QuoteMachine ‑ Advanced Retail

Custom Quotes, Invoices, Payment for B2B & B2C Stores

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From $29/month. 7-day free trial.

App highlights

  • Seamless workflow: use directly in Shopify admin

  • Up-to-date tech: works with the latest themes

Your all-in-one B2B and B2C sales platform for your Shopify POS

Key values section

Create personalized quotes

Send beautiful custom quotes that show off your products with photos & descriptions. Encourage upsells.

Manage B2B Sales

Customize offers, pricing, discounts and payment terms. Keep track of deals, follow-up and collect digital signatures.

Advanced Payments & Billing

Manage deposits, partial payments, charge accounts and payment terms. Access your aging report. Create and send detailed account statements

QuoteMachine ‑ Advanced Retail

QuoteMachine ‑ Advanced Retail

The all-in-one B2B & B2C Sales Platform

Designed specifically for brick and mortar merchants, QuoteMachine lets personalize the selling experience to convert more sales and make it easier to get paid.

Custom Quotes

-Create interactive quotes that make it easy to upsell -Add photos, brand information, custom descriptions, size information, and more -Organize products and categories the way you like -See your on-hand inventory -Show off your previous work with photo galleries, custom text boxes or custom forms for your customers to fill out -See how long your customer has spent viewing the quote -Collect digital signatures

Advanced Invoicing

-Accept deposits on quotes -Set custom payment terms and calculate due date automatically -Tightly integrated with your Shopify store -Create and save custom filters for high power search -Easily access your aging report -Create and send detailed account statements -Automate your account statements to send monthly so your customers can stay on track

CRM & Discounts

-Keep track of every deal you have in the pipeline and the history of every conversation -Answer questions live from the app -Offer custom discounts while protecting your margin -See how much time your customer has spent on pricing and content

Appointments

-Give your customers options for appointments and more -Integrated with your favorite calendar service -Create scheduling pages to send to your customers and have them easily book an appointment, pick up time, or more -Send scheduling pages right from any QuoteMachine document -Easily view agenda events by customer

Support

Our support specialists are retail experts. We’re here every step of the way. The team is available via chat and email and even offers specialized onboarding packages to get you up and running in no time.

Empower your sales staff with an all-in-one tool designed to engage with customers from your sales floor to their living room. Don’t miss out on valuable sales. Continue the conversations, wherever your customer may be.

Launch date

Fits seamlessly into

  • Point of Sale

Integrates with

  • Zapier
  • QuickBooks
QuoteMachine ‑ Advanced Retail

QuoteMachine ‑ Advanced Retail

The all-in-one B2B & B2C Sales Platform

Designed specifically for brick and mortar merchants, QuoteMachine lets personalize the selling experience to convert more sales and make it easier to get paid.

Custom Quotes

-Create interactive quotes that make it easy to upsell -Add photos, brand information, custom descriptions, size information, and more -Organize products and categories the way you like -See your on-hand inventory -Show off your previous work with photo galleries, custom text boxes or custom forms for your customers to fill out -See how long your customer has spent viewing the quote -Collect digital signatures

Advanced Invoicing

-Accept deposits on quotes -Set custom payment terms and calculate due date automatically -Tightly integrated with your Shopify store -Create and save custom filters for high power search -Easily access your aging report -Create and send detailed account statements -Automate your account statements to send monthly so your customers can stay on track

CRM & Discounts

-Keep track of every deal you have in the pipeline and the history of every conversation -Answer questions live from the app -Offer custom discounts while protecting your margin -See how much time your customer has spent on pricing and content

Appointments

-Give your customers options for appointments and more -Integrated with your favorite calendar service -Create scheduling pages to send to your customers and have them easily book an appointment, pick up time, or more -Send scheduling pages right from any QuoteMachine document -Easily view agenda events by customer

Support

Our support specialists are retail experts. We’re here every step of the way. The team is available via chat and email and even offers specialized onboarding packages to get you up and running in no time.

Empower your sales staff with an all-in-one tool designed to engage with customers from your sales floor to their living room. Don’t miss out on valuable sales. Continue the conversations, wherever your customer may be.

Launch date

Fits seamlessly into

  • Point of Sale

Integrates with

  • Zapier
  • QuickBooks

Pricing 7-day free trial

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 Price Lists
  • Digital Signature
  • Up to 5 employees/location

Pro Add On

$29/month

  • Scheduling
  • Include Pdf Attachments
  • Hide Branding
  • Bulk Document Creation

* All charges are billed in USD.
** Recurring charges, including monthly or usage-based charges, are billed every 30 days.

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