QuoteWerks Integration Set-Up Guide
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Your step-by-step guide to integrating QuoteWerks successfully.
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:
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 QuoteWerks dashboard
Open up a new quote by clicking "New" to see the full navigation bar
From the top navigation bar, select Tools > Options. A pop-up will appear.
Select QuoteValet > QuoteValet Setup. QuoteValet will start to load, and a pop-up screen will appear.
Within QuoteValet, select Templates. Your default Customer Facing template will appear. Check the Customize checkbox.
When you click the Customize checkbox, a pop-up will appear to confirm if you would like to edit the template. Ensure this is the correct template that you would like to customize. If so, click yes.
3. Insert your Alternative Payments Billing Link into your accepted quotes.
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.
Replace "[QV_PaymentURL]" with the billing link below. 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. Click "Save and Preview" to preview the payment button that will appear to customers once they accept the quote.
https://[billinglink]/custom-invoice?amount=[QV_DepositAmount:f=1]
You must replace [billing link] with the link you copied from your Alternative Payments dashboard in Step 1. The example below uses the following billing link, for reference: https://microsoft.demo.alternativepayments.io.
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.
Ensure you use the QuoteValet 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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