QuoteWerks Integration Set-Up Guide

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

How to Set up Your QuoteWerks Integration

Connecting QuoteWerks 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. Add a New Custom Payment Option in QuoteWerks

• Log in to your QuoteWerks Desktop or Web

• Navigate to Setup  >  Options  > Payment

• Click Add to create a new payment option.

• From the Payment Type menu, select CustomPaymentType1.

• Enter a clear name under Payment Display Text (e.g., “Customer Portal” or “Alternative Payments”).

• The Payment Display text will display to customers in two places - under Payment Options on the QuoteValet web page and once the customer has accepted, on the Make a Payment page. See below.

• You can also set additional rules like charges, discounts, tax codes, or thresholds.

• Click Set Selections As Default.

• Once you have made all of your selection click OK. The new payment option will now be listed in your list of payment options. Click OK one more time to save your changes.

1. Configure Payment Instructions in QuoteValet

• Go to Setup  > Options  >  QuoteValet  >  Payment Processing.

• Click the gateway setup icon.

• Here it does not matter which you choose or whether or not you input credentials. Simply choose a Gateway Type and click OK.

• Navigate to Setup > Options > QuoteValet > Payment Processing.

• Under Payment Type Instructions select Custom 1 from the Payment Type dropdown menu. Paste the below HTML code into the Template HTML box, replacing [BILLING LINK] with your Custom Invoice URL.

Please make pay the requested amount on our <a href="[BILLINGLINK]/custom-invoice?amount=[QV_DepositAmount:F=1]">payment on our portal</a>.
<br><br>
<a href="[[BILLINGLINK]/custom-invoice?amount=[QV_DepositAmount:F=1]" target="_blank" class="button"  style="    padding: 10px;
    font-size: 16px;
    width: 400px;
    margin-top: 20px; color: white;
    cursor: pointer;">   
       <center>Make Payment </center>
</a>
<br><br>
<br><br>

An example of this HTML code with a working link would look like below. Note the custom Invoice URL has been bolded.

Please make pay the requested amount on our <a href="https://callconnect.demo.alternativepayments.io/custom-invoice?amount=[QV_DepositAmount:F=1]">payment on our portal</a>.
<br><br>
<a href="https://callconnect.demo.alternativepayments.io/custom-invoice?amount=[QV_DepositAmount:F=1]" target="_blank" class="button"  style="    padding: 10px;
    font-size: 16px;
    width: 400px;
    margin-top: 20px; color: white;
    cursor: pointer;">   
       <center>Make Payment </center>
</a>
<br><br>
<br><br>

• Once the customer selects the Alternative Payments option, accepts the quote, and clicks Pay Now, they’ll be redirected to your Alternative Payments billing page. From there, they can log in and complete their payment securely.

Advanced Setup: Update Templates for “Pay Now” Redirect

Completing the following steps will bring the customer to the Alternative Payments page directly after clicking Pay Now as opposed to the Make a Payment page.

1. Open the QuoteValet Template Settings

• After completing the steps above, navigate to Setup > Options > QuoteValet > Templates.

• Your default Customer Facing template will appear. Check the Customize checkbox.

1. Confirm Template Selection

• A pop-up will appear asking if you’d like to edit the selected template. Confirm that you’ve chosen the correct one before proceeding with any changes.

• Click Yes.

1. Locate the Payment Link Section

• Use Control+F (Windows) or Command+F (Mac) to search "[QV_PaymentURL]" to locate the section you want to edit. This is located under the [Begin_PaymentRequestIsSet] section, for reference.

4. Replace with Your Billing Link

• Replace "[QV_PaymentURL]" with the billing link below:

https://[billinglink]/custom-invoice?amount=[QV_DepositAmount:f=1]

• This billing link includes a QuoteWerks variable, [QV_DepositAmount:f=1], for the deposit amount.

• If you would like to use a different variable, you can replace it with your desired option.

1. Save and Preview

• Click "Save and Preview" to preview the payment button that will appear to customers once they accept the quote.

https://microsoft.demo.alternativepayments.io/custom-invoice?amount=[QV_DepositAmount:f=1]

6. You’re all set! 🎉

Your customers can now make a payment once they have accepted a quote within QuoteWerks! Once they click on the payment link, they will be redirected to make a payment using your custom billing link.

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.

Additional Resources from QuoteWerks

Looking for more guidance or a visual walkthrough? Check out these official resources from the QuoteWerks team:

• 📖 Step-by-step integration guide

• 🎥 Video demo of the Alternative Payments integration

• 📝 Blog article: Collect Payments Seamlessly: Integrate Alternative Payments with QuoteValet

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