Integration Overview

Enabling Stripe on your Quoter account will allow your customers to pay for their Quotes securely through Stripe's credit card gateway. 
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When a customer makes a payment they will be added as a customer in Stripe and charged for the amount listed. Any recurring charges on the Quote such as a subscription based on the recurring interval (monthly, annually) will also be created in Stripe and will continue to be charged at that interval. See Setting Deposits and Payment Requirements below for more info on how to set up a deposit amount for your Quotes.
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Adding Stripe to Quoter

Step 1: Generate your Stripe API Publishable Key and New Secret Key

1. Log in to your Stripe Account.
2. Navigate to Developer Settings>API Keys. Note: Ensure you're in live mode and not test mode.
3. Copy your Publishable Key for future use. Note: Confirm you're using a live mode key by ensuring that your key starts with pk_live.
4. Click +Create secret key and Select Building your own integration.
5. Verify your identity by SMS or Email.
6. Fill in the Key name field and click Create.
7. Copy your newly generated Secret Key. Note: If you disable this key, you'll need to create a new one and copy this new Secret Key into Quoter. 

Step 2: Add your Stripe API keys to Quoter

1. In Quoter, navigate to Settings > Payment Gateways > New Payment Gateway. You will be prompted to select a gateway. Choose Stripe from the drop-down menu:
    

   
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2. Enter the Publishable Key and the Secret Key from your Stripe account. You can also determine which credit card providers or currencies you'd like to support with this gateway.
   ​Note: If you are setting up a Restricted Key in Stripe, please see this article to determine which permissions are required.
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3. Click Save Payment Gateway to save your changes.

Setting Deposits and Payment Requirements

Once you've added your Stripe gateway, you can specify which Templates you'd like to enable Stripe, as well as whether you'd like to use a deposit amount or the full payment.

1. In Quoter, navigate to Templates > Edit Template > Acceptance & Payments and ensure that Electronic Acceptance is Enabled. This will allow you to adjust the payment settings. 
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2. Under Payments, you have several options:
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   • Full Payment -- charge the entire upfront amount. If Payment Required is enabled, the customer must pay to accept the Quote. If disabled, they can sign for it without paying.
     ​Note: Selecting Full Payment will create a recurring subscription in Stripe if there are any recurring fees on the Quote.
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   • Deposit -- choose the amount to charge. You can then select Fixed Amount to set a specific dollar amount, or Percentage of Quote to select a percentage. As above, you can enable or disable the payment requirement.
     ​Note: The deposit amount is always taken from the upfront total on the Quote. Recurring subscriptions won't be created for deposit payments.

     

   • Selecting Disabled will disable the payment gateway for this Template.
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3. Click Save Template to save your changes.

Setting Recurring Frequency and Upfront Payments

For Quotes with recurring charges, these will be created in Stripe as recurring subscriptions. You can adjust the frequency of these charges under Templates > Edit Template > Default Line Items > Recurring Fees:
 

1. Select the Billing Frequency. This can be Monthly, Quarterly, Semi-annually, or Annually.
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2. Select the number of upfront payments.

   • If zero, the recurring fees will not be taken into account when setting a deposit amount. For example: if you had a one-time fee of $100 and a recurring monthly fee of $500, you would not be able to set a deposit amount greater than $100.

   • If there is one or more upfront payment, the recurring fees will be multiplied by this amount and added to the one-time fees to get the upfront total. For example: one upfront payment with a recurring fee of $500 and a $100 one-time payment would allow you to take a deposit of up to $600.

     ​Note: Adding more than one upfront fee will delay the recurring subscription date in Stripe by that amount. For example:  three upfront payments for a monthly recurring fee would be charged at the time of payment, but the subscription would not begin until 3 months after the payment date.

      

3. Select the number of days in the grace period. This will delay the subscription creation in Stripe for any recurring fees by that amount.
   For example:  if you have zero upfront payments and don't want the recurring fees to be charged until the next month, you can set a 30 day grace period to delay the subscription charge. 

    

4. Click Save Template to save your changes.

Other Notes

• You can enable/disable the payment gateway on individual Quotes, as well as adjust deposit amounts. 
  Note: This only applies to users who are Product Manager or above. See the Permissions article for more details.

• Recurring frequencies, upfront payments, and grace periods can only be adjusted on the template level. If any changes have been made, a new Quote must be created for the changes to take effect.
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