monday.com integration
ExtraflowDoc runs natively as a column on your monday.com Deals board. Auto-fill item and product data, build multi-page documents, collect e-signatures, and export a polished PDF — without a single export or copy-paste.
Free plan available. No credit card required.
Native monday.com integration
ExtraflowDoc opens right inside a monday.com item, so your whole team creates, edits, and reviews documents in the same place they manage the deal.
See the transformation
Edit blocks, pricing, and content live, then export a polished PDF that matches exactly what you built. Drag the handle to compare.
Zero copy-paste
Item info, deal products, and board columns flow straight into every document. Nothing to retype, nothing to reconcile between two systems.
Everything in one place
Every feature that turns a monday.com deal into a signed, on-brand document, grouped by what it does.
Estimates, quotes, proposals, invoices, agreements, purchase orders, delivery notes, work orders, and custom documents.
Save any document as a reusable, on-brand template.
A shared template library keeps every rep's documents consistent.
Turn a won quote into an invoice in one click, with every line item carried over.
Your company details and the assigned rep populate automatically.
Contact information flows from the deal into the document — no retyping.
Map any column from your Deals board into the document — text, numbers, dates, or dropdowns.
Products already attached to the deal populate into the document in one click.
Search your monday.com Products & Services board and add items with one click.
Add a product with all of its variations and pricing tiers at once.
Product photos already in your catalog appear on the document.
Line items created from scratch can update your monday.com Products & Services board.
Add one-off products or services that aren't in your catalog.
Detailed, formatted descriptions with their own photos.
Set tax, discount, and custom fields per line item.
Full-image pages and photo galleries with descriptions.
Structured pricing tables and any custom field your board provides.
Lay out standard and premium options side by side in one document.
Signature blocks, notes, and payment details on the same document.
Price a line item directly, from cost plus markup, or from a target margin.
Custom formulas like price × quantity × days for rentals and time-based work.
Discount rules that apply automatically once quantity crosses a threshold.
Define pricing tiers per product so the right rate applies without a manual lookup.
Apply tax per product or service line.
Apply one tax rate across the whole document.
Combine region-specific tax rules — GST + PST, VAT with reverse charge, and more — on one document.
Send for signing directly from the item and see status update in real time.
Collect sign-off from clients, partners, and internal approvers in one workflow.
Every signature ships with a full history — sent, signed, and completed timestamps with IP addresses.
Download a polished, print-ready PDF in one click.
Share documents through a secure web link — no attachment needed.
Documents are ready in seconds, every time.
Full translation into every supported language, with nothing held back for a translated version.
Line-item VAT, GST, PST, sales tax, and more.
How it works
Seven steps from adding ExtraflowDoc to your Deals board to a signed document. Click any screenshot to view it full-screen.
From any board, open "Add column" → "More columns" and search for ExtraflowDoc — a one-time setup for the whole team.
Select ExtraflowDoc from the Column Center and add it to the board — it appears as a column on every item.
Client details, company info, and any column you map flow straight from the monday.com item into the document — zero retyping, zero copy-paste errors.
Search your monday.com Products & Services board and add items — with pricing and images — in a click, or add a custom line item when there's nothing to search.
Add cover pages, pricing tables, photo galleries, text, and signature blocks — arrange any combination in one multi-page document.
Send the document for signature and track its status in real time — legally binding, with a full audit trail including timestamps and IP verification.
Watch the demo
Real examples
See how quotes, proposals, and estimates look in practice, and use them as a starting point.
HVAC System Replacement Proposal Example
A professional HVAC system replacement proposal example with equipment.
View HVAC System Replacement Proposal example
Residential Roof Replacement Quote Example
Detailed quote with materials, labor, and totals — clear for both your team and the client.
View Residential Roof Replacement Quote example
Website Design Proposal Example
A structured proposal with scope, pricing, and timeline — ready to send in minutes.
View Website Design Proposal example
Flooring Materials Estimate Example
A professional flooring materials estimate example.
View Flooring Materials Estimate example
Kitchen Remodeling Project Estimate Example
Break down complex projects into transparent costs and phases your client can trust.
