Built around the work
A quote becomes a job on your board, with your own stages, and the planner keeps the week in view. Everything about a customer stays on one record.
Teams and timesheets
Invite your team with the right permissions, run projects, and log time against them with timesheets.
Workflows that do the follow-up
When a job, quote, proposal, project or timesheet changes, a workflow can email the customer, notify your team, send a payment link, create the next document or ask for a rating. Set it once and it runs, on any paid plan.
Proposals clients sign and pay
Send a proposal your client can read, pick a plan in, sign and pay, with forms and attachments they fill in on the page.
Get paid your way
Ask for a deposit, split a quote into instalments, log part payments with a running balance, and invoice a big job in linked parts: the deposit, each stage, the balance. Customers pay online by card or bank through Paystack.
WhatsApp, built in
Send quotes and invoices on WhatsApp. On Pro, get a WhatsApp alert when a customer views, accepts or pays. On Pro+, run the business by chatting or sending a voice note to your WhatsApp assistant.
A living document, not a dead PDF
Your customer opens a page made for them, greeted by name, not an attachment. They accept, take off optional items, leave you a note and pay, right there. Pick one of 18 themes and add your logo and colours, so everything you send represents you well.
Read receipts
See when a document was delivered, opened and clicked. On paid plans you get an email or WhatsApp alert the first time your customer opens it.
Documents that speak their language
Quote and invoice in some of South Africa's most widely spoken languages, like Afrikaans and isiZulu, with more coming. A customer who reads your quote in their own language feels it was written for them.
AI-friendly
Connect Quotelyfy to Claude and ask it to raise a quote, chase overdue invoices, move a job or plan your week, in plain language.
Connected
Two-way sync with Xero and a Zoho Books connection on the Pro plan, card payments through Paystack, and sending on WhatsApp and email.