Lightspeed partner program

QuoteMachine for Lightspeed Retail

(X-Series & R-Series)

QuoteMachine’s seamless integration adds advanced functionalities to Lightspeed retail to streamline the sales process from quote to order to invoice, including managing online payments, appointments and more! 

Book a 1:1 demo with our team or create an account below to get started.

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Start earning with QuoteMachine

Partner with QuoteMachine to earn a commission for every lead you send or sale you make. Please fill out the form if you’re interested, and our partnership director will be in touch.

Fill out the following form or use the link below to submit your partner request. We’ll reach out with the details and provide you with a 1:1 personalized demo to give you a better idea of the platform to see why QuoteMachine is trusted by hundreds of Lightspeed retailers. If you’re already a QuoteMachine partner, you can use the button below to submit your lead. 

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Share demo videos with your customers

Quotes

Brief overview of the quoting tool and how it integrates with Lightspeed X-Series. 

Work orders

See how to seamlessly manage work or sales orders with QuoteMachine

Invoicing

Offer on-account payments with custom payment terms and track progress within Lightspeed

Intro to integrations

(2 min) Brief intro to QuoteMachine’s integration with Lightspeed R-Series.

Intro to integrations

(4 min) Quick overview of QuoteMachine’s integration with Lightspeed R-Series.

Full demo

(20 min) In-depth overview of QuoteMachine’s integration with Lightspeed X-Series. 

Features list

Work Orders

Sales Orders

  • Customize orders with detailed descriptions, images, custom forms, and more
  • Share orders with customers to keep them updated on order progress 
  • Manage communication with staff and customers in one place
  • Easily convert orders into invoices to easily track customer journey
  • Create POs in Lightspeed directly through QuoteMachine (linked for seamless workflow)

Invoices/Accounts receivable

  • Create online invoices and customize their templates to show the right information
  • Customize payment terms
  • Automate monthly statements on individual or company level (for B2B businesses)
  • Automate payment reminders and late fees with ease
  • Keep track of receivables with detailed reports
  • All payments and invoices synced with Lightspeed

Texting, Email, Chat and more

  • Use built-in chat tool on all documents to stay connected with customers
  • Connect your email to send emails through your own account
  • Leverage analytics to see customer engagement on all documents and emails
  • Manage and track all customer communication in one place

Interactive Quotes

  • Optimized for online viewing or printing.
  • Interactive options to foster upsells and allow buyers to choose products.
  • Ability to collect digital signatures and input custom forms.
  • Built in portal to take online deposits (partial payment options available).
  • Fully customizable quote templates with merchant’s branding, images, videos, merge fields, and more!
  • Turn quotes into orders or invoices to keep track of customer journey

Scheduling / Shop by appointment

  • Send scheduling pages for customers to book appointments
  • Connect to calendar for live scheduling tracking (Google, Yahoo, Outlook, etc.)
  • Link calendar events to projects or documents (quote, orders, invoice)
  • View everyone’s calendars to book appointments with anyone on the team

Payments

  • Collect online payments from any online document
  • Save cards on file and set up recurring or automated payments
  • Offer ACH payments and take advantage of ACH cap to minimize costs
  • Take in-person payments using the Lightspeed POS towards QuoteMachine sales
  • All payments and sales sync back to Lightspeed

Online Order Forms

  • Create self-service order forms that can be shared through merchant’s desired channel
  • Order forms are fully interactive and can generate quotes or invoices
  • Great for promotions with the added ability to take full or partial deposits
  • Set inventory limits and automatically inform customers when stock is low on a product 
  • Sample order form here to try for yourself and share with prospects
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