Payment Options - Proxy: QuoteWerks Portal

In order to facilitate the exchange of payment information from QuoteWerks, Wise-Pay is configured as a proxy, using the Authorize.Net framework to transact payment information securely from QuoteWerks Portal to your preferred Payment Provider.

How do I get there?

To configure Payment Services, click Configure from the top menu and select Merchants

What do I do?

Configure Wise-Pay Proxy 

Here's how to do it:

  1. Click Configure then select Merchants
  2. Click Edit then click on Proxy Tab
  3. Proxy Type: select QuoteWerks (Authorize.Net)

  4. Proxy User: select the ConnectWise user associated with the account
  5. Click Generate

  6. Click Display

  7. Make note of the Transaction Key and the URL's:

    Transaction Key - This is the key used to link the payment to your account

    Test URL - The URL that QuoteWerks will use to submit test transactions, when Live Mode is disabled

    Live URL - The URL that QuoteWerks will use to submit live transactions, when Live Mode is enabled

    Recurring Test URL - The URL that QuoteWerks will use to submit Recurring Payment Information, when Live Mode is disabled

    Recurring Live URL - The URL that QuoteWerks will use to submit Recurring Payment Information, when Live Mode in enabled

  8. Click Save
Configure QuoteWerks Portal
You will need to contact Support (support@quotewerks.com) at QuoteWerks and request that Wise-Pay integration is provided. You will need to copy the Transaction Key and Live URL into QuoteWerks configuration page.

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