The assumptions behind the savings
Utility rate, annual rate increase, production per kW, shade loss: put every assumption in a table next to the savings estimate. A homeowner comparing quotes trusts the one that shows its working.
For solar and battery installers
Solar quoting software for residential solar and battery installers
ExtraflowDoc lets an installer send a solar proposal a homeowner can check: the system and every assumption behind the savings, equipment specifications, the price in clear sections, options with more or less storage, warranties and a signature.
- 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 cardSystem options side by sideE-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.
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The ExtraflowDoc document editor
Built for the way solar is sold
What a solar quote has to get right
Solar buyers collect three or four quotes and compare them for weeks. The installer who wins is usually the one whose numbers are easiest to check and hardest to pick apart.
Array, storage, electrical and install as sections
Panels, inverters and racking in one section, the battery in another, the panel upgrade and permits in a third, installation in a fourth. Each has a subtotal, so the homeowner sees what the battery adds.
Per watt and per unit on one quote
Price installation per watt, panels and microinverters per piece, the battery as one unit and permitting as a job. Every line keeps its own unit, and the total follows the design you sized.
Equipment specifications the buyer can compare
Add a specification page for the panel, the inverter and the battery, with photos from your CRM catalog. Buyers comparing a 400 W panel with a 430 W one see exactly what they are getting.
Panels only, one battery or two
Give each system its own quotation table and total. The homeowner sees what storage costs side by side, without asking you to resend the quote.
Signed, with the warranties attached
Put the payment schedule, the warranties and the terms in the same document and send it for e-signature. After commissioning, a warranty certificate goes out from the same deal.
Worked example
Anatomy of a real solar quote
This is a real thirteen-page ExtraflowDoc quote from a solar installer in Arizona to homeowners whose air conditioning drives their summer bills: 24 panels, microinverters, a 13.5 kWh home battery, a panel upgrade, permits and installation, for $37,050.00. Solar buyers collect several quotes, so this one is written to win the comparison by being the easiest to check.
Pages 1 to 4 — the system at a glance, and every assumption
After a cover and a letter, a summary gives the system size, the battery and the price. Key numbers show what the system does for the household, and a table lists every assumption behind the savings estimate. The letter is honest that the federal homeowner tax credit ended at the end of 2025, so the quote does not count on it.
Pages 5 to 8 — the roof, the equipment and the production
A panel layout and a table of roof planes show where the panels go and how much shade each plane gets. The panel gets a full specification page and the inverters and battery share the next, and a month-by-month production table sets the system's output against the household's own use.
Pages 9 and 10 — the price in four sections
The solar array comes to $12,870.00 after a 5% panel discount shown on the line, battery storage to $11,450.00, the panel upgrade, wiring and permits to $4,900.00, and installation, with the array priced per watt, to $7,830.00.
Pages 11 to 13 — options, the schedule, warranties and terms
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 solar quote, the warranty and the electrical paperwork
The full residential solar quote, the warranty certificate that follows it, and the invoice and purchase order an electrical contractor sends. Click any example to open it.
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Solar Installation Quote Example with Battery
24 panels and a home battery: every assumption stated, the roof layout, equipment specs, four priced sections and options.View full exampleCustomer stories
From trade businesses that quote homeowners
“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
Quote from the site visit you already logged
ExtraflowDoc installs into Pipedrive and monday.com, so the proposal is built on the deal or item the lead created, with the address, the bills and the site survey already there.
Solar quotes in Pipedrive
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 catalog with their photos.
Solar quotes in monday.com
If projects run on a monday.com board, build the quote from the item. Columns such as kW, battery and utility fill the document, and the signed quote is stored back on the project.
Pricing
Per company, so every consultant can quote
Sales consultants, the designer and the office all send quotes on one plan. ExtraflowDoc charges by documents per month per company, not per seat.
Free plan
USD $0/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
USD $14.99/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
USD $24.99/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
Solar quoting software: frequently asked questions
Including what ExtraflowDoc does not do.
What is solar quoting software?
It is software that turns a site visit and a system design into a proposal the homeowner can sign: the system, the savings and their assumptions, equipment specifications, the price, options, warranties and terms. ExtraflowDoc does this inside Pipedrive or monday.com, from the deal or item the lead created.
Does it design the system or model shade and production?
No. ExtraflowDoc does not lay out panels, analyze shade or model production. Design the system in your design tool, then put its layout image and production figures into the quote, where ExtraflowDoc prices and presents them.
Does it offer financing or calculate loan payments?
No. There is no financing, loan calculator or lender integration. You can state cash price and any financing terms you offer as text or a separate option, but the numbers come from you or your lender.
Can I show the homeowner several system sizes?
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 build.
Can I price installation per watt?
Yes. Each line has its own unit, so installation at a rate per watt, panels per piece and the battery as one unit sit in the same table and roll into one total.
Can I see my margin on a system?
Yes. Equipment and labor lines can each be priced from cost with a markup or a margin. The document details show the system's cost, profit and margin to your team; internal columns never appear on the proposal the homeowner reads.
Does it handle permits or utility interconnection?
No. ExtraflowDoc does not file permits or interconnection applications. Price them as lines on the quote and track them in your project tool.
Can I send a warranty certificate after installation?
Yes. Warranties are a section in the block library, and you can build a warranty certificate as its own document from the same deal, with the installed equipment listed.
Is there a free plan for a small installer?
Yes. The free plan covers 5 documents a month with unlimited users. Paid plans start at USD $14.99/month for 20 documents, with every feature on every plan, so new sales consultants add nothing to the bill.
Ready for the next site visit?