Features overview

Quotes

The quote builder takes you through four steps, Client, Items, Details and Review, with a live preview of exactly what your client will see.

• Line items with quantity, unit and price, plus tax, discounts and an optional deposit percentage. Create a quote
• Send by email or link. Your client opens a secure page, downloads a PDF, and accepts with a drawn signature or declines, without creating an account. Send a quote
• Clear statuses from Draft to Sent, Viewed, Accepted, Declined or Expired, so you always know where each deal stands. Quote statuses
• Product catalog (Pro and above): save what you sell once and add it to any quote. Product catalog
• Approvals (Team and above): Members submit quotes, and an Admin or Owner approves them before they reach the client. Quote approvals

Invoices

• Quote to invoice in one step. Bill the full amount, or take a deposit and let Pricely create the balance invoice. Quote to invoice
• One list for everything billed, with what's collected, outstanding and overdue. Drafts don't count until they're sent. Invoices
• Payments, credits and voids keep every balance accurate, including partial payments. Record payments
• Recurring invoices (Pro and above) for retainers, with pause and resume. Recurring invoices
• Reminders and late fees on every plan: reminder emails go out on the days you choose. Reminders and late fees

Getting paid

Clients

• Client list with contact details, lifetime value and every quote and invoice per client, plus CSV import. Clients
• Client portal: each client gets a private page with everything you've sent them. They sign in with a one-time PIN sent to their email, no password. Client portal
• Their language and currency. Client pages are available in English, Spanish, French and German, and documents can be in 11 currencies. Languages and currencies

Insights and teams

• Analytics (Pro and above): revenue, pipeline, who owes you, and your best clients. Analytics
• Teams and roles (Team and above): shared workspace with roles that decide who can create, send, delete and change settings. Team and roles
• Activity log (Team and above): a dated record of who did what. Activity log
• Webhooks (Business and above): signed JSON events for Zapier, Make or your own code. Webhooks

Your brand and your data

• Branding (Pro and above): logo, brand color, font and footer on every quote and invoice. Branding
• Export on every plan: CSV exports and a full JSON backup from Settings›Data & Backup. Security and your data
• Command palette: find any document, client or page from the keyboard. Command palette

Features by plan

Free's client limit counts the clients you have now; deleting one frees a slot. Full details, yearly prices and the refund policy are in Plans and billing.

What Pricely doesn't do

We'd rather you know up front:

• No native QuickBooks, Xero or other accounting integration. Use CSV export, or webhooks on Business.
• No time, expense or mileage tracking.
• No phone support. Email support@pricely.me.
• The Pricely app itself is in English. Client-facing pages are translated.