Quotely
Quotely is a browser-based application for preparing and sharing quotations; it is not an invoicing or ERP system.
What Quotely is
Quotely is a browser-based application for preparing and sharing quotations; it is not an invoicing or ERP system. Its visual template builder uses drag-and-drop fields for text, numbers, images, options, and formulas. Formula fields can calculate quantities, unit prices, discounts, tax, and summary lines, while customer contacts and catalog items can be reused across quotes. Quotely exports print-ready PDFs and creates browser links clients can open without an account. Users can optionally protect a link with an access code and track view counts. The maker identifies sales teams and estimators in trading, manufacturing, construction, agencies, and IT services as intended users. Its Free plan is listed as forever free and includes unlimited templates and quotations, PDF export and online sharing, customers and products, a formula engine, and an industry template library. During early access, the maker says there are no template or quotation caps and that paid plans will be introduced later. The default service is online; the maker says it will review requests for intranet, offline, or on-premise deployment.
Good
- Free plan includes unlimited templates and quotations.
- Formula fields calculate discounts, tax, and totals.
- Customers and catalog items can be reused.
- Clients can view shared quotes without an account.
- Users can track link views and require access codes.
Watch out
- It is for quotations, not invoicing or ERP.
- The default product is an online service.
- Paid plans are planned for a later date.
Who it suits
Quotely may suit sales teams and estimators who prepare reusable quotes and want to share them as PDFs or browser links. Its stated intended industries include trading, manufacturing, construction, agencies, and IT services.
Verdict
Quotely focuses on quotation creation, formula-based calculations, and sharing rather than broader invoicing or ERP workflows. Its free early-access offering includes unlimited templates and quotations, while other deployment requests are reviewed by the maker.
Plans and prices
From Quotely's own pricing page, checked 4 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Free | Free | Unlimited templates & quotations · PDF export & online sharing · Customers & products · Formula engine · Industry template library · Forever free |
The facts
Each one read from Quotely's own pages, with the date it was checked.
What it does
- Customer and product records
- Users can reuse contacts and catalog items when creating quotations.checked 4 Oct 2026
- Data handling
- The privacy policy says Quotely stores account details, quotation and template content, share-link tokens, and security and diagnostic logs.checked 4 Oct 2026
- Data privacy
- The maker says account data is isolated, it does not sell customer data, and staff access quotations only when support is requested and only as needed.checked 4 Oct 2026
- Deployment
- The default product is an online service, and the maker says it will review requests for intranet, offline, or on-premise deployment.checked 4 Oct 2026
- Early access limits
- During early access, the maker says there are no template or quotation caps and paid plans will be introduced later.checked 4 Oct 2026
- Exports and sharing
- Quotely exports print-ready PDFs and lets users share quotations through browser links that clients can view without an account.checked 4 Oct 2026
- Pricing formulas
- Formula fields calculate quantities, unit prices, discounts, tax, and summary lines automatically.checked 4 Oct 2026
- Purpose
- Quotely is a browser-based web application for creating professional quotations; it is not an invoicing or ERP system.checked 4 Oct 2026
- Sharing controls
- Share links can optionally require an access code, and users can track view counts.checked 4 Oct 2026
- Support
- The maker lists [email protected] for product questions, privacy requests, and deployment inquiries.checked 4 Oct 2026
- Templates
- Its visual template builder supports drag-and-drop text, number, image, option, and formula fields.checked 4 Oct 2026
- Use cases
- The maker names sales teams and estimators in trading, manufacturing, construction, agencies, and IT services as intended users.checked 4 Oct 2026
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