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Getting Started Guide

Getting Started Guide

First steps to setup your QuoteMachine account

JD avatar Tom Burnatowski avatar Graeme Knox avatar
8 articles in this collection
Written by JD, Tom Burnatowski, and Graeme Knox

Quick start on QuoteMachine

How to set up your account and send your first quotation
JD avatar
Written by JD
Updated over a week ago

Activate the integration with Stripe Payments

Connect your Stripe account to QuoteMachine and start accepting payments
JD avatar
Written by JD
Updated over a week ago

Creating & Editing Document templates

How to edit and personalize your document templates in QuoteMachine
Tom Burnatowski avatar
Written by Tom Burnatowski
Updated over a week ago

Setting up user permissions

How to setup permission groups
Graeme Knox avatar
Written by Graeme Knox
Updated over a week ago

Creating a Sales Order

Use the sales order feature in different ways
Tom Burnatowski avatar
Written by Tom Burnatowski
Updated over a week ago

Create a contract document from quote

How to add additional contractual details to a quote
Graeme Knox avatar
Written by Graeme Knox
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
JD avatar
Written by JD
Updated over a week ago

Connect with Lightspeed POS

How to activate the Lightspeed Retail integration
JD avatar
Written by JD
Updated over a week ago
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