What is the must-have software for a small business?
Software that keeps quotes, invoices, jobs and payments in one place, such as Quotelyfy, from R89 a month with a 14-day trial of every feature (Ts&Cs apply, including usage limits).
In short: Quotelyfy. It keeps quotes, invoices and customers in one account; Starter (R289 a month) adds a Pay Now link and quote tracking, and Pro (R489) adds payment reminders. 14-day trial of every feature (Ts&Cs apply, including usage limits).
What your customer sees: Quote / Invoice
14-day free trial · no card required
For you. For free!
Create and save your invoice. Free!
Build a real quote or invoice right here, configure it the way you want it, and save the PDF. No account needed — it is the same editor our customers use every day.
No sign up required.
Small Business
How does Quotelyfy work for small businesses?
Quotelyfy works for small businesses by keeping customers, quotes and invoices in one account. You build documents from saved items, email them, or share a quote's approval link on WhatsApp, and convert an accepted quote into an invoice.
From Starter (R289 a month), invoices carry a Pay Now link for online payment, quotes show when they are viewed and accepted, and repeat invoices bill regular customers on schedule.
Pro (R489 a month) adds payment reminders, statements and profit and loss. 14-day trial of every feature (Ts&Cs apply, including usage limits), with no card needed.
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 small business software?
Look for small business software that states which plan each step needs, then check it against these.
Quote to invoice without retyping
An accepted quote should become the invoice, with the same customer, lines and totals.
A way to get paid online
In Quotelyfy the Pay Now link is on Starter (R289) and up.
Follow-up on unpaid invoices
In Quotelyfy payment reminders are on Pro (R489) and up.
Which other guides help small businesses?
14-day trial included