Flowcase (formerly CV Partner) Features
What are the features of Flowcase (formerly CV Partner)?
Document Creation
- Customizability: Variables and Fields
- Template Creation and Flexibility
- Rich Media
- Online Document Creation
- PDF Creation
- Custom Branding
Workflow
- Document Builder Interface
- Collaborative Creation
- Assembly and Approval Workflows
Analytics
- Proposal Effectiveness Reporting
- Reporting and Dashboards
Administration and Platform
- User, Role, and Access Management
- Alerts and Notifications
- CRM Integration
- API / Integrations
Top Rated Flowcase (formerly CV Partner) Alternatives
Flowcase (formerly CV Partner) Categories on G2
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Document Creation
Customizability: Variables and Fields | Define fields to pull in dynamic information. This feature was mentioned in 20 Flowcase (formerly CV Partner) reviews. | 73% (Based on 20 reviews) | |
Template Creation and Flexibility | Easily assemble custom fields and variables into reusable templates to automate the proposal creation process. This feature was mentioned in 20 Flowcase (formerly CV Partner) reviews. | 78% (Based on 20 reviews) | |
Rich Media | How well the platform supports images, audio, and video in proposals. 16 reviewers of Flowcase (formerly CV Partner) have provided feedback on this feature. | 77% (Based on 16 reviews) | |
Online Document Creation | Based on 18 Flowcase (formerly CV Partner) reviews. Create adaptive online documents for view via browser or mobile device. | 84% (Based on 18 reviews) | |
PDF Creation | As reported in 19 Flowcase (formerly CV Partner) reviews. Create attractive PDF versions of proposals. | 87% (Based on 19 reviews) | |
Custom Branding | Brand proposals and the application's portal with your company's logos and branding. 17 reviewers of Flowcase (formerly CV Partner) have provided feedback on this feature. | 84% (Based on 17 reviews) |
Workflow
Document Builder Interface | See feature definition | As reported in 17 Flowcase (formerly CV Partner) reviews. Easily search for and add elements to a proposal. | 70% (Based on 17 reviews) |
Collaborative Creation | Multiple users can edit a single document. 19 reviewers of Flowcase (formerly CV Partner) have provided feedback on this feature. | 83% (Based on 19 reviews) | |
Assembly and Approval Workflows | Automate workflows by routing documents to the correct individuals for adding content and approval. This feature was mentioned in 18 Flowcase (formerly CV Partner) reviews. | 69% (Based on 18 reviews) |
Analytics
Engagement Tracking | Track who is looking at proposals and how often or for how long. 15 reviewers of Flowcase (formerly CV Partner) have provided feedback on this feature. | 62% (Based on 15 reviews) | |
Proposal Effectiveness Reporting | As reported in 17 Flowcase (formerly CV Partner) reviews. Find out which pieces of content are performing best. | 65% (Based on 17 reviews) | |
Reporting and Dashboards | Based on 17 Flowcase (formerly CV Partner) reviews. Access pre-built and custom reports and dashboards on proposal volume and acceptance. | 62% (Based on 17 reviews) |
Administration and Platform
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. 18 reviewers of Flowcase (formerly CV Partner) have provided feedback on this feature. | 88% (Based on 18 reviews) | |
Alerts and Notifications | Program in-app and email notifications for approval milestones or actions. 17 reviewers of Flowcase (formerly CV Partner) have provided feedback on this feature. | 63% (Based on 17 reviews) | |
CRM Integration | Push and pull data from CRM to build proposals and update statuses with clients. 15 reviewers of Flowcase (formerly CV Partner) have provided feedback on this feature. | 67% (Based on 15 reviews) | |
E-Signature Integration | Couple accepting proposals and signing contracts together in one workflow. This feature was mentioned in 14 Flowcase (formerly CV Partner) reviews. | 62% (Based on 14 reviews) | |
CPQ Integration | As reported in 14 Flowcase (formerly CV Partner) reviews. Push and pull data from quote applications to build proposals. | 63% (Based on 14 reviews) | |
API / Integrations | Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. 17 reviewers of Flowcase (formerly CV Partner) have provided feedback on this feature. | 71% (Based on 17 reviews) |
RFP Generation
Templates | Provide standard templates for different types of RFPs | Not enough data | |
RFX | Support other types of requests such as RFB/RFI/RFQ | Not enough data | |
Versioning | Track versions of RFP documents and related changes | Not enough data | |
Questions Library | Maintain a library of questions that can be reused | Not enough data |
RFP Distribution
Tracking | Track submissions from multiple vendors and suppliers | Not enough data | |
Analysis | Compare submissions and score suppliers | Not enough data | |
Selection | Choose the best submission for an RFP | Not enough data |
Submissions
Collaboration | Allow multiple users to collaborate on submissions | Not enough data | |
Knowledge Base | Maintain a repository or library of content and documents that can be reused | Not enough data | |
Review | RFPs can be reviewed by managers before submission | Not enough data | |
Reporting | Create real-time reports to compare data trends across processes, RFPs, vendors or profiles | Not enough data |
RFP Response
Project Management | Tracks the progress of any RFP in real time and set milestones to improve efficiency | Not enough data | |
Content Library | Updates, organizes, and stores content of a project | Not enough data | |
Access | Assign users, roles, and manage access in order to set tasks and leave comments | Not enough data | |
Automation | Automate repetitive and manual tasks, such as auto-filling answers and auto-responses | Not enough data | |
Export | Export files or spreadsheets with the ability to format and accomidate images | Not enough data | |
Import | Upload files or spreadsheets from multiple sources | Not enough data |
