Upsell with QuoteMachine. Pay with Square.

Discover a powerful
sales and marketing tool

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Create branded estimates with photos and videos

Add logos, icons, product images, and even picture galleries to display your previous projects. Add videos anywhere in the quote to showcase your most impressive work or signature products.

Stay connected with your clients

Keep communication open with your clients using email, SMS or the built-in chat available on any QuoteMachine quote, order, or invoice.

Create Special Offers

Set personalized discounts, payment terms and even save cards on file on any contact profile to run campaigns and subscriptions effortlessly. 

From initial quote
to final invoice

QuoteMachine for Square brings retailers a simple, scalable sales solution for high-converting quotes, orders, and invoices that transform your customer experience.

Interactive Estimates

Let your clients build the perfect sale by suggesting recommendations or offering different product choices with interactive pricing. Plus, chat with customers, collect signatures and take deposits all in one quote.

Orders Management

Generate sales or work orders with ease where you can leverage line item statuses, internal notes, and more to help keep your team organized. And for your customers? Take advantage of tools such as customizable progress trackers, automated notifications, or built-in chat to keep your customers updated.

Seamless inventory and contact sync

Access your contacts and inventory levels across all locations with a two-way sync to ensure access to the most updated data at all times. Add products & bundles directly from your catalog into any QuoteMachine sale or create new, unique products on the fly with everything will automatically synced back to Square for a seamless workflow.

Credit Accounts

Effortlessly turn any quote into an invoice or create a new one on-the-go in less than a minute. Convert any invoice into a subscription or automate account statements with secure card-on-file storage.

Get the conversation going

Set yourself up for success with tools that help you capture opportunities wherever you are and build long-lasting customer relationships effortlessly. With a seamless integration with Square, you can easily track the customer journey in QuoteMachine.

Integrate other tools

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

Schedule appointments 

Connect your calendar and set up scheduling pages to allow clients to book appointments with your team and have it all linked back to the sale.

Get customer insights

Empower your sales team with built-in analytics to see what items were selected on a quote, time spent on the sale, email opens and more! 

Discover smarter workflows

Get tips and trick to upsell and upscale.