Why FlexPoint and Quoter?
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.
How it works
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, including 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.
Quoter and FlexPoint Integration
How do I integrate FlexPoint and Quoter?
Just a few quick steps:
1. Generate an API key in FlexPoint
2. Add FlexPoint as a payment gateway in your Quoter settings
3. Paste in your API key and base URL, and you’re done.
See the full setup guide: Adding FlexPoint to Quoter
What happens after a client accepts a quote in Quoter?
Once a quote is accepted in Quoter, your client is redirected to FlexPoint to complete their payment. After successful payment, they’re sent back to Quoter’s Thank You page. There are no extra steps for your team.
Can I offer financing through the Quoter and FlexPoint 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 currencies are supported with the Quoter integration?
Right now, the integration supports USD only.
Is the Quoter and FlexPoint integration secure?
Absolutely. All data is transmitted over HTTPS, and system-to-system callbacks are authenticated with secure hashed tokens. Your client and payment data stays protected at every step.
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.