For plumbers and plumbing contractors
ExtraflowDoc lets a plumber quote at the kitchen table: the hot water tank or fixture, the labour, the code work and the permit on separate lines, the options side by side, and a signature before you pull out of the driveway.
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 plumbing is sold
Most plumbing quotes get written in a hurry for a customer with a problem. They're compared afterwards, often against a lower number that left half the job out.
A short table of what the visit turned up (the age of the tank, the leak, the missing expansion tank) tells the customer why the job is needed. It's a saved section, so it takes a minute to fill in on site.
Expansion tank, drain pan, shutoff valve, vent connector: itemize them instead of folding them into one price. When a homeowner lines your quote up against a cheaper one, they can see what the other plumber skipped.
Put two or three quotation tables in the same quote (a tank, a tankless unit, a heat pump), each with its own total. The customer compares the choices on one page instead of asking you to come back with another price.
Tanks, fixtures, fittings and standard labour items come from your Pipedrive or monday.com product catalogue with their prices and photos, so a quote is built from lines you've already priced rather than typed from memory.
The municipal permit and inspection, and hauling away the old unit, get their own section. Customers accept a permit fee more readily when it's named, and it protects you when a cheaper quote leaves it off.
Send the quote for e-signature from your phone while you're still there. Once the job is done, the accepted quote becomes the invoice in one click, with every line carried over.
Worked example
This is a real six-page ExtraflowDoc quote from a plumbing company in Tampa to homeowners whose 13-year-old gas hot water tank has started leaking, for $2,780.00 installed. It works through a homeowner's questions in the order they come up: what's wrong, is it worth repairing, what are the choices, and what will it cost.
A short table lists what turned up on the visit: the age of the tank, the leak at the base, and the missing expansion tank and drain pan. A paragraph explains why a leaking tank can't be fixed, which settles the first question before a price appears on the page.
A gas tank, a gas tankless unit and a heat pump water heater sit side by side with expected life, running cost and installed price, then a table of the cost over ten years. The homeowner sees why the plumber recommends the tank, and that the options that are cheaper to run were weighed as well.
The heater is $1,380.00. Installation, at $1,230.00, is broken out into removal and install, a new gas connector and shutoff, a thermal expansion tank, a drain pan and a vent connector to code, so a homeowner comparing quotes can spot what a cheaper one leaves out. The municipal permit and disposal add $170.00.
Four steps lay out install day: protect the floors and shut everything off, swap the heater, hook it up, then test it and walk the homeowner through it. The warranty separates the manufacturer's coverage on the tank from the plumber's warranty on the labour. Common questions, short terms and an approval block the company has already signed finish the quote.
Plumbing document examples
The full hot water tank replacement quote, the invoice a plumber sends after a job, and a bathroom reno estimate for the bigger work. Click any example to open it.
Water Heater Replacement Quote Example
What was found, three water heaters compared, code work itemized, install day and the warranty.View full exampleCustomer stories
“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.”
“ExtraflowDoc saved us hours every week. We send professional cleaning quotes in minutes instead of hours.”
Integrations
ExtraflowDoc installs into Pipedrive and monday.com, so the quote starts from the deal or job the call created, with the address and the customer's details already filled in.
Open ExtraflowDoc from the deal. The customer, the address and custom fields such as the tank's age or the fixture count fill the quote, and the signed PDF stays on the deal.
If your jobs live on a monday.com board, build the quote from the item. Its columns fill the document and the quote is saved back on the job, not on a phone in the truck.
Pricing
Every plumber, the office and the owner work from the same plan. ExtraflowDoc charges by documents per month per company, not per user, so adding a technician doesn't change the bill.
$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.
It's software that turns a site visit into a priced, signed quote: equipment, labour, code work and permits as separate lines, options side by side, and a signature. ExtraflowDoc does this inside Pipedrive or monday.com, from the deal or item the customer's call created.
Yes. ExtraflowDoc runs in the browser, so you can build the quote, add photos of what you found and send it for signature from a phone or tablet before you leave.
Yes. Add several quotation tables to the same quote, such as repair, replace with a tank, and replace with a tankless unit, each with its own total. The customer sees them all together and tells you which one to go ahead with.
No. ExtraflowDoc has no dispatch board, technician calendar or GPS tracking. It writes and tracks the documents: the quote, the work order, the purchase order to your supplier and the invoice. Use it alongside your scheduling tool.
No. ExtraflowDoc does not supply flat-rate prices. You keep your own prices as products in your Pipedrive or monday.com catalogue, and add them to any quote in a click, with photos when the product has them.
Yes. Enter a cost and a markup, or the margin you want, on each parts and labour line. The document details show the job's cost, profit and margin to your team, and cost columns marked internal never reach the customer's PDF.
The editor shows each quote's status: sent, viewed, pending, signed or declined. There are no push notifications, so check the status when you follow up.
Yes. Convert the accepted quote into an invoice in one click, with every line carried over. Add any extra parts used on the day before you send it.
ExtraflowDoc's free plan covers 5 documents a month with unlimited users. Paid plans start at $20.69/month for 20 documents, billed per company rather than per plumber.
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