ALTERNATIVE PAYMENTS INTEGRATION
QuoteWerks + Alternative Payments
Create and deliver quotes with QuoteWerks, give customers an interactive acceptance experience through QuoteValet, and process payments with Alternative Payments.
The native Alternative Payments payment-processing integration connects directly with QuoteValet, helping you move from an accepted quote to payment without forcing your sales and finance teams into a disconnected process.
Connect quote acceptance and payment in one integrated workflow.
Configure products, services, recurring items, pricing, options, and terms in QuoteWerks.
Deliver an interactive quote through QuoteValet where your customer can review the proposal and electronically accept it.
Request the full quote amount or a calculated down payment, then give the customer a clear path to complete that payment through Alternative Payments.
Keep payment connected to the sales workflow so your team can move the accepted quote into the next stage of your business process.
QUOTE → ACCEPTANCE → PAYMENT
The quote isn't the end of the process
Connect the steps that happen after the customer says yes.
As quoting becomes more important to your business, creating the proposal is only part of the job.
Your customer still needs to approve the purchase, provide payment, and move into the systems and processes responsible for invoicing, accounting, procurement, fulfillment, and ongoing service.
When quoting and payment live in separate systems with no connection between them, people end up filling the gaps.
QuoteWerks and Alternative Payments help connect those steps.
QuoteWerks → QuoteValet → Alternative Payments
A NATIVE PAYMENT PROCESSING INTEGRATION
More than a payment link
Move from a simple redirect to an integrated QuoteValet payment-processing workflow.
QuoteWerks originally supported Alternative Payments using a payment-link workflow that directed customers from QuoteValet to an Alternative Payments payment page.
The new integration goes further.
Alternative Payments can now be configured directly as a payment gateway in QuoteWerks QuoteValet Payment Processing using your Alternative Payments Client ID and Client Secret.
That means businesses using Alternative Payments no longer need to rely on the original custom payment-link configuration to include Alternative Payments in their QuoteValet payment workflow.
BUILT FOR MORE COMPLEX SALES
Especially useful when a sale is more than one line item
Handle products, services, recurring revenue, and payment requirements in one quoting process.
Many service businesses aren’t simply selling one product or collecting one payment.
A single customer purchase might include:
Hardware or equipment
Software
Professional services
Installation or implementation
Recurring subscriptions
Managed services
Support or maintenance
QuoteWerks helps bring those components together into a controlled quoting process.
When the customer is ready to move forward, Alternative Payments can become part of the payment workflow that follows.
This makes the integration particularly relevant for MSPs, VARs, IT solution providers, systems integrators, and other organizations where quoting is one part of a larger revenue and service-delivery process.
FLEXIBLE PAYMENT REQUIREMENTS
Collect the right amount at acceptance
Request the full quote amount or calculate a down payment based on the deal.
Not every sale requires the same payment terms.
Some businesses need to collect the full amount before an order moves forward. Others require a down payment before purchasing equipment, scheduling implementation, or beginning work.
QuoteWerks gives you the flexibility to request the full quote amount or a calculated down payment as part of the QuoteValet payment workflow.
That means the amount presented for payment can reflect the actual commercial requirements of the quote rather than forcing every transaction into the same payment model.
Once the amount due is determined, the customer can continue through Alternative Payments to complete the requested payment.
FLEXIBLE PAYMENT OPTIONS
Your payment provider should be your choice
Use the payment platform that fits your business without changing the rest of your sales process.
Different businesses have different payment requirements.
Transaction size, customer preferences, geography, merchant relationships, accounting processes, fees, and internal financial workflows can all influence which payment platform makes sense.
That’s why QuoteValet supports a broad range of payment-processing options rather than requiring every customer to use the same provider.
Alternative Payments adds another integrated choice for businesses that want to incorporate its payment and financial automation platform into the QuoteWerks sales workflow.
QUOTEWERKS + ALTERNATIVE PAYMENTS
How the integration works
Move from quote creation to acceptance and payment in a connected workflow.
1. Create the quote
Build the quote or proposal in QuoteWerks with the products, services, recurring items, options, pricing, and terms needed for the opportunity.
2. Set the payment requirements
Choose whether to request the full amount of the quote or a calculated down payment.
This gives you the flexibility to match the payment request to the sale, whether that means collecting everything upfront or securing a deposit before ordering products, scheduling services, or beginning work.
3. Send through QuoteValet
Deliver the quote electronically so the customer can review, select options, and accept the proposal.
4. Process payment
Alternative Payments is available through the QuoteValet payment workflow, allowing the customer to continue from acceptance to payment.
5. Move the sale forward
With acceptance and payment handled as part of the connected workflow, your team can continue with the appropriate order, accounting, PSA, procurement, or fulfillment process.
ABOUT ALTERNATIVE PAYMENTS
Financial automation for service businesses
Connect payment collection and financial workflows to the systems your business already uses.
Alternative Payments provides financial automation technology for MSPs and other service businesses, including payment collection and broader accounts receivable and financial workflows.
Its integration ecosystem connects with quoting, PSA, and accounting applications so businesses can build a financial workflow around the systems they already use.
