Auto-fill quotes with deal data, build templates, configure multiple quotation settings, organize content with multiple sections, collect e-signatures

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

Description

Create Quotes, Proposals, Estimates, Invoices, Purchase Orders, Delivery Notes, Work Orders and custom documents in Pipedrive — Faster, Easier, and Error-Free with ExtraflowDoc

Replace messy Spreadsheet / Excel / Word files, manual work, and spreadsheet errors with a simple, intuitive quoting tool fully built inside your Pipedrive deals. Auto-fill from deal data, use templates, and generate professional documents in minutes.

Auto-fill quotes, proposals, and estimates directly from Pipedrive deal data
Build reusable templates for faster, standardized document creation
Use multiple quotation settings and structured sections for complex deals
Eliminate pricing errors in formulas, margins, discounts, and calculations
Collect e-signatures and send documents via PDF or shareable link
Replace local files and Word templates with a clean, in-CRM workflow
Flexible pricing: per-user plans or company-wide document limits

🌍 Available in 32 languages

All Features for Pipedrive:

https://www.extraflowdoc.com/integrations/pipedrive

10 best examples of quotes, proposals, and estimates:

https://www.extraflowdoc.com/document-examples

Quoting software, proposal software, sales quote tool, quote automation, estimate software, proposal automation tool, sales document generator, CRM quoting tool, deal quote generator, quote to cash software

Features

Panels

Instantly see and interact with Quotes, Proposals, Estimates, eSign - 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, eSign - 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