Integrate FlexPoint + ConnectWise CPQ

Close the quote-to-cash loop and get paid 5x faster

BENEFITS

Why FlexPoint and CPQ?

ConnectWise CPQ is where deals are priced and approved. FlexPoint is where payments and cash flow are automated. Together, they eliminate the gap between quoting and collecting.

Collect payments sooner

Accept payment immediately after quote approval to reduce DSO and speed up cash flow.

Remove friction from big decisions

Give your clients flexibility with multiple payment options, like financing for up to 12 months.

Eliminate manual errors and delays

No more duplicate data entry, chasing checks, and disconnected systems.

workflow

How it Works

Add FlexPoint payment terminals links to ConnectWise CPQ templates for synced, compliant payments.

1. Add your FlexPoint payment terminal link to CPQ templates

FlexPoint's virtual payment terminal makes it easy to get paid anywhere. In a few quick clicks, add it to your CPQ quotes and emails.

2. Your clients accept the quote in CPQ

The usual ConnectWise CPQ experience stays the same, from building to acceptance. Once they click "pay now", they're redirected to your FlexPoint virtual payment terminal.

3. Your clients are redirected to FlexPoint to pay

Your client will be redirected to the FlexPoint checkout screen. The associated deposit amount will be prepopulated, and they can pay via credit card, ACH, or even flexible financing.

Frequently Asked Questions: CPQ and FlexPoint Integration

Explore the frequently asked questions to discover how integrating ConnectWise CPQ with FlexPoint can optimize your MSP's quoting workflows.

How do I integrate ConnectWise CPQ and FlexPoint?
What happens after a client accepts a quote?
Can I offer financing through the integration?
What currencies are supported?
Is the integration secure?

Trusted by hundreds of service providers

80% faster payment processing

“Working with FlexPoint has been an incredible experience. The team is responsive and our client experience has never been stronger.”

Save 80 hours each month on billing tasks

"From day one, FlexPoint delivered unmatched support, a frictionless product, & a commitment to innovation."

Boost operational efficiency by 30%

"From more secure invoicing to a highly intuitive platform, it’s hard to quantify the incredible peace of mind FlexPoint provides. It’s truly priceless.”

Increase automatic payments by 20%

"Working with FlexPoint has been fantastic. Talk about a receptive, growth-minded partner."

3x faster payment processing

"FlexPoint simplifies our accounting process significantly. The ease of use for us and our clients has been great.” ­

$10k reduction in annual credit card fees

"Using FlexPoint has significantly reduced manual work. We get paid faster and spend less time on invoicing. It's just a win-win.”