QuoteValet Payments - BNG & ConnectBooster

1. Quotes & Proposals (CPQ)
2. QuoteValet
3. BNG & ConnectBooster Payments

Automate Getting Your Business Paid

QuoteWerks has partnered with BNG and ConnectBooster to streamline your company's process of receiving payment via QuoteValet. In addition to the supported Gateways, QuoteValet has a more integrated solution with both BNG and ConnectBooster.

The integration assures any accepted quote, with a payment, will be pulled into the BNG or ConnectBooster secure payment gateway vault and saved. You can then add that payment record in QuoteWerks when you want to set up an auto agreement. You'll never have to ask a client to submit a payment method or login to your ConnectBooster payment portal, ever again.

Standard Features

• Utilize your existing BNG merchant account! (saves on extra fees)
• Accept ACH (Electronic Checks), directly on quote acceptance template
• Accept Credit Card payments, directly on quote acceptance template
• Ability to save payment information and share to your ConnectBooster portal for future use - automatically
• Flexible AutoPay / Recurring Payment Options
• Payment Reconciliation to the Accounting Software
• Customizable/Branded Portal (logos/colors & ad-cards)
• Easily grant client users portal access
• Automated New Invoice Notifications
• Automated Invoice Past Due/Collection Notifications
• Automated Account Summary Notifications
• Email History Tracking
• Automatic and on-demand integration sync capabilities

Standard Benefits

• Simplify the PCI Compliance process
• Save 2-4 Hours A Week On Redundant Accounting Tasks
• Lower Accounts Receivables By 30 Days
• Increase Billing Transparency With Customers
• Accept Payments with less PCI Compliance Responsibility