What changes, in plain words
A table of each area today and after the project (computers, email, network, backup) tells the owner what they are buying before the part numbers show up.
EN-CAEnglish (CA)
For MSPs, IT consultants and resellers
IT quoting software for managed service providers and IT resellers
ExtraflowDoc lets an IT provider quote a project a business owner can follow: what changes, hardware per device, licences per user per month, project services, and monthly support plans kept out of the one-time total.
- Quotes
- Estimates
- Proposals
- Agreements
- Work orders
- Purchase orders
- Delivery notes
- Invoices
Free plan available. No credit card required. Or build a quote in your browser with nothing to install.
Free plan, no credit cardOne-time and monthly apartE-signatures included
See it in action
What's Inside ExtraflowDoc?
Explore the screenshots for a better understanding — click any screenshot to view it full-screen.
01 / 36
The ExtraflowDoc document editor
Built for hardware, licences and services
What an IT quote needs to get right
Most IT buyers are not technical. They want to know what they are getting, what it costs once and what it costs every month, and the quote that makes that obvious is the one that wins.
Hardware, licences and services as sections
Devices, subscriptions and labour each get their own section and subtotal. The buyer sees what is a purchase, what is a subscription and what is your time.
Licences per user per month
Quote Microsoft 365, security and backup by user-month, so a new hire is one number to change, and the annual commitment shows right on the line.
Monthly support, side by side and outside the total
Show help desk, managed and managed-plus plans as options with their monthly price, clearly marked as not part of the one-time total.
Your margin on every SKU
Enter the distributor cost and set a markup or margin per line. Your team sees profit by device and licence; the customer sees only the selling price.
Signed, then ordered
The customer signs and chooses a support plan in the signature block. A purchase order to your distributor and the invoice come from the same lines.
Worked example
Anatomy of a real IT services quote
This is a real four-page ExtraflowDoc quote from a managed IT provider in Portland, Oregon, to a twelve-person dental office replacing its Windows 10 desktops and an office server, for $32,384.00. The owner is not technical, so the quote starts with what changes for the office and keeps one-time costs apart from monthly ones.
Page 1 — what changes, and four weeks to go live
A cover letter explains why the change is needed now. A table compares each area today and after (computers, email and files, network, backup), and a four-week timeline shows the office staying open, with the cutover on a Saturday.
Page 2 — hardware per device, licences per user
Hardware comes to $22,170.00: laptops with their warranty and operating system as fields, docks and monitors, a firewall and access points. Licences for the first year, $4,464.00, are priced per user per month (Microsoft 365, endpoint protection and backup), so adding a new hire is easy to cost.
Page 3 — project services, then support kept outside the total
Setup, migration, network installation and training are project services worth $5,750.00. Three monthly support plans follow side by side, clearly marked as not included in the total, so the one-time figure stays honest.
Page 4 — terms and a signature
The terms promise a business associate agreement before any work on patient data, and spell out licence commitments, hardware returns and payment. The provider has already signed; the office signs and writes in the support plan it wants.
IT document examples
The IT quote, the service agreement and the equipment order
The full IT services quote, the managed IT service agreement that follows it, and a purchase order for the equipment. Click any example to open it.
01 / 03
IT Services Quote Template: Hardware and Microsoft 365
A dental office refresh: hardware per device, licences per user, project services and three support plans.View full exampleCustomer stories
From a software company and other teams that send quotes every week
“The Pipedrive integration is seamless. All our client data auto-fills perfectly.”
“ExtraflowDoc saved us hours every week. We send professional cleaning quotes in minutes instead of hours.”
“Game changer for our construction business. Complex estimates that used to take hours now take 10 minutes.”
Integrations
Quote from the opportunity you already logged
ExtraflowDoc installs into Pipedrive and monday.com, so the quote is built on the deal or item the opportunity created, with the client, the user count and your assessment notes already in place.
IT quotes in Pipedrive
Open ExtraflowDoc from the deal. The client and custom fields such as user count, locations or current platform fill the quote, and hardware and licences come from your Pipedrive catalogue with their prices.
IT quotes in monday.com
If projects run on a monday.com board, build the quote from the item. Its columns fill the document, and the signed quote is saved back on the project.
Pricing
Per company, so engineers and account managers can all quote
Account managers, engineers and the vCIO all send quotes on one plan. ExtraflowDoc charges by documents per month per company, not per technician.
Free plan
$0.00/month
5 documents/month per company
- Estimates
- Quotes
- Proposals
- Invoices
- Agreements
- Purchase Orders
- Delivery Notes
- Work Orders
- Custom Documents
- Templates
- Integration with Pipedrive
- Integration with monday.com
- E-Signatures
- CPQ
- Tiered Pricing
- Volume Discounts
- Multiple Taxes
- Pricing Engine for line items (Price, Price + Markup, Price + Profit Margin)
Basic plan
$20.69/month
20 documents/month per company
- Estimates
- Quotes
- Proposals
- Invoices
- Agreements
- Purchase Orders
- Delivery Notes
- Work Orders
- Custom Documents
- Templates
- Integration with Pipedrive
- Integration with monday.com
- E-Signatures
- CPQ
- Tiered Pricing
- Volume Discounts
- Multiple Taxes
- Pricing Engine for line items (Price, Price + Markup, Price + Profit Margin)
Standard plan
$34.49/month
35 documents/month per company
- Estimates
- Quotes
- Proposals
- Invoices
- Agreements
- Purchase Orders
- Delivery Notes
- Work Orders
- Custom Documents
- Templates
- Integration with Pipedrive
- Integration with monday.com
- E-Signatures
- CPQ
- Tiered Pricing
- Volume Discounts
- Multiple Taxes
- Pricing Engine for line items (Price, Price + Markup, Price + Profit Margin)
FAQ
IT quoting software: frequently asked questions
Including what ExtraflowDoc does not do.
What is IT quoting software?
It is software that turns an assessment into a quote a business can sign: hardware, licences, project services and support, with one-time and recurring costs kept clear. ExtraflowDoc does this inside Pipedrive or monday.com, from the deal or item the opportunity created.
Does it pull live prices from distributors?
No. ExtraflowDoc has no distributor price or stock feed. Keep your products and prices in your CRM catalogue, update them when costs change, and add them to quotes in one click.
Is it a PSA or RMM tool?
No. ExtraflowDoc does not run tickets, monitor devices, track time or manage contracts. It writes and tracks the quote, the service agreement, the purchase order and the invoice, alongside your PSA.
Does it bill monthly support automatically?
No. There is no recurring billing. You can quote support plans and write the service agreement, but monthly invoices are created in your PSA or accounting software.
Can I quote licences per user per month?
Yes. Use user-months as the unit, as the example does: 12 users for 12 months is 144, and the totals update when the user count changes.
Can I show support plans without adding them to the total?
Yes. Show them as a pricing options section with monthly prices, outside the quote table, as the example on this page does.
Can I send the managed services agreement too?
Yes. Agreements are one of the document types, so the scope, service levels and terms go out for e-signature from the same deal.
Is there a free plan for a one-person IT consultancy?
Yes. The free plan covers 5 documents a month with unlimited users. Paid plans start at $20.69/month for 20 documents, billed per company rather than per engineer.
Ready for the next assessment?