Every ExtraflowDoc feature for quoting inside your CRM

Native integration

Works natively inside your CRM deals

ExtraflowDoc opens right inside a Pipedrive or monday.com deal, so your whole team creates, edits, and reviews documents in the same place they manage the sale — no separate login, no export/import step.

Document types

1. Create every sales document in one place

Estimates, quotes, proposals, invoices, agreements, purchase orders, delivery notes, work orders, and custom documents — every business document from first quote to final invoice, built from the same editor.

• Templates — Save time with reusable templates that auto-fill from your current deal's data.
• Team access — A shared template library keeps every rep's documents consistent and on-brand.
• Convert quote to invoice — Turn a won quote into an invoice in one click, with every line item carried over.
• New document types — New document types ship regularly, based on what customers ask for most.

E-signatures

3. Collect e-signatures without leaving your CRM

Send a document for signature and track its status in real time — legally binding, with a full audit trail, and without leaving Pipedrive or monday.com.

• Request signatures from any document — Send for signing directly from the CRM and see status update in real time.
• Multiple signers — Collect sign-off from clients, partners, and internal approvers in a single workflow.
• Email verification — Every signature ships with an audit trail, including email verification and a timestamp.

Custom line items

5. Build custom line items when there's no catalog to search

Perfect for one-off work: add a line item on the fly with a rich description and its own image, without pre-populating a catalog entry.

• Unique line items — Add one-off products or services that aren't in your catalog.
• Rich descriptions — Detailed, formatted descriptions for custom work and service quotes.
• Item images — Attach photos, diagrams, or reference images directly to a line item.
• Item-level tax & discounts — Set tax, discount, and custom fields per line item, not just per document.

Quotation tables

7. Present multiple pricing options in one document

Add more than one quotation table to the same document to lay out standard and premium options side by side, instead of sending separate quotes for each.

CPQ

9. Quote with CPQ: tiered pricing and volume discounts

Pricing adjusts automatically as quantity or customer tier changes, so every quote reflects the right rate without a manual recalculation.

• Volume discounts — Set discount rules that apply automatically once quantity crosses a threshold.
• Tiered pricing — Define pricing tiers per product so the correct rate applies without a manual lookup.

Export & sharing

12. Export to PDF or share a secure link

Generate a professional, print-ready PDF instantly, or share a secure link so clients can view the document without downloading anything.

• PDF export — Download a polished, print-ready PDF in one click.
• Secure link sharing — Share documents through a secure web link, no attachment needed.
• Instant generation — Documents are ready in seconds, every time.