Create branded quotes with photos and videos
Add logos, icons, product images, and even picture galleries to display your previous projects. Add videos anywhere in the quote to showcase your most impressive work or signature products.
Stay connected with your clients
Keep communication open with your clients using email, SMS or the built-in chat available on any QuoteMachine quote, order, or invoice.
Create Special Offers
Set personalized discounts, payment terms and even save cards on file on any contact profile to run campaigns and subscriptions effortlessly.
Integrate more options into your POS
QuoteMachine brings retailers a simple, scalable solution with a seamless integration with Lightspeed POS, streamlining purchase orders, inventory management, and more to transform your sales experience.
Interactive Quotes
Let your clients build the perfect sale by suggesting recommendations or offering different product choices with interactive pricing. Plus, chat with customers, collect signatures and take deposits all in one quote.
Orders Management
You can generate purchase orders in Lightspeed directly from QuoteMachine sales or work orders and have a direct link to the PO in QuoteMachine fully streamlined workflow. Leverage internal statuses, notes, and more to keep your team organized and take advantage of custom progress trackers, automated notifications, and built-in chat to improve your customer experience.
Seamless inventory and contact sync
Access your contacts and inventory levels across all locations with a two-way sync to ensure access to the most updated data at all times. Add products & bundles directly from your catalog into any QuoteMachine sale or create new, unique products on the fly with everything will automatically synced back to Lightspeed for a seamless workflow.
Invoicing
Effortlessly turn any quote or order into an invoice or create a new one directly from your Lightspeed POS. Convert any invoice into a subscription or automate account statements with secure bank or card-on-file storage.
Get the conversation going
Set yourself up for success with tools that help you capture opportunities wherever you are and build long-lasting customer relationships effortlessly. With a seamless integration with Lightspeed, you can easily track the customer journey in QuoteMachine.
Integrate other tools
Connect with your favourite tools to fully streamline your operations and save your team time with thousands of options to choose from.
Schedule appointments
Connect your calendar and set up scheduling pages to allow clients to book appointments with your team and have it all linked back to the sale.
Get customer insights
Empower your sales team with built-in analytics to see what items were selected on a quote, time spent on the sale, email opens and more!
Discover smarter workflows
Get tips and trick to upsell and upscale.
