What is the best free quotation software for small business?
Quotelyfy's Free Forever plan: free for 50 customers, and 50 quotes and 50 invoices a month, with no time limit.
In short: Quotelyfy. Free Forever costs nothing for 50 customers, and 50 quotes and 50 invoices a month, with no time limit; Starter (R289) adds online payments, quote tracking and unlimited documents. 14-day trial of every feature (Ts&Cs apply, including usage limits).
What your customer sees: Quote / Invoice
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Quotations
How does Quotelyfy work for small businesses?
Quotelyfy works for small businesses on Free Forever by making quotes and invoices from saved customers and items, free with no time limit. It covers 50 customers, and 50 quotes and 50 invoices a month.
Online payments and quote tracking start at Starter (R289 a month), which also makes quotes and invoices unlimited. Solo (R89 a month) covers 1,500 customers and 500 documents a month.
The Quote-to-Paid Loop
How does the Quote-to-Paid Loop work for small businesses?
- Quote: build the quote from saved items and send its link.
- Approve: the customer opens it from the link; Starter (R289) shows when it is viewed and accepted.
- Invoice: convert the accepted quote, with nothing retyped.
- Pay: from Starter, a Pay Now link on the invoice takes online payment.
- Follow up: from Pro (R489), payment reminders chase unpaid invoices.
What should you look for in free quotation software for small business?
Look for limits stated up front and a clear price for each paid feature.
Limits stated up front
Quotelyfy Free Forever: free, 50 customers, and 50 quotes and 50 invoices a month, no time limit.
What starts at Starter
Online payments and quote tracking start at Starter (R289); Free Forever has neither.
The price of each upgrade
Solo (R89) for volume, Starter (R289) for online payments and tracking, Pro (R489) for reminders.
Which other guides help small businesses?
14-day trial included