Nothing to install
QuoteWerks Desktop is a separate application that has to be installed and licensed on each machine. ExtraflowDoc runs in the browser, inside the deal — no install, no IT setup.
QuoteWerks alternative
A QuoteWerks 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 — nothing to install, with unlimited users included from the free plan up.
Free plan available. No credit card required.
No training requiredWorks inside your CRM
At a glance
ExtraflowDoc vs QuoteWerks
QuoteWerks is a mature, standalone CPQ application — primarily a desktop program that has to be installed and licensed per concurrent user, with a separate QuoteValet portal for the buyer side. 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, in the browser, with unlimited users included at every tier.
| Feature | ExtraflowDoc | QuoteWerks |
|---|---|---|
| CRM integration | ||
| monday.com integration | Yes | No |
| Pipedrive integration | Yes | Partial |
| Documents stored in the deal or board itself | Yes | No |
| No separate application to install and license | Yes | No |
| Pricing model | ||
| Unlimited users included | Yes | No |
| CRM integration available on the entry-level plan | Yes | No |
| Nothing to install — runs in the browser | Yes | No |
| Permanent free plan, not just a trial | Yes | No |
| Documents & signatures | ||
| E-signatures | Yes | Yes |
| CPQ (bundles, product catalog, configurator) | Yes | Yes |
| Approval workflows (peer review) | No | Yes |
| Recipient document tracking / notifications | No | Yes |
QuoteWerks facts sourced from quotewerks.com and desktop.quotewerks.com's public pricing and product pages (captured August 2026); pricing and features change over time — check quotewerks.com for current details. “Partial” on Pipedrive integration reflects that QuoteWerks creates or updates the Pipedrive deal and attaches a link to the quote under its Files tab, but the quote document itself — and its QuoteValet e-signature and payment portal — live on QuoteWerks' own platform, not stored natively in the deal; that integration also isn't included on the entry-level Standard edition.
Who QuoteWerks fits
Who is QuoteWerks for?
QuoteWerks is a mature, long-standing CPQ tool built for teams — especially IT resellers and MSPs — that need deep product-catalog management, purchase orders, procurement, and PSA integrations like ConnectWise and Autotask. Its peer-review approval workflow, QuoteValet buyer portal with e-signatures and payment, and integrations with a wide range of CRMs suit teams willing to install and license a dedicated application (a separate Web edition is also available).
If your team just wants quotes and documents generated from the Pipedrive deal or monday.com board you're already working in, though, QuoteWerks is a lot of software to set up: it's licensed per concurrent user starting at $15 to $29 a month (or a $199 to $419 one-time fee), its Pipedrive integration isn't even included on the entry Standard edition, and monday.com has no native integration at all.
Why ExtraflowDoc
Why ExtraflowDoc is a real alternative to QuoteWerks
ExtraflowDoc was built for that simpler version: create the quote or document directly inside the Pipedrive deal or monday.com item you're already working in — nothing to install, nothing to license per seat, and CRM integration included from the free plan up.
Why teams switch
Documents live inside the deal — not a QuoteValet portal
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 application to install, no buyer portal to configure, nothing to reconcile between two systems.
The same is true inside monday.com
QuoteWerks has no out-of-the-box monday.com integration at all. ExtraflowDoc runs directly on the board, pulling item and column data into the document automatically — no custom development required.
Watch the demo
See how much time you can cut from quoting prep, without leaving your CRM
More reasons teams switch from QuoteWerks
CRM integration isn't locked behind an upgrade
QuoteWerks' Pipedrive integration is only available on the Professional and Corporate editions, not Standard. Every ExtraflowDoc plan, including Free, connects natively to Pipedrive or monday.com.
Unlimited users, not concurrent-user licensing
QuoteWerks licenses by concurrent user at $15 to $29/month per seat, or a one-time $199 to $419 fee. ExtraflowDoc's document-based plans include unlimited users at every tier.
Documents live inside the deal, not a QuoteValet portal
QuoteWerks attaches a quote link to the Pipedrive deal's Files tab, but the buyer signs and pays through a separate QuoteValet portal. ExtraflowDoc's documents are created, signed, and stored inside the deal or board itself.
Real documents
Real documents, not just a comparison table
It's one thing to read a feature comparison — it's another to see the actual documents teams build. These are real quotes, estimates, and proposals created by ExtraflowDoc customers: proof that a tool living inside your CRM can still produce something this polished.
Flooring estimate — cover page
Flooring estimate — materials pricing
Flooring estimate — totals
Flooring estimate — project details
Side-by-side pricing options (CPQ)
Equipment rental proposal
HVAC replacement quote — line items
HVAC replacement quote — totals
Kitchen remodel proposal — scope of work
HVAC replacement proposal — project scope
Proposal — value comparison table
Proposal — payment details
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.”
“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.”
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
Get started with the Free plan5 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
Get started with the Basic plan20 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
Get started with the Standard plan35 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)
Support
Frequently asked questions
Everything you need to know about switching from QuoteWerks to ExtraflowDoc.
Is ExtraflowDoc a good QuoteWerks 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 QuoteWerks?
QuoteWerks is licensed per concurrent user, from $15/month (Standard) to $29/month (Corporate) — or as a one-time purchase from $199 to $419 per seat — and its Pipedrive integration isn't included until the Professional edition. 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 — with CRM integration included on every plan, including Free.
Do I need to install anything to use ExtraflowDoc?
No. ExtraflowDoc runs in your browser, natively inside Pipedrive or monday.com — add it from the Pipedrive Marketplace or install it for monday.com. QuoteWerks Desktop, by contrast, is a separate application that has to be installed and licensed on each machine.
Can I bring my existing QuoteWerks 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 QuoteWerks 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 there a free trial?
ExtraflowDoc has a permanent Free plan — 5 documents a month, unlimited users, no credit card required — rather than a countdown. QuoteWerks offers a free trial, not a free plan.
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