Build a solid sales workflow
Streamline your operations with QuoteMachine. Manage orders, client communications, inventory, appointments and fine-tune your custom creations all from a unified platform.
Streamline operations from initial quote to final invoice
QuoteMachine allows you to keep track of everything your pool and spa business needs in one place. Create custom quotes, invoices, orders and manage your inventory in no time. Keep your clients in the loop with automated chat, emailing and SMS options.
Discover the features that will transform you workflow
Benefit from the tools and resources you need to build a successful future.
Quotes
Effortlessly create branded quote templates and offer a remarkable customer journey with interactive add-ons, fillable forms, signature fields, and more, all shareable via email or SMS.
Orders
Generate orders with ease and leverage tools such as customizable statuses, automated notifications, chat, and more to keep teams organized and customers up-to-date.
Invoices
Ensure prompt and accurate billing with customized invoices that streamline payment tracking, due date management, and transparent record-keeping of your financial transactions.
Inventory
Maximize your revenues with a sales-focused inventory management system equipped with tools to ensure order accuracy, monitor stock movements, automate stock calculations, and more.
Payments
Accept payments online and in-person, set up automated invoicing, accept partial payments, customize payment terms, accept ACH, and more.
Deliver a seamless customer experience
Streamlined negotiations
Empower your team with predefined price levels for products that indicate the lowest price offered for client negotiations, allowing staff to close sales faster without frequent checks with management.
Automated notifications
Keep your customers updated on their orders with customizable statuses and automatic notifications. You can set these up ahead of time and personalize it to increase customer satisfaction.
Simplify complex customizations
Capture unique product details and essential client information through fillable custom forms for measurements, dates, images, and more. Make edits, monitor updates in real-time, and engage with customers through live chat, email, or SMS.
