Frequently asked questions
Getting started
What is DraftYes?
A tool to create quotes and invoices and send them on WhatsApp or email as a tracked link. You know when the client opened them, and they approve or decline from their phone.
How long does it take to start?
Under a minute to sign up, and another minute for your first quote. No installation, no training.
Which languages does it support?
English and Arabic: the interface, the client page, the PDF and the messages. Each member picks their own language, and each document can be in English or Arabic.
Can I download a quote or invoice as a PDF or Excel file?
Yes. The "Download" button on a document gives you a PDF to print and send, or an Excel file laid out like the PDF: logo, items, totals and stamp, with numbers you can calculate on. You can also export your whole list of quotes or invoices to Excel for your accountant.
Sending and tracking
Do I need the WhatsApp Business API?
No. DraftYes opens WhatsApp with a ready-made message and the client's number, and you press "Send" yourself.
How do you know the client really opened the quote?
We only count a view when the page stays visible on a human's screen for two seconds. WhatsApp previews, email scanners, bots and your team don't count.
What if I edit the quote after sending it?
A new version (v2) is created and the client is directed to it, so they never approve an old price.
Approval and e-invoicing
Is the client's approval a certified electronic signature?
No. It's a record of their acceptance: name, time, device and IP address, with a stamp on the PDF. That's enough for most business deals, but it isn't a certified electronic signature.
Is DraftYes certified for e-invoicing in Saudi Arabia (ZATCA)?
No. DraftYes covers what comes before the tax invoice: from the quote to the client's approval. Issue the tax invoice from your certified accounting system as you do today.
Account and security
Why is there no password?
You log in with a link sent to your email each time, valid for 15 minutes and usable once. No passwords to steal or forget.
Who can see my data?
Only your team, according to the roles you set. Client links are long and random, and no private data appears in link previews.
Can I cancel my subscription?
Yes, anytime and at no cost: renewal stops and your subscription stays active until the end of the paid period, then you stay on the Free plan with all your data. Payments are non-refundable.
Your next quote… will it be approved faster?
Create your account in under a minute and send your first quote on WhatsApp today.
Free forever · No credit card · Upgrade whenever you need
