Purchase order software that raises the PO from the job you just won

Purchase order software is a tool for raising the document you send a supplier to order goods or services at an agreed price. At minimum it should itemize what you're ordering, calculate the totals, carry your details and the supplier's, and produce something you can send and refer back to. ExtraflowDoc does that inside the CRM where the job already lives, so the order sits with the work it was bought for.

A PO number you can both quote, your details and the supplier's, the delivery address and date, and a line for each item with quantity, unit price and line total — then subtotal, tax and grand total, plus any terms you're relying on. ExtraflowDoc builds all of that from blocks and calculates the figures as you type.

A purchase order is raised by the buyer to order goods or services at an agreed price. An invoice is issued by the seller to request payment once those goods or services have been delivered. The PO comes first and sets the terms; the invoice follows and should match it.

A quote is what you send a customer to win work: a firm price they can accept. A purchase order is what you send a supplier to buy the materials for that work. Most businesses need both, which is why ExtraflowDoc produces them from the same editor and the same catalog.

You raise it from the same deal, reusing the same catalog items, so the supplier order and the customer quote are priced off one source. To be precise about what's automatic: ExtraflowDoc converts a won quote into an invoice in one click. A purchase order is a new document you build on the same record — fast, because the data and the catalog are already there, but not a one-click conversion.

Yes. ExtraflowDoc has a free plan covering 5 documents a month per company with unlimited users, plus a free browser purchase order generator that needs no sign-up at all. Paid plans start at USD $14.99/month when you outgrow the free quota.

Procurement platforms are typically priced per user per month and sold with an implementation. ExtraflowDoc charges per company by document volume instead: free for 5 documents a month, USD $14.99/month for 20, up to 600 a month — with unlimited users on every plan.

No. There are no multi-level approvals, spend thresholds or routing rules — nothing holds an order until a manager signs it off. If approval routing is the reason you're looking, you need a procurement platform such as Precoro or Procurify, not ExtraflowDoc.

No. ExtraflowDoc has no requisition step: there's no internal request that gets raised, reviewed and then converted into an order. You create the purchase order directly, which suits teams where the person buying is the person authorized to buy.

No, and it's worth being blunt about it. Procure-to-pay covers requisition, approval, ordering, receiving, invoice matching and payment as one chain. ExtraflowDoc covers the ordering document only. It's the right tool if you want to send suppliers a proper order tied to a job; it's the wrong tool if you want control over company-wide spend.

No. ExtraflowDoc doesn't record deliveries against an order or match a PO to a goods receipt and a supplier invoice. It produces a delivery note as a document, but reconciling what arrived against what was ordered and billed is a job for an accounting or procurement system.

No. There are no budgets, committed-spend tracking, overspend alerts or spend dashboards. ExtraflowDoc reports on the documents you've created, not on where your company's money is going.

Partly, and the distinction matters. If you mean creating orders from templates, keeping them with the job, tracking their status and reusing content across them, then yes. If you mean managing a procurement function — requisitions, approval chains, supplier onboarding and budget oversight — then no.

You can follow each document's status as it moves from created to sent to signed, and find every order filed against the deal it belongs to. That's document tracking, not delivery tracking: ExtraflowDoc won't tell you where the van is or what's been received.

Yes. Send the purchase order for signature and collect a recorded acceptance with a full audit trail, without a separate e-signature subscription. That's often the point at which price and delivery date actually become firm.

Not as a supplier database. You can save a supplier's details in a template so repeat orders fill themselves in, but there's no vendor onboarding, no approved-supplier list, no supplier portal and no PunchOut catalog.

Not directly. ExtraflowDoc integrates natively with Pipedrive and monday.com and produces PDFs you can attach to your accounting workflow. If you need purchase orders to post straight into your ledger, your accounting package's own PO module will fit better.

Open-source options 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.

This is the case ExtraflowDoc fits best. One build usually means several suppliers — timber, groundworks plant, fixings — so you raise a separate order per merchant against the same won job, each priced from the same take-off, with the signed customer quote filed alongside them.

That's the intended user. A two-person firm needs a supplier order that looks professional and adds up, not a procurement implementation. The free plan covers 5 documents a month, plans are month-to-month, and every plan includes unlimited users.

Yes. Tax is applied per line item, so mixed-rate orders work, and you pick the currency and number format your supplier invoices in. ExtraflowDoc is localized into 30 languages, so an order reads correctly in your supplier'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 purchase order. Building your first supplier template takes an afternoon at most, and there's no onboarding call to schedule.

Yes, in two ways. Use the free browser purchase order generator 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.