Create documents, quotes, proposals, invoices, estimates, agreements, purchase orders in Pipedrive & collect E-signatures. Auto-filled data, templates

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

Description

ExtraflowDoc 2027 — The Ultimate Pipedrive Quoting, Documents & E-Signature Tool. CPQ, Volume Discounts, Tiered Pricing.

Supercharge your sales with ExtraflowDoc 2027 — a completely new version of the native quoting and document automation tool built for Pipedrive.

Create professional:

Quotes

Estimates

Proposals

Agreements

Invoices

Purchase Orders

Work Orders

Delivery Notes

NDA

SLA

✨ Start free with 5 documents/month!

🔗 ✨Beautiful Quotes & Proposals > Examples✨

Key Features

Native Pipedrive Integration: Autopopulate deal details, custom fields, and client names anywhere in your text.
135+ Ready to use Sections: Pre-built templates and content blocks for any industry.
CPQ Engine: Manage pricing rules, markups, taxes, fees, and volume discounts effortlessly.
Shared Multimedia Library: Store, organize, and share photos with your team. -** Secure E-Signatures:** Get proposals signed faster.
Powerful Automations: Streamline document workflows directly through your pipelines.
Global Ready: Available in 32 languages with local number formats and global tax handling (VAT, GST, 0%).

✨ Why Pipedrive Users Love It:

Auto-filled deal data prevents manual errors.
Two-way Pipedrive sync keeps deals updated.
Multi-option quotes (Variant A / B / C) in a single document.
Share via secure link or export professional PDFs.

Features

Panels

Instantly see and interact with ExtraflowDoc 2027 - Quotes, Proposals, Documents++ 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 2027 - Quotes, Proposals, Documents++ 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”
Open any Pipedrive Deal and start creating ExtraflowDoc`s documents.

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