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.