Automate Proposals & Quotes to Boost Sales Team Efficiency

Discover how automating proposals and quotes in Pipedrive accelerates creation, improves accuracy, and empowers your sales team to close deals faster.

See Extraflow in Action

Explore how Extraflow's intuitive interface simplifies the creation of professional quotes, proposals, and estimates with just a few clicks. Check out these real screenshots to see how seamless the process can be.
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The complete quotes and proposals management solution

Extraflow is the ultimate solution for any business looking to streamline their quoting and proposal process within Pipedrive. Whether you're in construction, IT services, or product supply, Extraflow allows you to create professional, detailed proposals and quotes with fully customizable options, all directly from your Pipedrive deals. No more juggling between multiple apps—Extraflow simplifies the creation and management of your project documents, helping you handle every detail quickly and efficiently, regardless of your industry.

Designed for a Range of Industries – Yours Included!

Professional Services
Small Business, IT Services, SaaS Companies, Architecture, Graphic Design, Photography, Marketing Agencies, Property Management, Event Planning, Interior Design.
Construction & Trades
Construction, Painting, HVAC, Electrical, Plumbing, Flooring, Roofing, Carpentry, Cabinetry, Window Installation, Solar Panel Installation, Insulation, Appliance Repair.
Home Services
Landscaping, Renovation, Cleaning Services, Home Automation, Remodeling, Security Systems, Pest Control.
Media & Entertainment
Video Production, Music Production, Event Photography, Graphic Design Studios, Marketing & Ad Agencies.
Manufacturing & Suppliers
Manufacturers, Suppliers.
Financial Services
Accounting Firms, Tax Consultants, Financial Advisors, Insurance Brokers, Mortgage Brokers.
Real Estate
Real Estate Agencies, Property Developers, Home Staging, Real Estate Appraisers.
Education & Training
Tutoring Services, Online Courses, Skill Training Centers, Corporate Training, E-learning Platforms.
Logistics & Transportation
Delivery Services, Freight & Shipping, Warehousing, Moving Companies, Courier Services.

Customizable Construction Blocks for Professional-Looking Documents

Create visually appealing and highly organized proposals, quotes, and estimates using customizable construction blocks. Build detailed documents with pre-set sections for labor, materials, and services, ensuring a polished and professional appearance that stands out to clients. Each document is designed to be both functional and aesthetically pleasing, leaving a lasting impression.
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Integrations

Pipedrive CRM native Integration

Extraflow works within your existing Pipedrive workflow. You can create, manage, and send quotes or proposals directly from your deals pipeline. This means less time spent navigating between different tools and more time closing deals, and soon HubSpot* and Monday.com* will be integrated to further enhance your workflow.
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Detailed Line Item Customization for Accurate Quotes and Proposals

Easily add and customize line items within your quotes and proposals, including detailed descriptions, quantities, prices, discounts, taxes, and even item images. Whether you’re quoting products or services, Extraflow ensures each line item is clearly presented and accurately calculated, giving your documents a professional and organized look.
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Features

Auto-Populate Data from Deals

Automatically pull relevant client and deal information directly from CRM into your quotes, proposals, and estimates, saving time and ensuring accuracy.
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Features

Use Your Product Catalog from CRM Right in Documents

Access and integrate your full product or service catalog from your CRM into your documents, allowing you to add items with just a few clicks for faster, more consistent quoting.
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Features

Customizable and Automated Quote, Proposal, and Estimate Generation

Easily create fully customizable quotes, proposals, and estimates with automated workflows. Tailor each document to your clients’ needs while automating repetitive tasks, ensuring faster and more accurate generation.
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Features

Multi-Option documents

Offering clients different service or product options within a single proposal has never been easier. With Extraflow, you can create “Good, Better, Best” style proposals and quotes that let clients choose the package that suits their budget. Each option can include detailed line items, with varying costs, descriptions, and even images.
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Features

Multi-Language Document Support

Easily generate quotes, proposals, and estimates in multiple languages to serve a global audience.

