Artwork-to-delivery board
Track every merch order from quote through production and delivery.
You need an operating system that works well for your business, welcome to Quotelyfy!
Order Management Software for Promotional Products Suppliers
Track branded merchandise orders from artwork to delivery on one board. Collect approvals, keep clients updated with a live link, and get paid with a payment link.
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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.
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What you get
What you get with Quotelyfy
Branding approvals
Collect branding sign-off from clients through a secure document request.
Event-date confidence
Clients track progress against their deadline on a live link.
Orders
How Quotelyfy helps
Promotional products mean lots of moving parts — sourcing stock, branding approvals, overseas lead times and a corporate client who needs the merch for a fixed event date. One missed approval and the whole order slips.
Quotelyfy gives you an order board with your stages — quote, artwork, approval, production, delivery. Collect branding sign-off through a customer document request, run a checklist on each order, and leave comments for the team. You choose which stages the client sees.
The client tracks their order on a live link, so they can see progress against their event date. When it lands, send a payment link or link to an invoice, and request a rating. You keep corporate clients confident and orders on schedule.
What to Look for When Choosing a Platform
If you are comparing invoicing tools, the flashiest demo is not always the one that protects you from rework and calculation mistakes. 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.
The payoff
What to expect after 4 weeks of using Quotelyfy
Faster workflow
Quoting, invoicing and follow-up happen in one flow instead of being scattered across apps, chats and spreadsheets.
Organised
Every customer, document and job sits in one place — nothing slips through the cracks or gets forgotten.
Happier customers
Faster replies and a business that runs smoothly online — pay links, live tracking and reminders keep every job moving.
14-day trial included
Quick answers
Questions, answered
Questions promo suppliers ask about managing orders.
Can I track orders from artwork to delivery?
Yes. Customisable board stages let you model quote, artwork, approval, production and delivery.
Can I collect branding approval from the client?
Yes. Send a document request link so the client approves or uploads branding, and the request can be PIN protected.
Can clients see progress against their event date?
Yes. The live tracking page shows the current stage and last update so clients can plan around their deadline.
Can I keep internal lead-time steps private?
Yes. Stage visibility settings let you choose which stages appear on the public tracking page.
How do clients pay?
Send a payment link or link the order to an invoice, and request a rating once delivered.
Keep exploring
Related pages & guides
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