QuoteMachine by Lightspeed

Assign contact owners for updated seller information on automated documents.

Contact Owner Feature

BCC yourself on an email, export results to an CSV, or create a zap to receive your sent invoices in QuoteMachine

How to get a copy of your sent invoices in QuoteMachine

How to remove a product or service from a quote/invoice currently being created

How to delete a line from the pricing table

How to send a link to your quote or invoice

How do I know the URL of a quote or invoice

add multiple items to a quote from a label filter

How to bulk add items to a quote

Create a multiple-choice selection group

Organize items on quotes or invoices to be grouped and show subtotals

Create product groups on pricing tables

Change an invoice (product, taxes, etc.) after it has been sent

How to edit an invoice

How to copy a Quote or Invoice in the context of a new project

Duplicating Documents

How to use versioning to update proposals

Creating a new version of your Quote

How to pick the template you want for a given Quote, Invoice or any other document

Select a different document's template

QuoteMachine allows you to create subscriptions or automatically recurring invoices with customizable terms.

Creating a subscription or a recurring invoice

Creating Invoices in QuoteMachine

How to find, manage and restore archived invoices

Restoring Archived Invoices

How to easily create invoices in bulk from an Order Form.

How to Bulk Create Invoices

This article will go over the steps to add a custom field "file" for your Request a Quote feature in Shopify.

How to attach Files to a Request a Quote form

QuoteMachine Sales Team

Creating and Editing Quotes and Invoices

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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.

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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.

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.

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

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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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