ExtraflowDoc for Pipedrive
Open ExtraflowDoc from any deal to pull in contact, product, and pricing data automatically — no export, no copy-paste.
Quoting software for Pipedrive & monday.com
Automate Document Workflows with ExtraflowDoc
Create & E-sign quotes, proposals, invoices, POs & other documents from your CRM in seconds.
Free plan available. No credit card required.
- Quotes
- Proposals
- Estimates
- Invoices
- Agreements
- Contracts
- Purchase orders
- Work orders
- Custom documents
No training requiredWorks in your CRME-signatures included
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The ExtraflowDoc document editor
Built for your CRM
Two native integrations, zero switching tabs
ExtraflowDoc for monday.com
Generate documents straight from a monday.com board, with client and item data mapped in from your existing columns.
Solution
ExtraflowDoc — easy-to-use platform for creating quotes, proposals, estimates, agreements, and other sales documents right in your CRM
Create professional quotes, proposals, and contracts in minutes — not hours. ExtraflowDoc brings enterprise-grade document generation directly into your CRM.
Create Documents
Estimates, Quotes, Proposals, Invoices, Agreements, Delivery Notes, Purchase Orders, Work Orders and other documents.
Autofill Client Data
Say goodbye to manual data entry. Our intelligent autofill system pulls client information, product details, and custom fields directly from your CRM, ensuring accuracy and saving you valuable time on every document.
Search or Create Line-Items
Build detailed quotes in seconds. Search your product catalog, add line items with a few clicks, and let ExtraflowDoc handle the calculations. Filter, sort, and organize your offerings with intuitive tools designed for speed.
Collect E-Signatures
Close deals faster with integrated e-signature functionality. Send documents for signature directly from your CRM and get real-time notifications when clients sign — no third-party tools required.
Templates
Save any document as a reusable template — cover pages, line items, and terms included — so every rep starts from the same on-brand starting point instead of a blank page.
Multiple Pages with Text, Tables, Images, Signatures, Covers, Custom Fields, etc.
Create comprehensive documents with all the elements you need. Add unlimited text sections, data tables, product images, signature fields, professional cover pages, and pull in any custom fields from Pipedrive. Build quotes that look as good as they work.
Advanced Calculations (price, cost, markup, profit-margin)
Stop calculating manually. ExtraflowDoc automatically handles complex pricing scenarios. Set your cost, choose markup or margin pricing, apply discounts, and watch totals update in real-time. Export detailed reports and drill down into your data with just a couple clicks.
CPQ (Tiered pricing, Volume Discounts)
Balance what your customers need with what keeps you profitable. Create tiered pricing structures that reward larger purchases. Set up volume discounts that apply automatically. Configure complex pricing rules once, then let ExtraflowDoc handle the math on every quote.
Additional calculation fields like Price × Quantity × Days
Need custom calculations beyond standard pricing? Create fields that multiply price by quantity by rental days, or any formula you need. Perfect for service businesses, rentals, subscriptions, or any scenario where standard per-unit pricing doesn't fit. Calculate it once, use it forever.
Real examples
Explore real examples prepared with ExtraflowDoc
23 pages from real quotes, estimates, and proposals built with ExtraflowDoc — click any page to bring it forward or open it full-screen.
Built for every team that quotes daily
- Sales teams
- Construction
- Manufacturing
- HVAC
- Electrical
- Landscaping
- Equipment rental
- Small business
- Distributors
- Wholesale & B2B
- Agencies & freelancers
- IT & software resellers
- Real estate
- Freight & logistics
- Events & catering
See ExtraflowDoc in action (1:42 sec)
Why ExtraflowDoc
Built for the way sales teams actually quote
Six reasons teams switch to ExtraflowDoc and stay.
Actually fast
Create a finished document in minutes. Client, product, and pricing data pull in automatically.
No training required
A clean, block-based editor your team can pick up on day one — no onboarding call needed.
No lock-in
Month-to-month pricing. If it's not a fit, you're not locked into a 1- or 3-year contract.
Works in your CRM
Native Pipedrive and monday.com integration. Your data is already there — no switching tabs.
E-signatures included
Send for signature, export to PDF, or share a secure link — close deals without a third-party tool.
Actually affordable
Start free with 5 documents a month. Paid plans start at $14.99/month.
The real cost of manual quoting
Your team can waste up to 35% of its week on quotations
Six ways the same work gets faster, cleaner, and easier to close.
