HVAC System Replacement Proposal Example
Explore a professional HVAC system replacement proposal example with equipment.
View HVAC System Replacement Proposal exampleBuilt for Pipedrive
Pipedrive Quote Integration - ExtraflowDoc
Turn every Pipedrive deal into a polished quotation in minutes. ExtraflowDoc's native quote integration pulls in your contact, product, and pricing data automatically — no exports, no copy-paste, no separate quoting tool to manage.
- Quotes
- Quotations
- Proposals
- Estimates
- Invoices
- Agreements
- Purchase orders
- Work orders
- Custom documents
Free plan available. No credit card required.
No training requiredWorks natively in PipedriveE-signatures included
Real examples
Pipedrive quotes examples made with ExtraflowDoc
Real quotes, estimates, and proposals built with ExtraflowDoc — click any example to view it full-screen.
Residential Roof Replacement Quote Example
Detailed quote with materials, labour, and totals — clear for both your team and the client.
View Residential Roof Replacement Quote example
Website Design Proposal Example
A structured proposal with scope, pricing, and timeline — ready to send in minutes.
View Website Design Proposal example
Flooring Materials Estimate Example
Explore a professional flooring materials estimate example.
View Flooring Materials Estimate example
Kitchen Remodelling Project Estimate Example
Break down complex projects into transparent costs and phases your client can trust.
View Kitchen Remodelling Project Estimate example
Landscaping Quote Example
Explore a professional landscaping quote example.
View Landscaping Quote example
CNC Machinery & Equipment Quote Example
Explore a professional CNC machinery and equipment quote example.
View CNC Machinery & Equipment Quote exampleHow it works
Quoting software built specifically for Pipedrive
Nine steps from opening a deal to a signed quotation. Click any screenshot to view it full-screen.
1. Open your Pipedrive deal
ExtraflowDoc sits in the left panel of every deal, so your quotation starts right where the conversation with your client already lives.
2. Start from a document or a saved template
Begin from a blank quotation or a saved template — cover page, line items, and terms included — so every rep starts from the same on-brand starting point.
3. Your quotation fills in automatically
Contact details, company info, and any custom field you map flow straight from the deal into the document — zero retyping, zero copy-paste errors.
4. Build the document from flexible blocks
Add cover pages, pricing tables, photo galleries, text, and signature blocks — arrange any combination into one multi-page quotation.
5. Search and add Pipedrive catalogue products
Search your Pipedrive product catalogue and drop items straight into the quotation with pricing and images already attached.
6. Pricing that calculates itself
Price a line item directly, from cost plus markup, or from a target profit margin — totals and taxes recalculate as you type.
7. Add custom calculated columns
Need a formula like price × quantity × days? Add a calculated column for rentals, subscriptions, or any pricing scenario a flat rate doesn't fit.
8. Collect e-signatures, no DocuSign needed
Send the quotation for signature straight from the deal and watch its status update in real time — with a full audit trail and no third-party tool.
See the transformation
The same document — in the editor and in the finished PDF
Edit blocks, pricing, and content live, then export a polished PDF that matches exactly what you built. Drag the handle to compare.
Watch the demo
See how ExtraflowDoc creates a Pipedrive quotation in minutes
Customer stories
Trusted by teams that quote in Pipedrive every day
“The Pipedrive integration is seamless. All our client data auto-fills perfectly.”
“ExtraflowDoc 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. Honestly, the app quickly pays for itself just through its efficiency. If you use Pipedrive and want to streamline your document process, improve efficiency, and save valuable time, I highly recommend ExtraflowDoc.”
“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 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
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
$0.00/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
$20.69/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
$34.49/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 quoting in Pipedrive with ExtraflowDoc.
Does Pipedrive have built-in quoting software?
Pipedrive includes Smart Docs, a basic document tool, but it isn't a full quoting system on its own — it doesn't handle product catalogues, tiered pricing, or e-signatures. ExtraflowDoc adds all of that natively inside your Pipedrive deals.
What's the best Pipedrive quote integration?
One that runs inside the deal itself, pulls in contact and product data automatically, and handles pricing and e-signatures without a separate tool. ExtraflowDoc does all three natively inside Pipedrive.
How do I create a quotation directly inside a Pipedrive deal?
Open the deal, start a new document or a saved template from the ExtraflowDoc panel, and your quotation is ready to send in minutes — no separate app or export step.
Can I turn a Pipedrive quote into an invoice?
Yes. Convert a won quote into an invoice in one click, with every line item carried over automatically.
Does ExtraflowDoc auto-fill my Pipedrive quotes with deal data?
Yes. Client details, company information, the assigned rep, and any custom field you map flow from the deal into the quotation automatically — no retyping.
Can I search my Pipedrive product catalogue while building a quote?
Yes. Search your Pipedrive product catalogue and add items — with pricing, variations, and images — in a click, or add a custom line item when a product isn't in the catalogue.
Does ExtraflowDoc support tiered pricing and volume discounts (CPQ) on Pipedrive quotes?
Yes. Set tiered pricing per product and volume discount rules that apply automatically as quantity changes, so every quotation reflects the right price.
Can I collect e-signatures on a Pipedrive quotation?
Yes. Send any quotation for signature directly from the deal and track its status in real time — no third-party e-signature tool required.
How much does the Pipedrive quote integration cost?
ExtraflowDoc has a free plan for up to 5 documents a month. Paid plans start at $20.69/month — see the pricing page for the full list of plans.
Do I need to leave Pipedrive to send a quote?
No. ExtraflowDoc opens inside the deal itself, so you build, send, and track your quotation without switching tools or exporting anything.
Ready to quote faster?