Why FlexPoint and QuoteWerks?
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 payments, and disconnected systems.
How it works
1. Add FlexPoint as a custom Payment Option in QuoteWerks
With a few simple clicks and lines of pre-built code, you can add FlexPoint as a custom payment option in QuoteWerks.
2. Your clients accept the quote in QuoteWerks
The usual QuoteWerks experience stays the same, from building to acceptance. Once they click "pay now", they're redirected to your FlexPoint virtual payment terminal.
3. Your client gets 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.
QuoteWerks and FlexPoint Integration
How do I integrate QuoteWerks and FlexPoint?
Just a few quick steps:1. Copy your virtual payment terminal link in FlexPoint.2. Add FlexPoint as a payment option in QuoteWerks.3. Insert your FlexPoint payment terminal link & a few lines of pre-built code within QuoteWerks payment processing settings.Learn more about setup here.
What happens after a client accepts a quote in QuoteWerks?
Once a quote is accepted in QuoteWerks, your client will click the payment link and pay via the usual FlexPoint checkout experience.
Can I offer financing through the QuoteWerks 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 QuoteWerks integration?
Right now, the integration supports USD only.
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.