**ExtraflowDoc — Quoting, Estimating, Proposals, Invoicing, Agreements, Delivery Notes, Work Orders &amp; more directly from Pipedrive deals — without changing your workflow.**

More info &amp; screenshots: www.extraflowdoc.com

[✨Beautiful Quotes &amp; Proposals Examples✨](https://www.extraflowdoc.com/document-examples)

FOREVER FREE PLAN - 5 docs/mo

Available in 32 languages (EN, ES, FR, DE, IT, NL, PT, NO, DA, SV, EL, IS, SQ, SR, HR, SL, MK, LV, LT, ET, MT, BS, GA, PL, RO, CS, HU, BG, FI, TR)

**✨ Why Pipedrive users love it:**

- Control margins, markups, taxes &amp; fees with flexible pricing logic
- Auto-filled from deal data → no manual copy-paste errors
- Two-way sync with Pipedrive → deals always up to date
- Product catalog, custom fields &amp; multi-currency support
- Multi-option quotes &amp; quotations (Variant A / B / C) in one document
- Local number formats &amp; global tax handling (VAT, GST, 0%)
- Share by link or export professional PDF quotes &amp; invoices

**Perfect for teams creating quotes &amp; quotations in Pipedrive:**

- [ ] 🏗️ Construction &amp; Contracting
- [ ] 🔧 Trades &amp; Services
- [ ] 🏭 Suppliers &amp; Manufacturing
- [ ] 💼 Professional Services
- [ ] 📦 Product &amp; SaaS Teams confirmations
- [ ] 📅 Rental &amp; Equipment Services
- [ ] Your industry included!

quoting software, invoicing software, proposal software, estimate software, document generation, templates, pdf generation, quotes generator

Manage contracts

Enable payments and tracking

Automate my pipeline and data

Other use cases

Quotes, Proposals, Invoices, CPQ | ExtraflowDoc

The AI meeting notetaker, recorder, and transcription tool for sales teams.

tl;dv is the AI meeting assistant and meeting recorder that automatically records, transcribes, and summarizes every sales call on Zoom, Google Meet, and Microsoft Teams. It syncs meeting notes, call recordings, conversation intelligence, and meeting highlights directly to Pipedrive contacts, deals, and activities, eliminating manual CRM data entry after every call. Trusted by 500,000+ teams worldwide.

With tl;dv + Pipedrive you can:

- Auto-sync AI meeting summaries and full transcripts as CRM notes to the right contact
- Log sales recordings under Pipedrive Activities (discovery calls, demos, onboarding, QBRs)
- Auto-create new Pipedrive contacts from meeting participants not yet in your CRM
- Push action items and call notes directly to the right deal
- Map meeting highlights and key moments to custom Pipedrive fields
- Coach your reps with searchable voice recordings, AI insights, and meeting intelligence
- Auto-update deal stages and fields based on what was said on the call
- Share timestamped video clips from any call with your team or manager

Works for: sales calls, customer success, demos, internal handoffs, coaching, renewals, and follow-ups. Supports Zoom recordings, Google Meet recordings, Teams recordings, and 30+ languages. Your AI notetaker for every call. Free to start.

Stop losing context. Every conversation, every insight, every next step, automatically in Pipedrive.

Communicate with leads

tl;dv - AI Meeting Notetaker & Recording

**Your communication hub, integrated**

Connect Allô with Pipedrive to give your team a complete view of customer interactions. Say goodbye to the hassle of manually logging calls or messages—Allô takes care of it for you. Your team can focus on building relationships and growing the business, not on tedious data entry.


**Stay organized effortlessly**

Allô automatically logs calls and voicemails to Pipedrive, ensuring you always have the context you need. Whether you're closing deals or providing support, this integration keeps everything in sync so you can collaborate effectively.


**Keep your contacts in sync**

When your team calls a Pipedrive contact, their details will automatically appear in Allô without needing to be manually added. This seamless integration saves time and ensures your team can focus on delivering exceptional customer experiences.

Support my customers

Allô: AI Second Business Phone

Simplify your sales process by integrating CallHippo with Pipedrive, now enhanced with AI capabilities. CallHippo, a leading cloud-based business phone system, enables you to handle calls, 
track leads, and automate follow-ups seamlessly within your Pipedrive dashboard. Utilizing a cloud-based business phone system ensures that your communication is seamless and accessible from anywhere, bringing your sales data together in one place. you’ll boost productivity and close deals faster, with less hassle.

