Flowcase | Proposal Automation for Professional Services & AEC Firms
Flowcase helps professional services firms manage employee and project data. It is designed for teams that need to tailor resumes and case studies for complex bid requirements.
At a glance
- Category
- Browse Sales tools
- Best for
- Professional Services Firms, AEC Firms, Bid Managers, Proposal Teams
- Pricing
- Flowcase offers Professional and Premium pricing tiers, with Generative AI and bespoke integrations available as Premium add-ons. Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
- Key use cases
- RFP Response Preparation, Managing Project Case Studies, SF-330 Document Generation, Firm-wide Skill Auditing
- Integrations
- REST API
- Official website
- Visit cv partner official website
Flowcase is a proposal automation platform designed for professional services and AEC firms, including those in engineering, architecture, and consulting. It acts as a central repository for employee CVs, resumes, and project case studies, which may reduce the need to manage these documents in shared folders or via email.
The software is designed for bid managers, marketing teams, and business development leads who need to find qualified staff and projects to meet RFP criteria. It supports the process of tailoring content for specific clients and exporting that data into standardized formats.
Buyers should note that the platform offers different tiers, with certain AI capabilities and advanced support listed as part of the Premium tier. It is intended for firms that handle a high volume of proposals and require a structured way to track firm-wide expertise.
Key Features
Centralized Experience Database
Stores employee resumes, CVs, and project case studies in a searchable format.
One-Click Export
Generates formatted documents using templates, including industry standards like SF 330, FIDIC, World Bank, and Europass.
Content Tailoring
Supports customizing resumes and case studies for specific proposals without altering the master record.
AI Writing Tools
Includes AI features for grammar checking, translating content, and reducing text length.
Expertise Search
Supports filtering by discipline, market, client, role, and specific certifications to find staff for a bid.
Skill Management
Helps firms track collective skills and certifications and create a glossary of approved terminology.
Use Cases
RFP Response Preparation
Searching for employees with specific certifications and exporting tailored resumes to meet bid requirements.
Managing Project Case Studies
Centralizing project histories and linking them to the personnel involved for easier retrieval.
SF-330 Document Generation
Mapping structured staff and project data into federal form sections E and F.
Firm-wide Skill Auditing
Exporting employee data to CSV to identify skill gaps or analyze collective expertise.
Best For
- Professional Services Firms
- AEC Firms
- Bid Managers
- Proposal Teams
Integrations
- REST API
Pricing
Flowcase offers Professional and Premium pricing tiers, with Generative AI and bespoke integrations available as Premium add-ons. Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
FAQ
What is Flowcase used for?
- Flowcase is used to centralize employee CVs, resumes, and project case studies, making them searchable and available for export into tailored formats for proposals and RFPs.
Which industries can benefit from Flowcase?
- It is designed for professional services firms, including IT and management consulting, as well as architecture, engineering, and construction (AEC) firms.
Does Flowcase have AI features?
- Yes, it includes AI tools for proofreading, translating content into different languages, and reducing text to meet word count requirements.
Can Flowcase export to industry-standard forms?
- Yes, it supports exports into formats such as SF-330, FIDIC, World Bank, and Europass.
Source category: Sales
Source subcategory: Sales Enablement
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Categories
Software Type
How AI is used
Flowcase supports RFP workflows through AI-powered proofreading, translation, and text reduction. Buyers should verify whether the required AI features are included in the Professional tier or require the Premium add-on.
Pros & Cons
Pros
- Supports automated templates to reduce manual copying and pasting
- Provides a centralized source for employee and project data
- Supports multiple industry-standard export formats
- Includes AI tools for text reduction and proofreading
Cons
- Generative AI features are listed as Premium add-ons rather than part of the Professional plan
- Pricing details for specific tiers are not provided in the evidence
