Close deals faster with quotes that take 50% less time, look great, price right, and fit your workflow. Boost sales, impress clients, beat competitors

In Manage contracts, Automate my pipeline and data, Other use cases

Description

Use Extraflow to create quotes, estimates, and proposals in Pipedrive — 3X faster!

📊 Control Margins & Markups
Set internal costs and markups while keeping margins visible only to your team

⚡ Auto-Filled from Deal Data
Instantly pull client and product details from your Pipedrive deals into your Extraflow documents

🔁 Syncs Back to Pipedrive
Update Pipedrive deals from Extraflow documents with one click to keep forecasts accurate and current

🛒 Smart Catalog & Tax Handling
Easily edit items, apply discounts, and auto-calculate taxes

⚙️ Custom Fields & Pricing Rules
Tailor documents to your business with custom fields and automate pricing with custom rules

🌍 Multi-Language Output
Generate documents in English, Spanish, Portuguese, French, German, and more

✅ Ideal for Any Team

Construction: Contractors, remodelers, roofers, painters
Trades & Services: HVAC, electricians, plumbers, landscapers
Manufacturing & Supply: Distributors, manufacturers
Professional Services: Agencies, IT, consultants
Product & SaaS Teams: Custom product sellers, SaaS platforms

Try it FREE — create up to 10 docs/mo or view our stunning templates!

Crea presupuestos, propuestas y estimaciones Crie cotações, propostas e orçamentos Créez des devis, propositions et estimations Erstelle Angebote, Vorschläge und Kostenvoranschläge

Features

Panels

Instantly see and interact with Quote, Proposal & Estimate Tool for PD – Extraflow as you dive into the details of your deals/contacts in Pipedrive.

Extraflow: Proposals & Quotes

Locations:deal details

Easily create, share, export in PDF, and manage proposals, quotes, and estimates within Pipedrive deals, with a clear Total on every document.

Pop-up windows

Tackle complex tasks in Quote, Proposal & Estimate Tool for PD – Extraflow without leaving Pipedrive via their customized pop-up windows.

Create New Docs

Create proposals, quotes, and estimates from scratch or using templates, with auto-filled deal data, blocks, currency, and multilingual PDF export.

Extraflow Document Editor

Edit documents in Pipedrive with autofilled deal data, choose currency, set PDF export language, and create with customizable "building" blocks.

Template Editor

Create templates with multiple covers, estimation blocks, images, text, and T&C, customized to your needs. Save time for managers with easy reuse.

All Documents

This panel gives you access to all prepared documents across all deals in one place, making it easy to manage, share, and edit with just a few clicks.