QuoteMachine for Shopify
Designed to Support Diverse Multi-Touch Sales Workflows
With a POS & eCommerce integration, QuoteMachine brings advanced invoicing and quoting tools to Shopify to elevate the sales experience for both online & brick-and-mortar merchants. QuoteMachine also supports a range of functions from subscription management, customer communication, account statement automation, and appointment bookings, making it a comprehensive solution for B2B and B2C retailers within a single platform.
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Got questions? Reach out to our team!
You can also use the following link to book a demo with us directly or share it with your customers to schedule a call to see QuoteMachine’s integration with Shopify.
Share demo videos with your customers
- Hide prices and set up a “request a quote” option on desired product pages in eCom store
- Allow customers to choose or add products on quotes with interactive pricing to foster upsells
- Add custom forms to collect necessary customer details, including multiple choice questions, image uploads, etc.
Offer digital signatures and online quote acceptance
- Use built-in analytics to track customer interactions with quotes, including frequency of opens and time spent
- Effortlessly quotes into contracts or invoices for a seamless flow
- Generate invoices directly through the POS or online through the QuoteMachine app
- Customize payment terms and set defaults under customer accounts
Automate monthly statements on an individual or company level (for B2B businesses)
- Create recurring invoices with flexible subscription terms
Automate payment reminders with personalized emails
- Keep track of receivables with detailed ageing reports
Online Messenger, Built-In Chat, & More
- Add a messenger to the merchant’s online store to elevate the customer experience
- Use built-in chat tool on all sales documents to stay connected with customers
- Send emails directly through QuoteMachine & connect your email to send through your own account
- Send sales documents, images, or message via SMS from QuoteMachine
- Manage and track all customer communication in one place
- Fully customize templates with merchant’s branding, images, videos, custom fields, and more!
- Create templates for all sales documents, scheduling pages, and emails with personalized fields
- Save unlimited templates with different layouts, requirements, and themes to cater to diverse client needs
Scheduling & Appointments
- Connect personal calendar for access to live availability
- Configure hours of operation, buffer times, minimum booking and cancellation times for individual scheduling pages
- Create round-robin calendars for your team
- Send scheduling pages for customers to book appointments themselves
Link appointments & events directly back to sale
- View everyone’s calendars to book appointments with anyone on the team
Online Order Forms
- Create self-service order forms that can be shared through merchant’s desired channel via link
- Order forms are fully interactive and can generate quotes or invoices with the option to take full or partial deposits
- Ability to use customer tags to restrict access to order forms and run exclusive promotions
- Set inventory limits and automatically inform customers when stock is low on a product