Create professional quotes, proposals & estimates from PD deals in minutes. Eliminate manual errors and close deals faster with auto-filled docs

In Manage contracts, Enable payments and tracking, Automate my pipeline and data, Other use cases

Description

ExtraflowDoc — Professional & Beautiful Estimates, Quotes, Proposals, Invoices, Agreements, Delivery Notes, Purchase Orders & Work Orders directly from Pipedrive.

+ CPQ (Volume discounts / tiered pricing)

FOREVER FREE PLAN - 5 docs/month.

Available in 32 languages

✨Quote / Proposal PDF Example✨

⚡ Speed up your sales process

Create professional documents in 2 minutes instead of 20
Auto-filled from Pipedrive deal data - no manual copy-paste
Share by link or export PDF quotes instantly

🎯 Look professional, win more deals

Beautifully designed documents that represent your brand
Consistent formatting across all client-facing documents
Multi-option quotes (Variant A/B/C) in one document to give clients choices

✓ Eliminate pricing errors

Sync directly with Pipedrive's Product catalog
Control margins, markups, taxes & fees with flexible pricing logic
Auto-calculate totals — no more spreadsheet mistakes

🌍 Handle complex pricing scenarios

Multi-currency support
Global tax handling (VAT, GST, 0%, etc.)

👥 Keep your team aligned

Sync line items from documents back to Pipedrive deals
Everyone works from the same product catalog and pricing

📊 All data stays in Pipedrive

Documents linked directly to deals No switching between tools

Features

Panels

Instantly see and interact with Quotes, Proposals, Estimates, CPQ - ExtraflowDoc as you dive into the details of your deals/contacts in Pipedrive.

ExtraflowDoc

Locations:deal details

Generate quotes, proposals, invoices & agreements. Create multiple docs per deal, templates, share by link, sync products back - all inside Pipedrive.

Pop-up windows

Tackle complex tasks in Quotes, Proposals, Estimates, CPQ - ExtraflowDoc without leaving Pipedrive via their customized pop-up windows.

All Documents

Access all documents from every deal and user in one place. Create quotes, proposals & invoices, share links, sync products back to deals.

Create Document

Create estimates, quotes, proposals, agreements, delivery notes, work orders & custom documents. Create templates, mark as favorites for fast access

New Document

Native Pipedrive editor with drag-and-drop building blocks. Create professional estimates, quotes, proposals, invoices & agreements in minutes.

Installation instructions

Click on “Install Now” in the top right corner
Click on “Allow and Install”
Select your Language.
Add your Logotype.
Open any Pipedrive Deal and start creating ExtraflowDoc`s documents.
How to use ExtraflowDoc - https://www.extraflowdoc.com/integrations/pipedrive

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