For sheet metal shops and metal fabricators

Sheet metal quoting software for fabricators and job shops

ExtraflowDoc lets a fabricator answer an RFQ part by part: gauge and material, the operations each part goes through and its finish, programming and fixtures kept apart, price breaks, and acceptance by PO or signature.

  • Quotes
  • Estimates
  • Proposals
  • Agreements
  • Work orders
  • Purchase orders
  • Delivery notes
  • Invoices

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

4.8 out of 5 from 157 reviews

Free plan, no credit cardOperations on every partPO or e-signature

Built for cut, formed and welded parts

What a sheet metal quote has to get right

Fabrication buyers read a quote against the drawing. When gauge, bends, welds and finish are on the line, they can see you quoted the same part they drew.

Gauge, operations and finish per part

16 ga 304, laser cut, six bends, TIG-welded corners, #4 brushed: fields under each part line make the price make sense, and make a cheaper competitor's omissions visible.

Fixtures and programming as one-time charges

Nesting, brake programs, first articles and weld fixtures are a separate section. The part price reflects repeat orders, and the buyer knows what they will not pay again.

Price breaks for the next order

Show each part at four quantities, or set price tiers on it. Buyers ordering 60 often move to 120 when they can see what the setup spread does to the price.

Tolerances and surcharges in writing

The tolerance standard, material certificates, stainless surcharges and overrun allowance are saved terms added to every quote.

Hardware and finishing on the line

PEM studs, powder coat, passivation: list them as fields or as their own priced lines, so a change in finish is costed by editing one line.

PO or signature, then the invoice

The buyer issues a PO against the quote number or signs it. When the parts ship, the quote turns into the invoice in one click.

Worked example

Anatomy of a real sheet metal quote

This is a real three-page ExtraflowDoc quote from a sheet metal job shop in Cincinnati to a food equipment maker: welded stainless enclosures, access panels with pressed-in studs and powder-coated brackets, for $13,088.00. Fabrication buyers check gauge, operations and finish line by line, and that is how this quote is laid out.

Page 1 — the RFQ in one row, then every part

One row ties the quote to the RFQ, the drawing revisions, the ship date and the terms. Each part follows with its gauge and material, operations and finish as fields: the enclosure at $148.00 each is 16 ga 304 stainless, laser cut, bent six times and TIG-welded. Parts come to $11,868.00.

Page 2 — one-time charges, price breaks and assumptions

Programming, flat patterns, first articles and a weld fixture are one-time charges, $1,070.00, kept out of the part prices. A table gives every part at 30, 60, 120 and 240 pieces, and the assumptions name the tolerance standard, the certificates included and what is excluded.

Page 3 — how the enclosure is made, terms and acceptance

Four steps (cut, form, weld, inspect) show the route every enclosure follows. Terms say how stainless surcharges are checked and how overruns are billed, and the buyer can accept by signature or PO.

See the full sheet metal quote, page by page

Customer stories

From businesses that quote detailed work

“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

“The Pipedrive integration is seamless. All our client data auto-fills perfectly.”

Jennifer Rodriguez, Software Brothers

Integrations

Quote from the RFQ already in your CRM

ExtraflowDoc installs into Pipedrive and monday.com, so the quote is built on the deal or item the RFQ created, beside the drawings and the buyer's emails.

Fabrication quotes in Pipedrive

Open ExtraflowDoc from the deal. The buyer and custom fields such as RFQ number, material or due date fill the quote, and standard parts come from your product catalog with their price tiers.

Fabrication quotes in monday.com

If jobs run on a monday.com board, build the quote from the item. Columns such as part number, gauge and quantity fill the document, and the quote is stored back on the job.

Pricing

Per company, so every estimator can answer RFQs

Estimators, inside sales and the owner all quote on one plan. ExtraflowDoc charges by documents per month per company, however many RFQs come in.

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

Sheet metal quoting software: frequently asked questions

Including what ExtraflowDoc does not do.

What is sheet metal quoting software?

It is software that turns an RFQ into a quote a buyer can check against the drawing: each part with its gauge, operations and finish, one-time charges, price breaks and terms. ExtraflowDoc does this inside Pipedrive or monday.com, from the deal or item the RFQ created.

Does it unfold parts or nest them from CAD?

No. ExtraflowDoc does not read DXF or STEP files, unfold bends, nest parts on a sheet or calculate laser time. Use your CAM and nesting software for that, then quote the result in ExtraflowDoc.

Can I show the operations each part goes through?

Yes. Add fields under each part line, such as operations and finish, or a short table or step section explaining how a part is made, as the example on this page does.

Can I keep fixtures and programming out of the part price?

Yes. Put them in a one-time charges section with its own subtotal, and say on each line that it is not charged on repeat orders.

Is it a shop management system?

No. It does not schedule work centers, track jobs through the shop or manage stock. It produces and tracks the documents: quotes, purchase orders, delivery notes and invoices.

Can I see my margin by part?

Yes. Enter material and shop cost and add a markup or a target margin per line. The document details show cost, profit and margin to your team only; internal columns never print.

Can I quote in different currencies for export customers?

Yes. Choose the currency and number format the customer pays in, and apply or skip taxes per line or for the whole quote.

Is there a free plan for a small fab shop?

Yes. The free plan covers 5 documents a month with unlimited users. When RFQs pick up, paid plans start at USD $14.99/month for 20 documents.

Ready for the next RFQ?

Quote the part the buyer drew, operation by operation.