With our Premium* ProPay integration, you can collect electronic payments as part of the Proposal Acceptance process. This is a great way to get approval on a new project and collect your initial deposit without the hassle of sending a check in the mail.

*Premium integrations are only available to paying customers.

To get started you will first need to sign up for the ProPay service by creating a new ProPay Merchant Account from within D-Tools Cloud. The sign-up is easy and secure, and ProPay will instantly notify you of your approval.

To begin the signup process, navigate to Settings and then to the "Manage" option under the Integrations section. Locate the ProPay integration under the Premium Integrations section and click the "Add" button. 

Next, a dialog will appear with additional information about ProPay and its pricing. It is here that you will click the "Sign Up" button to begin the account creation process.

In the displayed dialog you will be asked to complete ProPay's account creation form. D-Tools does not store any of the information collected on this form, it is only passed through to ProPay securely. 

If you are approved for a merchant account, you will be redirected to a form that will explain how to access your ProPay account, your transaction limits, and how to customize the integration for use. ProPay will email you with important account information and details on how to sign in to your new Merchant Account.

If you were not approved for a ProPay account, ProPay will email you with the next steps and you will complete the signup process with them directly. 

Once you have successfully signed up for a ProPay Merchant Account you will have the option to customize the integration for use within D-Tools Cloud.

The Primary options include the following:

In addition to these options, we also provide the ability to disconnect the integration if you wish to no longer use this service and a button for accessing the account sign-in page on ProPay (which is where you will manage your ProPay account).

In addition to these global options, you will have Quote-specific overrides to address the needs of each of your customers individually.

After optionally setting the default options for the integration you can choose similar options on a quote-by-quote basis. If you choose to enable the integration by default we'll automatically present this in all newly created proposals - choosing your initial payment term as the deposit amount. Next, we'll show you how to make changes, including setting which payment options to deliver, on an individual quote.

To access the Quote-level integration settings, you will need to navigate to a Quote and then to the Quote's settings (accessed from the header's more menu).

Now, choose the option to edit payment terms.

From the Payment Terms form you can,

Now when you share your proposal, your customer will see the payment options you included after they accept the proposal (ex. below).

When your customers make an electronic payment, the details of the payment - including all sensitive payment information - are sent directly to ProPay. 

At the time of release, the integration only provides the ability to collect payments through Proposals.

Transaction limits are set at the time your ProPay Merchant Account is created. You can contact ProPay to negotiate different transaction limits to meet your individual needs.