A schedule of every opening
Room, count, size and type for each window and door, in one table above the price. The homeowner checks nothing has been missed, and the fitter has a list to survey against.
EN-GBEnglish (UK)
For window and door companies
Window and door quoting software for replacement window fitters
ExtraflowDoc lets a window company quote a house opening by opening: a schedule of every window and door by room, frames compared side by side, a price per unit with glazing and U-value on the line, fitting priced separately, and a signature before the final survey.
- 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 card neededEvery 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 on the price per window, and they are rarely comparing like for like. The quote that wins is the one that makes its own windows easy to compare.
Frame, glazing and U-value on the line
Show frame material, glazing unit and U-value as fields under each window line, with a photo of the style. When the next quote comes in cheaper, the homeowner can see whether it is the same window.
Fitting kept apart from the windows
Fitting into the existing frame or a full frame replacement, removal and disposal, lead-safe work in older houses, external cladding: their own section, their own subtotal. The window price stays comparable, and the labour is visible.
uPVC, fibreglass or timber, side by side
Give each frame material its own quotation table and total, or a short comparison of colours, lifespan and price. The homeowner chooses with both figures in front of them.
Your price list 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 surveyed, then ordered
Send the quote for e-signature while you are still at the kitchen table. After the final survey, the purchase order to the manufacturer and later the invoice come from the same lines.
Worked example
Anatomy of a real replacement window quote
This is a real four-page ExtraflowDoc quote from a window and door company in Columbus, Ohio, to homeowners replacing all fourteen original timber windows in a 1938 house, for $14,675.00. Homeowners compare window quotes opening by opening, so this one accounts for every opening before it gives a price.
Page 1 — a covering letter, a window schedule by room, and the timeline
A short covering letter explains the job: made-to-measure uPVC windows fitted into the existing frames, so the plaster and the internal architrave stay put. A window schedule lists every room with its count, size and type, fourteen in all, and promises a final survey before anything is ordered. An eight-week timeline shows that most of the wait is at the factory.
Page 2 — uPVC or fibreglass, then the windows priced
The same fourteen windows are compared in uPVC and fibreglass, with colours, expected life and the fitted total for each. The uPVC windows are then priced per unit, $9,855.00 in all, with frame, glazing and U-value as fields under the main line, a casement over the kitchen sink and toughened obscured glass in the bathrooms.
Page 3 — fitting, lead-safe work and cladding, then payments
Fitting, $3,140.00, separates insert fitting per window, removal and disposal of the old windows, and lead-safe work practices for a house built before 1978. Aluminium cladding over the outside trim adds $1,680.00. Three payments follow: a deposit only after the final survey, most of the balance on fitting day, and the rest after the final walk-round.
Page 4 — terms, guarantees and acceptance
The terms set out the three-day right to cancel, the price of a rotten sill if one turns up, and the restocking fee for changes after ordering. A guarantee table separates the manufacturer's cover on frames and glass from the installer's own, ahead of a signature block.
Exterior and home improvement examples
The window quote, and the rest of the house
The full replacement window quote, plus a cladding estimate, a re-roof estimate and a joinery 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, uPVC and fibreglass compared, fitting and lead-safe work priced separately.View full exampleCustomer stories
From trade firms 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 home visit created, with the address and the homeowner's details already in place.
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 the house was 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 on the job for the fitting team.
Pricing
Per company, so every sales consultant can quote
Home-visit sales consultants, the surveyor and the office share one plan. ExtraflowDoc charges by documents per month per company, not per consultant.
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
£11.80/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
£19.68/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 a home visit into a quote the homeowner can sign: every opening, the products with their glazing and ratings, fitting, 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 choose the size, glazing and options yourself; ExtraflowDoc prices and presents them.
Can I price windows and fitting separately?
Yes. Put the windows in one section and fitting in another, each with its own subtotal. Each line keeps its own unit, so windows per unit, fitting per window and lead-safe work per job all sit in one quote.
Can I show uPVC 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 manufacturers' ordering systems.
Can I see my margin on a job?
Yes. Price each window model from its cost with a mark-up or a margin, and fitting the same way. The document details show cost, profit and margin to your team only; internal columns stay off the homeowner's PDF.
Does it schedule surveys and fitting?
No. ExtraflowDoc has no scheduling or fitting team calendar. The quote can include a timeline for the homeowner, but booking the survey and the fitting 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 across, and add any sill repairs found on the day before you send it.
Is there a free plan for a small window firm?
Yes. The free plan covers 5 documents a month with unlimited users. Paid plans start at £11.80/month for 20 documents, with every feature on every plan, so every sales consultant out on home visits is covered by the same plan.
Ready for the next home visit?