Lightspeed referral program
SPIFF program
Leads should be referred using the outbound referral button in Salesforce. We have created a dashboard to track all your referrals and spiffs! You can earn points that are redeemable in the form of gift cards of your choice (options vary based on your location).
Get $25
For every lead. All customer referrals count!
Get $75
Earn an additional $75 when your leads convert into customers.
Your initial $25 will transform into $100.Â
NEW

Refer a Colleague for more Rewards!
- Earn rewards for referring your colleagues to our program!*

- Complete the short registration form below to claim $25 CAD worth of points convertible to a gift card of your choice*

- No limit to how many new Lightspeed reps you can refer!

- Option to stack rewards to earn bigger prizes
*To be eligible for rewards, Lightspeed Reps referred must be new to our spiff program. Gift card options may vary based on your location.
Pricing
Share demo videos with your customers
Quotes
Brief overview of the quoting tool and how it integrates with Lightspeed.Â
Work orders
See how to seamlessly manage work or sales orders with QuoteMachine
Invoicing
Overview on how to manage on-account payments with custom payment terms
Intro to R-SeriesÂ
(2 min) Brief intro to QuoteMachine’s integration with Lightspeed R-Series.
Intro to R-Series V2
(4 min) Short overview of our integration with Lightspeed R-Series.
Brief Demo
(20 min) In-depth overview of our integration with Lightspeed X-Series. For an overview of R-Series, please click here.
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 progressÂ
- 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 productÂ
- Sample order form here to try for yourself and share with prospects
Connect with us
We’re on Slack: #quotemachine
Email us at [email protected]
Please reach out to our team for any customer questions and feel free to invite us to your demos for assistance with closing a sale or to highlight specific features.
You can also use the following link to book a demo with us directly or share it with your customers to schedule a call.