- **Centralized Communication:** Calls are automatically logged and organized in Pipedrive, ensuring no key interactions are missed.

- **Improved Lead Management:** Access call recordings and notes within Pipedrive for a comprehensive view of each lead, enhancing relationship nurturing.

- **AI-Powered Automation:** Trigger AI-driven workflows based on call outcomes, like follow-up emails or deal stage updates, keeping your sales pipeline efficient.

- **AI-Powered Insights:** Real-time AI analytics on call activities help you make data-driven decisions and refine your sales strategy.

***Note: New users get to explore CallHippo for free!***

Once you integrate CallHippo & Pipedrive, you will receive a coupon code to avail our exclusive benefits. Sign up and start exploring today!

- 1 phone number free
- 200 minutes of free calling
- Free for 10 users

Attract new leads

Nurture my leads

CallHippo

**Sales Analytics, Reporting, Forecasting &amp; Sales Performance for Pipedrive**

Dear Lucy is a sales analytics platform that turns your Pipedrive CRM data into ready-to-use sales dashboards, reporting, forecasting, goals, pipeline analytics and performance insights, without spreadsheets or complex BI setup.

✓ Connect in under 1 minute
✓ Plans from $165/month
✓ 10-day free trial, no credit card required

**Beyond Native Pipedrive Reporting**

- Executive reporting and board-ready sales dashboards
- Sales forecasting with predictive insights, pipeline coverage and revenue forecasts
- Sales goals for virtually any KPI with traffic lights and goal pacing
- Pipeline analytics, win rates, sales velocity and deal movement
- CRM data quality dashboards for cleaner, more reliable reporting
- Recurring and one-time revenue reporting, including MRR and ARR

**Explore**

[Pipedrive Reporting](https://www.dearlucy.co/pipedrive)

[Pipedrive Dashboards](https://www.dearlucy.co/pipedrive-dashboards)

[Pipedrive Forecasting](https://www.dearlucy.co/pipedrive-forecasting)

[Pipedrive Goals](https://www.dearlucy.co/pipedrive-goals)

[Pipedrive Pipeline Analysis](https://www.dearlucy.co/pipedrive-pipeline-analysis)

Keep the CRM your sales team already uses. Give sales leaders the analytics, reporting, dashboards, forecasting and pipeline insights they need to make faster decisions and improve sales performance.

[START FREE TRIAL](https://signup.dearlucy.co/)

Dear Lucy

Fillout Forms streamlines the process of creating deals, people, and organizations within Pipedrive using modern, sleek forms. Create dynamic, multi-page forms, with the option to route leads to different pages depending on their answers, personalize questions with their info, or even schedule calls with a native scheduler.

After the form, automate follow-up actions with powerful workflows to send personalized thank you emails, send reminder emails for abandoned form submissions, and even classify leads with enriched company information and AI to route to the appropriate channels within your team.

Qualify my leads

Fillout forms

Flatris is the most complete system for promoting and selling apartments for developers.

**All the information for presentation at once**

- Apartment information is displayed as detailed as possible and in convenient form - it helps to present apartments for a customer from the most beneficial view.

**Protection against errors and double booking**

- The system updates the apartment statuses in real time, which eliminates the risk of booking an apartment twice.

**Compatibility with any device**

-  You can use the tablet and smartphone to work in the system - it allows managers to sell even when being at the site.

**History of contact with customers**

- The system provides full information about the interests and actions of the buyer, so the manager can influence the purchasing decision more effectively.

FLATRIS

**Our Focus**

We help product teams add native integrations with apps like Pipedrive to their B2B SaaS applications. We save more time while solving this problem end-to-end than anyone else.

**AI integrations**

Applying AI to automatically generate integrations between your app and dozens of other apps your customers use.

**World-class developer experience**

Providing world-class developer experience. We have API and SDK for everything. There is not a single feature in our platform you cannot access programmatically.

**Platform extension**

Letting you extend our platform with new connectors so you are never limited by what we’ve built.

**Pre-build Integration UI**

Offering pre-build Integration UI so you could save months of time on building your own. You can still build a fully custom UI using our API, of course.

