QuoteMachine ‑ Advanced Retail

QuoteMachine ‑ Advanced Retail

From $29/month. 7-day free trial.
Rating (3.7)
Reviews
Developer

Highlights

Built for your business
  • Works with the latest themes
  • Use directly in Shopify admin

About this app

Launched

November 24, 2021

Languages

English

Integrates with

Zapier, QuickBooks

Fits seamlessly into

Point of Sale

Wow shoppers with personalized quotes, advanced invoicing with terms, and flexible billing options.

QuoteMachine helps brick-and-mortar merchants like you create personalized customer experiences, sell more products, and manage 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!

QuoteMachine helps brick-and-mortar merchants like you create personalized customer experiences, sell more products, and manage 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! more
  • Send quotes and invoices with images, videos and more directly through your POS.
  • Appointments scheduled by customers automatically sync with your calendar.
  • Automate statements, save cards on file, and take partial deposits through POS.
  • Answer questions and connect with shoppers via SMS, email or in-quote live chat.
  • Leverage analytics to see when prospects open communications or sign documents.

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 Order Forms
  • Digital Signature
  • Up to 5 employees/location

Pro Add On

$29/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

$29/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.

3 reviews
Overall rating
3.7
Counts per rating level
  • 67% of ratings are 5 stars
  • 0% of ratings are 4 stars
  • 0% of ratings are 3 stars
  • 0% of ratings are 2 stars
  • 33% of ratings are 1 stars
January 2, 2023

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.

Whisky Glass Canada
Canada
Time spent using app: 9 months
QuoteMachine replied January 9, 2023

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 +1 866-249-4462.

We look forward to speaking with you.

With gratitude for your business,
QuoteMachine Team

December 12, 2022

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.

Manncorp Inc.
United States
Time spent using app: 6 months
October 24, 2022

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%

Outletspecialist BV
Netherlands
Time spent using app: 3 months

About this app

Launched

November 24, 2021

Languages

English

Integrates with

Zapier, QuickBooks

Fits seamlessly into

Point of Sale

Built by QuoteMachine

About QuoteMachine

3.8 average rating

1 year building apps for the Shopify App Store

Support

Send a message

contact@quotemachine.com

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