Proposify alternative

A Proposify Alternative Built for Pipedrive and monday.com Teams

ExtraflowDoc creates estimates, quotes, proposals, and invoices right inside the Pipedrive deal or monday.com board you're already working in — with unlimited users and no per-document overage fees.

Free plan available. No credit card required.

4.8 out of 5 from 157 reviews

No training requiredWorks inside your CRM
ExtraflowDoc document editor open on an HVAC system replacement quote, with the content block picker open

At a glance

ExtraflowDoc vs Proposify

Proposify is a design-forward proposal builder billed per seat, with a document quota that grows by tier and overage fees beyond it. ExtraflowDoc is built for teams already running their pipeline in Pipedrive or monday.com who want quotes and documents generated straight from that deal or board data, with unlimited users included at every tier.

ExtraflowDoc feature comparison against Proposify
FeatureExtraflowDocProposify
CRM integration
Native monday.com integrationYesNo
Pipedrive integrationYesPartial
Documents stored in the deal or board itselfYesNo
No separate account needed to manage documentsYesNo
Pricing model
Unlimited users included on document plansYesNo
CRM integration available on the entry-level planYesNo
No per-document overage feesYesNo
Permanent free plan, not just a trialYesNo
Documents & signatures
E-signaturesYesYes
Reusable templatesYesYes
Custom branding included on every planYesYes
Approval workflowsNoYes
Recipient document analytics (opens, engagement)NoYes
API accessNoYes

Proposify facts sourced from proposify.com's public pricing and product pages (captured August 2026); pricing and features change over time — check proposify.com for current details. “Partial” on Pipedrive integration reflects that Proposify's Pipedrive app syncs deal stages and imports contacts, but the proposal itself lives inside Proposify's own account rather than the deal, and that integration isn't available on the entry-level Basic plan. Its monday.com connection is Zapier-only, not native.

Who Proposify fits

Who is Proposify for?

Proposify is built for sales teams that want a polished, design-forward proposal builder with e-signatures, tracking, and — on its higher tiers — approval workflows and role-based permissions. Its content library, custom branding, and integrations with Salesforce, HubSpot, Pipedrive, and Zoho suit teams willing to pay per seat, with integrations reserved for the Team plan and up.

If your team already runs its pipeline in Pipedrive or monday.com, though, Proposify adds a similar gap to most CRM-external tools: its Pipedrive app syncs deal stages and imports contacts, but the proposal itself lives inside Proposify's own account, not the deal — and that integration isn't even available on the entry-level Basic plan. monday.com isn't a native integration at all; it's Zapier-only.

Why ExtraflowDoc

Why ExtraflowDoc is a real alternative to Proposify

ExtraflowDoc was built for that exact gap: create the quote or document directly inside the Pipedrive deal or monday.com item you're already working in, with CRM integration and unlimited users included from the free plan. Nothing to export, nothing to reconcile between two systems — your CRM data becomes the document.

ExtraflowDoc panel open inside a Pipedrive deal, listing a proposal and an invoice

Why teams switch

Documents live inside the deal — not a separate account

ExtraflowDoc opens right inside a Pipedrive deal, so your whole team creates, edits, and reviews documents in the same place they manage the sale. No separate Proposify login, no synced-but-separate proposal to keep track of, nothing to reconcile between two systems.

Start From Scratch document type picker for ExtraflowDoc inside monday.com, with Estimate, Quote, Proposal, Invoice, and Agreement options

The same is true inside monday.com

Proposify's monday.com connection is Zapier-only, not a native integration. ExtraflowDoc runs directly on the board, pulling item and column data into the document automatically — no automation to build or maintain.

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More reasons teams switch from Proposify

No per-document overage fees

Proposify caps sends at 10, 30, or 75 a month by tier and charges $0.50 to $0.75 for every document over that limit. ExtraflowDoc's document plans include a fixed monthly quota with unlimited users — no metered overage.

CRM integration isn't locked behind an upgrade

Proposify's Basic plan doesn't include integrations at all — Pipedrive requires the Team plan or higher. Every ExtraflowDoc plan, including Free, connects natively to Pipedrive or monday.com.

