Quoter Integration Set-Up Guide
Your step-by-step guide to integrating Quoter successfully.
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
Ensure that Payments are Disabled
Ensure that Payment Required is Disabled
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
Your customer receives a quote from Quoter.
Your customer accepts the quote.
Your customer is directed to an Acceptance screen with your billing link to make a payment.
Your customer receives a confirmation email with your billing link to make a payment.
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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