Software Alternatives, Accelerators & Startups

SmartDocuments VS Extraflow.io

Compare SmartDocuments VS Extraflow.io and see what are their differences

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SmartDocuments logo SmartDocuments

Document creation & automation solution

Extraflow.io logo Extraflow.io

Speed up quotes, proposals, and estimates inside Pipedrive with Extraflow. Streamline workflows and close deals faster.
  • SmartDocuments Homepage
    Homepage //
    2024-07-31
  • SmartDocuments Questionnaire screen document generation
    Questionnaire screen document generation //
    2024-07-31
  • SmartDocuments Smart Template Builder
    Smart Template Builder //
    2024-07-31

SmartControl gives you access to the created templates in one single management environment. In this environment, rights are granted to authorized employees and regulating who has access to which document is easy. With SmartControl, you create various integrations and stay in control of the creation and quality of all your outgoing documents.

In the SmartEditor, your template managers create the document templates. This environment also determines which data can be entered via the Q&A screen later. Think of an address, the (current) date, a salutation, or even whole paragraphs. You create the questions in the editor and drag and drop them into the document template, meaning no technical knowledge is required. The SmartEditor also applies your corporate identity, which can only be changed by assigned administrators.

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  • Extraflow.io
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  • Extraflow.io
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Extraflow: Revolutionizing Quotes and Proposals for Your Business

Extraflow is a cutting-edge solution designed to help businesses streamline the creation of quotes, estimates, and proposals directly within Pipedrive. Our platform is perfect for service professionals, contractors, marketing agencies, manufacturers, suppliers, IT companies, and more. Extraflow empowers your team to close deals faster by reducing the time spent on manual document creation while ensuring error-free and professional results.

Key Features:
  • 2x Faster Document Creation: Automate repetitive tasks and focus on building client relationships.
  • Flexible Building Blocks: Customize quotes with different pricing options, labor, materials, and rental/recurring blocks.
  • Multilingual Support: Generate documents in 32 languages, ideal for international clients.
  • Error-Free Design: Ensure accuracy with Pipedrive's product catalog integration and intuitive tax management tools.
  • Industry Customization: Tailor your proposals for various industries, from construction to IT.

Example Quotes Created with Extraflow:

💻 SaaS Subscription Quote

https://app.extraflow.io/p/VO2UKn0r4L

🤝 CRM Integration Quote

https://app.extraflow.io/p/12ziT8dW3a

🏷️ Heavy Equipment Rental Quote

https://extraflow.io/equipment-rental-quote-template

🛡️ One-page Estimate for Safety Inspection

https://app.extraflow.io/p/ipaTU9XXFw

🎨 Residential Painting Job Quote

https://extraflow.io/painting-quote-template

🏗️ Construction Proposal

https://extraflow.io/business-proposals-templates/construction-proposal-template

SmartDocuments

Pricing URL
-
$ Details
paid €5000.0 / Annually
Platforms
SAP Microsoft Teams
Release Date
-

Extraflow.io

$ Details
freemium $24.0 / Monthly ("Basic Plan", "Unlimited Users", "30 Docs / mo")
Platforms
Pipedrive
Release Date
2024 September
Startup details
Country
Singapore
City
Singapore
Founder(s)
Matthew (Dmitry) Raskladka
Employees
1 - 9

SmartDocuments features and specs

  • High Volume
    Massive batch document creation in short time
  • Building blocks
    With a building block, you can easily reuse recurring information in other templates
  • Alternatives
    Option to place different pieces of text in different places in the document based on one choice.
  • Version management
    Remembers all template versions, including comments about the changes. Previous versions can easily be reinstated
  • Active Directory
    Synchronize accounts from your AD with SmartDocuments. Simplifying user administration by doing it from one location.
  • Rights
    Easily assign user rights to both users and administrators.
  • Languages
    The SmartWizard is available in the following languages: NL, DE, SE, EN, ES, FR, HU, and CZ.
  • Preview
    A real-time example of the document during drafting.
  • Email plugin
    Quickly send emails based on templates.
  • Co-authoring
    Does a document need to be checked or signed by colleagues? The co-authoring functionality can facilitate this.
  • Concept storage
    Did something come up during the creation of a document? Temporarily store it to continue later safely.
  • Accessible WCAG compliant documents
    Perceivable | Operable | Understandable | Robust
  • Redact
    Redact personal data in documents

