For equipment rental and plant hire companies

Equipment rental quoting software for hire desks and rental yards

ExtraflowDoc quotes a machine the way a machine is actually hired: a rate multiplied by a rental period, with the start and end dates sitting on the line, the attachments priced underneath it, and a spec sheet that tells the contractor whether it will fit through their gate.

  • Quotes
  • Hire agreements
  • Estimates
  • Proposals
  • Work orders
  • Purchase orders
  • Delivery notes
  • Invoices

Free plan available. No credit card required. Or price a hire in your browser with nothing to install.

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Free plan, no credit cardQuote from the hire deskE-signatures included

Built for the hire desk

What an equipment rental quote has to get right

Every other trade quotes a job. You quote a machine, for a period, against a site you have not seen. Six things decide whether the contractor signs with you or rings the next yard.

Rate × rental period, with the hire dates on the line

This is the column no other kind of quote has. Set a rate and a period per machine and the line total is calculated from it, with the exact start and end dates printed underneath — so a hire running four weeks and one day bills as four weeks and one day rather than being rounded to five weeks and argued about later.

Attachments priced under the machine they belong to

A breaker, a grapple and a set of rakes are not three more rows at the bottom of the quote — they belong to the excavator. Nest them as sub-items beneath their machine, with the unit's photograph on the same row, so the contractor reads one package per machine instead of decoding a flat parts list.

Spec sheets that answer "will it fit my site?"

Power, operating weight, height, width and visibility for every machine quoted, each beside its own photograph. Height and width are not marketing copy on a hire quote: they decide whether the float can turn in, whether the gate clears and whether the ground will take 25 tonnes. Answer it in the document and you stop the phone call.

The terms page is where the margin is

Site access, ground conditions, notice period, consumables, travel zones, optional attachments. On a hire quote these are not boilerplate — each clause is the difference between a legitimate extra charge and a dispute you write off. Keep them in the signed document rather than in the yard manager's head.

Sell the fleet, not just the machine

A contractor is choosing a supplier as much as a machine: if the excavator fails on a Tuesday, can you put another one on site on Wednesday? A full-width block introducing the fleet, with a job-site photograph, makes that case on the page before the rates appear — which a bare rate sheet never does.

Quote, hire agreement, delivery note and invoice from the same lines

Agreements, delivery notes and invoices are document types in the same editor, so the machine list the contractor signed is the machine list that leaves the yard and the one that gets billed. Signatures carry email verification and a timestamp, and the status updates as the quote is opened and signed.

Worked example

Anatomy of a real equipment rental quote

This is an actual six-page ExtraflowDoc quote from a rental yard to an excavation contractor, for two skid steers and a long-reach excavator on a downtown Toronto high-rise foundation — $97,581.71 all in. Read it as a hire desk would write it.

Page 1 — a cover, because this is a six-figure hire

A branded cover page. On a two-day tool hire it would be overkill; on a hire approaching a hundred thousand dollars it is the difference between a document that gets taken into a project meeting and a rate sheet that gets forwarded with no comment. The contractor is about to commit a line of their own budget to your yard, and the first page is where they decide whether you look like a company that will answer the phone in week three.

Page 2 — both parties, a six-month validity, then the fleet

Quote number, issue date and — note this — a valid-until date almost seven months out, because a hire rate card holds for a season in a way a construction quote never does. Then both companies in full. Then, before a single rate appears, a block introducing the fleet: two hundred and plus machines, from mini excavators to articulated trucks, skid steers and boom lifts, over a wide photograph of a working site. That block is doing the real work on this page. The contractor is not only buying a PC240LC; they are buying the odds that you can replace it.

Page 3 — the site in words, then rate × period

Project information first: the job, the location, and the conditions that will decide the price — stable ground access for mobilization, customer-supplied power, and a plain warning that pricing is subject to availability. Then the table. Two John Deere 332G skid steers at $4,000 each × four weeks one day, less 10%, 4% tax, running to $29,828.57, with the rental dates 11/11/2024 to 12/09/2024 printed on the line. One PC240LC Long Reach at $8,000 × eight days, $64,000.00, with its jackhammer, grapples and rakes nested beneath it and a photograph of the machine alongside. Subtotal $93,828.57, sales tax $3,753.14, total $97,581.71. Every number on that page came from a rate and a period, not from a calculator and a retype.

