Quoter Integration

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

Get Integrated with Quoter Today!

Automate the entire process of collecting payment via quotes with ConnectBooster’s Quoter 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 Quoter And ConnectBooster Help Your Business With Billing

Designed for IT Service Providers, ConnectBooster eliminates common billing problems with collecting payment via a sale quote. Clients can access ConnectBooster’s billing and payments functionality through Quoter’s easy-to-use platform. By combining the power of ConnectBooster’s payment proficiency with Quoter’s seamless pricing and quoting automations, your clients have an even simpler way to pay via single-time or recurring payments.

ConnectBooster Integration - Quoter

Quoter is a quoting platform for technology service providers designed to create automation workflows, and empower teams to create sales quotes with ease.

Give Customers A Better Billing Experience With ConnectBooster And Quoter

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 Quoter 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 Quoter offers a fully PCI Compliant Payment Vault, ensuring managed service providers do not compromise customer payment information.

Standard Benefits Quoter Users Receive

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Simplify the PCI Compliance process.

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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 Quoter Integration Features

  • Integrated, convenient payments solutions within the Quoter platform.
  • Give clients easy access to pay their quotes with eCheck or credit card.
  • Seamless authentication.
  • Securely store your clients’ payment information.
  • Securely store customer payment data offsite.
  • 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 ConnectWise Manage 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 ConnectWise Manage and your accounting software.

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.