ExtraflowDoc - Create documents that drive revenue

Proposals, quotes, agreements, estimates, invoices, eSignature and more — seamlessly in your CRM
Demo
Try in Pipedrive
MacBook mockup
Integrations
Pipedrive
HubSpot
Monday.com
SalesForce
Kommo CRM
Features

Manage all your sales documents in one place

From quotes to work orders — everything you need to close deals, faster
Quotes, Proposals, Estimates
Agreements, Invoices
Delivery notes, Work Orders , Manufacturing Plans and more
Dashboard mockup
Dashboard mockup
Features

Create documents in minutes

Measure what matters with Untitled’s easy-to-use reports. You can filter, export, and drilldown on the data in a couple clicks.
Filter, export, and drilldown on the data quickly
Save, schedule, and automate reports to your inbox
Connect the tools you already use with 100+ integrations
Features

Use tools that support your process — not slow it down

Streamline your document flow and pricing logic. Convert, calculate, and customize faster — right inside your CRM.
Convert quotes into agreements or invoices in seconds
Calculate by price, cost, markup, or profit margin
Add taxes, commissions, fees, and discounts
Dashboard mockup
Features

Ok, but how are we different?

ExtraflowDoc is a fully integrated document builder inside your CRM. Create and manage quotes, proposals, invoices, agreements, work orders, and more — all beautifully structured, fast, and ready to send. Here’s how we stand out:

Super flexible quotation block

Build quotes with price, cost + markup, or margin. Add subcategories, line-item tables, and inline images to explain value and boost conversions — no spreadsheets required.
Mockup

Native product search + variations

Search your CRM product catalog instantly. Select product variations (like size or color) with one click, directly from the quote — perfect for sales teams working with complex items.
Mockup

Builder with beautiful prebuilt blocks

Just focus on content — we handle the layout. Our predesigned blocks make your proposals visually stunning and conversion-optimized, every time.
Features

Cutting-edge features for fast documents creation

Native inside your CRM

Seamlessly works in Pipedrive and other CRMs — no switching tabs, no syncing delays, just instant access to documents right where you manage your deals.

Fast document builder with drag & drop

Build quotes, proposals, and agreements in minutes with smart blocks, reusable templates, and automatic content alignment.

Letter / A4 formats, Real-time sync with deal data

Auto-fill fields from your deals, products, contacts, and custom CRM fields — no copy-paste errors, ever.

All-in-one for every doc type

Create Quotes, Invoices, Estimates, Work Orders, Delivery Notes, Agreements, and more — all from one simple interface.

Smart pricing engine

Set prices by cost, markup, margin, or custom formulas — and see totals update instantly, including taxes and fees.

Multiple pricing options per document

Offer 2–3 pricing tiers or service bundles in one proposal to avoid sticker shock and close more deals.

Inline taxes, fees, and discounts

Apply line-item or global taxes (like VAT, GST, PST), delivery fees, or manual discounts with full transparency.

Ready in 32 languages and currencies

Generate client-ready documents in any language or currency — perfect for international clients and global teams.

Professional design, ready to win deals

Every document looks polished out of the box — no designers needed. Export to PDF or share via secure link.

Dual tax support for complex regions

Handle regions with multiple tax layers like Canada (GST + PST), Australia (GST), or India (CGST + SGST). ExtraflowDoc gives you full control over how taxes are applied — per item or globally.

Add any custom fields to your documents

Need to include project ID, service category, delivery deadline, or internal notes? ExtraflowDoc lets you pull in any CRM custom fields and place them exactly where you need.

Use custom fields for products and line items

Add custom attributes to each product — like color, material, SKU, warranty, lead time, or supplier info. ExtraflowDoc gives you full flexibility at the line-item level.
Support

Frequently asked questions

Everything you need to know about the product and billing.
What is ExtraflowDoc?
ExtraflowDoc is a smart document builder designed to create any business document — including estimates, quotes, proposals, invoices, agreements, work orders, and delivery notes — directly within your CRM (like Pipedrive). It helps teams generate beautiful, error-free documents up to 2x faster, fully branded and ready to send or export.
How is ExtraflowDoc different from other quoting tools?
Unlike generic tools, ExtraflowDoc works directly inside your CRM, pulls data from your product catalog, supports 32 languages, offers multiple pricing options in one document, and lets you export polished PDFs instantly.
Who is ExtraflowDoc for?
ExtraflowDoc is built for any business that regularly sends documents to clients — from quotes to work orders and invoices. It’s used by sales teams, service professionals, contractors, home service providers, marketing agencies, manufacturers, suppliers, IT companies, software service providers, logistics teams, landscapers, painters, electricians, and more. If your team works in Pipedrive and needs to create professional documents fast, ExtraflowDoc is for you.
Does ExtraflowDoc support multiple pricing options in one quote?
Yes. You can include Option 1, Option 2, and Option 3 in the same document to give clients clear choices and reduce sticker shock.
Can I add taxes, discounts, and custom fields?
Yes. ExtraflowDoc supports line-item taxes, additional project-level taxes, and manual discounts. You can also add custom fields and group totals by section (e.g., labor, materials, etc.).
Is there a free plan available?
Yes. The free plan allows you to create up to 10 documents per month. For higher limits and team features, paid plans are available based on your monthly document usage.
Does ExtraflowDoc integrate with Pipedrive?
Yes, fully. You can generate quotes from any deal, use product catalog items, auto-fill contact data, and track documents right inside Pipedrive.
How do I get started with ExtraflowDoc?
Just install it from the Pipedrive Marketplace or sign up at extraflowdoc.com. You’ll be guided through a short setup and can start sending your first quote in minutes.