QuickBooks Online Partner Program
QuoteMachine for QuickBooks Online
QuoteMachine’s seamless integration adds advanced functionalities to QuickBooks Online by streamlining the sales process from quote to order to invoice. With a two-way sync, ensure all inventory, contacts, and payment details are accurate and up-to-date for a fully streamlined workflow!
Book a 1:1 call with our team or create an account below to get started.
Start earning with QuoteMachine
Leverage the power of our QuickBooks Online integration to optimize your clients’ workflows and maximize their sales potential with interactive quotes, orders, and invoices that reflect your unique brand identity.
Fill out the following form or use the link below to submit your partner request. We’ll reach out with the details and provide you with a 1:1 personalized demo to give you a better idea of the platform to see why QuoteMachine is trusted by hundreds of QuickBooks users.
Share demo videos with your customers
- 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)
- 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
- 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
- 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 product
- Sample order form here to try for yourself and share with prospects