Document examples

Residential Roof Replacement Quote Example, Built with ExtraflowDoc

A real residential roof replacement quote — materials, labor, permits, and totals — ready to send in minutes. See exactly how it's built, then create your own from a Pipedrive or monday.com deal.

Free plan available. No credit card required.

What's inside

What's inside this roof replacement quote

Built from ExtraflowDoc's flexible page blocks, so every section below can be edited, reordered, or reused in your next quote.

Quote header

Company and client details, a quote number, and issue/validity dates, so both sides know exactly which version they're looking at.

Property details

Roof type, total area, pitch, and the condition of the existing roof, captured as custom fields on the document.

Itemized pricing

Materials and labor broken into individual line items with quantities, unit prices, and running totals.

Terms & conditions

Payment schedule, warranty coverage, and cancellation policy, spelled out before the client signs.

Signatures

A signature block built into the document itself, so the client can approve without printing anything.

Solution

ExtraflowDoc — the solution for creating roof replacement quotes

Roofing contractors use ExtraflowDoc to turn a Pipedrive or monday.com deal into a polished, signed quote — without leaving the CRM or rebuilding it from scratch every time.

Create every quote in one place

Roof replacement quotes, estimates, invoices, agreements, and other sales documents — built from the same editor.

Autofill client & property data

Client name, contact details, and any custom field flow in from the Pipedrive or monday.com deal automatically — no retyping.

Break pricing into line items

Materials, labor, permits, and cleaning as separate line items with their own quantities and totals — not one flat number.

Collect e-signatures

Send the quote for signature and see its status update in real time — no separate e-signature tool.

Save it as a template

Turn this quote into a reusable template so every new roofing job starts from the same on-brand structure.

ExtraflowDoc document editor open on an HVAC system replacement quote, with the block picker open

See all Features

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.

The same HVAC replacement quote rendered as a finished, downloadable PDF in ExtraflowDoc's preview panel
An HVAC replacement quote open in the ExtraflowDoc document editor, with line-item pricing and block controls
ExtraflowDoc EditorPDF Preview

Everything in one place

ExtraflowDoc — everything you need to close more deals

Every feature that turns a CRM deal into a signed, on-brand quote, 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 or monday.com 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 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.

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 packages 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.

See Prices

See ExtraflowDoc in action (1:42)

Customer story

Trusted by teams that quote every day

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

Michael Chen, BuildTech Construction

Support

Frequently asked questions

Everything you need to know about creating roof replacement quotes with ExtraflowDoc.

What's included in this roof replacement quote example?

A quote header, property details, an itemized breakdown of materials and labor, terms and conditions, and a signature block — all built from ExtraflowDoc's page blocks.

Can I use this example as a template for my own roofing quotes?

Yes. Save any ExtraflowDoc document as a template, then reuse its structure — property details, pricing table, terms — for every new job.

Does the quote pull client and property data from my CRM automatically?

Yes. Client name, contact details, and any custom field flow in from the Pipedrive or monday.com deal automatically — no retyping.

Can I break pricing into materials, labor, and permits like this example?

Yes. Add as many line items and sections as the job needs, each with its own quantity, unit price, and total.

Can clients sign the quote electronically?

Yes. Send it for e-signature directly from the CRM and track its status in real time — no separate e-signature tool required.

Can I turn an accepted quote into an invoice?

Yes. Convert a won quote into an invoice in one click, with every line item carried over.

Can I price line items by markup or profit margin, not just a flat rate?

Yes. Price each line item directly, from cost plus markup, or from a target profit margin, and totals recalculate automatically.

Does ExtraflowDoc work with monday.com as well as Pipedrive?

Yes. ExtraflowDoc runs natively inside both Pipedrive and monday.com deals.

Is there a free plan to try this?

Yes. The Free plan includes up to 5 documents a month, no credit card required — see the pricing page for the full list of plans.

How many languages does ExtraflowDoc support?

ExtraflowDoc is localized into 30 languages, with line-item VAT, GST, PST, and sales tax support for international clients.

Ready to quote faster?

Create your own roof replacement quote — free, in minutes.