Tiered service packages
Offer strategy, content, and media tiers with optional add-ons the client selects themselves.
You need an operating system that works well for your business, welcome to Quotelyfy!
Proposal Software for Marketing Agencies
Pitch retainers and campaigns with branded proposals clients approve online. Package your services, track engagement, attach case studies, and convert wins to invoices.
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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
Attach your proof
Bundle case studies and scope documents into one branded, shareable proposal page.
Engagement tracking
See how far a prospect read before you follow up, so the chase is informed.
Proposals
How Quotelyfy helps
Your agency lives and dies by the pitch. But the proposal that should close the deal often turns into a PDF lost in an inbox, and you are left wondering whether the prospect ghosted you or just got busy.
Quotelyfy makes every proposal a living, branded page. Bundle your services into clear packages — strategy, content, paid media — and let prospects pick optional add-ons that adjust the total as they select. Attach your case studies and scope documents, and track how far the prospect has read so your follow-up is informed, not blind. A PIN keeps commercially sensitive rates private.
When the client says yes, they accept on the page or request a tweak to scope, and you convert the win into an invoice without starting over. Less chasing, cleaner handovers, and a pitch process that makes your agency look as sharp as the work you sell.
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 agencies ask about pitching and closing retainers.
Can I package retainer tiers in one proposal?
Yes. Build packages for each tier and add optional line items the client can toggle on. Optional items can be set to update the package total so the client sees the cost of the scope they choose.
Can I attach case studies or a scope document?
Yes. You can attach documents to a proposal so case studies, scope, or terms travel with the pitch in one shareable page.
Can I see whether the prospect engaged with the pitch?
Yes. Quotelyfy tracks the client journey through the shared proposal, so you know there was engagement before you reach out.
How does a client accept or push back?
From the public proposal page the client can accept or request an amendment, keeping approvals and change requests in one thread.
Can I send the proposal by WhatsApp?
Yes. You can send proposals by email or WhatsApp and send reminders, so the pitch reaches the client the way they actually respond.
Keep exploring
Related pages & guides
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