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Payments

Stripe Integration

B2B payment collection on accepted TackQuote quotes via Stripe.

Payment link generation for quote checkout. Works alongside platform checkout.

Live · Available in TackQuote Dashboard

Connector Technical Specs

Category
Payments
Sync Cadence
Two-way automated sync
Average Setup Time
Under 5 minutes
Authentication Mode
OAuth 2.0 / Encrypted API Key
Availability
Live & Active

Integration Overview

How TackQuote connects with Stripe

Eliminate manual data entry, prevent shipping or pricing errors, and streamline B2B order execution.

TackQuote's Stripe integration adds a payment collection layer to your quoting workflow. When a buyer accepts a quote, TackQuote can generate a Stripe payment link for the exact quote amount — letting buyers pay by card, ACH, or bank transfer directly from the TackQuote buyer portal. Works alongside any e-commerce platform checkout.

Bi-Directional Sync

Data objects synchronized between systems

Here is exactly how data flows between TackQuote and Stripe to maintain complete system alignment.

Jurisdictional Tax Calculation

Query Stripe for exact state, county, municipal, and VAT tax rates based on delivery address.

Exemption Certificate Management

Verify buyer resale tax-exempt certificates and apply zero-tax status automatically on qualified quotes.

Product Taxability Codes

Map TackQuote product category SKUs to Stripe taxability codes for compliance across state lines.

Audit Trail & Reporting Sync

Record taxable transaction details in Stripe for automated monthly filing and remittance.

Capabilities

What's included in the Stripe connector

Built out-of-the-box for enterprise sales teams, distributors, and manufacturers.

Payment Link Generation

Accepted quotes trigger Stripe payment link creation. Buyers can pay by card, ACH debit, or bank transfer — all tracked back to the TackQuote quote.

One-Click Checkout

Payment links are embedded directly in the TackQuote buyer portal. Buyers can pay in one click without leaving the quote experience.

Payment Status Sync

Stripe payment events (paid, failed, refunded) update the TackQuote quote timeline automatically.

Partial Payment Support

Supports deposit and milestone payment configurations. Collect a percentage upfront and the remainder on delivery.

Setup Guide

4 steps to connect Stripe

TackQuote connects to Stripe using your API keys. Payment links are generated automatically on quote acceptance.

1

Connect Stripe

In TackQuote Settings → Payments → Stripe, click "Connect Stripe" and complete the Stripe OAuth flow. TackQuote will have access to create payment links on your account.

2

Configure payment triggers

Choose when payment links are generated: on quote acceptance, on e-signature, or on manual trigger. Set whether payment is required before order fulfillment.

3

Collect payment

Buyers see a "Pay now" button in the TackQuote buyer portal. Payment status flows back to TackQuote and optionally to your connected CRM or accounting platform.

Requirements

What you need to get started

Prerequisites for authenticating Stripe with your TackQuote tenant.

  • Stripe account (any plan)
  • Stripe Connect or standard API key access
  • TackQuote Starter plan or above
TackQuote Platform

All integrations included

No per-connector fees, middleware subscriptions, or hidden charges. Connect Stripe and all 63+ connectors under your standard TackQuote plan.

Start free 14-day trial

FAQ

Frequently asked questions about Stripe

Does TackQuote use Stripe Connect or standard API keys?

Both are supported. Standard API keys work for direct payment collection. Stripe Connect is available for marketplace or multi-tenant setups.

Are Stripe fees deducted from the quote amount?

Stripe fees are collected by Stripe separately. The buyer pays the full quote amount; Stripe's fees are deducted from your payout.

Workflow Ecosystem

Works seamlessly alongside Stripe

Combine shipping, ERP, CRM, and payment connectors for end-to-end B2B sales automation.

Ready to connect Stripe?

Start your free 14-day TackQuote trial. Connect Stripe in under 5 minutes with zero credit card required.