Quoter Integration Set-Up Guide

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

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How to Set up Your Quoter Integration

Connecting Quoter 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. Confirm your Payment Settings in Quoter.

• Navigate to Templates > Edit Template > Acceptance & Payments

• Ensure that Electronic Acceptance is Enabled

Enabling Electronic Acceptance will prepopulate the "Accept Quote" button on the Quote, allowing you to adjust the payment settings.

• Ensure that Payments are Disabled

• Ensure that Payment Required is Disabled

This will bypass the Payment Gateway and allow you to redirect customers to pay their quote through Alternative Payments.

3. Insert your Alternative Payments Billing Link into your Accepted Quotes.

If you do not already have an Acceptance page and email confirmation once a quote is accepted, you will need to create one.

• Go to Settings > Labels & Messages > Select the Emails tab.

• Edit your email confirmation for accepted quotes

• Insert the following text into your email:

  • "Please use this link to complete payment: [billing link]/custom-invoice?amount=##RawQuoteUpfrontTotal##"

You must replace [billing link] with the link you copied from your Alternative Payments dashboard in Step 1.

• Save your updates

• Edit your Acceptance screen and follow the same steps completed for the email confirmation

4. You’re all set! 🎉

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

Customer Experience Overview

1. Your customer receives a quote from Quoter.

2. Your customer accepts the quote.

3. Your customer is directed to an Acceptance screen with your billing link to make a payment.

4. Your customer receives a confirmation email with your billing link to make a payment.

5. Once payment is made, 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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