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What's New!
What’s New! Winter/Spring 2021
What’s New! Winter/Spring 2021

QuoteMachine updates and new feature releases we brought you in the first quarter of 2021!

QuoteMachine Sales Team avatar
Written by QuoteMachine Sales Team
Updated over a week ago

Send scheduling pages

Customers can book in-store shopping appointments, schedule pickups, and more with our scheduling page feature.

Learn more here

Improved filter management

Use QuoteMachine’s new filter system to create custom, saveable searches that make finding the data you want easy.

Learn more here

Collect payment from orders

You’ll no longer need to start from a quote to collect payment before invoicing a customer. Now you can receive a payment directly from a sales order.

Learn more here

Create a custom form for customers to enter information

Have customers input information directly using a custom form on a quote, order or invoice.

Learn more here

Other New Features!

  • Send an email from your own email address. Learn more about connecting your account here.

  • Automatic update to order status. Learn more about custom order statuses here.

  • 2-way customer information sync between Lightspeed and QuoteMachine.

  • Allow a staff member access to all locations. Learn more about user permissions here

  • Give pricing table groups advanced descriptions. Learn more about pricing groups here

  • Refund a credit memo. Learn more here.

  • Remove a customer’s email from a template. Learn more here

  • Improved phone number search (now searches any phone number format)

  • Automatic prevention of creating the same customer profile twice

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