Create quotes, proposals & estimates 3x faster in Pipedrive. Custom blocks, markup, profit margin, pricing rules and more. EN,ES, FR,DE, IT, PT & more

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

Description

Extraflow lets you create professional quotes, estimates, and proposals directly inside Pipedrive, up to 3X faster

Perfect for:

🏗️ Construction & Contracting: General contractors, home builders, remodelers, roofers, painters

🔧 Trades & Services: HVAC companies, electricians, plumbers, landscapers, cleaning services

🏭 Suppliers & Manufacturing: Distributors, manufacturers

💼 Professional Services: Digital agencies, IT service providers, software vendors, consultants

📦 Product & SaaS Teams: Custom product sellers, SaaS platforms

Complex pricing? Bring it on.

Our powerful engine handles custom rules and logic — right inside Pipedrive.

10 docs/mo – FREE | EN, ES, PT, FR, DE ...

📊 Markup & Profit Margin Control – Set internal costs and markups while keeping profit margins visible only to your team
📄 Multiple pricing options – Show different packages in one quote
⚡ Autopopulate from deal data – Instantly pull clients, products, and details from Pipedrive deals
🛒 Product catalog & tax management – Add items, set taxes, and apply discounts effortlessly
⚙️ Custom fields – Tailor quotes to your business needs with fully editable fields
🌍 Multi-language – Create docs in 32+ languages
🧩 Custom pricing rules – Automate complex pricing logic with smart conditions

Beautiful examples: Quotes Examples

Features

Panels

Instantly see and interact with Quoting & Proposals Software for PD – Extraflow.io as you dive into the details of your deals/contacts in Pipedrive.

Extraflow: Proposals & Quotes

Locations:deal details

Easily create, share, export in PDF, and manage proposals, quotes, and estimates within Pipedrive deals, with a clear Total on every document.

Pop-up windows

Tackle complex tasks in Quoting & Proposals Software for PD – Extraflow.io without leaving Pipedrive via their customized pop-up windows.

Create New Docs

Create proposals, quotes, and estimates from scratch or using templates, with auto-filled deal data, blocks, currency, and multilingual PDF export.

Extraflow Document Editor

Edit documents in Pipedrive with autofilled deal data, choose currency, set PDF export language, and create with customizable "building" blocks.

Template Editor

Create templates with multiple covers, estimation blocks, images, text, and T&C, customized to your needs. Save time for managers with easy reuse.

All Documents

This panel gives you access to all prepared documents across all deals in one place, making it easy to manage, share, and edit with just a few clicks.