QuoteMachines' express e-com solution is a great way to sell to your clients over the internet. It lets you share your special offers and portions of your catalog easily, and have customers order and pay online.

Creating a price list in QuoteMachine is simple. Watch the instructional video below, or follow the step by step guide.

Step by step guide

To create a new price list, head to the Quotes section, and select 'price lists'

Now, click 'New price list', and give your new price a name.

When an order is received, you can decide if it will create a quote or an invoice in QuoteMachine.


Here, you can start by adding products from your catalog that you wish to feature. 

An important step, is to use the 3 dots next to each item to select 'option for customer' as well as 'editable quantity'. This allows your customers to select which items they want, and how many. 

Once this is done, you can use the 'edit design' button to personalize the price list before sending it out, as you would with any other QuoteMachine document. You can see help on editing documents, here

You can also control how the price list will appear when you're sharing it with your customers, on social media for example.  Enter a 'Sharing title' as well as a 'Sharing image'. This will be the first image your customers see before they even click on the link.

Once you're satisfied, select 'Activate'

The price list is now ready to be shared with customers. Copy the link to post it to your social media page, or email it out.

As orders come in, you'll be able to track them directly on the price list page in QuoteMachine. 

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