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Online-only software · no physical goods or shipping

AI quote & invoice document studio

Scope that protects you.

Describe the job. Get a quote your client understands and an invoice they'll pay. Turn the same brief into scope exclusions, terms, chase emails, variations, layouts and a short explainer.

Start with the jobSee USD plans
08document types
04layout systems
02video formats
Quotely job brief transforming into a quotation and invoice workspace
Quotely / live document workflow
AI-assisted template only — not legal, accounting or tax advice. Verify tax fields, invoice rules and terms. Quotely never receives, holds or transfers your client money.
Five-step quotation document workflow

Your structured pack appears here

Quote / scope / exclusions / invoice / terms / chase / variation

02 / Documents clients can follow

One brief. A controlled document system.

The quote, exclusions, invoice and terms stay connected, so a requested change becomes a variation instead of hidden scope creep.

01

Quote layout

Itemised work, subtotal, deposit, validity and approval hierarchy.

Quote layout illustrative document previewCreate
02

Invoice layout

Milestone billing with clearly marked numbering and tax fields you must verify.

Invoice layout illustrative document previewCreate
03

Terms card

Deposit, milestones, due dates and change control in one client-readable sheet.

Terms card illustrative document previewCreate
04

Payment tracker

Track document status across clients without receiving or moving any client funds.

Payment tracker illustrative document previewCreate

03 / From job to client-ready pack

Make the work visible before it grows.

A clear revision boundary, milestone schedule and variation path help both sides understand what happens next.

Freelancer reviewing a quotation at a desk
A / Independent work

Explain the quote before the client asks where the number came from.

Scope protection clause library interface
B / Scope guard

Exclusions and change control stay attached.

Separate routes for Quotely subscription and direct client payment
C / Funds boundary

Your client pays you directly. Quotely never handles that money.

04 / Boundaries worth repeating

Documents, not financial or professional advice.

Quotely drafts. You verify. Your own payment channel receives client funds directly.

01

Legal and tax review

Contract terms, taxes and statutory invoice fields vary by jurisdiction. Check them and use a qualified adviser where needed.

Abstract template boundary stampRead boundary
02

No collection service

Chase messages are communication templates, never legal recovery documents. Quotely offers no credit, factoring or collection service.

Three-stage payment reminder communication editorUse responsibly

05 / Common questions

The quotation desk, explained.

Does Quotely collect payment from my client?

No. Quotely never receives, holds or transfers your client money. Stripe on this website charges only your Quotely subscription.

Are the generated terms legally binding?

They are editable templates, not legal advice. Verify enforceability and mandatory wording for your jurisdiction with a qualified professional when needed.

Can I export documents?

Freelance and Studio include PDF export. The workspace also exports editable Markdown, illustrative PNG layouts and a delivery bundle.

Does unused allowance carry over?

No. Subscription allowances reset each billing period and do not roll over. There are no credits, stored value or top-ups.