Documents
- Estimates
- Quotes
- Proposals
- Invoices
- Agreements
- Purchase orders
- Work orders
Pipedrive integration
Best Pipedrive Quoting App: Quotes, Proposals, Invoices, Agreements, Purchase Orders & E-Signatures — ExtraflowDoc
ExtraflowDoc is a powerful quoting tool for Pipedrive. It extends your workflow with client-specific prices, cost + markup and profit-margin logic for products, and automation that fills deal data straight into your documents.
- Estimates
- Quotes
- Proposals
- Invoices
- Agreements
- Purchase orders
- Delivery notes
- Work orders
- Custom documents
Free plan available. No credit card required.
No training requiredWorks natively in Pipedrive
Native Pipedrive integration
ExtraflowDoc works inside the deal — not a separate app you switch to
ExtraflowDoc opens right inside a Pipedrive deal, so your whole team creates, edits, and reviews documents in the same place they manage the sale.
Extended products & pricing logic
- Different prices for each client
- Direct price
- Cost + markup
- Cost + profit margin
- Multiple images per line item
Extended quotation options
- Multiple quotation tables in one document
- Budget, standard, and premium options side by side
CPQ (Configure, Price, Quote)
- Volume discounts
- Volume prices
E-signatures
- Multiple signers
- Signing statuses
- OTP verification
Design customization
- Fonts
- Brand colors
- Spacing
Templates
- Templates for every document type
- Document numbering logic
Language & tax for every market
- 30 languages (EN, ES, DE, PT, …)
- 0% tax
- Multiple taxes per document
See the transformation
The same document — in the editor and in the finished PDF
Edit blocks, pricing, and content live, then export a polished PDF that matches exactly what you built. Drag the handle to compare.
See it in action
What's inside ExtraflowDoc for Pipedrive?
A closer look at how you create, manage, and send documents — all inside Pipedrive. Explore 15 screenshots; click any one to view it full-screen.
Add a content block
Cover page and quotation block
Line item with a product photo
Line items and the block picker
Warranty section and running totals
Photo gallery with numbered callouts
PDF preview — cover page
PDF preview — quotation
PDF preview — line items and totals
PDF preview — signature block
Cover, quotation, and line items
Scope, terms, and signatures
ExtraflowDoc inside a Pipedrive deal
Start from a document or a template
Quotation block settings
Everything in one place
Everything ExtraflowDoc adds to your Pipedrive deals
Every feature that turns a Pipedrive deal into a signed, on-brand document, grouped by what it does.
Document creation & templates
All document types
Estimates, quotes, proposals, invoices, agreements, purchase orders, delivery notes, work orders, and custom documents.
Templates
Save any document as a reusable, on-brand template.
Team access
A shared template library keeps every rep's documents consistent.
Convert quote to invoice
Turn a won quote into an invoice in one click, with every line item carried over.
Autopopulate from the deal
Company and manager
Your company details and the assigned rep populate automatically.
Client data
Contact information flows from the deal into the document — no retyping.
Custom fields
Any Pipedrive custom field can populate anywhere in the document.
Deal products
Products already attached to the deal populate into the document in one click.
Product catalog
Search and add products
Search your Pipedrive product catalog and add items with one click.
Products and variations
Add a product with all of its variations and pricing tiers at once.
Images autopopulate
Product photos already in your catalog appear on the document.
Sync new items back to Pipedrive
Line items created from scratch can update your Pipedrive product catalog.
Custom line items
Unique line items
Add one-off products or services that aren't in your catalog.
Rich descriptions & images
Detailed, formatted descriptions with their own photos.
Item-level tax & discounts
Set tax, discount, and custom fields per line item.
Multi-page documents
Covers & galleries
Full-image pages and photo galleries with descriptions.
Tables & custom fields
Structured pricing tables and any custom field your CRM provides.
Multiple quotation tables
Lay out standard and premium options side by side in one document.
Signatures & payment details
Signature blocks, notes, and payment details on the same document.
Pricing & CPQ
Direct, markup, or margin pricing
Price a line item directly, from cost plus markup, or from a target margin.
Calculated fields
Custom formulas like price × quantity × days for rentals and time-based work.
Volume discounts
Discount rules that apply automatically once quantity crosses a threshold.
Tiered pricing
Define pricing tiers per product so the right rate applies without a manual lookup.
Taxes & fees
Line-item tax
Apply tax per product or service line.
Document-level tax
Apply one tax rate across the whole document.
Multiple taxes per document
Combine region-specific tax rules — GST + PST, VAT with reverse charge, and more — on one document.
E-signatures
Request from any document
Send for signing directly from the deal and see status update in real time.
Multiple signers
Collect sign-off from clients, partners, and internal approvers in one workflow.
Audit trail
Every signature ships with email verification and a timestamp.
Export & sharing
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.
Localization
30 languages
Full translation into every supported language, with nothing held back for a translated version.