View Kitchen Remodeling Project Estimate example
Landscaping Quote Example
A professional landscaping quote example.
View Landscaping Quote example
CNC Machinery & Equipment Quote Example
A professional CNC machinery and equipment quote example.
View CNC Machinery & Equipment Quote exampleSee it in action
A closer look at how you create, manage, and send documents — all inside monday.com. Explore 13 screenshots; click any one to view it full-screen.
Editing a quote
Quotation block settings
Global settings and branding
Mapping monday.com board fields
Photo gallery with descriptions
Requesting a signature
E-signatures block in the editor
Confirming a signature
PDF preview — signature page
Signature audit trail
Choosing a column type
Choosing a workspace and board
Authorizing ExtraflowDoc
Built for every quoting team
Quote faster and keep every rep's documents on-brand.
Tiered pricing and volume discounts with built-in CPQ.
Turn a product catalog into an accurate quote in minutes.
Line-item estimates with labor, materials, and markup.
Professional proposals without a design or ops team.
Quote by day, week, or project with calculated columns.
Send polished proposals and statements of work without a design team.
Tiered, volume-based pricing for buyers ordering in bulk.
Itemized quotes for licenses, hardware, and implementation services.
Proposals and service agreements ready to send the same day.
Rate quotes with calculated columns for weight, distance, or route.
Line-item quotes for packages, staffing, and day-of add-ons.
How we compare
A feature-by-feature comparison of native monday.com document tools.
| Feature | ExtraflowDoc | SmartDocs | Others |
|---|---|---|---|
| monday.com integration | |||
| Native monday.com interface | Yes | Yes | No |
| Documents stored in the deal | Yes | Yes | No |
| No external platform needed | Yes | Yes | No |
| Data automation | |||
| Products auto-populate from the deal (100+ products) | Yes | No | No |
| Client data auto-populates | Yes | Yes | Partial |
| Board columns auto-populate | Yes | No | Partial |
| Search product catalog + variations | Yes | No | No |
| Create line items and sync back to monday.com | Yes | No | No |
| Advanced quotation | |||
| Multiple quotation tables (budget / standard / premium) | Yes | No | No |
| CPQ: volume discounts and tiered pricing | Yes | No | Partial |
| Price / cost + markup / cost + margin calculations | Yes | No | No |
| Multiple taxes (VAT, GST, PST, custom) | Yes | Partial | Yes |
| Collaboration & delivery | |||
| E-signatures | Yes | Yes | Yes |
| Share via link | Yes | Yes | Yes |
| Export to PDF | Yes | Yes | Yes |
| Pricing & localization | |||
| Free plan (5 docs/month) | Yes | No | Partial |
| 30+ languages | Yes | No | Partial |
Customer story
“Game changer for our construction business. Complex estimates that used to take hours now take 10 minutes.”
Pricing
Every plan includes unlimited users and every document type. Start free — upgrade only when you need more documents a month.
USD $0/month
Get started with the Free plan5 documents/month per company
USD $14.99/month
Get started with the Basic plan20 documents/month per company
USD $24.99/month
Get started with the Standard plan35 documents/month per company
Support
Everything you need to know about ExtraflowDoc for monday.com.
No. ExtraflowDoc runs as a column right on your Deals board — open any item and the editor appears without leaving monday.com.
Estimates, Quotes, Proposals, Invoices, Agreements, Purchase orders, Delivery notes, Work orders, Custom documents — all from the same editor.
Yes. Client details, company info, assigned rep, and any board column you map populate the document automatically — no retyping.
Yes. Search your Products & Services board and add items — with pricing, variations, and images — in a click. You can also add a custom line item when a product isn't in the catalog.
Yes. Send any document for signature from the item and track its status in real time, with a full audit trail including timestamps and IP verification.
Yes. Set tiered pricing per product and volume discount rules that apply automatically as quantity changes.
Yes. Apply tax per line item or for the whole document, and combine multiple tax rules — for example GST + PST — on a single document.
Yes — ExtraflowDoc is fully translated into 30 languages, with regional tax support (VAT, GST, PST, sales tax, and more).
No. The Free plan includes 5 documents a month with unlimited users, and no credit card is required to start.
Ready to quote faster?
