Dealio and Quotely solve different problems. If you pick the right one, you move faster and avoid misunderstandings.
Use this guide as a quick decision tree.
Fast answer: Use Dealio when you need a documented, payment‑required deal (often P2P / Marketplace). Use Quotely when you need to send a professional quote fast and get it approved.
What is Dealio best for?
Dealio
Documented deals with proof
- Both signatures on the same terms
- Checkout required to record the deal (payments)
- PDF + audit trail for recordkeeping
- Built for Marketplace / P2P buyers and sellers
Use Dealio when…
- You’re selling something and want payment + documentation tied together
- You want a bill of sale / receipt that’s easy to save and share
- You want to reduce “he said / she said” disputes
- You need extra confidence for higher‑ticket deals (optional protection flow)
What is Quotely best for?
Quotely
Fast, professional quotes
- Clean PDFs that look professional
- Approval trail so you know what was approved and when
- Great for services, contractors, rentals, and B2B teams
- Optimized for speed: create, send, and follow up
Use Quotely when…
- You need to send a quote today and make it look legit
- You want an approval flow instead of “did you see my email?”
- You’re quoting repeatable services or line items
- You want PDFs your customer can forward internally
Common scenarios
- Selling a used tool locally: Dealio
- Quoting a pressure washing job: Quotely
- Rental agreement + payment record: Dealio (deal) or Quotely (quote) depending on whether you’re quoting first
- Service business pipeline: Quotely for quoting, then Dealio if you also do payment‑required deals with documentation
Related reading
- How to write and send a professional quote (fast)
- Bill of sale guide (what to include + simple template)
- How to sell safely on Facebook Marketplace (payment + bill of sale)
Note: This article is for practical workflow guidance. It’s not legal advice.