For QuoteWerks customers, the native payment-processing integration makes Alternative Payments available directly through the QuoteValet payment workflow.
ONE CONNECTED WORKFLOW
Connect sales and payment without replacing your stack
Keep the systems you already rely on while connecting the quote, acceptance, and payment process.
The goal isn’t to make one application responsible for every part of your business.
It’s to make the applications you choose work together.
Quote in QuoteWerks
Build accurate quotes and proposals containing the combination of products, services, recurring revenue, options, pricing, and terms required for the opportunity.
Deliver and accept through QuoteValet
Give customers an interactive environment where they can review the proposal, select options, electronically accept the quote, and proceed to payment.
Process payment with Alternative Payments
Alternative Payments is available directly within QuoteWerks QuoteValet Payment Processing, giving Alternative Payments customers a connected path from acceptance to payment.
Continue your downstream workflow
QuoteWerks can remain connected to the CRM, PSA, accounting, distributor, procurement, and other systems responsible for what happens after the sale.
USE THE RIGHT TOOL FOR EACH JOB
Your technology stack should work around your business
Connect specialized applications instead of forcing every workflow into one platform.
An all-in-one platform isn’t automatically a better platform.
Your CRM may be the right place to manage relationships and opportunities. Your PSA may own service delivery. Your accounting system should remain the financial system of record. Alternative Payments can manage payment and financial workflows.
QuoteWerks handles the configuration, pricing, quoting, proposal, and acceptance process while connecting to the systems around it.
Instead of requiring businesses to replace the applications they already depend on, QuoteWerks is designed to fit into the technology stack they’ve chosen.
The Alternative Payments integration is another example of that approach.
PART OF THE BIGGER PROCESS
From opportunity to quote to payment and beyond
QuoteWerks fits into the broader quote-to-cash workflow without trying to own every step.
Quote-to-cash rarely happens inside a single application.
For many organizations, the actual process looks more like:
CRM / PSA → QuoteWerks → QuoteValet → Alternative Payments → Accounting / PSA
Each system can remain responsible for the information and workflows it handles best.
QuoteWerks helps connect the quoting process to that larger environment through native integrations and an extensible platform.
That includes:
Vendor and distributor integrations
Payment integrations
REST API
AI scripting
OData and reporting capabilities
The result is a quoting platform that can grow with the process around it rather than requiring the rest of your business to conform to the quoting application.
GETTING STARTED
Connect Alternative Payments to QuoteWerks
Configure the native integration directly within QuoteValet Payment Processing.
Setting up the native integration requires an Alternative Payments Client ID and Client Secret.
Within QuoteWerks, navigate to:
Setup → Options → QuoteValet → Payment Processing
Add a new gateway and select Alternative Payments from the Gateway Type list.
Enter your Alternative Payments credentials and configure the available options, including sandbox mode and your preferred payment-button text.
Once configured, Alternative Payments is available for use through QuoteValet payment processing.
FREQUENTLY ASKED QUESTIONS
Questions about QuoteWerks and Alternative Payments
Get answers about setup, payment options, QuoteValet, and the original payment-link workflow.
Yes. Alternative Payments can be configured directly as a payment-processing integration within QuoteWerks QuoteValet.
The native integration is configured under QuoteWerks Setup → Options → QuoteValet → Payment Processing. Select Alternative Payments as the gateway and enter the Client ID and Client Secret provided through Alternative Payments.
Yes. QuoteWerks previously supported Alternative Payments using a custom payment option and an Alternative Payments Custom Invoice URL.
The newer payment-processing integration allows Alternative Payments to be configured directly as a QuoteValet gateway using Alternative Payments credentials.
Not when using the native Alternative Payments payment-processing integration. The Custom Invoice URL is part of the original payment-link setup.
Documentation for the payment-link configuration remains available for organizations using that workflow. Customers should evaluate moving to the native payment-processing integration when appropriate.
Yes. Alternative Payments can be configured within QuoteValet Payment Processing and is used as part of the customer-facing QuoteValet acceptance and payment workflow.
Yes. QuoteWerks can be configured to request either the full quote amount or a calculated down payment through the QuoteValet payment workflow. This is useful when a deposit is required before ordering products, scheduling services, or beginning work.
The QuoteWerks Alternative Payments gateway configuration includes a sandbox-mode option for testing.
Yes. The Alternative Payments configuration includes an option to override the payment-button text.
No. Alternative Payments serves MSPs and other service businesses. The integration can be useful for any QuoteWerks customer whose payment process is a good fit for Alternative Payments.
No. Alternative Payments is one of many payment-processing options available through QuoteValet. QuoteWerks supports a broad payment ecosystem so businesses can choose the provider that best fits their requirements.
Accepting a quote is an important milestone, but it isn’t always the end of the sales process. Connecting quoting, acceptance, and payment reduces the number of disconnected steps between a customer’s decision to buy and the business processes that follow.
QuoteWerks is designed to work as part of a broader business technology stack. It supports more than 115 integrations along with Zapier, REST APIs, Webhooks, AI scripting, and other extensibility options.