Extraflow - quotes, estimates and proposals
interactive features

Extraflow - quotes, estimates and proposals

by Extraflow

interactive features
interactive features

Extraflow streamlines estimates, quotes, and proposals in Pipedrive, using your product catalog and auto-filling data from deals.

Manage contracts, Automate my pipeline and data

App screenshot
App screenshot
App screenshot
App screenshot
App screenshot

Description

Extraflow is the software for estimating, quoting, and proposals that operate directly within the Pipedrive interface.

⭐ Intuitive Interface.

⭐ Accessible for All Users: No technical expertise is required.

⭐ Reduce Preparation Time by 2-3 Times:

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.

Start Your 7-Day Free Trial Today!

Features

Panels

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

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

Installation instructions

  1. Click on “Install Now” in the top right corner
  2. Click on “Allow and Install”
  3. Open any Pipedrive Deal and start creating Extraflow documents

Should you have any questions, please don't hesitate to contact us via email - [email protected]

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