Page 4 — two spec sheets, and a cross-sell hiding in one

The 332G and the PC240LC each get Power, Size and Visibility beside a photograph. The Size paragraphs are the ones that matter: 7'2" to the top of the ROPS and 6'6" wide for the skid steer; 10'1" tall, 10'5" wide and around 25,000 kg for the excavator. That is the answer to the only question a site manager actually has. And read the 332G entry to the end — it tells the contractor that if they need something smaller for a backyard job, the yard also rents a 313D. A spec sheet that cross-sells the rest of the fleet is a thing only a rental business would write.

Page 5 — ten clauses that are really a price list

Site access, power supply, notice period, ground conditions, water and drainage, labour and consumables, equipment availability, optional services, compliance equipment, travel fees. Read them again as a hire desk: every one is a point at which a job can cost you money, converted into a charge the contractor has already agreed to. A one-week notice period means a late cancellation is a rescheduling fee rather than a lost week. Ground conditions means site prep is billable rather than your problem. This is the page that protects the margin the table on page three only promises.

Page 6 — a closing page, then it goes out as a PDF

A short closing page, and the document is done. It leaves as one PDF carrying the rates, the dates, the specifications and the terms together — which is exactly what you want in the file if there is a disagreement in week three about what was agreed in week one. Built from a saved template, the next quote starts from the same structure with the fleet spec sheets already in it.

See the full six-page example, page by page

See the transformation

Build it at the hire desk, send the PDF before the contractor rings the next yard

Blocks, machines with their rental periods and spec sheets on the left; the finished quote the contractor reads on the right. Drag the handle to compare.

The same quote rendered as a finished, downloadable PDF in ExtraflowDoc's preview panel
An equipment rental quote open in the ExtraflowDoc editor, with machine line items carrying rental periods and the block controls visible
ExtraflowDoc EditorPDF Preview

Customer stories

From construction and trade businesses on the other side of the hire

“Best ROI of any software we've purchased. Paid for itself in the first week.”

David Thompson, RealQuality Roofing

“Game changer for our construction business. Complex estimates that used to take hours now take 10 minutes.”

Michael Chen, BuildTech Construction

“Very intuitive. Our team was creating professional proposals on day one with zero training.”

Amanda Wilson, Signature Cabinetry

Integrations

Quote from the hire enquiry you already logged

ExtraflowDoc installs into Pipedrive and monday.com and opens inside the deal or board item — so the quote is built where the enquiry, the site details and the machine list already are.

Rental quoting in Pipedrive

Open ExtraflowDoc from the deal the hire enquiry created. Hirer, site address and any custom field you map — required dates, access width, ground conditions — flow into the quote, and the signed PDF stays on the deal for the length of the hire and the argument afterwards.

Rental quoting in monday.com

If your hires run on a monday.com board, build the quote straight from the item. The columns you already keep populate the document, and the finished quote is stored back against the hire rather than in a shared drive nobody searches.

Pricing

Per company, so the whole hire desk is on it

The hire desk, the yard manager and whoever quotes after hours all work from the same plan at no extra cost — ExtraflowDoc charges by document volume per company, not per seat. Start free and move up when the season turns.

Free plan

USD $0/month

Billed monthly. Unlimited users included.

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

USD $14.99/month

Billed monthly. Unlimited users included.

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

USD $24.99/month

Billed monthly. Unlimited users included.

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)

See all pricing plans, up to 600 documents/month

FAQ

Equipment rental quoting software: frequently asked questions

Starting with what this is not, because most software sold to rental companies does a different job.

Is ExtraflowDoc rental management software?

No, and this is the most important answer on the page. ExtraflowDoc is quoting and document software: it builds the quote, the hire agreement, the delivery note and the invoice. It is not a rental management system. If what you need is a system of record for your fleet, keep looking — or run one alongside this, which is what most of our users in adjacent trades do.

Does it show equipment availability or take bookings?

No. There is no availability calendar, no reservation or booking engine, and nothing that prevents you quoting the same excavator to two contractors for the same fortnight. ExtraflowDoc does not know what is standing on your yard. The worked example on this page handles that the way most yards do — a line in the terms stating that prices are subject to availability at the time of booking — but the checking is yours.

Does it track assets, serial numbers, hours or telematics?

