Personalised packages
Offer full, partial and on-the-day planning with extras the couple selects.
You need an operating system that works well for your business, welcome to Quotelyfy!
Proposal Software for Wedding Planners
Send wedding proposals couples can personalise and approve online. Offer planning packages and optional extras, protect pricing with a PIN, and convert to a deposit 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 to the couple
PIN-protect the proposal so pricing stays between you and the couple.
Secure the date
Couples accept online and the proposal converts to a deposit invoice.
Proposals
How Quotelyfy helps
Couples are emotional, careful spenders who need to feel guided. A generic quote for their wedding feels cold — and when planning their biggest day, that feeling costs you the booking.
Quotelyfy lets you present planning as packages — full planning, partial, on-the-day coordination — with optional extras like styling, extra coordination hours or supplier management that the couple selects, updating the total as they shape their day. The branded proposal opens from a link, can be PIN-protected, and shows you how engaged the couple is.
The couple accepts the package or requests a change on the page, and the approved proposal converts to a deposit invoice to secure the date. You become the calm, organised guide they hoped for from the very first document.
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 wedding planners ask about proposals.
Can couples personalise their package?
Yes. Offer planning packages and optional extras the couple can select, with the total updating as they add or remove them so they shape the day to budget.
Can I keep the proposal private to the couple?
Yes. PIN-protected viewing restricts the proposal to the intended couple only.
How do they confirm you as their planner?
The couple accepts the proposal on the public page, or requests an amendment if they want to adjust the package first.
Can the accepted proposal take the deposit?
Yes. An accepted proposal converts to an invoice or links to one, so the deposit carries the chosen package and details across.
Can I reuse packages across weddings?
Yes. Save package templates for your common planning tiers and tailor them per couple instead of rebuilding each time.
Keep exploring
Related pages & guides
14-day trial included