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.
Free forever. No credit card.
Built with input from agency owners who burned through Monday, ClickUp, and Basecamp before this.
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.
Agencies waste 2-3 hours per week tracking down the latest version of project documents.
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.
“We moved our SOPs and proposal templates into Flowboard. Now everything lives where the work happens instead of a Google Drive nobody can navigate.”
Agency director
9-person design studio
Frequently asked questions
Stop sending proposals via email attachment.
Documents and proposals that live inside the project. One version, always current, shareable via client portal.