Every feature to quote, sign, and close inside your CRM

Create quotes, proposals, invoices, contracts, and 11 more document types inside Pipedrive or monday.com, build them from 135 ready-made sections, price them in quotation tables with CPQ, discounts, fees, and multiple taxes, and collect e-signatures.

Yes. Every feature is on every plan, including the Free plan. Plans differ only in how many documents your company creates per month, from 5 on the Free plan up, or unlimited documents on the Unlimited plan at USD $49.99 per user per month.

Yes. Every feature works the same in both CRMs. Only the Unlimited per-user plan is limited to Pipedrive.

Quote, Estimate, Proposal, Agreement, Invoice, Purchase order, Delivery note, Work order, NDA, Service contract, Change order, Credit note, Site report, Warranty certificate, and a custom document for anything else, such as sales orders, pro forma invoices, receipts, or statements of work.

A library of 135 ready-made, designed sections in 30 types, including title pages, cover letters, scope of work, timelines, payment schedules, case studies, warranties, and quotation tables. Add a section, fill it in, and it already looks finished.

Yes. Save any section and add it to any document later, not only to the template it came from. Saved sections are shared with your whole team.

Place a field such as [person.name] in any text. When you create the document, it fills with the value from the deal. Any field or custom field from the deal, person, organization, or line item works.

Yes. Search your Pipedrive or monday.com products and add one to the quotation table in a click, with its images when the product has them. Products already on the deal come into the document too.

You can create a unique line item in the document at any time, and every line item you create syncs back to the CRM deal.

Three ways: set the price directly, enter a cost plus a markup, or enter a cost and the profit margin you need. The sale price and the totals recalculate automatically.

Yes. Add a discount to a single line or to the whole document, as a percentage or a fixed amount, and add fees such as shipping, installation, or service with their own value.

Yes. Apply taxes per line item or to the whole document, and combine several on one document, such as GST + PST or CGST + SGST. Each tax is calculated on the net amount; taxes are never compounded.

Columns with a built-in formula, such as days × quantity for rentals and time-based services. The formula is fixed, so nobody can break it by editing a cell.

Yes. Add several quotation tables, such as budget, standard, and premium, to the same document. Each table is a fixed option with its own grand-total block, so the client compares them side by side.

Yes. Set price tiers per product so the unit price changes with the quantity, and volume discount rules that apply automatically once the quantity crosses a threshold.

Yes. Group line items into subcategories, each with its own subtotal, and choose whether each subtotal is shown.

Yes. Mark a column, a field, or a piece of text as internal. It stays visible in the editor and never appears in the PDF your client gets.

Yes. The document details show the total, cost, profit, and profit margin, visible only to your team.

Yes. Formatting mode sets your fonts, colors, alignment, spacing, line height, and quotation-table column widths, and you can add several images to each line item and adjust their size.

Send a document for signature from the deal. It can go to the client alone, be signed by your company in the editor first and then sent to the client, or go to several signers.

Each signer confirms with a one-time password sent to their email. Every signature is timestamped, and the signed document comes with an audit-trail certificate.

Yes. The editor shows each document's status: sent, viewed, pending, signed, or declined.

The number builder combines a prefix, the year, and a counter, such as QT-2026-0042. Each document type can have its own counter, or all types can share one centralized counter.

Yes. Convert an accepted quote into an invoice in one click, with every line item carried over.

Yes. Upload JPG, PNG, SVG, and PDF files once, and everyone on your team can use them in any document.

Automations are in development. They will create a document from a chosen template when a deal has a particular product or reaches a particular status, and can send it too, in both Pipedrive and monday.com.

Optional line items are in development and coming soon. Until then, show each option as its own quotation table.

ExtraflowDoc is localized into 30 languages.