All-in-one solution for custom orders & B2B sales
with Lightspeed Retail X-Series
No matter the complexity of the merchant’s sales process, QuoteMachine enables businesses
to manage their orders efficiently & offer a highly personalized sales experience to their customers.
Manage your work orders
- Leave custom internal notes to track progress & optimize communication among colleagues.
- Optimize your work orders with our solution, rebuilt entirely to better support larger & sophisticated merchants.
- Use unlimited custom filters to organize your workflow & share the progress with your customers.
Sell more with interactive quotes
- Use modern & customizable quotes, for a smoother communication with your customers.
- Upsell with interactive options & collect digital signatures.
- Close your sales faster with online payment & approval on your quotes.
- Capture online deposits & offer flexible payment options to your customers.
Stay close to your customers
- Chat, send SMS or Emails to communicate with your customers, keep in touch with them with our all-in-one CRM solution.
- Keep track of customer conversations and follow-up on your offers, tasks, and receivables.
- Use analytics to see how engaged your customers are & leverage those insights & turn them into actions to better captivate
your customers.
Get your receivables under control
- Create online invoices and customize their templates & choose what information to show.
- Generate professional statements from your credit accounts.
- Customize payment terms & use credit card on file or accept online payments from any invoice.
- Send payment reminders easily & automate monthly statements.
- Keep track of your receivables with detailed reports.
Designed for Lightspeed Retail X-Series
- Create quotes, invoices or work orders right from your Point of Sale.
- Find your sales, payments and all your customers data synced with Lightspeed Retail X-Series.
- Reserve inventory, keep track of custom orders & ensure your Inventory in every outlet is always up to date.