Document Automation Software

Document Automation Software That Connects to Your ERP

Stop manually creating documents. Floovioo automatically generates, brands, and sends every business document — with AI-powered upsells and payment recovery built in.

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No credit card required · 14-day free trial · Rated 4.8/5

10,000+

Businesses

37.8%

Upsell Conversion

$686

ROI per $1 Spent

85%

Open Rate

Everything You Need in One Platform

Six powerful capabilities working together automatically.

Automated Generation

Documents are generated automatically from your ERP data. Every invoice, receipt, and order gets your branding without manual effort. Set it once, forget it forever.

Smart Branding

Drag-and-drop template builder with 17 professional designs. Add your logo, brand colors, fonts, and custom widgets. Every document is on-brand automatically.

Multi-ERP Sync

Connect QuickBooks, Xero, Zoho, Salesforce, and more simultaneously. Real-time bidirectional sync ensures your data is always current across all systems.

Payment Recovery

Automated dunning sequences with smart escalation. Recover 30%+ of overdue revenue without lifting a finger. Gentle reminders that adapt to customer behavior.

Analytics

Real-time dashboard showing document volume, upsell revenue, payment recovery rates, and customer trends. Data-driven decisions powered by live metrics.

API Access

Full REST API for custom integrations. Generate documents, manage templates, and trigger workflows programmatically. Webhooks, rate limiting, and SDK examples included.

Connect to Your Favorite Tools

Native integrations with the platforms you already use. Set up in minutes with secure OAuth.

QuickBooks Xero Zoho Salesforce HubSpot Shopify WooCommerce

How We Compare to Other Solutions

Feature Floovioo PandaDoc DocuSign FreshBooks
ERP Integration 9 ERPs 4 ERPs 2 ERPs Built-in only
AI Upsells Built-in None None None
Payment Recovery Automated None None Basic reminders
Template Builder Drag & drop Drag & drop Limited Basic
API Access Full REST Limited Yes Limited
Starting Price $29/mo $19/mo* $45/mo $27/mo

* PandaDoc $19 plan lacks most features. Comparable plans cost significantly more.

Frequently Asked Questions

Document automation software automatically generates, formats, and delivers business documents like invoices, receipts, orders, and proposals. Instead of manually creating each document, you set up templates once and the system populates them with data from your ERP, CRM, or other data source. Floovioo goes further by adding AI-powered upsells, automated payment recovery, and omnichannel delivery.
Floovioo connects to your ERP or accounting software via OAuth. When a new invoice or order is created, Floovioo automatically pulls the data, applies your branded template, inserts relevant upsell offers, and sends the document to your customer via their preferred channel (email, SMS, WhatsApp). Payment is tracked, and overdue amounts trigger smart recovery sequences.
We integrate with QuickBooks Online, Xero, Zoho Books, Salesforce, HubSpot, Shopify, WooCommerce, and more. We support REST API and Zapier connections for custom systems. Our integration hub lets you connect multiple ERPs simultaneously with automatic data synchronization.
Plans start at $29/month for the Starter tier with 500 documents. The Growth plan at $79/month includes 2,500 documents and advanced features. Enterprise plans start at $199/month with 10,000+ documents, dedicated support, and compliance features. All plans include a 14-day free trial with no credit card required.
Yes. Floovioo uses 256-bit SSL encryption for all data in transit and at rest. We are SOC 2 compliant, GDPR compliant, and undergo regular third-party security audits. All ERP connections use OAuth 2.0 — we never store your passwords. We also offer SSO and role-based access control on Enterprise plans.
Floovioo supports invoices, receipts, orders, quotes/proposals, credit memos, packing slips, delivery notes, refund receipts, estimates, and statements. We offer 17 professionally designed templates with full drag-and-drop customization. New document types can be added via our API.
Yes. Floovioo offers a 14-day free trial with full access to all features — no credit card required. You can connect your ERP, design templates, and send live documents during the trial. We also offer a free demo and personalized onboarding for Enterprise prospects.

Start Automating Your Documents

Join 10,000+ businesses automating invoices, receipts, and orders with Floovioo. Connect your ERP in minutes.

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No credit card required · 14-day free trial · $686 avg. ROI per $1 spent