Quoting software that works inside your CRM

Quoting software is a tool that turns what a customer wants into a priced, professional document they can accept. Instead of rebuilding a quote in Word or Excel each time, you pull in the client and the products, let the tool calculate line totals, tax, and discounts, and send a branded PDF or link. ExtraflowDoc does that inside the CRM your team already uses, so the quote starts from real deal data rather than a blank page.

You start from a template or a blank document, the client's details fill in from your CRM record, you add line items from a product catalogue or type custom ones, and the software prices them — directly, from cost plus markup, or from a target margin. Taxes and totals recalculate as you edit. You then export a PDF, share a secure link, or send the quote for e-signature and track when it's opened and signed.

Because the three things that lose deals in a manual quote — stale pricing, arithmetic mistakes, and slow turnaround — are exactly what a quoting tool removes. Prices come from one catalogue, totals are calculated rather than typed, every rep's document looks the same, and the client can sign without printing anything. A quote that used to take an afternoon goes out the same hour.

Five things: it connects to the system your customer data already lives in; it prices line items properly (markup, margin, tiers, volume discounts) instead of just multiplying; it produces a document you'd be happy to put your logo on; it collects a signature without a second subscription; and it doesn't lock you into a multi-year contract. ExtraflowDoc was built against that list — CRM-native, with a real pricing engine, e-signatures included, and month-to-month billing.

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 you can start with an estimate and turn it into a firm quote without rebuilding it.

Yes. ExtraflowDoc has a free plan covering 5 documents a month per company with unlimited users, and free browser generators for quotes, estimates, proposals, invoices, and purchase orders that need no sign-up at all. Paid plans start at £11.80/month when you outgrow the free quota.

Most quoting tools charge per user per month, which gets expensive as soon as the whole sales team needs access. ExtraflowDoc charges per company by document volume instead: free for 5 documents a month, £11.80/month for 20, up to 600 a month — with unlimited users on every plan.

It should. A quote and an invoice describe the same line items at two points in the deal, so retyping them is wasted work. In ExtraflowDoc a won quote converts to an invoice in one click with every line carried over, and purchase orders, delivery notes, and work orders come from the same editor.

CPQ stands for configure, price, quote — software that applies your pricing rules automatically instead of relying on a rep to remember them. You need it as soon as price depends on quantity, customer tier, or configuration. ExtraflowDoc includes tiered pricing and volume discounts on every plan, so the right price applies as the quantity changes.

ExtraflowDoc's pricing engine prices each line one of three ways: a direct price, cost plus markup, or cost plus a target profit margin. You can mix all three in one quote — materials at margin, labour at a fixed rate — and the totals update as you edit.

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

Yes, and without buying a separate e-signature tool. Send the quote for signature from inside the document, track its status in real time, and keep the audit trail with the signed PDF.

ExtraflowDoc is used for construction quoting because a build quote needs separate lines for labour, materials, plant, and subcontractors, each with its own markup, grouped into phases the client can follow. Photo blocks let you attach site images to the same document as the price, and a signed quote keeps the scope and the number together.

Yes. Manufacturing and machine-shop quotes hinge on run size and on splitting a part price into setup, run time, material, and finishing. ExtraflowDoc's tiered pricing and volume discounts price by quantity automatically, and calculated columns handle formulas a flat per-unit rate doesn't fit.

Yes. Trades quote from a mix of catalogue parts and hourly or day-rate labour, often on site. ExtraflowDoc runs in a browser on a phone or tablet, prices parts from a saved catalogue with markup applied automatically, and sends the quote for signature before you've left the job.

A two-person business loses the same deals to slow quoting that a fifty-person one does. ExtraflowDoc's free plan covers 5 documents a month at no cost, plans are month-to-month rather than annual, and every plan includes unlimited users — so the price doesn't jump the moment you hire.

No. Insurance quoting software is a rating engine: it pulls live premiums from carriers for life, health, or auto policies. ExtraflowDoc doesn't do carrier rating. It's document-based quoting software for businesses selling products, projects, and services, so an insurance brokerage would use it for service agreements and fee proposals, not for comparing policy premiums.

Open-source quoting 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.

Not directly. ExtraflowDoc integrates natively with Pipedrive and monday.com, and produces PDFs you can attach to your accounting workflow. If QuickBooks is where your quotes must originate, ExtraflowDoc isn't the right fit today.

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 or board item, and start a document — client data is already there. Building your first reusable template takes an afternoon at most, and there's no onboarding call to schedule.

Yes, in two ways. Use the free browser generators on this page with no account at all, or install ExtraflowDoc in your CRM and stay on the free plan — no credit card, no trial clock, no contract.