Offer a variety of ways for partners to pay and save money in QuoteWerks through our integration. From credit cards to ACH, customers can choose to save their preferred payment method for future use in a secure PCI Compliant payment vault.
Reduce the cost of accepting payments through QuoteValet with our ACH integration with lower costs than credit cards. Your business can easily send a quote, capture a customer’s preferred payment method, and safely store that information for future payments
All information is stored through an encrypted PCI Compliant payment vault off your internal network, so your company does not have to worry about storing it on your network. Your customers will love being able to save payment methods and your service team will spend less time calling clients and asking for a card or account number.
Standard Features
Accept ACH (Electronic Checks), directly from a quote acceptance template
Accept Credit Card payments, directly from a quote acceptance template
Securely store customers preferred payment information for future use – automatically
Additional Features Powered By ConnectBooster
Flexible AutoPay / Recurring Payment Options
Payment Reconciliation to your accounting software
Easily grant client users portal access
Automated New Invoice Notifications
Automated Invoice Past Due/Collection Notifications
Automated Account Summary Notifications
Automatic and on-demand integration sync capabilities
START SAVING WHEN YOU USE QUOTEWERKS
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