Extraflow.io features and specs

  • 1. Create Professional Quotes
    Generate detailed, branded quotes with line items, prices, taxes, and discounts in just a few clicks.
  • 2. Build Proposals with Modular Blocks
    Use flexible blocks for sections like text, pricing, images, and terms, creating visually appealing proposals.
  • 3. Generate Accurate Estimates
    Create clear and detailed cost estimates for projects, including materials, labor, and additional costs.
  • Product Catalog Integration
    Pull product details directly from Pipedrive, ensuring accurate and quick quotes.
  • Customizable Quote Templates
    Save time with ready-to-use templates that you can easily customize for each client.
  • Automated Pricing Calculations
    Automatically calculate totals, taxes, and discounts for error-free quotes.
  • Multi-Option Proposals
    Offer multiple pricing or service options in a single proposal to give clients more choice.
  • Rich Text Editing
    Add detailed descriptions, terms, and additional information with full formatting options.
  • Include Visual Content
    Add images to proposals to showcase products, designs, or completed projects.
  • Flexible Tax Application
    Apply specific tax rates to individual line items or entire documents to comply with local regulations.
  • Detailed Line Items
    Break down estimates into labor, materials, and miscellaneous costs for client transparency.
  • Standard Pricing Table
    Display all data from line items in a clear, structured pricing table, with optional images, taxes, and discounts.
  • Recurring Block
    Easily manage recurring items with a dedicated block for subscriptions or ongoing costs.
  • Rental Block
    Highlight rental-specific items with a clear rental label for better clarity.
  • Price-list
    Showcase a list of prices without including a grand total for flexibility.
  • Contingency Budget
    Add contingency budgets that are excluded from the grand total calculation.
  • Cover Image
    Feature a full A4 cover image to create a strong first impression.
  • Full Page Image
    Include a stunning full-page A4 image for maximum visual impact
  • Images with Descriptions
    Combine images with text in four customizable layouts
  • Grand Total block
    The Grand Total block ensures clarity by summing up all the data from pricing tables, recurring, and rental blocks, including taxes and discounts. It provides a clear, professional breakdown for your client while keeping everything transparent and easy to understand.

SmartDocuments videos

SmartDocuments | Document Automation Software Solution

More videos:

  • Review - SmartDocuments introduction

Extraflow.io videos

Quoting Software for Construction, Contractors, IT, Vendors, Suppliers, and Service Professionals.

Category Popularity

0-100% (relative to SmartDocuments and Extraflow.io)
Document Automation
100 100%
0% 0
Sales Tools
0 0%
100% 100
Document Management
100 100%
0% 0
Sales Quotes
0 0%
100% 100

Questions and Answers

As answered by people managing SmartDocuments and Extraflow.io.

What makes your product unique?

SmartDocuments's answer

30+ years helping large organizations have brought us a wealth of knowledge and expertise we bring towards every project we do. Our software has been updated with this knowledge, being able to handle complex document templates but also high volumes in short time. Stability of software is one core pillars as hundreds of thousand people rely on our software on a daily basis.

Extraflow.io's answer:

Extraflow.io stands out with its innovative features designed to streamline proposal, quote, and estimate creation while offering seamless integration with Pipedrive. Key highlights include:

Flexible Document Editor

  • Use a building-block approach to create customized documents.
  • Add text, images, pricing tables, and more, tailored to client needs.
  • Ensure a professional and organized layout every time.

Seamless Pipedrive Integration

  • Fully integrated within Pipedrive for a smooth workflow.
  • Auto-populate client and deal information directly into documents.
  • Create, manage, and send proposals without leaving Pipedrive.

Unlimited Users

  • Enjoy unrestricted user access with no additional fees for team collaboration.
  • Perfect for businesses of all sizes.

Usage-Based Pricing

  • Pay only based on the number of documents you create each month.
  • Free plan includes 10 documents per month, with scalable options for growing needs.

Beautiful, Professional Documents

  • Generate visually stunning documents with customizable templates.
  • Deliver a polished and deal-winning design for every proposal.

With Extraflow.io, businesses can create documents 2x faster, error-free, and customized for multiple industries. Experience the perfect combination of flexibility, affordability, and professionalism.

Why should a person choose your product over its competitors?

SmartDocuments's answer

We bring Experience how to efficiently create documents from large organsations from over the globe with high security standards and high demands. We have sharpened our tool and reimagined how to build documents more efficiently.

