Updates

A few useful upgrades, right where they matter

We’ve rolled out a couple of improvements designed to make everyday business admin feel a little lighter.

Statements of Account are here. You can now give customers a clear, up-to-date view of their invoices, orders, payments, and outstanding balances — not just at month-end, but whenever they need it.

We believe customers are part of the journey for small businesses. That’s why Statements of Account aren’t just something you generate and send. They’re built directly into your quotes and invoices, allowing customers to access this information from their own profile, on their own time.

Because a Statement of Account shouldn’t feel like another job — it should create transparency, reduce back-and-forth, and empower your customers to stay informed without you having to chase or explain.

We’ve also upgraded our quote templates - we'll leave this for you to discover and let us know what you think.

And while we were at it, we polished up the sign-in and sign-up experience — clearer, smoother, and just a little more welcoming.

Small changes. Practical improvements. All aimed at helping you manage quotes, orders, and invoices with less effort — and more clarity.

Spending happens...

But, should tracking expenses really be this hard when you already have 1, 2, or 1000 things you’re juggling as a small business owner?

When it comes to expenses — over, under, or on budget — it’s okay. We get it 😄 and we simply want you to win!

Either way, don’t let it stop you from starting fresh.

Quotelyfy’s new Expense Tracker keeps things simple:

Capture expenses in seconds Set budgets and actually see how you’re tracking Export your data with one click (because it’s your data) Track VAT properly — and save yourself a few SARS admin headaches Built to be friendly, not fiddly No judgement. No spreadsheets from 2014. Just an easy way to get back in control.

From Order checklist attachments to Invoice steppers! Yes, we've stepped things up for you. You can now change the status of your quotes and invoices with a single click. Sent! Accepted! Invoiced, and PAID!

But, there is more! W've also made it possible to add permanent notes for all your quotes and invoices. No more retyping the same notes over and over again. This also applies to past and present quotes and invoices.

Small businesses deserve tools that work together beautifully. Today we’re excited to share that Quotelyfy now supports Zoho Integration.

Connect your account, streamline your workflow, and keep your customer data perfectly in sync.

More clarity. Less admin. Better business.

With Quotelyfy, you can now set up automated reminder schedules that take care of the follow-ups for you.

You decide when reminders should go out and Quotelyfy handles the rest.

No more forgetting who still needs to pay. No more awkward reminders. No more admin headaches.

Just clean, timely nudges that help your customers stay on track and help you get paid faster.

Customers are the heartbeat of your business. You need to treat them right. But how do you do this if you don't have insights that are readily available to help you remember them by name?

Customers may not ALWAYS be right, but you need the RIGHT information at hand in order to serve them well.

This is why Quotelyfy takes things to the next level with Customer Insights. We offer insights that do more than show you pretty graphs just to make you feel sophisticated as a small business owner — we give you data that helps you make decisions, nudge customers who may have forgotten to pay you, and more!