Channel partner sales reps can now offer buyers pre-approved financing terms 24/7 through Capchase
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We built Capchase because financing was a huge bottleneck to OEMs closing big deals. But over the past 6 years, we’ve realized that a meaningful share of technology is sold through channel partners who are hamstrung by their vendors for financing approval at exactly the point where deal momentum matters most. So we decided to fix it.
Today, we’re excited to announce that all Capchase customers can extend their financing programs to channel partners. Starting on October 1, 2026, channel partners can see whether buyers are approved and for how much, build quotes, create orders, and send customized payment links. All with the same speed and convenience that Capchase provides to vendors directly.
How It Works
There’s no separate implementation or new financing program to configure: the channel partner operates within the terms vendors already have in place. Once enabled, channel partner reps working with an approved buyer receive a sign-up link that takes them directly to that buyer in Capchase.
Pricing, contract lengths, financing limits and purchase-order settings still come from the vendor’s configuration. Channel partners only get access to the buyers they work with. Orders remain owned by the vendor, and the vendor’s economics stay private. In practice, channel partners can move at the speed of the sales conversation, while vendors keep the terms and controls they already have in place.
Product Features & Benefits
Instant approval decisioning. Look up a buyer in Capchase and see their approval status and available financing amount without asking the vendor to check it for you. Get an answer while the customer is still engaged.
DIY proposal builder. Price the deal using the vendor’s available terms and generate a proposal PDF to share with the customer. Instead of saying “let me get back to you,” you can work through the options together.
Automated quote to payment link. Create the order manually or upload your existing quote PDF and let Capchase AI agent, Mila, fill in the details. Review it, make any changes and send the payment link directly to the customer.
How to Access
We understand that different sales reps have different workflows, tools, and cadences. We built 4 access points because we wanted Capchase to remove friction in the buying process for the manufacturer, the seller, and the buyer. Channel partner reps can access Capchase through our AI agent Mila at finance.new, over Slack, via email, and through the original embedded version in their CRM systems.
If you’re a vendor using Capchase, ask your account manager to turn it on for your program. Nothing changes unless you choose to enable channel partner access.
If you’re a channel partner, ask your vendor contact whether Capchase access is available for their program.
More questions? Reach out to your account manager or support@capchase.com.
About Capchase
Established in 2020, Capchase serves as an embedded financing platform designed for enterprise tech providers, driving flexible payment solutions for leaders like Okta, Motive, and Verkada. Supported by premier investors including QED, Invesco, Thomvest, and 01 Advisors, the team operates across global hubs in New York, San Francisco, Dallas, and Madrid.
