Scoped packages
Lay out the build as packages with clear line items so the client sees what is included.
You need an operating system that works well for your business, welcome to Quotelyfy!
Proposal Software for Web Design Studios
Send web project proposals clients approve in a click. Build scoped packages, let clients choose add-ons, track reads, and convert the approved scope 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
Client-selected add-ons
Let clients choose extras like extra pages or a retainer, updating the total as they pick.
Approve to deposit
An accepted proposal converts to an invoice so projects start with money in the bank.
Proposals
How Quotelyfy helps
Scope creep starts before the first line of code — it starts with a vague proposal. As a web studio, you need the client to see exactly what is included, what costs extra, and to agree to it before you build.
Quotelyfy lets you lay out the project as packages with clear line items, then add optional extras — extra pages, a blog, SEO setup, a maintenance retainer — that the client selects, with the total updating as they go. The proposal opens from a link, can be PIN-protected, and shows you how far the client has read before the kickoff call.
The client accepts the scope or requests a change right on the page, so the agreed build is documented and the approved proposal converts to an invoice for the deposit. You start every project with aligned expectations and money in the bank.
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 web studios ask about scoping and approving projects.
Can clients pick optional features in the proposal?
Yes. Add optional line items like extra pages or a maintenance retainer. When set to affect the total, the package price updates as the client selects them, so scope and price agree from the start.
Does the client have a record of exactly what they agreed to?
Yes. The accepted proposal captures the packages and options the client selected, giving both sides a clear reference for the agreed build.
Can I protect the proposal from being shared around?
Yes. PIN-protected viewing means only the intended client can unlock and view the proposal and its pricing.
How do I turn a yes into a deposit invoice?
Once the proposal is accepted you convert it to an invoice or link it to one, carrying the line items and client details across without retyping.
Can I reuse a proposal structure for the next client?
Yes. You can save and reuse package templates, so your standard web build becomes a starting point you tailor per client.
Keep exploring
Related pages & guides
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