Extraflow - A New App for Pipedrive to Create Estimates, Quotes, and Proposals
Hi Pipedrive Community!
Are you looking to streamline your quoting, estimating, and proposal processes directly within Pipedrive? Look no further! Introducing Extraflow, the ultimate solution designed to integrate seamlessly with Pipedrive and enhance your workflow.
Key Features of Extraflow:
- Seamless Integration with Pipedrive: Extraflow works right inside the Pipedrive interface, allowing you to create and manage quotes, estimates, and proposals without switching between multiple apps.
- Seamless Product Catalog Integration: Use your existing product catalog from Pipedrive directly in Extraflow. Automatically pull product details, pricing, and descriptions into your estimates, quotes, and proposals, saving time and ensuring consistency across all documents.
- Autofill Data from Deals: Automatically populate your estimates, quotes, and proposals with relevant data from your Pipedrive deals, such as client information, deal value, and product details. This feature streamlines document creation, reduces manual entry, and ensures accuracy.
- Customizable Estimate, Quote, and Proposal Templates: Save time by using customizable templates that match your branding and business needs.
- Multiple Estimation Options: 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, keeping all your documents organized and accessible.
Try Extraflow Free for 7 Days!
We’re excited to announce that Extraflow is now available on the Pipedrive Marketplace!
If you have any questions or suggestions, feel free to reach out:
Matthew - matt@extraflow.io
Comments
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You can create up to 10 documents per month—for FREE
And short video of our Features:
We in Pipedrive Marketplace:0 -
Hi Pipedrive community, Matt here!
I’m excited to share that Extraflow now supports multi-language documents!
You can easily generate quotes, proposals, and estimates in various languages to serve your global audience better.
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, Русский, Українська, Tiếng Việt, 한국어, 日本語.
While the document editor interface is still in English, your final documents can be customized and delivered in any language, ensuring seamless communication with your clients.0 -
How do the invoices and documents that are created in Extraflow process and flow into Quickbooks if you have Pipedrive to sync?
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Hi @TridicoDesignDave .
We're currently developing a seamless integration with Xero, which we expect to release between October and November, followed by QuickBooks. Our focus is on ensuring the smoothest process for transferring documents created in Extraflow to these accounting platforms, simplifying workflows and enhancing the overall user experience.
Can you describe the best way as you see it ?0 -
Hi again!
We are excited to announce that our service now supports product variations and multiple prices.
When creating Quotes, Proposals, and Estimates, you can immediately see the product’s price and name, making the document creation process even faster and more convenient.Check out a PDF example of a Quote / Proposal here:
https://app.extraflow.io/p/bWsnhHpOfo
If you have any questions: matt@extraflow.io1 -
Hi there!
1. We updated our pricing plans and now it is more affordable for small teams - unlimited users from $25/mo.
2. We’ve added 3 new Pricing blocks in our Editor to make preparing quotes, estimates, and proposals even more convenient:
- Standard Pricing Block – Everything you enter in the line items is visible to the client in the PDF.
An example of such an estimate is here: https://app.extraflow.io/p/U0UHb7ukmO - Pricing block without Line Items Prices in PDF — You can see all line items in the editor, but the client only sees the total amount, quantity, description, discounts, and units in the PDF. This is perfect for those who prefer to sell projects without itemized pricing.
An example of such a quote is here: https://app.extraflow.io/p/BzTypbLwc4 - Pricing block without Line Items in PDF — This block hides all line items you entered in the editor, leaving only the block name, description, and total.
An example of such a Proposal is here: https://app.extraflow.io/p/ipaTU9XXFw
These options give you the flexibility to tailor quotes exactly how you want them!0 - Standard Pricing Block – Everything you enter in the line items is visible to the client in the PDF.
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Rental & Recurring Block Now Available for Quotes in Extraflow!
Quantity X Duration
Our latest release allows you to seamlessly create quotes with rental or recurring charges. Perfect for industries with ongoing service needs or equipment rentals.
Example Quote: Heavy Equipment Rental Quote
Plus, explore our top quote templates you can create with Extraflow for maximum impact!
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We're on fire!
We've just added blocks for price lists and contingency budgets in Extraflow.
Now, you can prepare quotes, proposals, and estimates with as many blocks as you need to meet your unique requirements. Plus, you can create dedicated price lists or seamlessly include them in your proposals!
And if you need to calculate a contingency budget separately for a client, it's just a few clicks away, and the total for this block won’t be added to the document’s Grand Total.
Check out these stunning document examples to boost your business’s conversions and profits!
We support Export in PDF with 32 languages (🇺🇲, 🇬🇧, 🇪🇸, 🇵🇹, 🇩🇪, 🇫🇷, 🇮🇹, 🇺🇦, 🇳🇱, 🇳🇴, 🇵🇱 and more ), all global currencies, taxes within line items and grand totals, discounts, images, text, and more.Examples:
Beautiful Estimate for Landscaping Project - PDFHeavy Equipment Rental Quote - PDF
Fast Estimate for Safety Inspection Services - PDF
Cool Proposal for Interior Remodeling - PDF
Get started with 10 free documents each month!
More details in Pipedrive Marketplace APP:
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