Build-your-event packages
Clients add extras like premium flowers or an extra hour, with the total updating live.
You need an operating system that works well for your business, welcome to Quotelyfy!
Proposal Software for Event Planners
Pitch events with proposals clients can customise and approve online. Offer package tiers, let clients add extras, protect pricing with a PIN, and convert to invoice.
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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.
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What you get
What you get with Quotelyfy
Private pricing
PIN-protect the proposal so supplier costs and quotes stay between you and the client.
Accept and secure the date
Clients accept online and the proposal converts to a deposit invoice to lock the booking.
Proposals
How Quotelyfy helps
Every event is bespoke, and so is every proposal. Event planners spend hours tailoring quotes for décor, catering, staffing and AV — then wait, unsure whether the client is comparing options or has gone cold.
Quotelyfy lets you present the event as packages the client can actually read, with optional line items — an extra bar, premium flowers, an additional hour — that they select themselves, updating the total so they build the event to their budget. You can PIN-protect the proposal and see how far the client has read before you call.
The client accepts the package they want or requests a change on the page, and the approved proposal becomes an invoice for the deposit. You spend less time revising quotes and more time running flawless events.
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 event planners ask about quoting and booking events.
Can the client build their own package from options?
Yes. You offer base packages and optional extras the client selects. When options are set to affect the total, the price updates as they add or remove them, so they shape the event to budget.
Can I keep supplier pricing confidential?
Yes. PIN-protected viewing means only the intended client can open the proposal and see the numbers.
How does the client confirm the booking?
The client accepts the proposal from the public page, or requests an amendment if they want to adjust the scope first.
Can the approved event become a deposit invoice?
Yes. An accepted proposal converts to an invoice or links to one, so the deposit carries the agreed packages and client details across.
Can I reuse a proposal for similar events?
Yes. Save package templates for your common event formats and tailor them per client instead of starting from scratch each time.
Keep exploring
Related pages & guides
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