Regional tax support
Line-item VAT, GST, PST, sales tax, and more.
How it works
How ExtraflowDoc works inside Pipedrive
Seven steps from opening a deal to a signed document. Click any screenshot to view it full-screen.
1. Open any deal — ExtraflowDoc is already there
ExtraflowDoc appears in the left panel of every Pipedrive deal, right where you're already working. No separate login, no export step. Click any screenshot to see it full-size.
2. Start from a document or a template
Create a new document from scratch, or start from a saved template so every rep begins from the same on-brand starting point.
3. Deal data autopopulates the document
Client details, company info, and any custom field you map flow straight from the Pipedrive deal into the document — zero retyping, zero copy-paste errors.
4. Search and add Pipedrive catalog products
Search your Pipedrive product catalog and add items — with pricing and images — in a click, or add a custom line item when there's nothing to search.
5. Build the document from flexible blocks
Add cover pages, pricing tables, photo galleries, text, and signature blocks — arrange any combination in one multi-page document.
6. Collect e-signatures without leaving the deal
Send the document for signature and track its status in real time — legally binding, with a full audit trail including email verification.
Watch the demo
See how much time you can cut from quoting prep in Pipedrive
Real examples
Explore real document 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 exampleBuilt for every quoting team
Built for teams that create quotes and proposals daily
Sales teams
Quote faster and keep every rep's documents on-brand.
Suppliers & manufacturers
Tiered pricing and volume discounts with built-in CPQ.
Distributors
Turn a product catalog into an accurate quote in minutes.
Construction & field services
Line-item estimates with labor, materials, and markup.
Service businesses
Professional proposals without a design or ops team.
Equipment & rental
Quote by day, week, or project with calculated columns.
Agencies & freelancers
Send polished proposals and statements of work without a design team.
Wholesale & B2B trade
Tiered, volume-based pricing for buyers ordering in bulk.
IT & software resellers
Itemized quotes for licenses, hardware, and implementation services.
Real estate & property services
Proposals and service agreements ready to send the same day.
Freight & logistics
Rate quotes with calculated columns for weight, distance, or route.
Events & catering
Line-item quotes for packages, staffing, and day-of add-ons.
How we compare
ExtraflowDoc feature comparison
A feature-by-feature comparison of native Pipedrive document tools.
| Feature | ExtraflowDoc | SmartDocs | Others |
|---|---|---|---|
| Pipedrive integration | |||
| Native Pipedrive 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 |
| Custom fields auto-populate | Yes | No | Partial |
| Search product catalog + variations | Yes | No | No |
| Create line items and sync back to Pipedrive | 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
Trusted by teams that quote every day in Pipedrive
“ExtraflowDoc has been an outstanding addition to our workflow in Pipedrive. The app works seamlessly with Pipedrive, making document generation and automation incredibly smooth and easy to use. What really stands out is how much time it saves our team every single day. Honestly, the app quickly pays for itself just through its efficiency. If you use Pipedrive and want to streamline your document process, improve efficiency, and save valuable time, I highly recommend ExtraflowDoc.”
Pricing
Flexible plans that fit your workflow
Every plan includes unlimited users and every document type. Start free — upgrade only when you need more documents a month.
Free plan
USD $0/month
Get started with the Free plan5 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
USD $14.99/month
Get started with the Basic plan20 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
USD $24.99/month
Get started with the Standard plan35 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)
Support
Frequently asked questions
Everything you need to know about ExtraflowDoc for Pipedrive.
Do I need to leave Pipedrive to create documents with ExtraflowDoc?
No. ExtraflowDoc runs inside the deal itself, in the left panel — there's no separate app to open or data to export.
Which types of documents can I create inside Pipedrive?
Estimates, Quotes, Proposals, Invoices, Agreements, Purchase orders, Delivery notes, Work orders, Custom documents — all from the same editor.
Does ExtraflowDoc autofill data from my Pipedrive deal?
Yes. Client details, company info, assigned rep, and any custom field you map populate the document automatically — no retyping.
Can I search my Pipedrive product catalog from inside a document?
Yes. Search your catalog 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.
Can I collect e-signatures without leaving Pipedrive?
Yes. Send any document for signature from the deal and track its status in real time, with an audit trail that includes email verification.
Does ExtraflowDoc support CPQ, tiered pricing, and volume discounts?
Yes. Set tiered pricing per product and volume discount rules that apply automatically as quantity changes.
Can I apply multiple taxes on one document?
Yes. Apply tax per line item or for the whole document, and combine multiple tax rules — for example GST + PST — on a single document.
Is ExtraflowDoc available in languages other than English?
Yes — ExtraflowDoc is fully translated into 30 languages, with regional tax support (VAT, GST, PST, sales tax, and more).
Do I need a credit card to try ExtraflowDoc?
No. The Free plan includes 5 documents a month with unlimited users, and no credit card is required to start.
Ready to quote faster?