SPIFF Program

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

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.

Contact us at for any questions!

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

High-level key selling points

A complete Work/Sales order module 

  • No matter the complexity of the merchant’s sales/service process, we have a solution that works with X-Series.
  • Any retailer that offers service or handles custom orders needs it
  • Example: Bikes, Jewellery, Furniture, Pool & Spa, etc.

Advanced invoicing and B2B solution

  • Invoicing with customizable templates, payment terms, and automated statements.
  • Any retail store doing B2B or wholesale can bill companies easily through our platform.

Stunning Quotes

  • Quotes created with QuoteMachine convert 70% of the time. They can be built in minutes as sales associates talk with customers and be sent out via text or email as with all QuoteMachine documents. It also has a built-in chat tool to keep communication open, 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 to enhance the buying experience for customers. It’s a versatile solution designed to support workflows no matter the complexity of the product and is perfect for big ticket retail, high-end retailers, service businesses, home automation, installation services and more!


We offer exclusive pricing for Lightspeed users. Refer to our pricing for X-Series below:

Click here to see our USD pricing.

Click here to see our CAD pricing.

Click here to see our NZD pricing.

Click here to see our AUD pricing.

Click here to see our GBP pricing.

Click here to see our SGD pricing.

Click here to see our SAR pricing.

For details on R-Series pricing, see the following links: USD, CAD, & EURO.

Connect with us

We’re on Slack: #quotemachine

Book a time with us directly or have your customers book demos here.

Email us at

Feel free to invite us to your demos for assistance with closing a sale or to highlight specific features. We can also reach out to your customer directly to schedule one.

Send us referrals using the Salesforce outbound referral button or contact us if you have any questions.


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Work Orders

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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)
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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
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Texting, Email, Chat and more: All-in-one communication and CRM tool
  • Send quotes, orders and invoices through text or email
  • 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
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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
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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
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  • Collect online 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 sync back to Lightspeed
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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