Send scheduling pages
Customers can book in-store shopping appointments, schedule pickups, and more with our scheduling page feature.
Improved filter management
Use QuoteMachine’s new filter system to create custom, saveable searches that make finding the data you want easy.
Collect payment from orders
You’ll no longer need to start from a quote to collect payment before invoicing a customer. Now you can receive a payment directly from a sales order.
Create a custom form for customers to enter information
Have customers input information directly using a custom form on a quote, order or invoice.
Other New Features!
Send an email from your own email address. Learn more about connecting your account here.
Automatic update to order status. Learn more about custom order statuses here.
2-way customer information sync between Lightspeed and QuoteMachine.
Allow a staff member access to all locations. Learn more about user permissions here
Give pricing table groups advanced descriptions. Learn more about pricing groups here
Refund a credit memo. Learn more here.
Remove a customer’s email from a template. Learn more here
Improved phone number search (now searches any phone number format)
Automatic prevention of creating the same customer profile twice