An honest comparison
Xero keeps the books. Quotelyfy runs the work that fills them.
For you. For 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
More than quotes and invoices: the whole working day, connected.
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.
Invite your team with the right permissions, run projects, and log time against them with timesheets.
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.
Send a proposal your client can read, pick a plan in, sign and pay, with forms and attachments they fill in on the page.
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.
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.
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.
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.
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.
Connect Quotelyfy to Claude and ask it to raise a quote, chase overdue invoices, move a job or plan your week, in plain language.
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
Xero is a leading cloud accounting platform, with South African bank feeds, SARS-ready VAT, payroll and a large app store.
Bank feeds and reconciliationConnects to FNB, ABSA, Standard Bank, Nedbank and others, and helps reconcile transactions.Source
VAT in line with SARSBuilt-in VAT tools, deadline reminders and SARS-compliant tax invoices.Source
A big ecosystemOver 1,000 apps in the Xero App Store and more than 250,000 accountants and bookkeepers in its partner programme.Source
Quotelyfy has a two-way Xero integration on the Pro plan. Bring in your contacts, quotes, invoices and items, and choose to send new quotes, invoices, customers and payments back to Xero. Run the work in Quotelyfy and keep the books in Xero.
Quick answers
Not if you need full accounting. Xero is built for the books. Quotelyfy is built for running the work, from quote to job to payment, and syncs with Xero so nothing is typed twice.
Contacts, quotes, invoices and items come in from Xero. You can switch on sending new quotes, invoices, customers and payments back to Xero. The integration is on the Pro plan.
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.
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.
14-day trial included