QM: Quoting, Invoicing & Sales

Develop by Shopify

$49-$139

/ Month

Custom Quotes, Invoices, Payment for B2B & B2C Stores

Analytics tracking

Order forms

Live chat

Calendar sync

Personalized quotes

Advanced invoicing

Flexible billing

Pos sync

Scheduling pages

About QM: Quoting, Invoicing & Sales

Launched Nov 24, 2021

Built by Shopify

Address

15 monte vista rd, Orinda, CA, 94563, US

Website Support Portal Privacy policy Tutorial FAQ Document

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Introduction Video

Description

Wow shoppers with personalized quotes, advanced invoicing with terms, and flexible billing options.

QuoteMachine helps online and brick-and-mortar merchants create tailored customer experiences, sell more products & simplify complex B2B or B2C sales. Sync inventory across apps with a direct POS connection that allows you to offer customized billing and payment options. Elevate your customer service with a personalized quoting & invoicing experience. All sales documents, order forms & scheduling pages are shareable on any device. Simplify your processes and close more deals with QuoteMachine!

Send quotes and invoices with images, videos and more directly through your POS.
Appointments scheduled by customers automatically sync with your calendar.
Automate statements, save cards on file, and take partial deposits through POS.
Answer questions and connect with shoppers via SMS, email or in-quote live chat.
Leverage analytics to see when prospects open communications or sign documents.

Pros

Custom Quotes, Invoices, Payment for B2B & B2C Stores
Sync inventory across apps with a direct POS connection
Offer customized billing and payment options
Personalized quoting & invoicing experience
All sales documents, order forms & scheduling pages are shareable on any device
Send quotes and invoices with images, videos, and more directly through your POS
Appointments scheduled by customers automatically sync with your calendar
Automate statements, save cards on file, and take partial deposits through POS
Answer questions and connect with shoppers via SMS, email, or in-quote live chat
Leverage analytics to see when prospects open communications or sign documents

Cons

May require a learning curve for new users to fully utilize all features
Integration with existing POS systems might require technical support
Potential costs associated with premium features
Limited offline functionality; relies on internet connectivity
Customization options may not meet the needs of all types of businesses

Top Helpful Reviews

B. Collective Co.

Apr 24, 2024 on Shopify

Quotemachine has been a valuable asset for my company. I have been using Quotemachine for a couple of years now for creating quotes, invoices and collecting payments. I use this software daily and it has been a huge help with my business. I highly recommend this business...

CUSTOM WALK IN DOOR

Apr 03, 2024 on Shopify

I wasted a month on this app . support is spotty at best. Eli the account mgr made mots of promises that never happened. This app has more bugs than a New York Sewer. Dont waste your time

Seedburo Equipment Company

Mar 01, 2024 on Shopify

We were looking for a solution to streamline our quote process. We were in the process of upgrading our e-commerce platform and were developing a quoting process through Shopify. Quote-machine checked all the right boxes for our needs and more. The system is very intuitive and easy to customize. The onboarding process is world-class; our assigned advisors are easy to work with and guided us meticulously through the implementation. Is rare to receive this type of support. We are very pleased with the Quote-machine solutions integrated with our E-commerce.

Osprey Lane

Oct 12, 2023 on Shopify

I’ve been with Quote Machine for a little under a year and it has been very helpful with managing phone orders. Eli, my account representative, made all the difference in the world with me again with this app.

Boutique Joséphine

Sep 12, 2023 on Shopify

We have been using QuoteMachine in our store for quite some time and now have added it to our Shopify Ecommerce. We find it is the perfect software to customize offers for our customers. It allows us to present beautiful proposals with lots of options and to optimize the way we manage our follow-ups. Our customers often give us great feedback about their experience. We also appreciate that it has a proper invoicing module, which is needed for sales to companies.

RingBinderShop.com

Jul 06, 2023 on Shopify

QM is actively engaged with their customers. QM has its kinks but the app is reliable and the customer service is fast with their responses.

The Lifestyle Lab

Apr 18, 2023 on Shopify

We have been using QuoteMachine for the last month. I am so impressed with how easy it is to use. I love that I can customize our invoices, and there is no guessing game when it comes to seeing where we stand financially. The dashboard displays all the information I need right there. I highly recommend QuoteMachine! Their customer support is top notch. I wish we would have found this product sooner!!