How to create document templates (Emails, SMS, Order forms, Quotes and more!)

https://www.youtube.com/watch?v=nnN9C8Z8HhI In this quick tutorial, learn how easy it is to create customizable and interactive document templates: Online quotes, emails, sms, order forms, contracts and more! To learn more about QuoteMachine and how to make your workflow smarter, don’t hesitate to take a free tour with one of our sales specialists! Book a demo

How to set up your QuoteMachine account with the Lightspeed R-series integration

https://youtu.be/xz-4_nrsw28 In this quick tutorial, learn how you can set up your QuoteMachine account to sync and automate transactions between QuoteMachine and Lightspeed R-Series software. To learn more about QuoteMachine and how to make your workflow smarter, don’t hesitate to take a free tour with one of our sales specialists! Book a demo

How to set notifications for orders

https://www.youtube.com/watch?v=xo5CTxVkdWs In this quick tutorial, learn how you can assign and automate notifications for your team to follow up on orders easily with QuoteMachine. To learn more about QuoteMachine and how to make your workflow smarter, don’t hesitate to take a free tour with one of our sales specialists! Book a demo

How to automate taxes using the Dynamic Taxes tool

https://youtu.be/fbILNksMKQQ In this quick tutorial, learn how to save time by automating the tax levels depending on the country, state or region you are selling to. Dynamic Tax feature is currently only available for users in the United States. To learn more about QuoteMachine and how to make your workflow smarter, don’t hesitate to take […]

How to create a purchase order from an order

https://www.youtube.com/watch?v=B2IZfx6BS9c In this quick tutorial, learn how easy it is to create purchase orders from orders with QuoteMachine. What makes purchase orders in QuoteMachine unique: Fully Customizable Templates: Tailor your purchase orders to match your brand. Enhanced Custom Forms: Allow your team and/or suppliers to upload files, fill out information and more—all directly on any […]

Motivational work quotes

Workplace motivation and inspiration are essential elements for achieving personal and professional success. Whether striving for career advancement, overcoming challenges, or fostering a productive work environment, inspirational quotes have the power to ignite passion, instill resilience, and provide clarity during moments of uncertainty. In this article, you will find a panel of quotes that we […]

How to set up your QuoteMachine account

https://www.youtube.com/watch?v=mI-43cEYeTI In this quick tutorial, learn how to set up your account taxes, country, language settings and add any integration such as Lightspeed, Pipedrive, Shopify, QuickBooks or Zapier in 5 minutes. To learn more about QuoteMachine and how to make quote templates, don’t hesitate to take a free tour with one of our sales specialists! […]

How to make a quote template in under 4 minutes

https://www.youtube.com/watch?v=7WVSOE8eLFs In this quick tutorial, learn how to customize your templates in QuoteMachine in less than 5 minutes. With QuoteMachine you can make templates for a variety of documents including invoices, contracts, quotes, statements and more. To learn more about QuoteMachine and how to make quote templates, don’t hesitate to take a free tour with […]

How to make the best quote templates

When it comes to making a good proposal, the way we present our company and our products is crucial and has a huge impact on clients’ willingness to buy from our company. Good design and a strong brand identity has been proven to not only build clients’ trust, but will statistically make them more inclined […]

Overcoming the Top 5 Sales Obstacles

When it comes to sales, objections are simply a fundamental part of the process. But understanding how to effectively navigate these obstacles can turn potential setbacks into opportunities for growth. Let’s explore practical strategies to overcome the five most common sales hurdles: no need, no money, no hurry, no desire, and no trust. No Need: […]