QuoteMachine - Quotes, Orders, Invoices & Payments
interactive features

QuoteMachine - Quotes, Orders, Invoices & Payments

by QuoteMachine

interactive features
interactive features

QuoteMachine brings a simple, scalable sales solution for high-converting quotes, orders, and invoices that transform your customer experience.

Manage contracts, Enable payments and tracking

App screenshot
App screenshot
App screenshot
This app is not publicly listed. However, anyone with the link can still see and install it.

Description

Power up Pipedrive with sales and payment capabilities. Send quotes, custom orders, invoices and capture payment right from each deal

Quotes Create beautiful, customized quotes with images, videos, and detailed descriptions of your products that can be sent via SMS or email and viewed on any device.

Orders Quickly generate and process orders, monitor their status, and update customers on the progress for efficient fulfillment and maximum customer satisfaction.

Invoices Ensure prompt and accurate billing with customized invoices that streamline payment tracking, due date management, and transparent record-keeping of your financial transactions.

Custom engagements Connect virtually with customers directly inside their documents to answer questions and help them convert faster.

Payments Give customers the option to make payments online directly from quotes or enable autopay or partial invoicing options for added convenience.

Features

Panels

Panels

Instantly see and interact with QuoteMachine - Quotes, Orders, Invoices & Payments as you dive into the details of your deals/contacts in Pipedrive.

QuoteMachine

Locations:deal details

Actions

Actions

Kick off related actions in QuoteMachine - Quotes, Orders, Invoices & Payments as you work with your deals, contacts and/or activities in Pipedrive.

Create Quote

Locations:deal details

Create Invoice

Locations:deal details

Create Order

Locations:deal details

Installation instructions

  1. Install the application from the Marketplace
  2. Complete QuoteMachine setup
  3. Open any Pipedrive Deal and start creating QuoteMachine documents

Book a personalized 1:1 demo with our team to go over any questions and see how the software works for your specific business needs.

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User reviews

User reviews

Overall rating

4,5

5 stars

67%

4 stars

33%

3 stars

0%

2 stars

0%

1 stars

0%

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