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QM: Quoting, Invoicing & Sales

QM: Quoting, Invoicing & Sales

4.2
12 Reviews on

Send professional quotes and invoices with rich media, manage appointments, and process flexible payments through your POS. Track customer engagement and communicate via SMS, email, or live chat.

  • QM: Quoting, Invoicing & Sales Screenshot
  • QM: Quoting, Invoicing & Sales Screenshot
  • QM: Quoting, Invoicing & Sales Screenshot
  • QM: Quoting, Invoicing & Sales Screenshot
  • QM: Quoting, Invoicing & Sales Screenshot
  • QM: Quoting, Invoicing & Sales Screenshot
  • QM: Quoting, Invoicing & Sales Screenshot
  • QM: Quoting, Invoicing & Sales Screenshot

About the QM: Quoting, Invoicing & Sales

Create professional quotes and invoices with interactive elements like images and videos through your POS system. QuoteMachine helps both online and physical stores manage B2B and B2C sales with customized billing options and inventory sync. Share sales documents and order forms that work on any device, while letting customers schedule appointments that automatically sync to your calendar. Connect with shoppers through SMS, email, or live chat within quotes. Track prospect engagement with analytics showing when communications are opened and documents are signed. Simplify complex sales processes with flexible payment options, including partial deposits and saved payment cards.

Key features

  • 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.

App highlights:

    • Use directly in Shopify admin
    • Works with the latest themes

Integrations with:

  • Shopify POS
  • Zapier
  • Pipedrive
  • Lightspeed X-Series
  • Lightspeed R-Series
  • QuickBooks Online
  • HubSpot

Pricing of QM: Quoting, Invoicing & Sales

Pro Add On

$69 / month

  • Appointments
  • Include Pdf Attachments
  • Hide Branding
  • Bulk Actions
  • SMS
  • Tax Automation (200 requests/month included. U.S. only)

Regular

$79 / month

  • Online Quote
  • Online Invoice
  • Request a Quote Form
  • Unlimited Documents
  • Basic Account Statements
  • Online Chat
  • 2 Users Per Location Included

Premium

$139 / month

  • Online Quote & Invoice
  • Request a Quote Form
  • Automated Account Statements
  • Online Order Forms
  • Digital Signature
  • 5 Users Per Location Included
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