documents that could be customized as needed or used as is Activity Dashboard 4.0 (5) 80.00% of 5 reviewers that rated this feature as important or highly important Dashboard to view the status of ongoing processes, identify current incidents and track past activities Approval Process Control 2.7 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Manage the process of evaluating documents or requests submitted for approval Flowcase 40 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - API: Application programming interface that allows for integration with other systems/databases - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Automatic Formatting: Automatically formats data in a predetermined way - Bid Management: Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Configurable Workflow: Configure existing workflows to meet your organization's needs - Contact Management: Manage, organize, and store contact information - Content Library: Centralized repository to store content and assets - Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Document Automation: Automated or logic-based workflows that assist in the creation of electronic documents - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Review: Review and analyze existing information across documents - Document Storage: Store and organize documents in a centralized system - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Knowledge Library: A repository of previously used/received RFP questions with responses - Multiple Projects: Ability to handle several projects simultaneously - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Project Templates: Pre-designed project plans that can be customized - Proposal Generation: Create proposals based on costs of labor and materials - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - RFP Creation: The process of creating a questionnaire and submitting it to prospective vendors. - RFP Management: Manage and process incoming documents detailing requests for proposals - RFP Responding: The process of creating proposals in response to requests received from potential clients - Status Tracking: Track the status over time for a request, process, asset, or transaction - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Templates: Sample files or documents that could be customized as needed or used as is - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - Version Control: Track revisions and updates made to files and navigate between different versions - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.4 (25) 4.4 Based on 25 reviews ## Pricing Value for money 4.4 (22) Free Trial Basic $119.00 Value for money 4.4 (22) 4.4 Based on 22 reviews ## Integrations [ Dropbox](https://www.capterra.com/p/143068/Dropbox-Business/)[ Microsoft Azure](https://www.capterra.com/p/16365/Azure/)[ Okta](https://www.capterra.com/p/119653/Okta/)[ Templafy](https://www.capterra.com/p/154533/Templafy/)[ Operating](https://www.capterra.com/p/10022349/Operating/)[ SFTP Drive](https://www.capterra.com/p/10007075/SFTP-Drive/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.8 (24) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.8 (24) 4.8 Based on 24 reviews ## User reviews Overall rating 4.8 Based on 25 reviews Filter by rating 5(19) 4(6) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent OB Ole-Magnus B. Head of department Information Technology and Services ### "Flowcase – a must-have for consultancy companies" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 27, 2025 All in all, a warm relationship over several years makes the work on profiles and aiming them towards different customer cases on a daily basis very smooth and efficient Pros Its ease of use. Even users new to the product will be up to speed quickly. Cons The flip side of the coin regarding its ease of use: having (almost) no constraints at all makes it a bit of an anarchy. You have to behave as a user, and we all know we don’t. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. JY John Y. Business Development Manager E-Learning ### "Can recommend" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 6/10 February 26, 2025 As stated, I can highly recommend them if you need a CV/ project description solution. Pros Great team support throughout the process, including superuser training and any help you need setting up your templates in the system. Cons A learning curve in terms of populating the form fields. Some adjustment to your templates likely needed. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. NF Neil F. CEO Architecture & Planning ### "Positive Experience" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 6/10 February 26, 2025 Our experience with Flowcase was positive. It streamlined CV management well but could improve in handling project documentation more effectively. Pros Flowcase was great for unifying CVs across large teams, making it easier to standardize and manage professional profiles efficiently. Cons The platform could be more intelligent, especially in automating and structuring project information sheets for better usability. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. CS Carly S. Associate - Bids and Marketing, Water AU Utilities ### "Loved CV Partner. Absolutely love Flowcase, and would struggle to work without it. " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 26, 2025 I think it is the best investment the company I work for has ever made for its business development efforts. Pros Automated and beautifully formatted export CVS in any format required. There is an incredible time saving for me and my team, instead of spending half an hour per CV, I'll be lucky to spend one minute per CV. I also love the cross-referencing between CVS and project sheet summary details. It creates great consistency without further effort from myself or my team to provide high quality people and project experience. Cons I would like there to be better automatic notification via email when a draft project reference sheet is ready for review. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. AM Arthur M. IT Support Information Technology and Services ### "Good feedback in general" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 February 26, 2025 Support has been kind and helpful, grateful for it. Pros Ease of use and how easy is to provide access just in time. Cons The cost for using the AI feature, hope to see it facilitated. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. MT Morten T. Partner - Leader of global Public Sector industry team Management Consulting ### "Missing important features" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 7/10 January 5, 2025 I am continuously using Flowcase in my team. It is a core software for our organisation. Pros Integration between Credentials and CV. Possible to make several tailormade summaries Cons There is still not an oportunity to anchor each credential to a particular summary. We have asked for this for years, and was promissed that this will come, but nothing has happened since then. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. NH Niklas H. Senior Consultant Information Technology and Services ### "Easy to keep CV up to date" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 March 26, 2024 Pros It is a platform where I know our CVs are future-proof. It is easy to fill in the blanks. We can now, with confidence, know that we have everything we need in our CVs. Cons I wish there was a feature for adding relevant hobby projects as well. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. TH Torstein H. Director Information Technology and Services ### "CV Partner speeds up and simplifies the bidding process" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 March 26, 2024 Pros How easy it is to add content in different languages, and tailor it to specific proposals so that they are more aligned what the client is asking for. It is also really great for mass producing CVs for larger teams on the same template, giving a really professional look and feel. I've used CV Partner for 5+ years and it has saved us a ton of time, while also helping us win bids. Highly recommended! Cons It would be great if we could integrate it with our CRM tools, but this option is limited due to internal security. I can some times get a bit lost in my many variations of the same experience, but this is easily fixed by removing redundant versions. Switched from [Microsoft PowerPoint](https://www.capterra.com/p/141633/PowerPoint/) [Microsoft Word](https://www.capterra.com/p/227146/Microsoft-Word/) So much more easy to use, generating pixel perfect results! Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. AR Anette Rahbek E. Tenderpartner Civil Engineering ### "CV Partner " 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 January 22, 2024 Daily use and vry helpful in the tender proces. Pros CV database and cooporation with referencedatabase - easy acces to company data Cons The translation part is not automatic and give some challenges when you are a large company with many nationalities. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor January 23, 2024 Thank you for your review, Anette. We are glad to hear that you find CV Partner helpful. We hear you with the translation challenge and can assure you that it is something we are actively working on! Thank you for using CV Partner, and if there is ever anything we can help with, don't hesitate to reach out. SK Stavros K. Communications manager Construction ### "CV Partner review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 September 7, 2020 Pros Ease of use and powerful search functionality. Cons Some features are missing that would make the system even smarter, but they're on their way Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. Response from Vendor January 23, 2024 Thank you for your positive review, Stavros. You are correct when saying the features are on their way! Keep an eye out for updates, as we are releasing new features and updates often. We appreciate you! [View all Reviews](https://www.capterra.com/p/208998/CV-Partner/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Popular comparisons [Docusign vs Flowcase](https://www.capterra.com/compare/121506-208998/Docusign-vs-CV-Partner)