For subcontract machinists and CNC machine 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-off 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 enquiry to three or four shops and compare the answers line by line. The quote that wins is seldom the cheapest; 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 have read the drawing, and a new drawing issue is plainly a new quote.
Programming, first-off setting, fixtures and the FAI report go in their own section with their own subtotal. The buyer sees what the part costs on a repeat order, and you are not forced to bury setting in a unit price that looks dear at low volumes.
Set price tiers per part so the unit price follows the quantity, and show a break table at 100, 250, 500 and 1,000 off. A buyer who planned 250 will often order 500 once they can see what it saves.
Price a line from cost plus markup or cost plus margin, and mark the cost columns internal. Estimating sees the machine hour rate and material cost behind each part; the buyer sees only the price.
Tolerances not on the drawing, over-run allowance, how long material prices are held, source inspection: put them in a scope and terms section that goes out with every quote, saved once and reused, so nobody retypes or forgets them.
Buyers usually reply with a purchase order, so the quote carries a number for the order to reference. Smaller customers can sign it instead, and the accepted quote becomes the invoice in one click with every part line carried across.
Worked example
This is a real three-page ExtraflowDoc quote from a CNC subcontract machining shop in Milwaukee to an industrial buyer, answering an RFQ for three machined parts, for $23,034.00. It is set out the way 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. Each part then gets its own line with material, cycle time and finish as fields under the name: the valve body at $38.40 each in 6061 aluminium on a 14.5-minute cycle, the bracket in 304 stainless, the shaft in 17-4 PH. Parts come to $20,069.00.
Programming, a fixture and the first article inspection report form a separate section worth $2,780.00, each marked as not charged again on a repeat order, so the buyer never mistakes setting for the part price. Carriage is its own line. A price break table then shows every part at 100, 250, 500 and 1,000 off.
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 order not), then terms on how long material prices are held, a 5% over-run allowance and production waiting on first article approval, and an acceptance block that also takes an order 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-off charges set apart, 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 enquiry created, alongside the drawings and the buyer's emails.
Open ExtraflowDoc from the enquiry's deal. The buyer, company and any custom field you keep, such as RFQ number, return date or material, fill the quote, and parts from your Pipedrive product catalogue come in with their prices and tiers.
If enquiries run on a monday.com board, build the quote from the item. Columns such as part number, drawing issue and quantity populate the document, and the sent quote is stored back on the item.
Pricing
Estimating, sales and the MD all quote from the same plan at no extra cost. ExtraflowDoc charges by document volume per company, so a busy month of enquiries costs the same however many people answer them.
£0.00/month
5 documents/month per company
£11.80/month
20 documents/month per company
£19.68/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-off 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 enquiry 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 as you do now, in your CAM system or spreadsheet, and ExtraflowDoc turns it into the quote, the price breaks and the signed document.
Yes, in 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 off, 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-off charges, with its own subtotal. Each line can state that it is not charged again on a repeat order. The buyer sees the part price and the setting 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 appears 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 stock. It produces and tracks the documents: the quote, the purchase order to your material supplier, the delivery note and the invoice.
Yes, and most do. The quote carries its own number for the order to reference, and you can still send it for e-signature when a customer would rather sign. Each document shows whether it was sent, viewed, signed or declined.
Yes. Quote in the buyer's currency, apply the VAT or other taxes that apply to them, 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 £11.80/month for 20 documents, with every feature on every plan.
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