Extraflow - Create Quotes, Proposals and Estimates
by Extraflow
Manage contracts, Automate my pipeline and data, Other use cases
Seamless Product Catalog Integration: Use your existing product catalog from Pipedrive directly in Extraflow. Automatically pull product details, pricing, and descriptions.
Autofill Data from Deals: Automatically populate your docs with relevant data from your Pipedrive deals, such as client information, deal value, and product details.
Customizable Estimate, Quote, and Proposal Templates: Save time by using customizable templates that match your branding and business needs.
Multiple Estimation Options: You can prepare multiple options for your clients using our flexible estimation blocks in quoting.
Tax & Image Add-ons: Add taxes and images to line items easily, making your quotes more comprehensive and professional.
Configure, Price, Quote (CPQ) Automates the Configure, Price, Quote (CPQ) process so your reps can send off beautiful quotes in seconds
Manage Multiple Documents in One Deal
Panels
Instantly see and interact with Extraflow - Create Quotes, Proposals and Estimates as you dive into the details of your deals/contacts in Pipedrive.
Extraflow
Locations:deal details
Pop-up windows
Tackle complex tasks in Extraflow - Create Quotes, Proposals and Estimates without leaving Pipedrive via their customized pop-up windows.
Create new document
Edit document
Edit template
Documents
5. "You can choose the language and Currency for PDF export:
(English, Deutsch, Français, Español, Italiano, Português, Nederlands, Svenska, Polski, Română, Čeština, Magyar, Български, Suomi, Русский, Українська, Tiếng Việt, 한국어, 日本語, Ελληνικά, Dansk, Norsk, Íslenska, Shqip, Српски, Hrvatski, Slovenščina, Македонски, Latviešu, Lietuvių, Eesti, Malti, Bosanski, Gaeilge) and currency on every document and template."
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Should you have any questions, please don't hesitate to contact us via email - [email protected]
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