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

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

Description

ExtraflowDoc app – Pipedrive quoting, estimating, and proposal & document automation integration

Close deals faster and eliminate document chaos with ExtraflowDoc — the complete quoting and document generation solution built natively for Pipedrive.

✅ 4X faster document preparation
✅ +30% increase in win rate
✅ Auto-fill client data from your CRM
✅ Export beautiful PDFs or share by secure link
✅ 5 documents/month FREE
✅ 32+ languages supported

What makes ExtraflowDoc different:

Auto-fill deal data in seconds — Documents populate with contacts, products, custom fields, and pricing from your Pipedrive deals automatically
Advanced CPQ built-in — Volume discounts, tiered pricing, and profit margin calculations without spreadsheets
Documents live in your deals — No messy local files. Everything stored, tracked, and accessible in Pipedrive
Professional output every time — Image galleries, structured quotations, and branded templates your clients can trust

Built for sales teams who are tired of spreadsheet errors, version control nightmares, and deals delayed by slow document turnaround.

Available in 32 languages 🇬🇧 🇪🇸 🇵🇹 🇫🇷 🇩🇪 🇮🇹 🇳🇱. Flexible pricing: pay per document volume or per user.

👉 See real quote & proposal examples:
https://www.extraflowdoc.com/document-examples

Install ExtraflowDoc and start sending winning proposals today.

Features

Panels

Instantly see and interact with Quotes, Proposals, E-signature, CPQ | 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

Tackle complex tasks in Quotes, Proposals, E-signature, CPQ | 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

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