BenefitBefore ExtraflowDocWith ExtraflowDoc
SpeedBuilding quotes by hand in Word, Excel, or Google DocsA finished, on-brand document in minutes, not hours
AccuracyCopy-pasting client, product, and pricing data between tabsClient, product, and pricing data pulled straight from your CRM
PricingWorking out markup, margins, discounts, and taxes on a calculatorTotals, markup, margin, and taxes recalculate as you edit
SignaturesChasing signatures over emailSend for e-signature from inside the document
ConsistencyEvery rep's documents look a little differentEvery rep builds from the same flexible blocks
ReuseStarting every quote from a blank page or last month's fileStart from a saved template, line items and terms included
Work globally
Every language, every currency, every tax
The whole ExtraflowDoc interface in 30 languages, documents in any currency your CRM uses, and taxes and number formats that match each client's market. Pick a language to see a sample total.
- Subtotal
- $10,000.35
- Tax 20% excl.
- $2,000.07
- Total
- $12,000.42
- Valid until
- October 20, 2026
30 interface languages
Every screen, menu, and setting of ExtraflowDoc — your team works in its own language.
Any currency
Quote in whatever currency the deal uses in your CRM — dollars, euros, pounds, złoty, kronor, and the rest.
Taxes per line item
VAT, GST, PST, or sales tax on each line, several taxes on one document, tax-inclusive or tax-exclusive prices.
Local number and date formats
Thousand and decimal separators, decimal places, date format, 12- or 24-hour time, and A4 or US Letter pages.
Pricing
Flexible plans that fit your workflow
Every plan includes unlimited users and every document type. Start free — upgrade only when you need more documents a month.
Free plan
5 documents/month
per companyUnlimited users included
USD $0/month
Create estimates, quotes, proposals, invoices, agreements, purchase orders, delivery notes, work orders, and custom documents.
- Native editor built into your CRM
- Integration with Pipedrive
- Integration with monday.com
- E-Signatures
- CPQ
Show all featuresHide features
Editor
- Pages and covers
- Multiple quotation tables
- Tables
- Images and galleries
- Custom fields
- Templates
Pricing engine
- Markup and profit margin per line item
- Discounts
- Tiered pricing
- Volume discounts
- Commissions
Taxes & currencies
- Taxes per line item
- Multiple taxes
- 0% tax
- All currencies ($, €, R$, …)
Documents
- Document number configurator
- PDF export
- Sharing by link
Supported languages: EN, ES, FR, DE, IT, NL, PT, NO, DA, SV, EL, IS, SQ, SR, HR, SL, MK, LV, LT, ET, MT, BS, GA, PL, RO, CS, HU, BG, FI, TR
Basic plan
20 documents/month
per companyUnlimited users included
USD $14.99/month + tax
Create estimates, quotes, proposals, invoices, agreements, purchase orders, delivery notes, work orders, and custom documents.
- Native editor built into your CRM
- Integration with Pipedrive
- Integration with monday.com
- E-Signatures
- CPQ
Show all featuresHide features
Editor
- Pages and covers
- Multiple quotation tables
- Tables
- Images and galleries
- Custom fields
- Templates
Pricing engine
- Markup and profit margin per line item
- Discounts
- Tiered pricing
- Volume discounts
- Commissions
Taxes & currencies
- Taxes per line item
- Multiple taxes
- 0% tax
- All currencies ($, €, R$, …)
Documents
- Document number configurator
- PDF export
- Sharing by link
Supported languages: EN, ES, FR, DE, IT, NL, PT, NO, DA, SV, EL, IS, SQ, SR, HR, SL, MK, LV, LT, ET, MT, BS, GA, PL, RO, CS, HU, BG, FI, TR
Standard plan
35 documents/month
per companyUnlimited users included
USD $24.99/month + tax
Create estimates, quotes, proposals, invoices, agreements, purchase orders, delivery notes, work orders, and custom documents.
- Native editor built into your CRM
- Integration with Pipedrive
- Integration with monday.com
- E-Signatures
- CPQ
Show all featuresHide features
Editor
- Pages and covers
- Multiple quotation tables
- Tables
- Images and galleries
- Custom fields
- Templates
Pricing engine
- Markup and profit margin per line item
- Discounts
- Tiered pricing
- Volume discounts
- Commissions
Taxes & currencies
- Taxes per line item
- Multiple taxes
- 0% tax
- All currencies ($, €, R$, …)
Documents
- Document number configurator
- PDF export
- Sharing by link
Supported languages: EN, ES, FR, DE, IT, NL, PT, NO, DA, SV, EL, IS, SQ, SR, HR, SL, MK, LV, LT, ET, MT, BS, GA, PL, RO, CS, HU, BG, FI, TR
Need more? Plans go up to 600 documents a month, plus Unlimited and Enterprise.
