Invoice and quotation app

If you are searching for invoice and quotation app, you want a simple way to create professional quotations without spreadsheet headaches or clunky tools. Quotelyfy lets you build branded quotes in minutes, save line items for reuse, track when customers view your quotations, and move from quote to invoice without starting over.

Quotelyfy helps you send quotations that look professional and land in a way customers can act on. Track delivery, see when quotations are opened, and follow up with better timing. We integrate with Xero and Zoho for accounting handoff, and with Claude when you want AI help refining wording before you send.

From the first customer enquiry to the approved quotation, Quotelyfy keeps everything organised in one place. You can convert approved quotes to invoices, track jobs through orders, and manage follow-up without juggling separate tools. That means less admin and more time for the work that actually pays.

5 day trial included

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

    VAT, discounts, and line-item maths should update themselves as you work. The right platform handles tax and totals automatically 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.

Frequently Asked Questions

Questions businesses ask when comparing invoice and quotation app options.

Yes. Quotelyfy makes it easy to create professional quotations, reuse line items, track when customers view them, and convert approved quotes to invoices without starting over.

Yes. You can add your logo, business name, and contact details so every quotation you send looks professional and consistent with your brand.

Yes. Quotelyfy tracks when your quotation is delivered and opened, so you know the right time to follow up instead of guessing.

Yes. Once a quote is approved, you can convert it to an invoice with one click. Your line items, customer details, and pricing carry over automatically.

Yes. We integrate with Xero and Zoho so your quotations and invoices stay connected to your accounting workflow.

5 day trial included