Stage-based fee packages
Present fees by work stage with optional services the client selects as needed.
You need an operating system that works well for your business, welcome to Quotelyfy!
Proposal Software for Architects
Send fee proposals clients approve online. Break work into phases, offer optional scope, attach drawings and terms, track reads, and convert the approval to an invoice.
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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
Terms and drawings attached
Bundle your terms of appointment and reference drawings into the proposal page.
Clean appointment
Clients accept online and the proposal converts to the first stage-fee invoice.
Proposals
How Quotelyfy helps
An architectural fee proposal has to communicate stages, scope and professional value clearly — and still get signed off. Too often it lands as a dense PDF that the client skims, questions, and sits on for weeks.
Quotelyfy lets you present fees as packages aligned to work stages, with optional services — a measured survey, 3D visuals, planning support — the client can select, updating the total as they decide the scope. Attach your terms of appointment and reference drawings, protect the document with a PIN, and see how far the client has read before you chase sign-off.
The client accepts the appointment or requests an amendment on the page, and the approved proposal converts to an invoice for the first stage fee. You present as the professional you are, and the engagement starts cleanly.
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 architects ask about fee proposals and appointments.
Can I structure fees by work stage?
Yes. Use packages to lay out stage fees as clear line items, and add optional services the client can select with the total updating as they choose.
Can I attach my terms of appointment and drawings?
Yes. You can attach documents to the proposal so terms, scope and reference material travel with the fee proposal in one page.
Can I keep the fee proposal private?
Yes. PIN-protected viewing restricts the proposal to the intended client only.
How does the client appoint me?
From the public proposal the client accepts the appointment or requests an amendment, so sign-off and changes come back in one place.
Can the accepted proposal become a stage-fee invoice?
Yes. Convert or link the accepted proposal to an invoice so the first stage fee carries the agreed line items across.
Keep exploring
Related pages & guides
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