Extraflowdoc
ExtraflowDoc is a document generation and CPQ (Configure, Price, Quote) software that helps sales teams, service businesses, and B2B companies create professional quotes, proposals, estimates, invoices, agreements, work orders, purchase orders, and delivery notes directly inside their CRM without switching tools or manually entering data. Built as a native integration for Pipedrive CRM, ExtraflowDoc eliminates the inefficient workflow of copying deal information into separate document tools like Word, Excel, or generic proposal software. The platform automatically pulls contact details, organization data, products, deal values, and custom fields from the CRM into document templates, enabling users to generate client-ready paperwork in minutes rather than hours. ExtraflowDoc serves small and medium-sized businesses across industries including construction contractors, home service providers (HVAC, electrical, plumbing), manufacturers, wholesale distributors, equipment suppliers, IT service companies, marketing agencies, and professional service firms. These businesses typically send multiple quotes, estimates, or proposals per week and need to manage complex pricing with costs, markups, margins, taxes, discounts, and multiple pricing options. Core features and capabilities: Native CRM integration - Works entirely inside Pipedrive with automatic data synchronization from deals, contacts, organizations, products, and custom fields Flexible document builder - Drag-and-drop editor with pre-designed content blocks including quotation tables, rich text sections, product galleries, custom fields, signatures, cover pages, and page breaks Advanced pricing engine - Calculate prices using cost plus markup, margin percentage, or custom formulas; manage line-item taxes, project-level fees, and discounts with real-time total updates Multiple pricing options - Present two or three pricing tiers or service package options within a single document to give clients choices and reduce price objections Product catalog integration - Search and add items directly from the CRM product catalog with support for product variations (size, color, specifications) and detailed descriptions The platform supports 32 languages and all global currencies, making it suitable for international teams and businesses serving diverse markets. ExtraflowDoc handles complex tax scenarios including VAT, GST, PST, sales tax, and dual-tax regions where multiple tax types apply simultaneously (such as Canada's GST plus provincial PST). Users can apply taxes at the line-item level or globally across the entire document. Documents can include visual elements like product photos, full-page branded covers, and image galleries to create compelling, professional presentations. All content outputs as polished PDFs or shareable secure links. The software includes template management, allowing teams to save and reuse document structures across similar deals, ensuring consistency and reducing setup time for recurring document types.
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