Quotelyfy vs Refrens: which is better for a small business?
Quotelyfy if your day is jobs, a team and customers; Refrens if your admin is mostly VAT-ready invoices and documents. Both have free plans.
In short: Quotelyfy, for quotes, jobs and getting paid, from R89 a month with a free plan. Refrens is for VAT-ready invoices, delivery notes and inventory, with a free plan.
How do Quotelyfy and Refrens compare, side by side?
| Feature | Quotelyfy | Refrens |
|---|---|---|
| Free plan | Yes (50 customers, and 50 quotes + 50 invoices a month) | Yes |
| Quotations | Yes | Yes |
| 15% VAT applied automatically | Yes | Yes |
| Stock or inventory | Yes (basic, Starter and up) | Yes |
| Expenses | Yes (Solo and up) | Yes |
| Syncs with the other | No | No |
Refrens column from its own website, checked on 20 October 2026.
Who should choose Quotelyfy, and who should choose Refrens?
Choose Quotelyfy if
- You want accepted quotes on a jobs board (Solo, R89 a month, and up).
- You want customers to pay online (Starter, R289 a month, and up).
- You want payment reminders and bulk invoicing (Pro, R489 a month, and up).
- You want Xero or Zoho Books sync (Pro+, R989 a month).
Choose Refrens if
- You want VAT-compliant invoices and VAT reports for SARS in one tool.
- You also need delivery notes, inventory and expenses alongside your invoices.
- You like a tool used by businesses in many countries.
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.
What does Quotelyfy do for a small business?
Quotelyfy runs quotes, jobs, invoices and payments in one place, with a free plan and a 14-day trial of every feature (Ts&Cs apply, including usage limits).
Accepted quotes become jobs on your board
From Solo (100 jobs a month), an accepted quote becomes a job on your board, with your own stages. From Pro, the planner keeps the week in view.
Team invites, projects and timesheets
Invite one user on Starter, three on Pro and five on Pro+. Starter includes 5 projects, Pro 10 and Pro+ unlimited, with project timesheets from Pro.
Workflows that do the follow-up
When a job, quote, proposal, project or timesheet changes, a workflow can email the customer, notify your team or create the next document. Solo includes 2 workflows, Starter 5, Pro 10 and Pro+ 20.
Proposals your client can sign (Solo and Pro+)
Send a proposal your client can read, pick a plan in and sign. Solo includes 4 a month and Pro+ 15 a month.
Deposits, instalments and part payments
Ask for a deposit, split a quote into instalments and log part payments with a running balance. From Starter, customers pay online by card or bank through Paystack.
Quotes and invoices sent on WhatsApp from Pro
On Pro and up, send a quote or invoice on WhatsApp as well as email. On Pro+, run the business by chatting with the WhatsApp assistant.
A quote page your customer accepts and answers
Your customer opens a page made for them, accepts, takes off optional items and leaves you a note. Pick one of 20 document themes.
Quote tracking and update alerts (Starter and up)
From Starter, see when a quote is sent, viewed and accepted, and get notified when it changes.
Documents in English, Afrikaans or isiZulu
Choose the language for each quote or invoice: English, Afrikaans or isiZulu.
Payment reminders and bulk invoicing (Pro and up)
From Pro (R489 a month): payment reminders, bulk quoting and invoicing, profit and loss, statements and suppliers.
Connect Claude or ChatGPT (Pro+)
On Pro+, connect Claude or ChatGPT and ask it to create quotes, check orders and more, in plain language.
Xero and Zoho Books sync (Pro+)
On Pro+ (R989 a month), sync with Xero both ways or connect Zoho Books.
What does Refrens do?
Refrens is invoicing and accounting software used in more than 170 countries, with a South African site for VAT-ready invoices.
VAT-ready invoices
Applies 15% VAT or zero-rating automatically, with VAT reports for SARS.
SourceBeyond invoices
Quotations, delivery notes, inventory, expenses and recurring invoices in the same place.
SourceWidely used
More than 150,000 businesses in over 170 countries, rated 4.8 stars from 11,700+ reviews.
Source
Can you use Refrens and Quotelyfy together?
No. Quotelyfy does not connect to Refrens; choose by whether your admin is mostly documents or jobs and payments.
The Quote-to-Paid Loop
How does the Quote-to-Paid Loop work alongside Refrens?
- Quote: send a quote your customer opens and accepts online.
- Approve: once accepted, the job goes on your board (Solo and up).
- Invoice: convert the accepted quote into an invoice in one step.
- Pay: your customer pays by card or bank through Paystack (Starter and up).
- Follow up: payment reminders chase unpaid invoices (Pro and up).
How can you try Quotelyfy?
14-day trial included

