ExtraflowDoc

ExtraflowDoc is quoting software designed to operate directly within CRM platforms, streamlining the creation and management of sales documents such as quotes, proposals, estimates, invoices, and agreements. It addresses the need for faster, more accurate document generation by leveraging deal data already present in the CRM, eliminating manual data entry and reducing the time required to produce professional documents. com, allowing users to build, send, and collect e-signatures on documents without leaving their CRM environment.

Key features include intelligent autofill of client and product information from CRM records, advanced pricing calculations (covering price, cost, markup, profit margin, and custom formulas), and support for tiered pricing and volume discounts. Users can search product catalogs, add line items, and organize offerings using intuitive tools. The system enables the creation of comprehensive documents with multiple pages, including text sections, tables, images, custom fields, signature fields, and professional cover pages. E-signature functionality is integrated, allowing documents to be sent for signature and tracked in real time, and documents can be exported to PDF or shared via secure links.

ExtraflowDoc is localized in 32 languages, making it accessible to a wide range of users. It is designed to be easy to use, requiring no training, and features a simple interface that allows teams to become productive immediately. The platform is suitable for sales teams and businesses that need to generate a variety of sales documents quickly and accurately, including those in service, rental, and project-based industries.

Pricing includes a free tier allowing up to five documents per month, with paid plans starting at $19 per month. The service operates on a month-to-month basis with no long-term commitment required. ExtraflowDoc positions itself as an affordable and fast solution for document generation and e-signature collection inside CRM systems.