Can customers approve a quote without logging in?
Yes. Quotelyfy supports a dedicated public quote approval experience so the customer can review the quote and respond from a clean, accessible screen.
You need an operating system that works well for your business, welcome to Quotelyfy!
How to Track Quote Approvals
Quotelyfy keeps quote approvals simple. You can send a quote into a public review flow, let the customer respond from a dedicated screen, and rely on the system to track when the quote has been viewed for you. While you focus on your business, the system is hard at work recording the signal you need.
What your customer sees: Quote / Invoice
SentViewedAccepted
Quote
Quote Number QT-2039
Created2026-10-12
Due2026-10-19
To
From
Greenline Grounds (Pty) Ltd
VAT: 4820139501
hello@greenlinegrounds.co.za
+27 82 555 0198
14 Acacia Road, Bryanston, Johannesburg, 2191
Gardening / Landscaping Details
Service Type
Monthly
Property Size / Area
~420 m²
Labour Hours
22 hrs
Materials Used
Kikuyu turf, indigenous plants, drip irrigation, compost.
Next Scheduled Visit
2026-11-11
Item
Description
Qty
Price
Total Amount
Site survey, soil analysis and layout design
1
ZAR 3200.00
ZAR 3200.00
Lawn turf (kikuyu) — supply and install
180
ZAR 95.00
ZAR 17100.00
Includes prep, level, roll, first water.
Indigenous flower bed planting — 4 beds
4
ZAR 2400.00
ZAR 9600.00
Drip irrigation controller + zones (2)
1
ZAR 8600.00
ZAR 8600.00
Site survey, soil analysis and layout design
Qty:1
Price:ZAR 3200.00
Total: ZAR 3200.00
Lawn turf (kikuyu) — supply and install
Includes prep, level, roll, first water.
Qty:180
Price:ZAR 95.00
Total: ZAR 17100.00
Indigenous flower bed planting — 4 beds
Qty:4
Price:ZAR 2400.00
Total: ZAR 9600.00
Drip irrigation controller + zones (2)
Qty:1
Price:ZAR 8600.00
Total: ZAR 8600.00
Subtotal
ZAR 38500.00
VAT (15%)
ZAR 5775.00
Total
ZAR 44275.00
Deposit Required (45%)
ZAR 19923.75
Part Payment Logged (EFT)
ZAR 8117.08
Balance Due
ZAR 36157.92
Deposit Terms
45% booking deposit
Remaining Installments
Installment 1 — ZAR 8117.08 Due 12 Oct 2026
Received Installment 2 — ZAR 8117.08 Due 12 Nov 2026
Installment 3 — ZAR 8117.09 Due 12 Dec 2026
Notes
Thank you for choosing Greenline. Deposit of 45% secures the booking; balance is spread over 3 monthly instalments after installation.
Banking Details
Bank: Standard Bank
Account Number: 024 118 447
Branch Code: 051001
Progress
2/3
- Viewed
- Response
- Service Rated
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Quotelyfy How To
Quote approvals become stressful when you have to keep asking one question: did they even see it? If your team is manually checking emails, guessing whether a customer opened the quote, and following up without context, the whole process slows down.
Keep it simple
A straightforward plan
- 1Send the quote through a clear workflow instead of relying on disconnected files and emails.
- 2Use the public approval experience so the customer can review and respond without friction.
- 3Let Quotelyfy track view and approval signals so your follow-up is based on real activity, not guesswork.
14-day trial included
Make approval easy for the customer
Approvals move faster when the customer has a clean path to review the quote. Quotelyfy supports a dedicated public quote approval screen, which means the customer can open the quote, review the details, and respond from a straightforward experience.
That lowers friction on their side and gives you a more professional process on yours.
Stop guessing whether the quote was seen
This is where simplicity really helps. Quotelyfy does the hard work of tracking when your quote has been viewed for you, so you are not left wondering whether to resend, wait, or follow up.
Instead of checking manually, you can see the signal in the workflow and spend your energy making the next business decision with confidence.
Follow up with better timing
When view tracking and approval status are visible, follow-up gets calmer. You can see whether the quote has been opened, whether approval is still pending, and when it is time to act.
That means less awkward chasing and more precise follow-up, which helps you protect the customer relationship while still keeping the deal moving.
What to Look for When Choosing a Platform
If you are comparing quoting tools, the decision is not just about templates. It is about what happens after the customer says yes. These are the capabilities worth checking for — and the ones Quotelyfy keeps at the centre of your workflow.
Quote-to-invoice in one flow
When a customer approves your quote, you should not have to rebuild the same job from scratch. Look for a platform that turns an accepted quote into a ready-to-send invoice instantly — with customer details, line items, and pricing carried forward without copy-paste.
Totals you can trust
Discounts and line-item totals should update themselves as you work, so you are not fixing spreadsheet errors before every document goes out.
Documents that look like your business
Quotelyfy puts your company logo, business name, and contact details straight onto quotes and invoices, with clean PDF output you can send or download. Customers see a professional document from the start — without you rebuilding the same formatting in a spreadsheet or word processor every time.
Quick answers
Questions, answered
Questions businesses ask when they want quote approvals to be easier to manage.
Does Quotelyfy track when a quote has been viewed?
Yes. Quotelyfy tracks quote views for you so you can follow up based on real engagement instead of guessing whether the customer saw the quote.
Why does quote view tracking matter?
Because it gives you timing. When you know whether the quote was viewed, you can follow up more confidently and keep the sales conversation moving without unnecessary back-and-forth.
14-day trial included
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Quotelyfy keeps quote approvals simple. You can send a quote into a public review flow, let the customer respond from a dedicated screen, and rely on the system to track when the quote has been viewed for you. While you focus on your business, the system is hard at work recording the signal you need.