Before you begin
Prepare accurate information about your business, its owners, and its authorized contacts, along with the requested supporting documents. Requirements vary by business and operating location.
Complete your setup
Open the secure Quotable Payments setup link provided to you.
Review the company details shown and complete each required section.
Upload the requested supporting documents using the upload fields provided.
Review your entries carefully before submission.
Submit the business for review.
Do not share your secure setup link or verification information with anyone who is not authorized to act for your business.
Understand your review status
Under review: Your submission is being reviewed. No action is required unless you are contacted.
Information needed: More information or a corrected document is required. Follow the instructions shown before resubmitting.
Approved: Your business can use the Quotable Payments features available to it.
Not approved: Your business cannot continue based on the review outcome. Use the support option shown if you have questions.
If you leave before finishing
Return through your current secure link. It will open the latest available setup step. If the link no longer works, request a new one from your Quotable contact. Do not forward or reuse someone else’s link.