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An honest comparison

Quotelyfy vs Sage

Sage keeps you compliant. Quotelyfy runs the work in front of the customer.

Quotelyfy is a great fit if

  • You run jobs, a team and customers, and want the whole day in one place.
  • You send quotes, invoices and proposals that customers can accept, sign and pay online.
  • You want workflows to handle the follow-ups, and to know the moment a document is read.

Sage is a great fit if

  • You want to submit VAT returns to SARS from your accounting software.
  • You need payroll and accounting from one long-standing local provider.
  • Your accountant works in Sage.

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.

No sign up required.

Our strengths

Where Quotelyfy fits

More than quotes and invoices: the whole working day, connected.

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.

Their strengths

What Sage does well

Sage Accounting is cloud accounting developed for South Africa, with VAT returns straight to SARS, daily bank feeds and payroll.

VAT straight to SARSSubmit VAT returns directly to SARS from Sage Accounting.Source

Daily bank feedsPulls in transactions every day from ABSA, FNB, Standard Bank, Nedbank and Capitec.Source

Payroll and local supportWeekly, fortnightly or monthly pay runs, and local support by chat, phone and email, from a company with over 40 years of experience.Source

Side by side

Quotelyfy does not connect to Sage today. Businesses that use both keep their books in Sage and run their jobs, proposals and customer documents in Quotelyfy.

Quick answers

Questions, answered

Does Quotelyfy replace Sage Accounting?

Not if you need SARS submissions, payroll and full books. Sage does those well. Quotelyfy runs the work, from quote to job to payment.

Does Quotelyfy integrate with Sage?

Not today. Quotelyfy connects to Xero and Zoho Books on the Pro plan.

Is it easy to turn a quote into an invoice?

Yes. Once your customer says yes, convert the quote into an invoice in one step. The customer, line items and totals carry over, so nothing is typed twice.

Can I quote in my customer's language?

Yes. Alongside English, Quotelyfy quotes and invoices speak some of South Africa's widely spoken languages, like Afrikaans and isiZulu, with more on the way. Your customer can also switch language on the document itself.

See how your day runs in Quotelyfy

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