CPQ Integration Set-Up Guide

Your step-by-step guide to integrating CPQ successfully.

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How to Set up Your CPQ Integration

Connecting CPQ with Alternative Payments is quick and seamless, allowing you to maintain your existing workflows while enhancing payment flexibility for your customers. Follow these steps to get started:

1. Copy your Alternative Payments billing link.

• Login to your Alternative Payments dashboard, www.alternativepayments.io

• Navigate to Accounts Receivable - Invoices from the side menu

• Click on the billing link at the top of the screen, under the Invoices header

2. Duplicate your Order Porter quote template.

• Log in to your ConnectWise CPQ dashboard

• Navigate to Settings > Document Branding > Order Porter Templates > Select your preferred template > Duplicate Group > Duplicate

Note: If you want to use an out-of-the-box template, Order Porter has a content vault that contains all of the default templates. The default templates have the ConnectBooster and WisePay functionality built into them. To remove reference to these platforms, navigate to the new quote at the top, click the edit toggle in the upper right, and then click into the template you want to use. Open up a quote > Quote Setup > Order Porter Settings > Payment Processing > Select None. See the screenshots below for reference.

3. Insert your Alternative Payments Billing Link into your accepted quotes.

• Select the template you would like to edit and click the pencil icon beside EntryPoint

• Use Control+F (Windows) or Command+F (Mac) to search "Order Approved" and insert the following code into your email template, see screenshot below for reference:

<a href="https://[billinglink]/custom-invoice?amount=#Quote.PrintedOrderPorterAmount" style=" color: black; font-weight: bold; text-decoration: underline; ">Click to pay</a>

Note: If you use a custom email template, you may be unable to find the "Order Approved" section. In this case you will need to preview your template, choose the best place where you wish to display the billing link, then open the HTML editor and paste the above code where it fits the best.

You must replace [billing link] with the link you copied from your Alternative Payments dashboard in Step 1. The entire link, https://[billinglink]/custom-invoice?amount=#Quote.PrintedOrderPorterAmount, should be inserted as a hyperlink.

• Next, use Control+F (Windows) or Command+F (Mac) to search "This quote has been approved." within the "Panel ApprovedPannel" and insert the same code into your email, see the below screenshot for reference:

<a href="https://[billinglink]/custom-invoice?amount=#Quote.PrintedQuoteTotal" style=" color: black; font-weight: bold; text-decoration: underline; ">Click to pay</a>

You must replace [billing link] with the link you copied from your Alternative Payments dashboard in Step 1. The entire link, https://[billinglink]/custom-invoice?amount=#Quote.PrintedOrderPorterAmount, should be inserted as a hyperlink.

• Save your updates

4. You’re all set! 🎉

Your customers can now make payment once they have accepted a quote within CPQ! They will be redirected to make a payment using your custom billing link.

Ensure you use the Order Porter template you created to send your quotes!

Customer Experience Overview

1. Your customer receives a quote from you.

2. Your customer accepts the quote.

3. Your customer is prompted to make a payment using your branded payment link.

4. Once payment is made, your customer receives confirmation of the payment

5. (Partner experience) An Alternative invoice is created to record the payment. You can view this payment in the “Transactions” section of your Alternative Payments dashboard.

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