Proof-to-collection board
Track every order from proof through engraving to collection.
You need an operating system that works well for your business, welcome to Quotelyfy!
Order Management Software for Trophy and Engraving Shops
Track engraving and awards orders from proof to collection on one board. Run proofing checklists, keep customers updated live, and get paid with a payment link.
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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
Proof approvals
Get spelling and details signed off by the customer before you cut.
Ready for the event
Customers track progress on a live link so awards land on time.
Orders
How Quotelyfy helps
Engraving is unforgiving — a wrong name, date or spelling on an award means a remake and a missed presentation. With orders tied to fixed event dates, proofing and scheduling have to be watertight.
Quotelyfy gives you an order board with your stages — order, proof, approval, engraving, ready, collected. Collect proof approval through a customer document request so the spelling is signed off before you cut, run a checklist per order, and record the work done. You choose which stages the customer sees.
The customer tracks their order on a live link, so they know it will be ready for the event. Take payment with a payment link or link to an invoice, and request a rating. Fewer remakes, confident customers, and awards ready on time.
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 engraving shops ask about managing orders.
Can I get a proof signed off before engraving?
Yes. Send a document request link so the customer approves the proof, and the request can be PIN protected, so spelling and details are confirmed before you cut.
Can I track orders against event dates?
Yes. Customisable board stages and the live tracking page help you and the customer see that an order will be ready in time.
Can I run a checklist per order?
Yes. Each order supports a checklist and work-done panel so details are verified and recorded.
Can the customer track their order?
Yes. Each order has a live tracking page showing the current stage and last update.
How do customers pay?
Send a payment link or link the order to an invoice, and request a rating once collected.
Keep exploring
Related pages & guides
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