CPQ Integration Set-Up Guide
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Your step-by-step guide to integrating CPQ successfully.
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:
Login to your Alternative Payments dashboard,
Navigate to Accounts Receivable - Invoices from the side menu
Click on the billing link at the top of the screen, under the Invoices header
Log in to your ConnectWise CPQ dashboard
Navigate to Settings > Document Branding > Order Porter Templates > Select your preferred template > Duplicate Group > Duplicate
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 the screenshot below for reference:
<a href="https://[billinglink]/custom-invoice?amount=#Quote.QuoteTotal" 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.QuoteTotal, 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.QuoteTotal" 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.QuoteTotal, should be inserted as a hyperlink.
Save your updates
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!
Your customer receives a quote from you.
Your customer accepts the quote.
Your customer is prompted to make a payment using your branded payment link.
Once payment is made, your customer receives confirmation of the payment
(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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