Membrane

Remove bad emails from your email lists at low prices with the MillionVerifier integration. We strongly recommend removing any invalid or disposable emails from your lists regularly to keep your bounce rate low and maximize your email inbox rate.

Semi-automated email verification: Connect your Pipedrive account with MillionVerifier to import your email list for verification. Once completed, you can select which emails you would like to remove from Pipedrive.

Automated email verification – EverClean: Set up the integration once to always keep your account clean of any bad emails. We will clean your entire email list every day and automatically remove bad emails from your email list for you.

MillionVerifier

Monday.com is a project management tool that allows you to create streamlined workflows and improve alignment in teams. You can plan, track and manage your team’s work all in one place. Use this integration for Pipedrive to connect your CRM and your project management tool and make Pipedrive’s deals, contacts and activities part of your project management. Combining these two powerful tools will boost your productivity and save time.

Imagine you have a sales team working with Pipedrive and an aftersales team using Monday.com. Wouldn’t it be great if no information got lost between the two of them? With this integration, you can synchronize your activities in Pipedrive to Monday.com and convert them into workflows. As a result, critical data won’t get lost, and your employees will align with ease. 
Integrating Pipedrive and Monday.com enables you to automatically create a new item whenever a deal, activity or contact is added in Pipedrive. That way, you will be able to keep track of all activities. It is up to you to decide which data from your Pipedrive account will be mapped to Monday.com. Currently, you can select from the following: Deal, activity, person and organization as well as special fields for activities: Connected deal, deal email and deal phone number.

This integration works as a one-way sync only. Once you have created an item, it will not be automatically updated when changes are made to the original, and changes in Monday.com will not sync back to Pipedrive.

Manage my projects

monday.com

Text your leads and customers without ever leaving Pipedrive. Dexatel's Pipedrive SMS integration lets you **send 1:1 messages,** **launch bulk SMS campaigns,** and **automate customer messaging **using Pipedrive Automations and Dexatel webhooks—all from within your CRM. SMS conversations are automatically associated with the relevant contact or deal, helping your team keep customer communication organized. Confirm orders, remind customers of upcoming appointments, and follow up on leads before they go cold. Automate reminders and follow-up sequences so your team stops chasing manually. **Deliver SMS to 190+ countries**, communicate in virtually any language or alphabet, and use your own Sender ID where supported.

With the Dexatel Pipedrive SMS integration, you can:

**Send 1:1 SMS** — text individual contacts directly from their their contact, organization, or deal records 

**Run bulk SMS campaigns** — reach your entire list or a segmented group in one send

**Automate SMS workflows** — send reminders, follow-ups, and notifications using Pipedrive Automations and Dexatel webhooks 

**Support two-way SMS** — receive replies when using supported US and Canadian phone numbers, with messages linked to the relevant contact or deal.

**Use your own Sender ID**— build trust by displaying your business name where supported 

**Reach customers worldwide** — deliver SMS to 190+ countries in virtually any language or alphabet

Manage my accounts

SMS, Bulk Texting & SMS Automation by Dexatel

**Spruce makes running a heat pump business simpler, faster, and more scalable.**

Instead of juggling clunky tools and drowning in admin, Spruce gives installers one seamless platform to manage everything—from first enquiry to final handover.

✅ Respond to leads in minutes, not days

✅ Turn surveys into full system designs in under 20 minutes — while still onsite

✅ Generate detailed heat loss reports and MCS-compliant proposals in a click

✅ Automate DNO, MCS, and handover packs

✅ Collaborate with your whole team in real-time

Installers using Spruce cut their admin by 50–70%, freeing up time to focus on what really matters: delivering great installs and growing their business.

We’re here to remove the friction, so heat pump installers can lead the UK’s transition to low-carbon heating—without all the hassle.

Using Pipedrive integration, you can connect Spruce and Pipedrive accounts to receive updates about Spruce jobs. This includes events like:
- A new job created
- Job status has changed
- Job Estimate was sent, opened, signed, etc.
- A document like heat loss report, quote, proposal or handover pack was opened, downloaded, opened, etc.
- And more!

Connect your favorite apps or easily find new ones

Automate my pipeline and data

Can't find the app you need?