Create sales documents 5× faster. Stay on brand and automate workflows. Build your first document in 5 min. Available in EN, ES, FR, DE, PT, IT & more

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

Description

ExtraflowDoc is designed for Pipedrive to create sales documents directly from CRM deals — without changing your workflow.

The product was released in 2026

You can create:

Quotes
Estimates
Proposals
Invoices
Agreements
Delivery Notes
Purchase Orders
Production Orders
& more
+Templates

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 Quotes, Estimates, Proposals & more - ExtraflowDoc as you dive into the details of your deals/contacts in Pipedrive.

ExtraflowDoc

Locations:deal details

Pop-up windows

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

All Documents

Create Document

New Document

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

We support 32 Languages.

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