We were trying to find a system that Intergrated with Lightspeed Retail that would allow us to store customer payment information and give us the ability to accept online payments via invoices. The quoting feature just came as a perk to us. Since implementing QuoteMachine over a year ago it has not only allowed us to accomplish everything we needed it to do it has also streamlined many of our processes. The best part is QuoteMachine has helped us to stand out among the crowd by giving us an edge when quoting options to our customers. In the past, we would send a quote and hope for the best. Now we send a quote and have the ability to let our customers interact with the quote and make it fit their needs and this has improved our conversion rate! Oh yeah… and it is really cool that we have the ability to see how long a customer viewed a quote or an invoice. This helps us to know which customers are serious and which are just tire kickers!

QuoteMachine filled a massive void in our operation. After we migrated to Lightspeed Retail for our in store point of sale system we found a big hole for our customers who preferred delivery or shipping and do not frequent our physical location. While Lightspeed Retail has features for those customers we just found them a little bit lacking and QuoteMachine has more than filled those gaps for us. Additionally, QuoteMachine has given us the ability to safely store customers cards and/or banking info and apply those payments to customers open accounts and invoices and we are even able to do that from inside of Lightspeed Retail WOW!!!The biggest pro for QuoteMachine in our opinion is its DEEP interface with Lightspeed. It is almost like the systems are one of the same. If you do anything in either it updates the other almost instantaneously. Sometimes you will see a lag of about 3 to 10 minutes but that is very rare.Quoting is the second largest pro in our book. We build custom pressure washing trailers and truck skids and we often have to quote several options for our customers and QuoteMachine lives up to its name in this category. We are able to create some really cool and interactive quotes that our customers are able to modify from their web browser. Customers can change the quality of an item and we can give them multiple choices or make products optional. Once they make their choices we are able to see those decisions on our end. Third pro is invoicing!

Would like to have a mobile app! And yes that is about the only con in our opinion.

Help button is great. Now that we have been using it for many months it is easier to use.

That customers can pay so easily and it is safe and secure

If you can add multiple contacts to a business. Instead of having a business listed three to five times you can just change the contact person. Have the link between quoatemachine and light speed the same in both software. It is easier to do in light speed make it easier to do in quote machine. Having all one software would be easier for us. Wait time for help is very frustrating as a new customer. If something doesn't export a flag should pop up. It is easy to overlook that if you don't scroll down. Videos are helpful too. Sometimes watching a person is better then reading.

I am overall satisfied with QuoteMachine and happy to keep using it to maintain my Store's operations and sales!

QuoteMachine is amazing since you can generate an invoice so quickly. Like literally it is as fast as ringing up someone in store with a scanner. This feature comes in handy when you are in urgent situations when a formal invoice is needed, and to be sent and shared digitally.

I like the User Interface the least, it is kind of tacky and doesn't look as polished as I think it could be. Not to hate on the Customer Service team, but their response times are sometimes way too long. My main concern in reaching out to them is about server issues, waiting 24 hours for a response or a manual reset is too long.

Quote Machine has allowed me to communicate effectively and professionally with customers from the start of a sale to scheduling pick up of a completed order. I am especially pleased with the responsiveness of support staff.

Quote Machine is easy to set up and integrates well with our POS software. It is an excellent all-in one tool that enables companies to quote, take payment, send invoices, schedule appointments and manage order progress. Support personnel are eager to assist with set up when issues arise. It is totally customizable, so customers see professional looking branded materials.

Some features are a bit cumbersome to use. For example, while the scheduler is an excellent tool that allows a customer to easily make an appointment, it does not display the booked appointments well.

Quote machine and the developers have been awesome. We were a very early adaptor of this with Shopify. The development team was amazing in support and adding features. We have this on 3 companies within the Manncorp family now. I would never use another system

The flexibility in the way the quotes work. You can discount per line item, make things optional or required. All products link to our site and again a customer can literally pay from a quote. I have had customers that I thought went away and all the sudden a few months later bam, money in our account and order paid!! I also love that I get emails when ever a quote is opened, approved or paid for

None that I can think of. It is an awesome system