Effortless Proposals & Quotes: Automate Your Workflow and Boost Conversions

Our features simplify the creation of proposals and quotes, helping you automate repetitive tasks, reduce errors, and focus on closing more deals, faster.

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Create Professional Proposals and Quotes

Extraflow empowers you to craft eye-catching, tailored proposals and quotes that showcase your brand’s quality. Deliver well-organized, sleek, and professional documents that not only grab your clients' attention but also distinguish your business from the competition.

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the best software for quoting and proposals extraflow

Time Efficiency

Quickly assemble documents by reusing blocks and templates, reducing the time spent on creating estimates and quotes from scratch.

Professional Appearance

Ensure every document looks polished and consistent with customizable templates and easy-to-add elements.

Versatility in Design

Use a variety of blocks to structure your documents just the way you want. You can arrange them in any order that suits your needs.

Engage teams more deeply in any type of work

Measure what matters with Untitled’s easy-to-use reports. You can filter, export, and drilldown on the data in a couple clicks.

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create proposals quotes and estimates in extraflow software

Quote, Proposal, and Estimate Creation

Effortlessly design personalized quotes, proposals, and estimates with streamlined automated processes. Customize each document to suit your clients' specific requirements while automating routine tasks, guaranteeing faster, more precise results.

Generate Multiple Documents in a Single Deal

Conveniently manage multiple estimates, quotes, and proposals under one deal, keeping everything well-organized and easy to access.

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Tiered Pricing with "Good, Better, Best" Options

Provide your clients with flexible pricing choices to enhance decision-making and boost deal closure rates by offering multiple pricing tiers within a single document using Extraflow.

Advanced Document Customization with Modular Blocks

Build Proposals Seamlessly with Section-Based Content Blocks

Extraflow’s block-based editor enables you to create proposals and other documents piece by piece. Each section, or block, can be personalized with text, images, or pricing details, giving you full control over the structure and layout of your proposal.

Features

Full-Page Cover Image Block for A4 Visuals

The Cover Image block offers a striking full-page feature, perfect for displaying project visuals, brand imagery, or any other visuals that make an immediate impact and reinforce your message.

Features

Automated Calculations Block

The Calculations block automatically compiles and presents all pricing details, including taxes, discounts, and total costs, giving clients a clear and transparent financial summary of the project. This essential feature ensures your clients fully understand the pricing breakdown, with itemized costs, tax rates, and overall totals clearly displayed.

Features

Rich Text Block

Leverage the rich text block to include all essential project details, terms, or additional information that clients need to review. With full formatting capabilities, you can ensure your content is clear, professional, and easy to read.

Features

Images Block for Visual Support

Incorporate multiple images into your proposal using the Images block. Showcase past projects, product visuals, or design elements, with the ability to display up to three images per block. This feature helps clients gain a clear visual perspective of your proposal's scope and enhances overall understanding.

Auto-Populate Data from CRM Deals

Save Time with Auto-Populate Feature

Simplify your document creation process with Extraflow’s CRM integration, which automatically pulls key data from your deals into quotes, proposals, and estimates. All relevant information—such as client details, deal titles, and product line items—is transferred effortlessly, eliminating the need for manual input.

Seamless Integration: Instantly pull in client names, organizations, deal titles, and contact details from your CRM into your documents.
Reduce Errors: By automating data entry, you minimize the potential for errors and ensure accuracy in every document.‍
Real-Time Updates: Any changes made to your CRM data are automatically reflected in your documents, keeping everything up-to-date and in sync.

Features

Autofill Proposals, Quotes, and Estimates with Deal Data

Automatically populate your estimates, quotes, and proposals with client and deal information from your CRM. Spend less time on manual data entry and focus more on closing deals efficiently.

Product Catalog Integration for Seamless Line Item Management

Efficient Product Catalog Integration

With Extraflow’s Product Catalog Integration, effortlessly pull product details into your quotes and proposals. In just a few clicks, you can add specific products, services, or materials, complete with pricing, quantities, and custom descriptions, making document creation faster and more efficient.

Features

Use Your Product Catalog Directly from Your CRM within Extraflow

Easily tap into your complete product catalog from your CRM directly in Extraflow. Add line items to your estimates, quotes, and proposals seamlessly, without the need to switch between platforms.

Create Custom Templates for Any Proposals and Quotes

Edit and Save Templates for Every Type of Document

Extraflow’s template feature enables you to standardize your documents while keeping the flexibility to meet individual client needs. Whether you're creating a quote, proposal, or estimate, you can easily customize and save templates for future use, streamlining your workflow.

Customization Options: Tailor each template to your client’s specific needs by adding or removing sections, adjusting content, or modifying the pricing structure.
Save for Reuse: Store your personalized templates for consistent use across similar projects and clients.‍
Enhanced Visuals: Include images for line items to improve presentation and clarity for clients.

Features

Create Custom Templates for Any Type of Deal

Design and implement personalized templates for estimates, quotes, and proposals, perfectly suited for any deal. Maintain consistency and professionalism across all client interactions.

Features

One-Click Template Application

Apply pre-designed templates to your quotes, proposals, or estimates instantly with just one click, saving time and ensuring uniformity across all your documents.

Tax, VAT, and Multi-Tax Handling Made Easy

Multiple Tax Options for Comprehensive Calculation

Streamline your tax management with built-in support for customizable tax rates. Apply different rates to entire quotes or proposals, or even to individual line items. Whether you're dealing with multiple locations, varying tax regulations, or specific client needs, Extraflow ensures accurate and effortless tax calculations.

Features

Customizable Default TAX

Define default tax rates for your business and apply them automatically to all documents.

Features

Multiple Tax Options with Inclusive and Exclusive Rates

Easily add multiple tax rates (e.g., sales tax, custom tax) to specific line items, tailored to your client’s location or project type. Whether you need to apply taxes inclusive or exclusive of the total price, Extraflow provides full flexibility in handling complex tax structures.

For example, in France, the standard VAT rate is 20%, which can be added as either an inclusive tax (already part of the price) or exclusive (added on top of the price). With Extraflow, you can adjust these settings effortlessly to match local regulations and client needs.

PDF Export and Sharing

Save Time with Auto-Populate Feature

With Extraflow, converting your quotes, proposals, and estimates into PDF format is quick and hassle-free. This feature guarantees that all your documents are professional, consistent, and ready to be distributed to clients, teams, or stakeholders.

Features

Multi-Language Document Support

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

Supported languages: 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, Русский, 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.

Features

Instant PDF Link Sharing and Export

Export documents as professional PDFs and share them via a link directly from Extraflow, ensuring quick and seamless delivery to clients without the need for email attachments.

Features

Professional branding

Insert your company logo at the top of every document for consistent, branded proposals. Seamlessly add your logo via the settings panel in Extraflow, ensuring every document looks polished and official.

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

Connect the tools you already use with 100+ integrations

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EXTRAFLOW PTE. LTD.
68 CIRCULAR ROAD, block #02-01, 049422, SINGAPORE

team@extraflow.io

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