Quotelyfy vs Zoho: which is better for a small business?
Quotelyfy for quoting, jobs and getting paid; Zoho Books for accounting and VAT 201 reports. Quotelyfy connects to Zoho Books on Pro+.
In short: Quotelyfy, for quotes, jobs and getting paid, from R89 a month with a free plan. Zoho Books is for accounting and VAT 201 reports, with a free plan and paid plans from R99 a month. On Pro+, Quotelyfy connects to Zoho Books.
How do Quotelyfy and Zoho compare, side by side?
| Feature | Quotelyfy | Zoho |
|---|---|---|
| Free plan | Yes (50 customers, and 50 quotes + 50 invoices a month) | Yes |
| Full accounting (ledger and reports) | No | Yes |
| VAT 201 reports | No | Yes |
| Quotes or estimates | Yes | Yes |
| Online invoice payments | Yes (Starter and up) | Yes |
| Payment reminders | Yes (Pro and up) | Yes |
| Syncs with the other | Yes (Pro+) | Yes (through Quotelyfy Pro+) |
Zoho column from its own website, checked on 20 October 2026.
Who should choose Quotelyfy, and who should choose Zoho?
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 Zoho if
- You want accounting with South African VAT reports and deep financial reporting.
- You want one vendor for many apps across sales, people and finance.
- You invoice customers in one of more than 10 languages.
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 Zoho do?
Zoho offers Zoho Books for accounting, Zoho Invoice for invoicing, and Zoho One, a suite of more than 45 business apps.
Accounting with SA VAT reports
Zoho Books covers invoicing, bank reconciliation, inventory and expenses, with VAT 201 reports and more than 70 financial reports.
SourceInvoicing on every device
Zoho Invoice runs on phone and desktop, with estimates, online payments, reminders and more than 10 languages.
SourceA whole suite
Zoho One includes more than 45 apps on one system, used by over 80,000 businesses worldwide.
Source
Can you use Zoho and Quotelyfy together?
Yes. On Pro+ (R989 a month), Quotelyfy connects to Zoho Books: customers, items, invoices, estimates and bills come in, and your quotes (as estimates) and invoices can go out.
The Quote-to-Paid Loop
How does the Quote-to-Paid Loop work alongside Zoho?
- 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, then send it to Zoho Books (Pro+).
- 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