Create quotes that convert

Simplify your sales cycle with advanced stock-aware quoting that transforms even the most complex product portfolios into an effortless, branded buying experience for your customers. 

Unlimited customizations for
limitless upsells

Turn every interaction into a sales opportunity with smart solutions for effective selling.

Interactive tools

Give your clients more options to choose from, whether it’s different colors, formats or complementary add-on recommendations. Let your clients build the perfect sale themselves.

Fillable custom forms

Easily manage unique product demands with fillable forms, custom product attributes, and a wide variety of custom fields. Whether it’s entering measurements, accepting or signing for the quote, or even uploading images – your customers can do it all within the same quote. It’s never been easier to deliver the seamless, quality customer service your clients look for.

Catalog items

See inventory levels across all locations and add products or bundles directly from your catalog into your quotes or create new, unique products on the fly within the quote builder.

Templates

Save unlimited customizable templates to cater to diverse customer types. Create fully editable templates with pre-set products for instant quote creation to ensure accuracy and reduce errors.

Cost calculations

Accelerate the sales cycle with price levels to allow your team to negotiate confidently. Plus, protect your margins with real-time, automated margin cost calculations on all sales.

Capture opportunities instantly

Connect with integrations

Connect with your favourite tools to fully streamline your operations and save your team time with thousands of options to choose from.

Track customer journey

Convert quotes into orders or invoices in seconds, ensuring a seamless connection of the sales journey for effortless tracking.

Capture payments

Collect payments in-person or online with card, ACH, or on- account payments and securely save all payment details on file.

Get customer insights

Gain valuable insights on customer engagement on all quotes and invoices. Plus, track opens of emails sent through QuoteMachine.

Connect with your clients

Engage with clients directly using in-quote chat and receive immediate notifications, allowing you to respond to customer needs right away and make necessary adjustments. Best of all? Changes are reflected in real-time for your clients to see.

A powerful sales
and marketing tool

Tailor quotes to showcase your unique brand identity in every sale.

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Photos

Add picture galleries to display your previous projects, your products, icons and logo.

Videos

Add videos anywhere in the quote to display your most impressive work or signature product.

Select your colors

Customize your templates with your brand colors and type styles for a consistent look. All styles are applied automatically on new quotes

Unique designs

Create and save unique designs that you can use to run exclusive promotions for different customer groups all directly through QuoteMachine. 

See a sample proposal here

Discover smarter workflows

Get tips and trick to upsell and upscale.