Extraflow - quotes, estimates and proposals
by Extraflow
Seamless Product Catalog Integration: Use your existing product catalog from Pipedrive directly in Extraflow. Automatically pull product details, pricing, and descriptions.
Autofill Data from Deals: Automatically populate your docs with relevant data from your Pipedrive deals, such as client information, deal value, and product details.
Customizable Estimate, Quote, and Proposal Templates: Save time by using customizable templates that match your branding and business needs.
The "block constructor" Allows you to combine cover pages, calculations, images, text, and contract terms into templates that can be saved and reused across your company.
Multiple Estimation Options: You can prepare different options for your clients using our flexible estimation blocks.
Tax & Image Add-ons: Add taxes and images to line items with ease, making your quotes more comprehensive and professional.
Manage Multiple Documents in One Deal: Easily handle multiple estimates, quotes, and proposals within a single deal.
Panels
Instantly see and interact with Extraflow - quotes, estimates and proposals as you dive into the details of your deals/contacts in Pipedrive.
Extraflow
Locations:deal details
Pop-up windows
Tackle complex tasks in Extraflow - quotes, estimates and proposals without leaving Pipedrive via their customized pop-up windows.
Create new document
Edit document
Edit template
Documents
Should you have any questions, please don't hesitate to contact us via email - [email protected]
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