Proposal software that builds the whole document, not just the price

Proposal software is a tool for building, sending, and tracking the document you use to win work — not just the price, but the cover page, the scope, the proof, the terms, and the signature. Instead of assembling it from a Word file and a PDF export, you build it from reusable blocks, send it as a link or PDF, and see when the client opens and signs it. ExtraflowDoc does that inside the CRM your team already uses.

You start from a template or a blank document, the client's details fill in from your CRM record, and you build the proposal from blocks: cover page, rich text for scope and approach, photo galleries, pricing tables, and a signature block. Totals and taxes calculate themselves. You then share a secure link or export a PDF, send it for e-signature, and track its status until it's signed.

At minimum: who it's for and what problem it solves, what you will actually do, what it costs and on what terms, why you're credible, and a way to say yes. The order matters — a price with no scope in front of it invites a discount request. ExtraflowDoc's block editor exists so you can put the scope, the evidence, and the number in that order every time.

An estimate is an approximate cost given before the work is fully scoped. A quote is a firm, itemised price the client can accept as-is. A proposal wraps that price in scope, approach, and terms — it sells the work, not just the number. ExtraflowDoc produces all three from the same editor, so an estimate can become a firm proposal without being rebuilt.

Because those tools make a document, not a process. They don't pull client data from your CRM, don't recalculate a total when you change a line, don't tell you when the client opened page four, and don't collect a signature. You also end up with fifteen slightly different versions of the same proposal across your team's laptops.

Five things: it connects to where your customer data already lives; it produces a document you'd put your logo on without redesigning it; it handles pricing properly rather than as static text; it collects a signature without a second subscription; and it doesn't price per seat so the whole team can use it. ExtraflowDoc was built against that list — CRM-native, block-based, with e-signatures included and per-company pricing.

Yes. ExtraflowDoc has a free plan covering 5 documents a month per company with unlimited users, plus a free browser proposal generator that needs no sign-up at all. Paid plans start at $20.69/month when you outgrow the free quota.

Most proposal tools charge per user per month, which gets expensive as soon as everyone who pitches needs access. ExtraflowDoc charges per company by document volume instead: free for 5 documents a month, $20.69/month for 20, up to 600 a month — with unlimited users on every plan.

You can follow each document's status as it moves from sent to viewed to signed, so you know whether to follow up or wait. ExtraflowDoc tracks document status and signature progress; it does not do page-by-page heatmaps or time-on-page analytics, which some dedicated proposal tools sell separately.

Yes, and without a separate e-signature tool. Send the proposal for signature from inside the document, verify the signer, and keep the audit trail with the signed PDF. Status updates in real time so you know the moment it's accepted.

That's the point of templates. Save any proposal — cover page, scope sections, pricing structure, terms — and start the next one from it. Every rep then works from the same approved structure instead of hunting for last quarter's best version.

In the sense that matters day to day: client and product data populate themselves from the CRM, pricing and totals calculate themselves, templates remove the blank page, and signature requests and status updates happen from inside the document. It is not a rules engine that assembles a proposal with no human involvement — a person still decides what to say.

Yes. Lay out good/better/best packages or optional add-on lines in the pricing table, with totals for each, so the conversation becomes which option rather than whether to buy. Tiered pricing and volume discounts apply automatically as quantities change.

ExtraflowDoc integrates natively with Pipedrive and monday.com, opening inside the deal or board item you're working on. If your CRM is something else, the free browser generators still work, but the data autofill that makes this fast is Pipedrive- and monday.com-only today.

Partly, and it's worth being precise. If proposal management means templates, brand control, reusable content, version history, and status tracking across everything your team sends, then yes. If it means an enterprise bid desk — RFP libraries, formal approval chains, compliance matrices, assigned subject-matter experts — then no, and a dedicated bid-management suite will fit better.

No. RFP response software maintains a searchable answer library and routes questionnaire sections to subject-matter experts for sign-off. ExtraflowDoc doesn't do that. It's for proposals you author and design yourself, so you'd use it for the proposal a buyer asked you to send, not for filling in a 300-question procurement questionnaire.

ExtraflowDoc is used for construction proposals because a build proposal needs more than a price: a phased scope the client can follow, site photos attached to the same document, separate priced lines for labour, materials, plant, and subcontractors, and a signed acceptance that fixes what was agreed before variations start.

Yes, and it's one of the closest fits. Consulting and agency proposals win on the problem statement, the approach, the team, and the case studies — all rich text and image blocks — with the fee structured by phase or retainer at the end. Save the winning shape as a template and the next pitch takes an afternoon.

Not in the specialist sense. Solar proposal tools like Aurora Solar or OpenSolar model the roof, run shading analysis, and estimate production — ExtraflowDoc does none of that. What it does is turn a design you've already produced into a proposal that sells it: equipment, installation, timeline, finance terms, and a signature, in one branded document.

Not as a downloadable template file, no. ExtraflowDoc is the tool you build one in — the scope, architecture approach, sprint plan, and assumptions as rich text, with licences, build, and support as separate priced lines. The closest worked example on this site is the website design proposal example, and the document examples page has more.

Open-source proposal tools exist, and they can work if you have the engineering time to host, secure, update, and support them. ExtraflowDoc is not open source — it's a hosted product with a free plan, so you get the zero-licence-cost starting point without running a server yourself.

Yes. Taxes are applied per line item, so mixed-rate proposals work, and you pick the currency and number format the client pays in. ExtraflowDoc is localised into 30 languages, so the proposal reads correctly in your client's market as well as yours.

Yes to both. ExtraflowDoc is cloud-based and runs in any modern browser — macOS, Windows, iPad, or Android — with nothing to install beyond the Pipedrive or monday.com app itself.

Minutes, not a project. Install the app in Pipedrive or monday.com, open a deal, and start a document — client data is already there. Building your first reusable proposal template takes an afternoon at most, and there's no onboarding call to schedule.