A free plan, not a sales call

Proposify's only free option is a 14-day trial, and its top Business tier isn't self-serve — it starts at $3,900/year and requires a sales call. ExtraflowDoc's Free plan is permanent and self-serve, no credit card required.

Documents live inside the deal, not a separate account

Proposify's Pipedrive app syncs deal stages and contacts, but the proposal itself is built and stored in a separate Proposify account. ExtraflowDoc's documents are created and stored inside the deal or board itself.

Customer 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.”

David Thompson, RealQuality Roofing

“Game changer for our construction business. Complex estimates that used to take hours now take 10 minutes.”

Michael Chen, BuildTech Construction

“The Pipedrive integration is seamless. All our client data auto-fills perfectly.”

Jennifer Rodriguez, Software Brothers

“ExtraflowDoc saved us hours every week. We send professional cleaning quotes in minutes instead of hours.”

Sarah Mitchel, Pro Cleaners

“Very intuitive. Our team was creating professional proposals on day one with zero training.”

Amanda Wilson, Signature Cabinetry

“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.”

Rafael Rosas

“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.”

Eric W. Karpynec

“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.”

Noel Sison

Pricing

Simple, unlimited-user pricing

Every plan includes unlimited users and every document type. Start free — upgrade only when you need more documents a month.

Free plan

USD $0/month

Billed monthly. Unlimited users included.

Get started with the Free plan

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

Billed monthly. Unlimited users included.

Get started with the Basic plan

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

Billed monthly. Unlimited users included.

Get started with the Standard plan

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)

See all pricing plans, up to 600 documents/month

Support

Frequently asked questions

Everything you need to know about switching from Proposify to ExtraflowDoc.

Is ExtraflowDoc a good Proposify alternative for Pipedrive or monday.com users?

Yes — ExtraflowDoc connects directly to your Pipedrive deals or monday.com boards, so quotes and documents are generated from data you're already tracking, without exporting or re-entering it into a separate platform.

Does ExtraflowDoc work with both Pipedrive and monday.com?

Yes. ExtraflowDoc has a native integration for both — you connect whichever CRM you already use, and documents are built straight from your deals or board items. You don't need to run both to use ExtraflowDoc.

Do I need to export data from Pipedrive or monday.com to create a document?

No. ExtraflowDoc pulls client details, custom fields, and deal or board products directly into the document — no manual copy-paste or export step.

Does ExtraflowDoc support e-signatures?

Yes. Send any document for signature from inside the deal or board and track its status in real time, with an audit trail that includes email verification and support for multiple signers.

How does ExtraflowDoc pricing compare to Proposify?

Proposify bills per seat with a document quota that grows by tier and charges overage fees beyond it — Basic is $19 to $29 per user per month for 10 sends (then $0.50 per extra document), Team is $41 to $49 per user per month for 30 sends and is the tier where Pipedrive integration unlocks, and Business is a custom-priced plan starting at $3,900/year that requires a sales call. ExtraflowDoc's document-based plans include unlimited users at every tier, from Free (5 documents/month) up to USD $199.99/month for 600 documents, or an Unlimited plan with unlimited documents at USD $49.99 per user per month — no overage fees, no sales call required.

Can I bring my existing Proposify templates into ExtraflowDoc?

Not as a direct import. ExtraflowDoc templates are built in its own editor from your Pipedrive or monday.com data, so recreating your best Proposify templates there is usually a same-day task rather than a migration project.

What kind of documents can I generate with ExtraflowDoc?

Estimates, Quotes, Proposals, Invoices, Agreements, Purchase orders, Delivery notes, Work orders, Custom documents — all from the same editor, all connected to your CRM data.

Can I customize document templates with my own branding?

Yes, on every plan including Free — templates are built and saved in the ExtraflowDoc editor, and a shared team template library keeps every rep's documents on-brand.

Is ExtraflowDoc only for quotes, or can I use it for other document types too?

No — ExtraflowDoc covers the full document lifecycle: estimates, quotes, proposals, invoices, agreements, purchase orders, delivery notes, work orders, custom documents. Convert a won quote straight into an invoice in one click, with every line item carried over.

Is there a free trial?

ExtraflowDoc has a permanent Free plan — 5 documents a month, unlimited users, no credit card required — rather than a countdown. Proposify's only free option is a 14-day trial.

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