• All referrals count! Any lead you refer will get you $25
  • When the referral is converted, this $25 will turn into $100!
  • Please, refer leads using the outbound referral button in Salesforce

You’ll receive your spiff every 6 weeks in rewards that are redeemable in the form of a gift card of your choice (depending on your region, it could be a VISA reloadable, Amazon Gift card, etc.) We’ve created a live dashboard so you can keep track of your referrals. 

Share demo videos with you customers
Overview videos of the key features across all verticals.

High-level key selling points

A complete Work order/ Sales order module 

  • No matter the complexity of the merchant’s sales/service process, you have a solution that works with X-Series.
  • Any business that offers service or deals with custom orders needs it
  • Example: Bike, Jewelry, Furniture, etc.


Advanced invoicing and B2B solution

  • Invoicing with payment terms, automate statements, customizable templates.
  • Any retail store doing B2B or wholesale will benefit.


Stunning Quotes

  • Quotes created with QuoteMachine convert 70% of the time. They can be built in minutes as sales associates talk with customers, sent out by text or email (like all QuoteMachine documents), include online chat, and foster upsells with optional items/multi-select, have digital signature and online payments.
  • If a business is already quoting, they’ll love the built in features, if they don’t already quote, they can grow their business with new avenues. Perfect for high converting quotes for big ticket retail, high end retailers, service business, home automaton, installation services and more!

Connect with us

We’re on slack : #quotemachine

Book time with us or have your customer book time here.

Email us at

Feel free to invite us to your demos, we can jump in to demo specific features or reach out to your customer to schedule one.

Send us referral using the salesforce outbound referral button or message us if you have any questions.


Home - Section Visual - Recurring revenue from subscriptions @en

Work orders

Ways to Sell - B2B - Section Visual - Streamline your operations (1)
Texting, Email, Chat and more: all-in one communication and CRM tool
  • Send quotes, orders and invoices through text or email
  • Send documents via a custom email
  • Leverage analytics to see how engaged your customers are
Ways to Sell - Quotes - Section Visual - Sell more

Interactive Quotes

  • Optimized for online viewing or printing
  • Interactive options to foster upsells or like buyers select products
  • Ability to collect a digital signature
  • Built in portal for capturing online deposits
  • Customizable quote design without limits (Images, videos, merge fields, forms etc.)
Ways to Sell - Invoices - Section Visual - Keep track of your receivables

Invoices/Accounts receivable

  • Create online invoices and customize their templates to show the right information
  • Customize payment terms
  • Automate monthly statement
  • Send payment reminders easily
  • Keep track of receivable with detailed reports
  • All payments and invoices synced with Lightspeed
Business Types - Home and Garden - Section Visual - Automate accounts receivable (1)

Scheduling/Shop by appointment

  • Send scheduling pages
  • Connect any calendar (Google, Yahoo, etc.)
  • Link calendar events to projects or documents (quote, orders, invoice)
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Sales orders

  • Customize orders with detailed descriptions
  • Track progress and communicate it to customer thanks to online documents
  • Invoice partially
  • Reserve inventory for orders
Ways to Sell - Invoices - Section Visual - Get paid on time (1)


  • Get payments from any online document
  • Save cards on file
  • Use ACH or other popular payment solutions like Bancontact, IDEAL, etc. (Integration with Stripe)
  • Standard payments from the POS
  • All payments and sales synced with Lightspeed
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Online order forms

  • Create self-service order form to promote special offers, sell from social media