QuoteMachine vs Tradify

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.

Tradify is job management software for trades and service businesses. It brings inquiries, quotes, jobs, staff, invoices, and payments into one app, with tools for estimating, job tracking, timesheets, and staff scheduling. Its scheduler assigns staff, helps plan routes, and syncs with Google Calendar. Tradify lists integrations with Xero, QuickBooks, and Stripe. The Lite plan costs $47 a month per user and includes job management, scheduling, quoting, invoicing, online payments, and accounting sync. Pro costs $51 a month per user and adds inquiry tools, job files and photos, recurring jobs, timesheets, and subcontractor scheduling. Plus costs $61 a month per user and adds SmartRead for Bills, SmartWrite, service reminders, job tasks, purchase orders, bulk invoicing, kit bundles, and reporting. Custom pricing is by request. A 14-day trial includes all features and does not require a credit card; there is no free plan. Tradify is available on Android, iOS, macOS, web, and Windows. The maker says paid accounts require two-step security with login codes delivered by SMS. Its API page says there is no official public API or documented third-party webhooks.