Integrate FlexPoint + Quoter

Quote, close, and collect in one seamless, secure workflow

BENEFITS

Why FlexPoint and Quoter?

With the new FlexPoint + Quoter integration, you can create quotes, accept payments, and offer financing for clients.

Kick off new projects faster

No more waiting on invoice approval. When a quote is accepted, payment happens right away.

Remove friction from big-ticket decisions

Multiple payment options, like financing up to 12 months, gives your clients the flexibility they need to say "yes".

Cut out the manual billing work

Quoter pushes payment details straight into FlexPoint. No double entry or chasing payments.

workflow

How it Works

Add FlexPoint as a payment gateway in Quoter for synced, compliant payments.

1. Client accepts the quote in Quoter

Once a quote is accepted, your client is redirected to FlexPoint to complete payment. Quoter syncs upfront totals and client data into FlexPoint with no manual entry.

2. They're redirected to FlexPoint's Virtual Terminal

The client payment experience happens all within your branded client portal. Offer multiple payment options, included credit cards, ACH, and flexible financing over $10k.  

3. Client is redirected back to the Quoter Thank You page

Data is transmitted over HTTPS, and callbacks between systems use secure hashed tokens. Client payments stay secure and synced across both platforms.

Frequently Asked Questions: Quoter and FlexPoint Integration

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

How do I integrate Quoter 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.”