It's been a busy year, and QuoteMachine is wrapping up 2020 with the launch of a few new great features! Read below for a list of our newest feature releases, and stay posted for more to come in 2021!

Add a multiple-choice selection group to a price table

If a client needs to make a single selection from a list of multiple product options, you can now create a multiple-choice selection group within a document’s price table.

Learn more here

Bulk add products to a document with label filters

You can now add multiple line items to a document at once, based on a search or label filter. If you frequently bundle certain types of items, you will now be able to filter your search by this group label, and bulk add all items to your document in one simple step.

Learn more here

Display location or account email address in the sender field

By default, QuoteMachine will send a document with the seller’s email address in the from and reply-to fields. You can now edit a template to set the location or account email as the default “from” field.

Learn more here

Group multiple orders on the same purchase order in Lightspeed

Lightspeed users now have the ability to add items from multiple client orders to a single PO within Lightspeed.

Learn more here

Create a contract document from a quote

If you need to add additional contractual details to a quote, you can now create a contract from an existing quote to add further information to your client agreement.

Learn more here

Additional New Features:

  • Customer shipping address added to the customer profile page

Have any questions about how to get started with any of our new features? Let us know in the chatbox below!

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