For solar PV and battery installers
ExtraflowDoc lets an installer send a solar quote a homeowner can check: the system and every assumption behind the savings, equipment specifications, the price in clear sections, options with more or less battery storage, warranties and a signature.
Free plan available. No credit card required. Or build a quote in your browser with nothing to install.
See it in action
Explore the screenshots for a better understanding — click any screenshot to view it full-screen.
The ExtraflowDoc document editor
Built for the way solar is sold
Homeowners buying solar gather three or four quotes and weigh them up for weeks. The installer who wins is usually the one whose figures are easiest to check and hardest to pick holes in.
Electricity unit rate, yearly price rise, generation per kWp, shading loss: set every assumption out in a table next to the savings estimate. A homeowner comparing quotes trusts the one that shows its working.
Panels, inverters and mounting in one section, the battery in another, the consumer unit upgrade and approvals in a third, installation in a fourth. Each has a subtotal, so the homeowner sees what the battery adds.
Price installation per watt, panels and microinverters per item, the battery as one unit and the approvals as a single job. Every line keeps its own unit, and the total follows the system you designed.
Add a specification page for the panel, the inverter and the battery, with photos from your CRM catalogue. A buyer weighing a 400 W panel against a 430 W one sees exactly what they are getting.
Give each system its own quotation table and total. The homeowner sees the cost of storage side by side, without asking you to send the quote again.
Put the payment schedule, the warranties and the terms in the same document and send it for e-signature. Once the system is commissioned, a warranty certificate goes out from the same deal.
Worked example
This is a real thirteen-page ExtraflowDoc quote from a solar installer in Arizona to homeowners whose air conditioning drives up their summer bills: 24 panels, microinverters, a 13.5 kWh home battery, a main panel upgrade, permits and installation, for $37,050.00. Solar buyers gather several quotes, so this one is written to win the comparison by being the easiest to check.
After a cover and a letter, a summary gives the system size, the battery and the price. Key figures show what the system does for the household, and a table lists every assumption behind the savings estimate. The letter is upfront that the US federal homeowner tax credit ended at the end of 2025, so the quote does not count on it.
A panel layout and a table of roof planes show where the panels go and how much shade each plane gets. The panel has a full specification page, the inverters and battery share the next, and a month-by-month generation table sets the system's output against the household's own use.
The solar array comes to $12,870.00 after a 5% panel discount shown on the line, battery storage to $11,450.00, the main panel upgrade, wiring and permits to $4,900.00, and installation, with the array priced per watt, to $7,830.00.
Panels only, panels with one battery and panels with two are priced side by side. A payment schedule, a timeline from signing to switch-on, the warranties on panels, inverters, battery and workmanship, common questions and terms complete the quote, with an acceptance block the installer has already signed.
Solar and electrical examples
The full domestic solar quote, the warranty certificate that follows it, and the invoice and purchase order an electrical contractor sends. Click any example to open it.
Solar Installation Quote Example with Battery
24 panels and a home battery: every assumption set out, the roof layout, equipment specs, four priced sections and options.View full exampleCustomer stories
“Best ROI of any software we've purchased. Paid for itself in the first week.”
“Game changer for our construction business. Complex estimates that used to take hours now take 10 minutes.”
“The Pipedrive integration is seamless. All our client data auto-fills perfectly.”
Integrations
ExtraflowDoc installs into Pipedrive and monday.com, so the quote is built on the deal or item the enquiry created, with the address, the energy bills and the site survey already there.
Open ExtraflowDoc from the deal. The homeowner, the address and custom fields such as system size, annual usage or roof type fill the quote, and panels, inverters and batteries come in from your Pipedrive product catalogue with their photos.
If projects run on a monday.com board, build the quote from the item. Columns such as kWp, battery and energy supplier fill the document, and the signed quote is saved back on the project.
Pricing
Sales advisers, the designer and the office all send quotes on one plan. ExtraflowDoc charges by documents per month per company, not per user.
£0.00/month
5 documents/month per company
£11.80/month
20 documents/month per company
£19.68/month
35 documents/month per company
FAQ
Including what ExtraflowDoc does not do.
It is software that turns a site survey and a system design into a quote the homeowner can sign: the system, the savings and the assumptions behind them, equipment specifications, the price, options, warranties and terms. ExtraflowDoc does this inside Pipedrive or monday.com, from the deal or item the enquiry created.
No. ExtraflowDoc does not lay out panels, analyse shade or model generation. Design the system in your design software, then add its layout image and generation figures to the quote, where ExtraflowDoc prices and presents them.
No. There is no finance, loan calculator or lender integration. You can state the cash price and any finance terms you offer as text or as a separate option, but the figures come from you or your finance provider.
Yes. Add a quotation table for each option (panels only, one battery, two batteries), each with its own total. The homeowner compares them side by side and tells you which one to install.
Yes. Every line has its own unit, so installation at a rate per watt, panels per item and the battery as one unit sit in the same table and add up to one total.
Yes. Equipment and labour lines can each be priced from cost with a markup or a margin. The document details show your team the system's cost, profit and margin; internal columns never appear on the quote the homeowner reads.
No. ExtraflowDoc does not submit permission applications or DNO grid connection applications. Price that work as lines on the quote and track it in your project tool.
Yes. Warranties are a section in the block library, and you can build a warranty certificate as its own document from the same deal, listing the installed equipment.
Yes. The free plan covers 5 documents a month with unlimited users. Paid plans start at £11.80/month for 20 documents, with every feature on every plan, so a new sales adviser adds nothing to the bill.
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