Quote, close, and collect in one seamless, secure workflow
With the new FlexPoint + Quoter integration, you can create quotes, accept payments, and offer financing for clients.
No more waiting on invoice approval. When a quote is accepted, payment happens right away.
Multiple payment options, like financing up to 12 months, gives your clients the flexibility they need to say "yes".
Quoter pushes payment details straight into FlexPoint. No double entry or chasing payments.
Add FlexPoint as a payment gateway in Quoter for synced, compliant payments.
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.
The client payment experience happens all within your branded client portal. Offer multiple payment options, included credit cards, ACH, and flexible financing over $10k.
Data is transmitted over HTTPS, and callbacks between systems use secure hashed tokens. Client payments stay secure and synced across both platforms.
Explore the frequently asked questions to discover how integrating Quoter with FlexPoint can optimize your MSP's quoting workflows.