QuoteMachine by Lightspeed

How to get signatures from your customers

Taking an E-Signature in QuoteMachine

Personalize your documents and stay on brand.

The Font & Color Scheme customization

How to edit and personalize your document templates in QuoteMachine

Creating, Editing, and Deleting Document Templates

How to use a background image with your documents

Background image on Quotes

How to remove the "Get started" message from emails and the bottom of your documents.

Hide QuoteMachine logo from emails and documents

Custom order statuses

Create a custom form for your customers to enter in their own information.

Custom Forms

How to hide a customer’s email from a quote, order or invoice template

Remove a customer’s email from a template

Custom Fields are a great way to customize your QuoteMachine experience.

Custom Fields

How to personalize emails with merge fields

Variable fields in emails

Use a custom pricing table in your QuoteMachine documents

Using the Custom Pricing Table

How to add ageing reports into your invoices and account statements

Adding ageing reports into documents

How to show a deposit or pre-payment requirement on a Quote

Display a deposit on a quote

How to include a list of every credit memos available, outstanding and overdue invoices into your documents.

Display account statements within invoices

Insert video in quote template

Add predefined content to your documents using snippets

How to Use Snippets

QuoteMachine Sales Team

Template Design and Customization

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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