No. There is no asset register, no serial or fleet numbering, no hour meters, no GPS or telematics feed, no utilization reporting and no maintenance scheduling. You maintain your own fleet catalog inside the CRM — each machine with its rate and its specification — and search it while building the quote. That means the machine list on your quotes is yours to keep current.

Does it handle check-in and check-out, damage or deposits?

No. There are no condition reports, no off-hire inspections, no damage charges and no deposit handling. ExtraflowDoc covers the paperwork up to and including the signed agreement and the invoice; what happens when the float brings the machine back is outside it.

Can I price by day, week or month on the same quote?

Yes, and it is the reason this page exists. Each line carries a rate and a rental period, and the line total is calculated from them, so a daily machine and a monthly machine sit in the same table without you keeping two documents or two spreadsheets. The hire dates print on the line, which is what stops the argument about whether the last day was chargeable.

Does a part-period hire bill correctly?

Yes — that is what calculated periods are for. The worked example on this page runs a skid steer for four weeks and one day and bills exactly that, rather than rounding up to five weeks. Set the dates and the arithmetic follows; change the dates when the contractor extends and the total follows with them.

Can I list attachments under the machine they belong to?

Yes. Sub-items sit beneath their parent line, so the breaker, grapple and rakes appear under the excavator rather than loose at the bottom of the quote, and the machine's photograph sits on the same row. The contractor reads one package per machine, which is how they think about the hire.

Can I put equipment spec sheets in the quote?

Yes, and on a hire quote they earn their place. Full-width image blocks with written descriptions carry power, operating weight, height, width and visibility for each machine beside its photograph. Height and width are the two numbers that decide whether the machine can physically get on site, so answering them in the document saves a phone call per quote.

Can I apply a discount to one machine without discounting the whole quote?

Yes. Discounts sit per line and show in their own column, so you can take ten percent off a skid steer that is otherwise idle and leave the excavator at full rate. The contractor sees exactly where you moved, which is a better negotiating position than a vague percentage off the bottom line.

Can I reuse my fleet rates instead of rebuilding every quote?

Yes. Save a finished quote as a template and the next one starts from the same structure with the spec sheets and terms already in place, and keep your machines in the product catalog with their rates so you search rather than retype. A rate card that holds for a season is worth setting up once.

How does the Pipedrive integration work for a rental business?

ExtraflowDoc installs into Pipedrive and opens inside the deal, so the quote is built where the hire enquiry already lives. The hirer's contact details populate themselves, and any Pipedrive custom field can be placed anywhere in the document — required on-site date, access width, ground conditions. Your fleet sits in the Pipedrive product catalog, so you search for a machine and it arrives with its rate and its photograph rather than being retyped; tiered pricing holds your day, week and month rates per machine so the right one applies without a lookup; and calculated fields run the price × quantity × days formula that makes the rental period work. A machine you add on the fly can sync back to the catalog. The signed PDF stays on the deal. What Pipedrive does not give it is any sense of what is standing on your yard — availability is still yours to check.

Can I build rental quotes from a monday.com board?

Yes. ExtraflowDoc installs into monday.com and opens inside the board item, and the mapping is the part that matters for hire work: any column on your board can populate the document — text, numbers, dropdowns and, crucially, dates, so the hire start and end columns you already keep flow straight onto the line rather than being copied by hand. Your machines live on the Products & Services board and are searchable with their photos and rates, with the same calculated fields and tiered pricing as Pipedrive, and a one-off machine can sync back to the board. The finished quote is stored against the item, so the hire and its paperwork stay together instead of the quote living in someone's downloads folder.

Can the quote become the hire agreement and the invoice?

Yes. Agreements, delivery notes and invoices are document types in the same editor, and a won quote converts with every line carried over. The machines on the delivery note are the machines the contractor signed for, because they are the same lines — which matters when a dispute turns on what was actually sent.

Is there free quoting software for a small rental company?

ExtraflowDoc's free plan covers 5 documents a month per company with unlimited users — workable for a yard quoting a handful of hires a month. Paid plans start at USD $14.99/month for 20 documents, and because billing is per company rather than per seat, putting the whole hire desk on it doesn't change the price.

Ready to quote the next hire?

Send the rates, the dates and the spec sheet together — before the contractor rings the next yard.