Compare all plansCustomer stories
Trusted by sales teams that quote every day
4.8 out of 5 from 157 reviews
“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.”
“ExtraflowDoc saved us hours every week. We send professional cleaning quotes in minutes instead of hours.”
“Very intuitive. Our team was creating professional proposals on day one with zero training.”
“I've had a great experience with ExtraflowDoc. It makes creating quotes, proposals, estimates, and contracts way easier and a lot faster. The Pipedrive integration is super helpful too since it pulls in the info you need without all the extra manual work.”
“Extra Flow Doc has been an outstanding addition to our workflow in Pipedrive. The app works seamlessly with Pipedrive, making document generation and automation incredibly smooth and easy to use. What really stands out is how much time it saves our team every single day.”
“Extra Flow Doc has been a great tool for me and has really improved the way I use Pipedrive. The integration works smoothly, and generating documents and automating processes has become much easier and more efficient for me and the team I work with.”
Support
Frequently asked questions
Everything you need to know about the product and billing.
What is ExtraflowDoc?
ExtraflowDoc is a document builder for creating quotes, proposals, and other sales documents directly within your CRM.
What can I create with ExtraflowDoc?
Quotes, proposals, estimates, invoices, agreements, purchase orders, delivery notes, and work orders — all from the same block editor.
Does ExtraflowDoc integrate with Pipedrive and monday.com?
Yes. ExtraflowDoc works natively inside Pipedrive and monday.com, pulling in deals, contacts, products, and custom fields.
Does ExtraflowDoc support e-signatures?
Yes. Send any document for e-signature, export it to PDF, or share a secure link — no third-party e-signature tool required.
How many languages does ExtraflowDoc support?
ExtraflowDoc is localized into 30 languages, with line-item VAT, GST, PST, and sales tax support for global teams.
How much does ExtraflowDoc cost?
ExtraflowDoc has a free plan for up to 5 documents a month. Paid plans start at $14.99/month — see the pricing page for the full list of plans.
Is there a free plan?
Yes. The Free plan includes up to 5 documents a month, unlimited users, and every document type — no credit card required.
Can I cancel anytime?
Yes. Every plan is billed month-to-month with no long-term contract, so you're never locked into a 1- or 3-year commitment.
Does ExtraflowDoc support CPQ, tiered pricing, and volume discounts?
Yes. Every plan includes built-in CPQ with tiered pricing and volume discounts, so you can show multiple options in a single document.
Can I save and reuse templates?
Yes. Save any document as a template — line items, terms, and cover page included — so every rep starts from the same on-brand base instead of a blank page.
Can I price line items by markup or profit margin, not just a flat price?
Yes. Set each line item's pricing engine to price, price + markup, or price + profit margin, and totals recalculate automatically as you edit.
Does ExtraflowDoc support multiple taxes on one document?
Yes. Add line-item VAT, GST, PST, sales tax, or multiple taxes on the same document, calculated automatically per line.
Can I add custom fields to my documents?
Yes. ExtraflowDoc pulls in custom fields from Pipedrive and monday.com, and you can add your own custom fields directly to a document.
Is my data secure with ExtraflowDoc?
Payments are processed by Paddle on PCI-DSS compliant infrastructure and ExtraflowDoc never stores your payment details. The app is hosted on Hetzner in GDPR-compliant EU data centers, with HTTPS encryption, regular backups, and strict access controls.
How many users can I add to my account?
Unlimited users are included on every document-based plan, from Free up through Max — you don't pay per seat.
What's the difference between the document-based plans and the Unlimited plan?
Document-based plans (Free through Max) charge by documents created per month with unlimited users included. The Unlimited plan instead charges $49.99 per user per month for unlimited documents, and is available for Pipedrive only.
Does ExtraflowDoc offer an Enterprise plan?
Yes. The Enterprise plan adds custom pricing rules, additional editor blocks, and features built on demand, priced from $599 to $2999.
What industries use ExtraflowDoc?
Sales teams, suppliers and manufacturers, distributors, construction and field services, service businesses, equipment and rental companies, agencies, wholesale and B2B trade, IT and software resellers, real estate, freight and logistics, and events and catering companies all use ExtraflowDoc to quote daily.
Do I need to install anything to use ExtraflowDoc?
No separate app to manage — ExtraflowDoc runs in your browser natively inside Pipedrive or monday.com. Add it from the Pipedrive Marketplace, or install it for monday.com, and it appears right inside your deals.
How do I get started with ExtraflowDoc?
Add ExtraflowDoc from the Pipedrive Marketplace or install it for monday.com, then start on the Free plan — no credit card required to try it.
Ready to quote faster?