Collect Payments Seamlessly: Integrate Alternative Payments with QuoteValet

We're excited to announce a powerful new integration for QuoteWerks users: you can now collect payments from your customers using Alternative Payments, expanding your options beyond traditional credit card gateways. With this update, QuoteWerks supports over 80 payment gateways, making it easier than ever to get paid quickly and securely.

What's New?

The integration with Alternative Payments allows you to generate a payment link directly from your QuoteWerks quotes. When your customer receives a quote through QuoteValet, the interactive quote platform that works with QuoteWerks, they can simply click the "Pay Now" button and be directed to a secure payment portal powered by Alternative Payments. This means you can offer your customers more flexibility, including alternative payment methods that may be better suited to their needs or regions.

How Does It Work?

Setting up Alternative Payments in QuoteWerks is straightforward:

First, you'll obtain your Custom Invoice URL from your Alternative Payments dashboard. Then, within QuoteWerks, you add this as a new payment option, customizing the display text and settings as needed. When configuring QuoteValet, you'll paste a simple HTML snippet that creates a branded payment button linked to your Alternative Payments portal.

Once set up, your customers will see a clear "Make Payment" button on their quote within QuoteValet. Clicking it takes them directly to your Alternative Payments page, where they can complete the transaction using their preferred method.

Why Use Alternative Payments with QuoteWerks?

This integration brings several key benefits:

• Broader Payment Options: Support for over 80 gateways means you can accept payments from customers worldwide, using methods both you and they trust.
• Faster Payments: The direct payment link streamlines the process, reducing friction and helping you get paid faster.
• Customizable Experience: You control the payment display text, thresholds, and even the look and feel of the payment button, ensuring a seamless brand experience.
• Easy Setup: No complex coding required—just copy and paste your custom invoice link and a simple HTML snippet.

Advanced Customization Options

For those who want an even smoother experience, you can customize your QuoteValet templates so that customers are taken directly to the Alternative Payments page immediately after clicking "Pay Now" from their emails. This eliminates extra steps and further accelerates the payment process.

Looking Ahead: Alternative Payments and the QuoteWerks Community

We're excited about the future possibilities with Alternative Payments! They are currently working on an API that would allow for a more seamless and integrated payment collection method, much like our other gateway integrations. Once this API is available and we've had a chance to assess it, we'll be looking at how we can further integrate with Alternative Payments to best meet the needs of the QuoteWerks community. As always, any new enhancements will be carefully considered as part of the QuoteWerks Development Roadmap to ensure we continue delivering the best possible solutions for our community. Stay tuned for future updates!

Get Started Today

If you're ready to offer your customers more ways to pay and streamline your collections, check out the official setup guide and setup video for step-by-step instructions. With QuoteWerks and Alternative Payments, getting paid has never been easier.

Related:

• Request a QuoteWerks Demo
• QuoteWerks Documentation for Alternative Payments
• Video Showing the Setup and Implementation of Integration

About the Author:
Brian Laufer
Vice President
QuoteWerks