Quotes, Proposals, Agreements, CPQ by ExtraflowDoc
freeinteractive features

Quotes, Proposals, Agreements, CPQ by ExtraflowDoc

by ExtraflowDoc

freeinteractive features
freeinteractive features

Seamless Pipedrive integration to streamline quoting, automate workflows, and improve sales performance. Sync customer and deal data directly from PD.

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

App screenshot
App screenshot
App screenshot
App screenshot
App screenshot
This app is either entirely free or offers some features for free. There may be limits on how much you can use certain features for free, and you might need to open paid account to access all features.

Description

Create quotes, estimates, proposals, invoices, agreements, and other sales documents natively in Pipedrive with ExtraflowDoc.

🌍 Available in 32 languages (EN, ES, PT...)

⚡ Quickly and efficiently create professional quotes, proposals, estimates, agreements, and other sales documents for prospects

🔁 Sync customer, deal, and product information directly from Pipedrive

📦 Use the Pipedrive product catalog directly in document creation

✏️ Or Manually add any item with a custom description and images

📂 All documents are stored directly in your deals for easy access.

% CPQ (Volume Discounts, Tiered Pricing)

💰 ExtraflowDoc Adaptive Subscription - Flexible, cost-efficient pricing: scale by document volume with unlimited users, or choose per-user pricing with unlimited documents

Examples:

🏗️ Kitchen Remodeling Estimate

Flooring Materials Estimate

🏠 Roof Replacement Quote

💻 Website Design Proposal

❄️ HVAC Replacement Proposal

eSignatures (will be available soon)

quoting software, invoicing software, proposal software, estimate software, document generation, templates

Features

Panels

Panels

Instantly see and interact with Quotes, Proposals, Agreements, CPQ by 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

Pop-up windows

Tackle complex tasks in Quotes, Proposals, Agreements, CPQ by 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

  1. Click on “Install Now” in the top right corner
  2. Click on “Allow and Install”
  3. 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

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