Extraflow.io's answer:

Extraflow.io stands out in the proposal and quoting software market with unique features and benefits that streamline workflows and enhance efficiency:

Key Advantages:

  1. Seamless Pipedrive Integration:

    • Operate directly within your existing Pipedrive workflow.
    • Create, manage, and send quotes or proposals without leaving your deals pipeline.
    • Save time by reducing the need to switch between tools.
  2. Flexible Document Editor:

    • Use a building-block approach to customize documents.
    • Add sections for text, images, pricing tables, and more.
    • Tailor each proposal to meet specific client needs.
  3. Unlimited Users:

    • All plans include unlimited user access.
    • Facilitate collaboration across teams with no additional fees.
  4. Usage-Based Pricing:

    • Pay only for the number of documents you create per month.
    • Start with a free plan (10 documents/month) and scale as your business grows.
  5. Professional Document Design:

    • Generate visually stunning, professional documents.
    • Use customizable templates to leave a lasting impression on clients.
    • Improve deal closure rates with polished, client-ready proposals.

Why Choose Extraflow.io?

With its focus on ease of use, seamless integration, and flexible pricing, Extraflow.io helps businesses create documents 2x faster, error-free, and in a deal-winning design. Whether you're a service provider, sales team, or small business, Extraflow.io adapts to your needs and delivers exceptional results.

What's the story behind your product?

SmartDocuments's answer

“Why make things more difficult than they need to be?” It was with this attitude that Marco Drost started SmartDocuments in 1994. Convinced that document automation results in greater efficiency, he worked hard to build smart software solutions. Our goal is to provide organizations with simple and flexible software that enables them to create documents and manage templates with minimal effort, using trusted programs, working smarter, faster, and completely compliant with their corporate identity.

Who are some of the biggest customers of your product?

SmartDocuments's answer

  • Wolters Kluwer
  • Philips

How would you describe your primary audience?

SmartDocuments's answer

Working for large organizations that are document heavy users

Extraflow.io's answer:

Extraflow.io serves a diverse range of businesses and professionals who need efficient tools to create proposals, quotes, and estimates. The primary audience includes:

Core Segments:

  1. Service Providers:

    • Professionals in industries like construction, painting, HVAC, landscaping, and other home services.
    • They require precise, customizable documents tailored to various project scopes.
  2. Sales Teams:

    • Teams using Pipedrive to manage client relationships and deals.
    • They value tools that integrate seamlessly into their CRM to reduce admin tasks and close deals faster.
  3. Small and Medium Businesses (SMBs):

    • Companies in fields such as IT services, logistics, marketing, and manufacturing.
    • They benefit from cost-effective, usage-based pricing and unlimited user access.
  4. Project Managers:

    • Professionals handling multiple clients and projects simultaneously.
    • They need customizable document templates and flexibility in presenting options.
  5. Procurement and Suppliers:

    • Teams in manufacturing or supply chain management that require clear, professional quotes to present to clients or partners.

Key Traits:

  • Tech-Savvy: Users familiar with CRM tools like Pipedrive and seeking enhanced functionality.
  • Efficiency-Focused: They prioritize time-saving tools that reduce manual work.
  • Design-Conscious: They value professional, visually appealing documents that leave a strong impression on clients.
  • Cost-Aware: They prefer solutions that scale with their business and align with their budget.

Geographic Focus:

  • North America, Europe, South America, Australia, and New Zealand, leveraging Extraflow’s multilingual support for 32 languages and compatibility with multiple currencies.

This audience values a solution that delivers flexibility, simplicity, and professionalism while enhancing their workflows and client communication.

User comments

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What are some alternatives?

When comparing SmartDocuments and Extraflow.io, you can also consider the following products

Docupilot - Document Generation, Document Automation software

Quoter - Save time, eliminate mistakes, and get paid faster with Quoter, the quote-to-cash solution for IT Service Providers.

HotDocs - Template-driven, automated document & form assembly software

PandaDoc - Boost your revenue with PandaDoc. A document automation tool that delivers higher close rates and shorter sales cycles. We've helped over 30,000+ companies.

Plumsail Documents - Document automation software that integrates with your favorite apps to generate documents seamlessly.

QuoteWerks - Create professional quotes & proposals in minutes with QuoteWerks® - the Market Leading quoting software solution (CPQ) that integrates with your CRM and Accounting to create a seamless sales process.