A schedule of every opening
Room, count, size and type for every window and door, in one table above the price. The homeowner checks that nothing is missing, and the installer has a list to measure against.
EN-CAEnglish (CA)
For window and door companies
Window and door quoting software for retrofit and replacement installers
ExtraflowDoc lets a window company quote a house one opening at a time: a schedule of every window and door by room, frames compared side by side, a price per unit with glass and ratings on the line, installation priced separately, and a signature before the final measure.
- Quotes
- Estimates
- Proposals
- Agreements
- Work orders
- Purchase orders
- Delivery notes
- Invoices
Free plan available. No credit card required. Or build a quote in your browser with nothing to install.
Free plan, no credit cardEvery opening by roomE-signatures included
See it in action
What's Inside ExtraflowDoc?
Explore the screenshots for a better understanding — click any screenshot to view it full-screen.
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The ExtraflowDoc document editor
Built for the way windows are sold
What a window and door quote has to get right
Homeowners compare window quotes by the price per window, and they are seldom comparing the same window. The quote that wins is the one that makes its own windows easy to compare.
Frame, glass and U-factor on the line
Show frame material, glass package and U-factor as fields under each window line, with a photo of the style. When the next quote comes in lower, the homeowner can tell whether it is the same window.
Installation kept apart from the windows
Retrofit or full-frame installation, removal and disposal, lead-safe work in older homes, exterior capping: their own section, their own subtotal. The window price stays comparable, and the labour is out in the open.
Vinyl, fibreglass or wood, side by side
Give each frame material its own quotation table and total, or a short comparison of colours, lifespan and price. The homeowner decides with both numbers in front of them.
Your price book from the CRM catalogue
Window and door models come from your Pipedrive or monday.com product catalogue with their prices, photos and price tiers, so a fourteen-window house is quoted from lines you have already priced.
Signed, then measured, then ordered
Send the quote for e-signature right at the kitchen table. After the final measure, the purchase order to the manufacturer and later the invoice are built from the same lines.
Worked example
Anatomy of a real window replacement quote
This is a real four-page ExtraflowDoc quote from a window and door company in Columbus, Ohio, to homeowners replacing all fourteen original wood windows in a 1938 house, for $14,675.00. Homeowners compare window quotes one opening at a time, so this one accounts for every opening before it shows a price.
Page 1 — a cover letter, a window schedule by room, and the timeline
A short cover letter explains the job: custom-sized vinyl windows set into the existing frames, so the plaster and interior trim stay intact. A window schedule lists every room with its count, size and type, fourteen in all, and promises a final measure before anything is ordered. An eight-week timeline shows that most of the wait is at the factory.
Page 2 — vinyl or fibreglass, then the windows priced
The same fourteen windows are compared in vinyl and fibreglass, with colours, expected life and the installed total for each. The vinyl windows are then priced per unit, $9,855.00 in all, with frame, glass and U-factor as fields under the main line, a casement over the kitchen sink and tempered obscure glass in the bathrooms.
Page 3 — installation, lead-safe work and capping, then payments
Installation, $3,140.00, splits out insert installation per window, removal and disposal, and lead-safe work practices for a house built before 1978. Aluminum capping over the exterior trim adds $1,680.00. Three payments follow: a deposit only after the final measure, most of the balance on installation day, and the rest after the walk-through.
Page 4 — terms, warranty and acceptance
The terms set out the three-day right to cancel, the price of a rotted sill if one is found, and the restocking fee for changes after ordering. A warranty table keeps the manufacturer's frame and glass coverage apart from the installer's own, before a signature block.
Exterior and renovation examples
The window quote, and the rest of the house
The full window replacement quote, plus a siding estimate, a roof estimate and a carpentry quote: the other jobs on the same kind of house. Click any example to open it.
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Window Replacement Quote Template: 14 Windows
Fourteen windows in a 1938 house: a schedule by room, vinyl and fibreglass compared, installation and lead-safe work priced separately.View full exampleCustomer stories
From trade companies that quote homeowners
“Best ROI of any software we've purchased. Paid for itself in the first week.”
“Very intuitive. Our team was creating professional proposals on day one with zero training.”
“Game changer for our construction business. Complex estimates that used to take hours now take 10 minutes.”
Integrations
Quote from the appointment you have already logged
ExtraflowDoc installs into Pipedrive and monday.com, so the quote is built on the deal or item the in-home appointment created, with the address and the homeowner's details already filled in.
Window quotes in Pipedrive
Open ExtraflowDoc from the deal. The homeowner, the address and custom fields such as the number of openings or the year built fill the quote, and window models come in from your Pipedrive product catalogue with their photos.
Window quotes in monday.com
If jobs run on a monday.com board, build the quote from the item. Its columns fill the document, and the signed quote is saved back to the job for the install crew.
Pricing
Per company, so every sales rep can quote
In-home sales reps, the measure tech and the office all work on one plan. ExtraflowDoc charges by documents per month per company, never per rep.
Free plan
$0.00/month
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
$20.69/month
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
$34.49/month
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)
FAQ
Window and door quoting software: frequently asked questions
Including what ExtraflowDoc does not do.
What is window quoting software?
It is software that turns an in-home appointment into a quote the homeowner can sign: every opening, the products with their glass and ratings, installation, options and terms. ExtraflowDoc does this inside Pipedrive or monday.com, from the deal or item the appointment created.
Does it configure windows or check manufacturer sizes?
No. ExtraflowDoc has no window configurator and no manufacturer price lists. Keep your models and prices as products in your CRM catalogue, and pick the size, glass and options yourself; ExtraflowDoc prices and presents them.
Can I price windows and installation separately?
Yes. Put the windows in one section and installation in another, each with its own subtotal. Every line keeps its own unit, so windows per unit, installation per window and lead-safe work per job all sit in one quote.
Can I show vinyl and fibreglass options?
Yes. Add a quotation table for each frame material, each with its own total, and the homeowner compares them side by side. Each table is a fixed option; the homeowner tells you which one to order.
Can I send the order to the manufacturer?
Yes, as a document. Purchase orders are one of the document types, so the window order can go out from the same deal with the same lines. ExtraflowDoc does not connect to manufacturer ordering systems.
Can I see my margin on a job?
Yes. Price each window model from its cost with a markup or a margin, and installation the same way. The document details show cost, profit and margin to your team only; internal columns never reach the homeowner's PDF.
Does it schedule measures and installs?
No. ExtraflowDoc has no scheduling or crew calendar. The quote can include a timeline for the homeowner, but booking the measure and the install happens in your own tools.
Can the quote become the invoice?
Yes. Convert the accepted quote into an invoice in one click, with every line carried over, and add any sill repairs found on install day before you send it.
Is there a free plan for a small window company?
Yes. The free plan covers 5 documents a month with unlimited users. Paid plans start at $20.69/month for 20 documents, with every feature on every plan, so each in-home rep is covered by the same plan.
Ready for the next appointment?