Integrate FlexPoint + Quoter

If your quoting workflow ends with a clunky handoff to invoicing (or worse, a long wait to get paid), you’re not alone. Most MSPs face the same frustrating gap between getting a “yes” from a client and actually collecting payment. That’s why FlexPoint teamed up with Quoter to build a smooth integration that bridges quoting and payments.

With the FlexPoint and Quoter integration, you can generate quotes and collect payments, all in one smooth workflow.

FlexPoint simplifies accounts receivable for modern MSPs. Our platform handles payments, same-day ACH, client financing (via FlexLine), and automated invoicing. We make payments secure and seriously simple. With Quoter in the mix, your entire sales-to-payment process becomes more efficient, without context switching between finance tools.

What is Quoter?

Quoter is a quoting platform built for MSPs and IT service providers. It makes it easy to create, send, and track professional quotes with speed and consistency. With built-in templates, approval workflows, and advanced integrations, Quoter helps sales teams close deals faster, with fewer errors and less admin.

What the integration Does

This integration connects your sales and billing workflows so you can close and collect payment faster. Here’s what you can do:

Securely accept payments directly from the quote

As soon as your client accepts the quote in Quoter, they will be redirected to the FlexPoint portal to make payment. After that payment is successfully captured, they will be automatically redirected back to the Quoter “Thank You” page.  

Both Quoter and FlexPoint prioritize data security at every step. All information is encrypted and transmitted over HTTPS, and the connection between systems is authenticated using a secure hashed token. Your client payment data stays protected from quote to collection.

Offer multiple payment options to clients

In the FlexPoint portal, clients have the option to pay via secure credit card and ACH. For larger quotes over $10,000, FlexLine financing is available. Your clients will be able to repay with flexible financing terms up to 12 months. Don’t let larger quotes get in the way of your MSPs growth.  

If you pass on credit card fees to clients, compliant surcharging will be instantly applied.

Bonus: Include recurring fees in upfront payments

Bundle first-month charges or multiple billing cycles into your project total in Quoter, which will be invoiced accurately from FlexPoint. Pre-configured client rules are automatically applied to existing clients.

See our integration in action below.

Why It Matters for MSPs

When quoting, every extra step creates drop-off. This integration keeps the momentum going and gets you paid faster:

• Speed Up Cash Flow: Close the deal, take payment, and move on, all in the same day.

• Make It Easy to Say Yes: Clients can choose how to pay right from the quote.

• Reduce Admin Work: No more chasing payments or generating follow-up invoices.

• A Better Client Experience: Send polished, easy-to-understand quotes with built-in payment options.

Real-World Use Case: Closing Projects Without the Payment Delay

Let’s say your team just scoped out a $12K network upgrade for a long-time client. You send the quote through Quoter, and it includes multiple secure ways to pay, powered by FlexPoint.

The client accepts the quote. They’re redirected to FlexPoint to complete payment via ACH, credit card, or flexible financing.  

Since the quote is over the $10,000 minimum, the client chooses FlexLine financing and pays the balance over up to 12 months (while you, the MSP, get the full $12k amount up front).

Once the payment is processed, they land back on your branded Quoter "Thank You" page.

You get the deal. You get the payment. And your client gets the flexibility they need, all in one step.

Next Steps

We're excited to partner with Quoter to bring fast, secure payments to your quoting workflows. For our customers using Quoter, learn how to add FlexPoint as a payment gateway to your Quoter account.

Not a FlexPoint customer? Let's chat about how we can simplify your payments.