Multiple docs per deal. Multiple pricing options (1,2,3) in quote. Native Pipedrive integration. Product sync. Auto-fill data. PDFs. 10 docs/mo FREE

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

Description

ExtraflowDoc is designed for Pipedrive to create Estimates, Quotes, Proposals, Invoices, Agreements, Purchase Orders, Delivery Notes, Work Orders, and custom documents directly from Pipedrive deals — without changing your workflow.

The product was released in 2026

ExtraflowDoc — Quoting, Estimating, Proposals, Invoicing, Agreements, Delivery Notes, Work Orders & more in Pipedrive.

✨Quote / Proposal PDF Example✨

TRY IT FREE

Available in 32 languages (EN, ES, DE, FR, PT..)

Create quotes, job estimates, sales proposals, client proposals, invoices, contracts, agreements, bids, takeoffs, delivery notes, purchase orders, quotations, and service agreements.

What Your Business Gets with ExtraflowDoc

Easiest integration - start creating documents in under 5 minutes
No onboarding needed - intuitive, user-friendly interface
Faster document creation and deal execution
Less manual work and fewer human errors
All data pulled directly from CRM deals
Consistent, professional sales documents
Better control over pricing, items, and calculations

ExtraflowDoc helps to:

Cut time wasted on document creation
Pull all data directly from CRM deals
Apply smart calculations (markups, profit margins)
Handle taxes flexibly (GST, VAT, sales tax for Canada, Australia, and more)

Features

Panels

Instantly see and interact with ExtraflowDoc (2026) - Estimates,Quotes, Proposals 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 ExtraflowDoc (2026) - Estimates,Quotes, Proposals 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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