Supported languages include: 🇬🇧 English, 🇪🇸 Español, 🇫🇷 Français, 🇩🇪 Deutsch, 🇮🇹 Italiano, 🇳🇱 Nederlands, 🇵🇹 Português, 🇳🇴 Norsk, 🇩🇰 Dansk, 🇸🇪 Svenska, 🇬🇷 Ελληνικά, 🇮🇸 Íslenska, 🇦🇱 Shqip, 🇷🇸 Српски, 🇭🇷 Hrvatski, 🇸🇮 Slovenščina, 🇲🇰 Македонски, 🇱🇻 Latviešu, 🇱🇹 Lietuvių, 🇪🇪 Eesti, 🇲🇹 Malti, 🇧🇦 Bosanski, 🇮🇪 Gaeilge, 🇵🇱 Polski, 🇷🇴 Română, 🇨🇿 Čeština, 🇭🇺 Magyar, 🇧🇬 Български, 🇫🇮 Suomi, 🇺🇦 Українська, 🇻🇳 Tiếng Việt, 🇰🇷 한국어, 🇯🇵 日本語

While the document editor interface is in English, your final documents can be customized and delivered in any of these languages, ensuring seamless communication with your clients.
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US, UK, Europe, France, Australia, Latin America and other...

Manage General and Line Item Taxes with Ease

Effortlessly apply and manage both general taxes for entire documents and specific taxes for individual line items. Extraflow ensures full tax compliance, allowing you to customize tax rates based on location, product type, or service, providing accurate and transparent pricing for your clients.

Tax, VAT, multi-TAX Handling

Simplify tax management with built-in support for custom tax rates. Apply different tax rates to each quote or proposal, or even to specific line items. Whether your projects span multiple locations with different tax rules or you have specific client requirements, Extraflow ensures accurate, hassle-free tax calculations.
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Free Plan

10 documents / month for FREE
Measure what matters with Untitled’s easy-to-use reports. You can filter, export, and drilldown on the data in a couple clicks.
10 Proposals, Quotes or Estimates for FREE
Pipedrive integration
Templates
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We are Extraflow

Boost Your Sales Performance with Extraflow

Powerful, self-serve product to help you create, adit, engage retain more users.
Reduce time to close deals
by up to
30%
Increase quote-to-sale
conversion by
25%
Increase revenue per deal
by
20%
Reduce time on sales
documents by
50%
Extraflow quote template example
Support

Frequently Asked Questions

Everything you need to know about the product.
What is Extraflow?
Extraflow is a cloud-based software that streamlines and automates the creation and management of estimates, quotes, and proposals, helping sales teams to close deals faster.
How does Extraflow integrate with Pipedrive?
Extraflow seamlessly integrates with Pipedrive, allowing you to access your product catalog, autofill documents with deal data, and streamline your sales process without switching between platforms.
Can I customize my estimates, quotes, and proposals in Extraflow?
Yes, you can create and use customizable templates for all your documents, ensuring consistency and professionalism tailored to your business needs.
How do I add images to my estimates and quotes?
You can easily add images to individual line items or include entire image sections to enhance the clarity and appeal of your documents.
Can I apply discounts and taxes to individual line items?
Yes, Extraflow allows you to apply discounts and taxes to individual line items, ensuring accurate pricing and compliance with tax regulations.
Is it possible to share documents directly with clients?
Yes, you can share estimates, quotes, and proposals via a secure link, allowing clients to view and download documents without email attachments.
How can I export my documents?
Extraflow enables you to export your documents as PDFs, making them easy to share and print while maintaining a professional format.
Does Extraflow support adding my company's logo to documents?
Absolutely! You can add your logo to all documents to maintain brand consistency and present a professional image to your clients.

How do I get started with Extraflow?
Getting started is easy! Sign up for a free trial on our website, and follow our setup guides to integrate Extraflow with your CRM and customize it to your needs.

Still have questions?

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