Getting Started Guide

First steps to setup your QuoteMachine account

8 articles in this collection
Written by JD, Tom Burnatowski, and Anna Brundage

Quick start on QuoteMachine

How to set up your account and send your first quotation

Written by JD
Updated over a week ago

Activate the integration with Stripe Payments

Connect your Stripe account to QuoteMachine and start accepting payments

Written by JD
Updated over a week ago

Creating & Editing Document templates

How to edit and personalize your document templates in QuoteMachine

Written by Tom Burnatowski
Updated over a week ago

Setting up user permissions

How to setup permission groups

Written by Anna Brundage
Updated over a week ago

Creating a Sales Order

Use the sales order feature in different ways

Written by Tom Burnatowski
Updated over a week ago

Create a contract document from quote

How to add additional contractual details to a quote

Written by Anna Brundage
Updated over a week ago

Lightspeed Setup

Install Browser extension for Lightspeed

Link to download browser extensions a.k.a browser add-ons to add shortcuts within Lightspeed Retail

Written by JD
Updated over a week ago

Connect with Lightspeed POS

How to activate the Lightspeed Retail integration

Written by JD
Updated over a week ago