QuoteWerks Integration

ConnectBooster provides a direct payment integration for QuoteWerks and QuoteValet. Simplify your billing process using ConnectBooster’s integration with QuoteWerks.

Get Integrated with QuoteWerks Today!

Automate the entire process of collecting payments made on quotes in QuoteValet through ConnectBooster’s QuoteWerks Integration. Through a custom payment portal, MSPs can reduce their aging accounts receivables from 30+ days to 1.5 days, and eliminate time-consuming billing tasks to get paid on time, every time.

How QuoteWerks And ConnectBooster Help With Billing

Designed for IT Service Providers, ConnectBooster eliminates common billing problems with collecting payment via a sale quote. Prospects and customers have the ability to pay their quote immediately, all without the need for your team to generate a new invoice. Not only can customers pay by their preferred payment method, but payments used on the initial quote can be saved for future single-use and recurring payments; saving your accounting team countless hours of manually asking for a payment method every month.

ConnectBooster Integration - QuoteWerks

QuoteWerks is a sales quoting and proposal software solution, that bridges the gap between CRM and accounting software.

Give Customers A Better Billing Experience With ConnectBooster And QuoteWerks

With full transparency to view invoice history and the ability to manage payment options 24/7, customers can easily update credit card and ACH bank payment information. Providing your customers a professional billing experience, all the while accelerating your collections process.

In addition to giving clients the ability to pay via their preferred credit or debit card, MSPs can implement the “cash discount” feature. This feature gives QuoteWerks users the ability to recoup processing fees and improve their margins with clients who prefer to self-finance using a credit card.

Managed service providers and their customers can have peace of mind as customers’ payment information is stored off of their internal network. As ConnectBooster’s integration with QuoteWerks offers a fully PCI Compliant Payment Vault, ensuring managed service providers do not compromise customer payment information.

Standard Benefits QuoteWerks Users Receive

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Save 2-4 hours a week on redundant accounting tasks.

Lower accounts receivables by 30 days.

Increase billing transparency with customers.

Key QuoteWerks Integration Features

  • Accept credit card and ACH payments directly on quote acceptance template.
  • Save payment information to your ConnectBooster portal for future use – automatically.
  • Payment reconciliation to the accounting software.
  • Customizable/branded portal (logos/colors & ad-cards).
  • Automated new invoice notifications.
  • Automated invoice past due/collection notifications.
  • Automated account summary notifications.
  • View if clients are receiving invoices through email history tracking.
  • Automatically update customers’ cards when issuing bank makes changes.
  • Automatic and on-demand integration sync capabilities.

Setting Up Your QuoteWerks Integration Is Easy

Getting started with ConnectBooster is easy. Our team will completely set up your payment portal and provide an installation call to train your team on using the portal. We also set up the integration with QuoteWerks. 

Already a ConnectBooster partner? Click here to set up your integration. 

Beyond a dedicated support team, managed service providers can access continued training and online documentation to ensure they receive their clients’ best value. Whether IT Providers are billing 20 clients, or 200, ConnectBooster remains the same costs and can scale with your business as you grow.