Why FlexPoint and CPQ?
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.
How it works
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.
ConnectWise CPQ & FlexPoint Integration
What currencies are supported with the CPQ and FlexPoint integration?
Right now, the integration supports USD only.
Can I offer financing through the CPQ integration?
Yes! FlexLine financing is fully supported for quotes over $10,000. This gives clients the flexibility to split up payments while you still get paid up front.
What happens after a client accepts a quote in CPQ?
Once a quote is accepted in CPQ, your client will click the payment link and pay via the FlexPoint virtual payment terminal.
How do I integrate ConnectWise CPQ and FlexPoint?
Just a few quick steps:1. Copy your virtual payment terminal link in FlexPoint.2. Duplicate your CPQ Order Porter Quote template.3. Insert your FlexPoint payment terminal link into your accepted quotes and emails.Learn more about setup here.
Working with FlexPoint has been an incredible experience. The team is responsive, the platform works excellently, and our client experience has never been stronger.
From day one, FlexPoint delivered unmatched support, a frictionless product, & a commitment to innovation. It's also reassuring knowing our clients approve of them as much as we do.
FlexPoint changed the game for us by bringing all of our complex billing operations under one roof. It was the perfect fit, and we're now poised for greater future growth with a trusted partner by our side.