
QuoteMachine ‑ Advanced Retail
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Highlights
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Works with the latest themes
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Use directly in Shopify admin
About this app
Launched
November 24, 2021
Languages
English
Categories
Invoices and receipts , Promotions - OtherWorks with
Shopify POS, Zapier, Pipedrive, Lightspeed X-Series, Lightspeed R-Series, QuickBooks OnlineWow shoppers with personalized quotes, advanced invoicing with terms, and flexible billing options.
QuoteMachine helps online and brick-and-mortar merchants like you create tailored customer experiences, sell more products, and simplify complex B2B or B2C sales. A direct connection to your POS lets you sync your inventory across apps and customize your billing and payment options. Give customers the tailored attention they've been asking for with beautiful interactive quotes, invoices, and more that can be shared on any device. Simplify your processes and close more deals with QuoteMachine!
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Send quotes and invoices with images, videos and more directly through your POS.
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Appointments scheduled by customers automatically sync with your calendar.
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Automate statements, save cards on file, and take partial deposits through POS.
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Answer questions and connect with shoppers via SMS, email or in-quote live chat.
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Leverage analytics to see when prospects open communications or sign documents.
Pricing
Regular
$69/month
- Online Quote
- Online Invoice
- Request a quote form
- Basic Statements
- Up to 2 users/Location
- Unlimited documents
Premium
$139/month
- Online Quote
- Online Invoice
- Request a quote form
- Automated Statements
- Online Order Forms
- Digital Signature
- Up to 5 employees/location
Pro Add On
$49/month
- Scheduling
- Include Pdf Attachments
- Hide Branding
- Bulk Document Creation
Regular
$69/month
- Online Quote
- Online Invoice
- Request a quote form
- Basic Statements
- Up to 2 users/Location
- Unlimited documents
Premium
$139/month
- Online Quote
- Online Invoice
- Request a quote form
- Automated Statements
- Online Order Forms
- Digital Signature
- Up to 5 employees/location
Pro Add On
$49/month
- Scheduling
- Include Pdf Attachments
- Hide Branding
- Bulk Document Creation
All charges are billed in USD. Recurring and usage-based charges are billed every 30 days.
6 reviews
We have been using QuoteMachine in our store for quite some time and now have added it to our Shopify Ecommerce. We find it is the perfect software to customize offers for our customers. It allows us to present beautiful proposals with lots of options and to optimize the way we manage our follow-ups. Our customers often give us great feedback about their experience. We also appreciate that it has a proper invoicing module, which is needed for sales to companies.
I have to say quote machine has really stepped up our appearance. The quotes are very clean and a lot more advanced looking than anything else I have tried. Also customers love they can pay direct from the quotes. Also all the people at quote machine are awesome. We have had them do some seriously custom stuff for us and they implement it with no issues.
I can't say enough good stuff about the app or the people behind it. I would highly recommend this to anyone.
The concept is great and it has some very useful functionality so I really wanted this app to work out. There are a couple of quirky design issues that you need to work around - like not being able to edit an invoice after it's been sent (actually the system allows you to do this but the data gets all messed up in Shopify).
The biggest issue is the integration with Shopify. It creates two orders for every invoice - one when the invoice is sent to the customer and a second order when the invoice is paid. At first, QuoteMachine cancelled the second order automatically but after a while it stopped doing this leaving me with duplicate orders for every invoice. I tried to get this fixed several times but the issue persisted. Once there are duplicate orders, you're stuck with them because QuoteMachine can't fix the issue in Shopify and Shopify won't allow you to cancel or delete an order without refunding the money to the customer. I eventually realized that in both scenarios, my data in Shopify is all messed up and I have had to go through all of the transactions to manually identify the duplicates and record the issues. Hopefully I don't get audited because the whole thing is a mess.
Processing partial refunds also proved to be problematic. QuoteMachine recorded the refund as processed but it did not actually happen. I reached out to their support line and after a few days of the issue still not being resolved, I had to send the customer an e-transfer.
In terms of their support chat, the quality all depends on who responds. Some reps were very knowledgeable while others really require more training. There's also an issue with follow through. If a problem doesn't get resolved with the rep on duty, you have to start over with someone else.
It's really a shame that this app doesn't work with Shopify. If you can use it as a stand-alone app, then go for it. It will probably do a good job for you.
Hello,
On behalf of QuoteMachine, I want to sincerely apologize for your negative experience with our app. We take great pride in our support, and offer unlimited onboarding and calls to ensure our customers have the flexibility to use our app efficiently. With customer feedback, we continue to develop new features and options to make the app beneficial for customers of all types.
We have implemented functionalities to overcome the challenges you highlighted which our other customers found to be an effective solution. We would love to get on a quick call to address your concerns and help you implement our new functionalities! We’re eager to hear more of your feedback so that we may continually improve our software and service.
Please reach out to our team at support@quotemachine.com.
We look forward to speaking with you.
With gratitude for your business,
QuoteMachine Team
We have been using QuoteMachine for the last month. I am so impressed with how easy it is to use. I love that I can customize our invoices, and there is no guessing game when it comes to seeing where we stand financially. The dashboard displays all the information I need right there. I highly recommend QuoteMachine! Their customer support is top notch. I wish we would have found this product sooner!!
Great app to use. Using different add-ons you can automate your process. We use it for a few months now and it increased our turnover with approximately 35%
About this app
Launched
November 24, 2021
Languages
English
Categories
Invoices and receipts , Promotions - OtherWorks with
Shopify POS, Zapier, Pipedrive, Lightspeed X-Series, Lightspeed R-Series, QuickBooks OnlineBuilt by QuoteMachine
Resources
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