Fergus 8.6 Visit QuoteMachine
lightspeedhq.com
What it is
QuoteMachine is a web-based quoting, invoicing and order-management product from QuoteMachine, headquartered in Montreal, Canada. It is designed for retailers that need customer-facing sales documents and payment workflows. Users can build quotes and other documents with logos, icons, product images and videos, then reach customers by email, SMS or chat from quotes, orders and invoices. Branded invoice templates support deposits, full or partial payments, and card or ACH transactions. Recurring invoices can use custom terms, intervals and durations, with optional automated card or ACH collection. Retailers can view inventory across locations, add catalog items to invoices or create items during a sale. Automated reminders, late fees and account statements support follow-up. Listed capabilities include e-signatures, quote and client activity tracking, analytics, reporting, custom branding, online payment collection and CRM integrations. Pricing is on request.
Spec sheet
- Purpose
- QuoteMachine provides quoting, invoicing and order management tools for retailers.Read 7 Oct 2026 · lightspeedhq.com
- Integrations
- Lightspeed lists QuoteMachine as an integration for eCommerce, invoicing, social commerce and subscriptions.Read 7 Oct 2026 · lightspeedhq.com
- Support
- Customers can contact support through chat in the QuoteMachine app Monday through Friday, 9 AM to 6 PM EST.Read 7 Oct 2026 · lightspeedhq.com
- Maker
- The privacy policy identifies Atelier35 Inc. as the company doing business as QuoteMachine Solutions.Read 7 Oct 2026 · lightspeedhq.com
- Analytics and reporting
- YesRead 20 Sep 2026 · lightspeedhq.com
- Automation
- The product supports automated payment reminders, late fees and account statements.Read 7 Oct 2026 · lightspeedhq.com
- Availability
- Lightspeed says QuoteMachine remains operational and customers retain access to its features and Help Center despite closure of its marketing website.Read 7 Oct 2026 · lightspeedhq.com
- Built-in e-signatures
- YesRead 20 Sep 2026 · lightspeedhq.com
- Client activity tracking
- YesRead 20 Sep 2026 · lightspeedhq.com
- CRM integrations
- YesRead 20 Sep 2026 · lightspeedhq.com
- Custom branding
- YesRead 20 Sep 2026 · lightspeedhq.com
- Customer communication
- Customers can be contacted through email, SMS or chat available on quotes, orders and invoices.Read 7 Oct 2026 · lightspeedhq.com
- Inventory workflow
- Users can view inventory levels across locations and add catalog items to invoices or create items during a sale.Read 7 Oct 2026 · lightspeedhq.com
- Invoices and payments
- The product supports branded invoice templates, full or partial payments, deposits, and card or ACH payments.Read 7 Oct 2026 · lightspeedhq.com
- Online payment collection
- YesRead 20 Sep 2026 · lightspeedhq.com
- Privacy and security
- The privacy policy says QuoteMachine stores personal data on Google Cloud SQL, Google Datastore and Google Memorystore, and uses Elastic Cloud with Basic Auth and SSL; it also says absolute security cannot be guaranteed.Read 7 Oct 2026 · lightspeedhq.com
- Privacy roles
- The privacy policy says Atelier35 generally acts as a data processor for client data under GDPR where applicable, and may act as a data controller for limited activities such as marketing.Read 7 Oct 2026 · lightspeedhq.com
- Quotes and sales documents
- Users can create tailored quotes and customize sales documents with logos, icons, product images and videos.Read 7 Oct 2026 · lightspeedhq.com
- Recurring billing
- Users can create recurring invoices with custom terms, intervals and durations, and optionally automate card or ACH collections.Read 7 Oct 2026 · lightspeedhq.com
Plans and prices
QuoteMachine Priced on request Pricing not stated on the opened maker pages; talk to an expert for details Read 7 Oct 2026 · lightspeedhq.com
Strong points and limits
Strong points
- Custom quotes with images, videos and branding
- Supports deposits, partial and full payments
- Recurring invoices with automated collections
- Inventory visibility across locations
- E-signatures and CRM integrations
Limits
- Pricing is available only on request
- Web platform only
- Absolute security cannot be guaranteed
- Support hours are Monday to Friday, 9 AM to 6 PM EST
Who it suits
QuoteMachine suits retailers managing quotes, invoices, orders and inventory across locations. It also fits teams needing recurring billing, customer messaging and CRM connections.
Verdict
QuoteMachine brings quoting, invoicing, order management and payment collection into one web product for retailers. Its recurring billing, inventory and communication tools cover a broad sales workflow, while pricing requires contacting the maker.
Where Specifiction places it
- Quotation Management software#10 of 217.4
- Quoting Software#10 of 207.3
- Sales Quoting Software#18 of 237.3
- Proposal Software#107 of 1347.2
