Create quotes, estimates, proposals, invoices, agreements, POs & more in Pipedrive. Quoting, invoicing, CPQ, templates, pricing & document automation.

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

Description

Create Quotes, estimates, proposals, invoices, agreements &other sales documents in Pipedrive.

CPQ, quoting software, invoicing software, proposal software, estimate software, billing, document generation, templates, auto-filled data, pricing, discounts & document automation - ExtraflowDoc.

eSignatures (will be available soon)

Available in 32 languages

✨Kitchen Remodeling Estimate Example

✨Roof Replacement Quote Example

✨Website Design Proposal Example

✨HVAC Replacement Proposal Example

⚡ Speed up your sales process

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
Multi-option quotes (Variant A/B/C) in one document

✓ Eliminate pricing errors

Sync directly with Pipedrive's Product catalog
Control margins, markups, taxes & fees with flexible pricing

🌍 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

📊 All data stays in Pipedrive

Documents linked directly to deals

Features

Panels

Instantly see and interact with ExtraflowDoc - Create Quotes & Proposals in Deals 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 - Create Quotes & Proposals in Deals 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.

Cotizaciones, presupuestos, propuestas, facturas, contratos. Facturación,plantillas, tablas de precios, automatización de documentos, software de cotización, facturación, propuestas, presupuestos, cobros, generación de documentos, plantillas.

Angebote, Kostenvoranschläge, Vorschläge, Rechnungen, Verträge. Rechnungsstellung,Vorlagen, Preislisten, Dokumentenautomatisierung, Angebotssoftware, Rechnungssoftware, Vorschlagssoftware, Kalkulationssoftware, Abrechnung, Dokumentenerstellung, Vorlagen.

Cotações, orçamentos, propostas, faturas, contratos. Faturamento, modelos, tabelas de preços, automação de documentos, software de cotação, faturamento, propostas, orçamentos, cobrança, geração de documentos

Devis, estimations, propositions, factures, contrats. Facturation,modèles, tableaux de prix, automatisation des documents, logiciel de devis, facturation, propositions, estimations, facturation, génération de documents

Preventivi, stime, proposte, fatture, contratti. Fatturazione,modelli, tabelle prezzi, automazione dei documenti, software per preventivi, fatturazione, proposte, stime, gestione della fatturazione, generazione documenti

Oferty, kosztorysy, propozycje, faktury, umowy. Fakturowanie, szablony, tabele cenowe, automatyzacja dokumentów, oprogramowanie do ofert, fakturowania, propozycji, kosztorysów, rozliczenia