
Quotes, Proposals, Estimates & more - Extraflow
by Extraflow
Manage contracts, Automate my pipeline and data, Other use cases
🏗️ Construction & Contracting: General contractors, builders, remodelers, roofing, painting , drywall installers, flooring , concrete specialists, masonry , demolition , framing carpenters, siding installers
🔧 Trades & Services: HVAC companies, electricians, plumbers, landscapers, cleaning services, pest control, irrigation specialists, appliance installers, security system providers, solar installers, welding and metalwork, insulation services
🏭 Suppliers & Manufacturing: Distributors, manufacturers, wholesalers, material suppliers, custom fabricators
💼 Professional Services: Digital agencies, IT service providers, software vendors, consultants, design studios
📦 Product & SaaS Teams: Custom product sellers, SaaS platforms, hardware providers, system integrators
📅 Rental & Equipment Services: Tool rental companies, construction equipment rental, party & event rentals, scaffolding providers
📊 Control Margins & Markups
⚡ Auto-Filled from Deal Data
🔁 Syncs Back to Pipedrive
🛒 Smart Catalog & Tax Handling
⚙️ Custom Fields & Pricing Rules
and more .....
Panels
Instantly see and interact with Quotes, Proposals, Estimates & more - 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 Quotes, Proposals, Estimates & more - 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.
Supported PDF export in 32 languages.
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