Create quotes that convert
All-in-one quoting, invoicing and order management software for businesses. Simplify your sales cycle with advanced stock-aware quoting software 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 personalized quoting tools to help you effortlessly send customized quotes to your customers.
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 & add products or bundles directly from your catalog into your quotes or create new, unique products on the fly within QuoteMachine’s quote creation builder.
Templates
Save unlimited customizable quoting 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.
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 & marketing tool for all your quoting needs
Tailor your quotes to showcase your unique brand identity in every sale.
Photos
Add picture galleries to your quotes, orders, and invoices 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 quote templates with your brand colors and type styles for a consistent look. All styles are applied automatically on new quotes.
Unique designs
Create unique designs and run exclusive promotions for different customer groups all directly through QuoteMachine’s quoting software.
Discover smarter workflows
Get tips and trick to upsell and upscale.
