Getting set up and ready to go on QuoteMachine is simple. Follow this guide to ensure your account is able to give you the best possible experience.
Part A - Setting up your integrations
First, you'll want to confirm than you have activated the integration with Lightspeed. This ensures all your contacts and products/services are imported into QuoteMachine.
To do this, select 'My account' from the left side menu, then 'Integrations'
Now, confirm that Lightspeed integration is activated.
There are 2 more important steps to complete before getting started:
- Ensure you have the google chrome extension for QuoteMachine installed. You can follow the steps here to help with this.
- Activate your Stripe integration to allow you to process payments online. Follow these steps to help.
Part B - Personalizing your account
Set your company logo and colors. The branding section of QuoteMachine lets you curate your company image.
Personalize the templates. Use custom fields to add information important to you. See help on this, here.
Templates for quotes, invoices and other useful documents are fully customizable to suit your needs. Use this article to help with customizing your templates.
Part C - Sales Taxes & special fees
If your sales require taxes, you can define your tax rate from the account settings, available under the "My account" menu, then by selecting the "Settings" tab.
If you add additional surcharges on top of your pricing, such as a service fee, or booking fee, you can customize this in the 'fees' section.
To create a new fee, give it a name, and then enter the amount. Finally, click save.
To use this fee when creating a quote or invoice, select 'fee' in the payment section.
Now, select which fee you would like to apply, and click 'Apply fee'.
The fee will now be added to the pricing total.
Part D - Start using QuoteMachine!
Check our other help articles to get the most out of QuoteMachine.