Create quotes, proposals, invoices, estimates, agreements, purchase orders & other docs in Pipedrive. Collect E-signatures, Auto-fill data and more

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

Description

Quoting, Estimating, Invoicing & E-Signatures — ExtraflowDoc

Create beautiful quotes, estimates, proposals, invoices, contracts, purchase orders, work orders and custom documents directly in Pipedrive.

100+ Beautiful Document Examples

See what you can create: https://www.extraflowdoc.com/document-examples

135+ Ready-to-Use Templates & Sections

Build professional documents faster with ready-made sections for pricing, scope of work, payment schedules, timelines, testimonials, signatures, warranties, company information and more.

Advanced Quotation & CPQ

Manage markups, profit margins, taxes, discounts, fees and volume discounts. Add multiple pricing tables and pricing options to one document. Control what clients see in the PDF.

Pipedrive Integration

Automatically populate documents with deal, customer, company and custom field data.

Search and add products from your Pipedrive catalog, including photos.

Update deal products and values directly from your documents with Pipedrive synchronization.

32 Languages

Create documents in 32 languages, including English, Spanish, French, German, Italian, Portuguese, Dutch, Polish, Turkish...

Reusable Templates

Create document templates and save individual sections for reuse across future documents.

Shared Media Library

Store and share your team's photos and other media in one place.

E-Signatures

Send documents to clients and collect signatures online.

Features

Panels

Instantly see and interact with Quotes, Proposals, Estimates, Docs - 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, Estimates, Docs - 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.

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