QuoteMachine by Lightspeed

Getting started with QuoteMachine and Lightspeed X Series (formally known as Vend)

Quick Start Guide for Lightspeed Retail (X-Series aka Vend) + QuoteMachine

Integration Settings with Lightspeed X-Series

Set Up Quick Keys to create quotes, orders, invoices and deposits in QuoteMachine.

Setting up Quick Keys in Lightspeed Retail (X-Series)

Detailed steps on using QuoteMachine's "Quick Keys" in Lightspeed Retail (X-Series)

Using Quick Keys in Lightspeed Retail (X-Series)

How to create a purchase order in Lightspeed from an order in QuoteMachine

Create PO from order (X-Series)

How to subscribe to QuoteMachine from Lightspeed X-series

Activate your QuoteMachine account with Lightspeed X-series

Use QuoteMachines' order feature to create workorders from Lightspeed Retail X-series

Work Orders for Lightspeed Retail X-series + QuoteMachine

How to remove the app and subscription charge

Cancelling your QuoteMachine Subscription for Lightspeed X-Series

This article walks you through how to sync payments on past and present invoices.

Syncing payments to QuoteMachine from Lightspeed X-Series

This article with show you have to use the take a customer deposits using the dedicated QuoteMachine quick key

Using the Receive Deposit Quick Key in Lightspeed X-Series

This article goes over Credit Limits between Lightspeed X-series and QuoteMachine.

Credit Account Limits between Lightspeed X-Series and QuoteMachine

This article goes over how pricing levels syncronize with Lightspeed X-Series.

Pricing Levels with Lightspeed X-Series

QuoteMachine Sales Team

Kadija Allagouma

Lightspeed Retail (X-series)

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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