Continue the conversation, wherever your customer may be

Go personal with customizable, interactive quotes, orders and invoices

Bring the sales experience beyond the floor by creating dynamic, interactive documents that foster upsells and increase customer satisfaction.

  • Customize templates that show off your branding and look great on any screen size.
  • Impress with rich content like photos, videos and detailed descriptions of your products and services.
  • Give interactive options and offer chat features to take personalization to the next level. 

Close more deals faster

Offer contactless services, upsell in communication channels you’re already using, and simplify the online ordering process.

  • Share dynamic order forms on social media, and sell more with interactive price lists via email or SMS.
  • Allow customers to accept offers and pay online, wherever they are.
  • Capture digital signatures on any of your online documents.
  • Organize deliveries or pickups thanks to interactive scheduling modules. 

Get paid on time​

Make sure you’re getting paid thanks to online payments, statement automation, and much more.

  • Accept online payments and offer credit card or ACH payments options on any document.
  • Securely store credit cards on file, and automate payments at the right time.
  • Set customizable payment terms and recurring payments.
  • Send interactive account statements to keep your customers informed. 

Integrates instantly with your favourite software

Stay in sync with your point of sale or inventory management software​.

  • See your available inventory when building any sales document.
  • Sync your customer base to whatever service you’re already using.
  • Quotes, invoices, payments – all synced in real time with your POS.
  • All your favorite reports up to date with everything that happens in QuoteMachine.

Empower your sales staff with an all-in-one tool designed to engage with customers. Don’t miss out on valuable sales. Continue the conversations, wherever your customer may be.

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