Payment Options - Proxy: QuoteWerks Portal

Configure 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.

Configure Wise-Pay Proxy

  1. Log into Wise-Pay
  2. Click Configure
  3. Click Merchants
  4. Click Edit
  5. Click Proxy Tab
  6. Proxy Type: select QuoteWerks (Authorize.Net)
  7. Proxy User: select the ConnectWise user associated with the account
  8. Click Generate

  9. Click Display

  10. 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
  11. 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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