Quotes, invoices, and payments

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QT-1042 VIEWED

Alex Rivera · Created Oct 14, 2026

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Sample Studio

Quote

QT-1042

Issued: Oct 14, 2026
Valid Until: Nov 12, 2026

Prepared For

Alex Rivera

Harbor & Co.

alex@harbor.co

Description Qty Unit Price Amount
Design system1$4,800$4,800
Marketing site1$7,200$7,200
Launch photography2$950$1,900
Subtotal$13,900
Total$13,900

Sent via Pricely

Sample layout. Not a customer record.

3Quotes a month on Free

3Clients total on Free

$0Platform fee on bank transfers

Bank transfer details and card payments are on Pro and above.

Built for service businesses

  • Freelance design
  • Development studios
  • Consultancies
  • Photography
  • Marketing agencies
  • Construction
  • IT contractors
  • Legal

Platform

Everything in one workspace

Professional documents, without enterprise bloat. From the first quote through to payment, in one workspace.

Quote Builder

A guided step-by-step wizard with smart templates. Add line items, apply discounts and tax, preview the final document — and send it in under a minute.

Core

Invoicing

Turn an accepted quote into an invoice, track status, record partial payments, and add late fees. Late fees are available on every plan.

Client Management

A client directory with contact details, quote history, and lifetime value. Free includes up to 3 clients in total.

Revenue Dashboard

On Pro and above, see pipeline, outstanding balance, and monthly trends in one place.

Pro

Bank transfer invoices

On Pro and above, put wire or ACH details on the invoice. Pricely does not charge a platform fee on those transfers.

Pro

Team Workspaces

On Team and above, invite teammates, assign roles, and work from a shared client list.

Team

Activity log

On Team and above, sends, edits, and permission changes are timestamped and can be exported.

Team

Workflow

From quote to paid

The same document moves through four states. Nothing here is a separate tool.

01

Build your quote

Pick a template or start from scratch. Add line items, set a validity window, apply tax and discounts, and preview the document before you send it.

02

Client accepts

Email a link or share a PDF. Your client gets a mobile-friendly view where they can accept, decline, or sign — and you are notified when they do.

03

Convert to an invoice

One click turns an accepted quote into an invoice. On Pro and above, add bank details or let clients pay by card through Stripe Connect.

04

Record the payment

Mark the invoice paid when funds land. Bank transfers on Pro have no platform fee. Card payments run through Stripe Connect. Send reminders for anything overdue.

Pricing

Straightforward plans

Pricely is in public alpha. Free is $0. Pro is $19 a month or $190 a year. Team is $49 a month or $490 a year. Business is $99 a month and Enterprise is $199 a month. Cancel anytime from Settings.

Free

$0

No card to start

  • 3 quotes per calendar month
  • Up to 3 clients in total
  • PDF quotes and invoices
Start free

Pro

$19/mo

or $190/year

  • Unlimited quotes, invoices, and clients
  • Bank transfer details, no platform fee
  • Card payments via Stripe Connect
  • Recurring invoices and branding
See Pro

Team

$49/mo

or $490/year · up to 5 seats

  • Everything in Pro
  • Team invites and roles
  • Activity log
See Team

Business is $99 a month or $990 a year. Enterprise is $199 a month or $1,990 a year. Read the pricing guide or compare plans in the app.

Security

Built on infrastructure you can trust

Pricely runs on Google Firebase for hosting and the database.

Encrypted in transit

The app is served over HTTPS. Quotes, invoices, and client records are stored in Cloud Firestore.

Role-based permissions

Team members only see what they are supposed to. Owners, admins, members, and viewers — each with distinct access.

Firestore security rules

Reads and writes are checked by Firestore security rules, scoped to your organization.

Activity log

On Team and above, views, edits, sends, and permission changes are timestamped in the activity log.

Who it is for

Start solo. Grow into a team.

Pricely works the same whether you are a one-person shop or a 25-person agency. No switching tools as you grow.

Solo freelancers

Skip the Google Docs quote template. Build and send a professional document in the time it takes to write an email — with your line items, terms, and a link the client can accept.

Creative agencies

Keep every client, quote, and invoice in one place. On Team and above, add seats and roles so the work is not stuck in one inbox.

Service contractors

Send itemized quotes, convert accepted quotes to invoices, and on Pro add bank-transfer instructions clients can follow.

Consultancies

Recurring invoices on Pro, custom payment terms, partial payments, and an activity log on Team. The workflow stays the same as you add people.

Photographers and studios

Create package-based quotes with your pricing. Send a shareable link — your client accepts online. One click to invoice.

Dev and IT shops

Deposit support, milestones as line items, and team workspaces with roles on Team and above.

FAQ

Questions

Limits, payments, acceptance, cancellation, and refunds — from the current plans and terms.

What does the free plan include?

The Free plan costs $0. You can create up to 3 quotes per calendar month and manage up to 3 clients in total. That client cap is not 3 new clients each month. Free includes PDF quotes and invoices. Bank transfer details and card payments are on paid plans.

How do payments work?

On Pro and above, invoices can show your wire or ACH details. Pricely does not charge a platform fee on those bank transfers. On Pro and above, clients can also pay by card through Stripe Connect. The free plan covers quotes, invoices, and PDFs.

How do clients accept or sign a quote?

Clients open a link and can accept or decline. If they accept or sign, Pricely records acceptance metadata such as a timestamp and, where available, an IP address. An accepted quote can be converted to an invoice. Whether that record meets electronic-signature rules depends on your local laws and the transaction.

Can I cancel a paid plan?

Yes. Paid subscriptions renew until canceled. You can cancel anytime from Settings. Cancellation stops future charges and does not automatically refund the current period, unless a refund applies.

Is there a money-back guarantee?

Yes. If you are not satisfied with a paid subscription, contact support@pricely.me within 30 days of the first charge on that plan and Pricely will refund that initial payment. Refunds do not apply to renewals after the first 30 days. The free plan is not billed.

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