For machine shops and CNC job shops
ExtraflowDoc turns an RFQ into a quote a buyer can check against the drawing: price per part with material, cycle time and finish on the line, programming and fixtures as one-time charges, and price breaks at the quantities they might order next.
Free plan available. No credit card required. Or build a quote in your browser with nothing to install.
See it in action
Explore the screenshots for a better understanding — click any screenshot to view it full-screen.
The ExtraflowDoc document editor
Built for the way parts are quoted
Buyers send the same RFQ to three or four shops and compare the answers line by line. The winning quote is rarely the cheapest one; it is the one that is easiest to check.
Quote against AFC-2207 rev C, not just “valve body.” Part number, revision, material, cycle time and finish sit as fields under each line, so the buyer can see you read the drawing, and a revision change is clearly a new quote.
Programming, first setups, fixtures and the first article report go in their own section with their own subtotal. The buyer sees what the part costs on a repeat order, and you don't have to bury setup in a unit price that looks expensive on a short run.
Set price tiers per part so the unit price follows the quantity, and show a break table at 100, 250, 500 and 1,000 pieces. A buyer who planned on 250 often orders 500 once they see what it saves.
Price a line from cost plus markup or cost plus margin, and mark the cost columns internal. Estimating sees the shop rate, labour and material cost behind each part; the buyer sees only the price.
Tolerances not on the drawing, overrun allowance, how long material prices hold, source inspection: put them in a scope and terms section that goes with every quote, saved once and reused, so they are never retyped or forgotten.
Buyers usually reply with a purchase order, so the quote carries its own number for the PO to reference. Smaller customers can sign instead, and the accepted quote becomes the invoice in one click with every part line carried over.
Worked example
This is a real three-page ExtraflowDoc quote from a CNC job shop in Milwaukee to an industrial buyer, answering an RFQ for three machined parts, for $23,034.00. It follows the order in which a buyer checks a machining quote: against the drawings first, then part by part, then on what happens at the next quantity.
One row ties the quote to the buyer's RFQ number, the three drawing revisions, the lead time and the terms. Then each part gets its own line with material, cycle time and finish as fields under the name: the valve body at $38.40 each in 6061 aluminum on a 14.5-minute cycle, the bracket in 304 stainless, the shaft in 17-4 PH. Parts total $20,069.00.
Programming, a fixture and the first article report form a separate section worth $2,780.00, each flagged as not charged again on a repeat order, so the buyer never mistakes setup for the part price. Freight gets its own line. A price break table then shows every part at 100, 250, 500 and 1,000 pieces.
A process table lists the operations, the machine and the inspection for each part. Assumptions and exclusions follow (mill certificates included, drawing changes after the PO not), then terms on how long material prices hold, a 5% overrun allowance and production waiting on first article approval, and an acceptance block that also takes a PO number.
Manufacturing document examples
The full CNC parts quote, plus the purchase order and equipment quote a shop sends and receives around the same job. Click any example to open it.
Machine Shop Quote Template: CNC Machined Parts
Price per part with material, cycle time and finish, one-time charges on their own, and a price break table.View full exampleCustomer stories
“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.”
“Best ROI of any software we've purchased. Paid for itself in the first week.”
Integrations
ExtraflowDoc installs into Pipedrive and monday.com, so the quote is built on the deal or item the RFQ created, right beside the drawings and the buyer's emails.
Open ExtraflowDoc from the RFQ's deal. The buyer, company and any custom field you track, such as RFQ number, due date or material, fill the quote, and parts from your Pipedrive product catalogue come in with their prices and tiers.
If RFQs run on a monday.com board, build the quote from the item. Columns like part number, revision and quantity populate the document, and the sent quote is saved back to the item.
Pricing
Estimating, sales and the owner all quote from the same plan at no extra cost. ExtraflowDoc charges by document volume per company, so a heavy RFQ month costs the same no matter how many people answer them.
$0.00/month
5 documents/month per company
$20.69/month
20 documents/month per company
$34.49/month
35 documents/month per company
FAQ
Including what ExtraflowDoc does not do, so you know before you start.
It is software that turns the cost of making a part into a quote a buyer can accept: a price per part, the one-time charges, price breaks, lead time and terms, in a document that references the drawing. ExtraflowDoc does this inside Pipedrive or monday.com, from the deal or item the RFQ created.
No. ExtraflowDoc does not read CAD, STEP or DXF files and does not estimate cycle time or material from a model. You work out the cost the way you do today, in your CAM system or spreadsheet, and ExtraflowDoc turns it into the quote, the price breaks and the signed document.
Yes, two ways. Set price tiers on a product so the unit price changes with the quantity, and add a table listing each part at 100, 250, 500 and 1,000 pieces, as the example on this page does. If you want each quantity as a fully priced option, add several quotation tables, each with its own total.
Put them in their own subcategory, such as one-time charges, with its own subtotal. Each line can note that it is not charged again on a repeat order. The buyer sees the part price and the setup cost separately, which is how most buyers compare shops.
Yes. Price a line as cost plus markup or cost plus margin, and mark the cost column internal: it stays in the editor and never shows up in the PDF. The document details show total, cost, profit and margin to your team only.
No. ExtraflowDoc does not plan material, schedule machines, track jobs on the shop floor or manage inventory. It produces and tracks the documents: the quote, the purchase order to your material supplier, the packing slip and the invoice.
Yes, and most do. The quote carries its own number for the PO to reference, and you can still send it for e-signature when a customer prefers to sign. Each document shows whether it was sent, viewed, signed or declined.
Yes. Quote in Canadian dollars, US dollars or the buyer's own currency, apply the taxes that apply to them, such as GST/HST, or none for an exempt customer, and write the document in any of the languages ExtraflowDoc supports.
Yes. The free plan covers 5 documents a month per company with unlimited users. Paid plans start at $20.69/month for 20 documents, with every feature on every plan.
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