Insert FlexPoint Payment Terminal Link into Quotes

Step-by-step instructions for adding payment links into your ConnectWise CPQ quotes

1. Copy your Payment Terminal Link

• Login into FlexPoint and head to the Payment Terminal page
• Enter a placeholder dollar amount to obtain a formatted link
• Copy the link
• Note: you will remove and replace the numerical value at the very end of the link with Quote.QuoteTotal

Action: Make sure you copy the fully formatted link and replace the final numeric value with Quote.QuoteTotal.

Tip: Use this link in all your accepted quotes to dynamically pull the quote total.

2. Duplicate your Order Porter quote template

• Log in to your ConnectWise CPQ dashboard
• Navigate to Settings > Document Branding > Order Porter Templates
• Select your preferred template > Duplicate Group > Duplicate

Note: If you want to use an out-of-the-box template, Order Porter has a content vault that contains all of the default templates. The default templates have the ConnectBooster and WisePay functionality built into them. To remove reference of these platforms, open up a quote > Quote Setup > Order Porter Settings > Payment Processing > Select None. See the screenshot below for reference.

3. Insert your FlexPoint Payment Terminal Link into your accepted quotes

• Select the template you would like to edit and click the pencil icon beside EntryPoint

• Use Control+F (Windows) or Command+F (Mac) to search "Order Approved" and insert the following code into your email template, see the screenshot below for reference:

<a href=" https://[YOURLINK]/core/payment/PaymentTerminal?payment_amount=Quote.QuoteTotal " style=" color: black; font-weight: bold; text-decoration: underline;">Click to pay</a>

You must replace [YOURLINK] with the link you copied from your FlexPoint dashboard in Step 1, removing the numerical value at the end of the link. The entire link, https://[YOURLINK]/core/payment/PaymentTerminal?payment_amount=Quote.QuoteTotal, should be inserted as a hyperlink.

• Next, use Control+F (Windows) or Command+F (Mac) to search "This quote has been approved." within the "Panel ApprovedPannel" and insert the same code into your email, see the below screenshot for reference:

<a href=" https://[YOURLINK]/core/payment/PaymentTerminal?payment_amount=Quote.QuoteTotal " style=" color: black; font-weight: bold; text-decoration: underline;">Click to pay</a>

You must replace [YOURLINK] with the link you copied from your FlexPoint dashboard in Step 1, removing the numerical value at the end of the link. The entire link, https://[YOURLINK]/core/payment/PaymentTerminal?payment_amount=Quote.QuoteTotal, should be inserted as a hyperlink.

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