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

ExtraflowDoc is a powerful Pipedrive quoting software and document generation tool that helps sales teams create quotes, estimates, proposals, invoices, agreements, and more — directly inside Pipedrive.

This ExtraflowDoc–Pipedrive integration syncs deals, contacts, and products in real time, so you can generate accurate, professional sales documents in seconds using your Pipedrive data.

With the ExtraflowDoc CRM integration for Pipedrive, you can:

Create quotes, estimates, proposals, invoices, and agreements without leaving Pipedrive
Use the Pipedrive product catalog or add custom items with images
Apply advanced pricing logic with support for CPQ features like volume discounts and tiered pricing
Store and manage all documents inside deals

ExtraflowDoc is built for sales teams using Pipedrive CRM who want to reduce manual work, speed up document creation, and close deals faster.

The ExtraflowDoc Marketplace app supports 30+ languages and flexible pricing based on document volume or per-user plans.

👉 See Estimates, Quotes & Proposal Examples:
https://www.extraflowdoc.com/document-examples

If you're looking for a Pipedrive proposal software, quoting tool, estimate generator, or document automation solution, ExtraflowDoc is the all-in-one tool to streamline your sales workflow.

Features

Panels

Instantly see and interact with Quotes, Proposals, Estimates, CPQ by 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, CPQ by 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