Note: this Quick Start Guide is for Lightspeed Retail X-Series (Vend) users. If you are a Lightspeed Retail POS R-Series user please follow the steps in this Quick Start Guide for the best experience. If you're a Lightspeed e-commerce standalone user, check out this Quick Start Guide.
Getting started with QuoteMachine and Lightspeed Retail POS (X-Series) is easy! Use the guide below to help, and don't hesitate to reach out to our support team for more information!
1 - Create a QuoteMachine Account
To begin, you'll need to create a QuoteMachine account. The easiest way to create your free trial account is by connecting the QuoteMachine app directly from your Lightspeed app store.
Navigate to settings from the sidebar in your Lightspeed account, then select apps.
Then, select QuoteMachine from the app store.
Next, complete the steps to authorize QuoteMachine to access the Lightspeed data (so you can create documents in QuoteMachine using your products and customers).
Congrats, you've connected!
The initial catalogue sync can take up to 24 hrs to be completed
Only admin users should connect to the store
Other users should be created directly in QuoteMachine and login with their credentials
2- Set up your Quick Keys.
Quick keys are white let you quickly and easily create QuoteMachine invoices, work orders and quotes directly from your vend sale screen. The article linked below explains how to set those up: Click here
3 - Connect the Stripe Integration
In the Integrations section of 'My Account' Simply click 'add integration' for Stripe.
Next you will be prompted to 'Connect with Stripe'. Here you will be guided to Stripes site where you can follow their sign up process. Following this, Stripe and QuoteMachine will be automatically integrated. See detailed help here.
4 - Set up your integration settings
Complete the configurations that determine how data is exported and imported between QuoteMachine and Lightspeed. Click here for further instructions.
5 - Set up your document templates
Personalising your document templates is key way to not only present your brand, but to convey any information you need to. Use the link below to see more on how to edit your QuoteMachine document templates.
6 - Send your first quote!
Remember that our Help Centre has lots more information to help you! You can access it using the pink chat button in the bottom right corner of your screen!