Billing, Workspace, and Admin: Stripe setup, plans, and access controls
Connect Stripe, manage your subscription plan, and configure workspace permissions. Stripe setup is required before the execution and payment flow works.
High-level orientation page that explains structure and decision boundaries.
In this guide
Ownership and review discipline
Change signals to watch
- send modal behavior changes
- buyer signing flow updates
- deal room experience changes
- plan architecture updates
- workspace permissions changes
- billing and subscription policy updates
Operator guidance
What this means in QuoterAgent
Use this guide as the operating reference for Billing, Workspace, and Admin: Stripe setup, plans, and access controls. It explains what this surface controls, what good execution looks like, and which teams should keep it trustworthy over time.
- This guide covers the three administrative areas that affect how QuoterAgent operates: your Stripe payment integration, your QuoterAgent subscription plan, and workspace-level access controls. Stripe setup is the most critical — without it, the execution panel can initiate payment sessions but clients will not receive checkout links and payment will not confirm.
- The Stripe webhook is the mechanism that confirms payment in QuoterAgent. When a client completes checkout, Stripe sends a checkout.session.completed event to your webhook endpoint. If that endpoint is not configured or not active, the payment status in QuoterAgent will remain pending indefinitely — the activation gate will not open and the project cannot proceed. This is the most common setup failure for new users.
- Primary owners currently covering this area: Support.
What to do
Treat this as a working checklist, not background reading. Use it before you change settings, publish external material, or hand work to another operator.
- Go through the Stripe connection step before your first proposal is sent — it cannot be completed after a client has already signed. Return to this guide when changing Stripe accounts, upgrading your plan, or adding team members.
- If you have not connected Stripe yet, do it now — before creating or sending any proposals. The connection takes two minutes in Settings → Integrations. After connecting, send yourself a test webhook event from the Stripe dashboard to confirm the endpoint is receiving events correctly.
- Go to Settings → Integrations → Stripe → Connect account. Copy the webhook URL shown after connecting.
- In your Stripe dashboard, go to Developers → Webhooks → Add endpoint. Paste the QuoterAgent webhook URL and subscribe to checkout.session.completed.
Where it shows up in the workflow
This guide matters most when work moves between setup, authoring, buyer delivery, and post-sign execution. Use the linked guides to follow the full path instead of solving one surface in isolation.
- Stripe integration feeds directly into the execution panel. When you initiate a kickoff or final payment, QuoterAgent creates a Stripe Checkout session using your connected account. Payment confirmation happens via webhook, not via the redirect URL — so even if a client closes the browser after paying, confirmation will still arrive via webhook as long as the endpoint is active.
- Review the related guide "Getting Started: workspace setup and first value" when this step depends on another surface.
- Review the related guide "Sending and Signing: buyer-facing flow and acceptance confidence" when this step depends on another surface.
Common failure modes and risks
Most quality problems here come from drift: outdated setup, weak commercial boundaries, or teams skipping the review moment before customer-visible delivery. Use these signals to catch issues before they reach the buyer.
- send modal behavior changes
- buyer signing flow updates
- deal room experience changes
- Webhook URL: your QuoterAgent webhook URL is shown in Settings → Integrations → Stripe after connecting your account.
- Required Stripe event: subscribe to checkout.session.completed at minimum. Without this, payment confirmation does not work.
What this is
This guide covers the three administrative areas that affect how QuoterAgent operates: your Stripe payment integration, your QuoterAgent subscription plan, and workspace-level access controls. Stripe setup is the most critical — without it, the execution panel can initiate payment sessions but clients will not receive checkout links and payment will not confirm.
- Stripe integration: connect your Stripe account and configure the webhook endpoint in Settings → Integrations.
- Subscription plan: controls which features are available, including execution panel access and proposal volume limits.
- Workspace access: manage who can create and send proposals, who can access the execution panel, and who has admin rights.
When to use
Go through the Stripe connection step before your first proposal is sent — it cannot be completed after a client has already signed. Return to this guide when changing Stripe accounts, upgrading your plan, or adding team members.
- Before sending your first proposal: connect Stripe and verify the webhook.
- When a payment is stuck in pending: re-check the Stripe webhook configuration.
- When adding a team member: assign their role before they attempt to send or execute proposals.
Why it matters
The Stripe webhook is the mechanism that confirms payment in QuoterAgent. When a client completes checkout, Stripe sends a checkout.session.completed event to your webhook endpoint. If that endpoint is not configured or not active, the payment status in QuoterAgent will remain pending indefinitely — the activation gate will not open and the project cannot proceed. This is the most common setup failure for new users.
- Webhook URL: your QuoterAgent webhook URL is shown in Settings → Integrations → Stripe after connecting your account.
- Required Stripe event: subscribe to checkout.session.completed at minimum. Without this, payment confirmation does not work.
- Test mode vs live mode: Stripe has separate webhook endpoints for test and live mode. Make sure your QuoterAgent environment matches your Stripe mode.
How it connects
Stripe integration feeds directly into the execution panel. When you initiate a kickoff or final payment, QuoterAgent creates a Stripe Checkout session using your connected account. Payment confirmation happens via webhook, not via the redirect URL — so even if a client closes the browser after paying, confirmation will still arrive via webhook as long as the endpoint is active.
- Stripe account → execution panel → Checkout session → client pays → webhook confirms → status updates → activation gate opens.
- Plan tier → controls execution panel availability and proposal send limits.
- Workspace roles → determine who can access the execution panel and initiate payments.
Next steps
If you have not connected Stripe yet, do it now — before creating or sending any proposals. The connection takes two minutes in Settings → Integrations. After connecting, send yourself a test webhook event from the Stripe dashboard to confirm the endpoint is receiving events correctly.
- Go to Settings → Integrations → Stripe → Connect account. Copy the webhook URL shown after connecting.
- In your Stripe dashboard, go to Developers → Webhooks → Add endpoint. Paste the QuoterAgent webhook URL and subscribe to checkout.session.completed.
- Send a test event from the Stripe webhook dashboard and confirm the QuoterAgent execution panel reflects the event.
Related guides
Getting Started: workspace setup and first value
Set up QuoterAgent so your team can move from zero to first proposal — and first payment — with clarity.
Open guide
Sending and Signing: buyer-facing flow and acceptance confidence
Control publish, sharing, and acceptance so buyer experience stays clear and lifecycle boundaries stay intact.
Open guide
Reference and Glossary: canonical proposal and workflow terminology
Shared definitions for scope, pricing, lifecycle, and buyer-facing operations used across QuoterAgent.
Open guide