Are docs limited in any way?

No. Documents, rich formatting, and client sharing all come with the single plan. There is no reduced version to work around.

Can I create proposal templates?

Yes. Create reusable templates for proposals, briefs, SOPs, and any document type your agency uses.

Can clients see documents?

Yes. Documents can be shared through the client portal with view-only or comment permissions.

Does it replace Google Docs?

For project-related documents like proposals, briefs, and SOPs, yes. For general team collaboration outside of projects, Google Docs may still be useful.

Docs & Proposals

Write proposals where the project lives.

Create documents, proposals, and SOPs inside Flowboard. No more Google Docs links, version confusion, or 'check your email' for the latest draft.

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6,357 agency reviews of Asana, ClickUp, Jira, Monday.com, Notion, and Trello. Where we quote one, it is verbatim, typos included, as reviewed on Software Advice.

Your proposals live in Google Docs. Your projects live somewhere else.

You write a proposal in Google Docs. Share it via email. The client comments in the doc. You update the PM tool. Then someone asks 'which version is the latest?' and nobody knows.

Documents disconnected from projects create version chaos and lost context.

There's a better way.

The Old Way

Google Docs everywhere: Proposals, briefs, and SOPs scattered across shared drives.
Version confusion: 'Final_v2_FINAL_revised.docx'. Which one is current?
No project connection: Documents exist separately from the project they belong to.
Separate proposal tool: Pay for PandaDoc or Proposify for branded proposals.

The Flowboard Way

Docs inside projects: Every document lives in the project it belongs to. Always findable.
One version: Real-time editing. No file versions. The document is always current.
Rich text editor: Format proposals with headings, lists, images, and embeds. No separate tool needed.
Share with clients: Clients view documents in their portal. No email attachments.

Frequently asked questions

Works great with

Project Management

Every project. One place. Zero chaos.

Client Portal

Your team sees everything. Clients see what you choose.

Forms

Intake forms that feed your pipeline. Not your inbox.

Stop sending proposals via email attachment.

Documents and proposals that live inside the project. One version, always current, shareable via client portal.

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