# Quotes and e-signatures overview

### What is Quotes, Invoices & Payments?

Quotes, Invoices & Payments should not be three separate tools held together by email threads. It is the system that takes a client from proposal to signed contract to paid invoice — all within the deal record in your CRM. Every document you send, every signature you collect, and every payment you receive ties back to the same deal your team is already working from.

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### Why use Quotes, Invoices & Payments?

**Ask yourself:**

* When a client accepts a quote, how many manual steps happen before an invoice reaches their inbox? Who's responsible for creating that invoice — and what happens when they're slammed with three other projects?
* When you're looking at a deal in your pipeline, do you know whether the contract has been signed? Do you know whether the deposit has been paid, or if there's still a balance outstanding — without opening a billing tool?

Most service businesses run their quoting and invoicing through a combination of email attachments, DocuSign, and a billing platform like QuickBooks or FreshBooks. Each tool works fine in isolation. The problem is what falls through the gaps between them.

**Option 1: Email quotes + separate invoicing.** Send a PDF by email, wait for a printed-and-scanned signature or manage a separate DocuSign account, then manually re-enter the accepted quote into your billing software to create an invoice. That's $15–$50/month for e-signatures plus $30–$80/month for accounting software — and 20 to 30 minutes per deal just moving information between systems. The CRM never knows whether the quote was accepted. The billing tool never knows which deal stage it belongs to.

**Option 2: Dedicated client billing platform (HoneyBook, Dubsado).** These tools handle the quote-to-invoice flow well. But they're a second full platform to learn and maintain, disconnected from your CRM, your Inbox, and your project delivery. An accepted quote in HoneyBook doesn't update your pipeline or create a project in your work hub.

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Wonderly closes that gap. The quote, the contract, the invoice, and the payment status all live on the deal record. Your team sees everything without switching tools.

1. **Closes the loop from quote to payment automatically.** The most common failure mode for service businesses is the accepted quote that never becomes an invoice. Wonderly eliminates it. When a client accepts a quote, it converts to an invoice automatically — no manual step required.

* Client receives the quote and accepts online
* Invoice generates automatically and is ready for payment
* Client pays by card or Link checkout, without you chasing anyone
* Payment status updates on the deal record immediately

Without this: someone on your team remembers to send the invoice — sometimes. Or the client accepts but no one follows up for two weeks. The deal closes but the cash doesn't come in.

2. **Puts every document on the deal.** Quote, contract, and invoice are not separate records scattered across three tools. They're attached to the deal in your CRM. Your team can see status at a glance — whether the contract is signed, whether the deposit is paid, and what the remaining balance is — without leaving the pipeline.

* Quote status: Draft → Sent → Accepted
* Contract status: Draft → Signed
* Invoice status: Not generated → Generated → Paid
* Balance visible on the deal record in real time

Without this: your team checks QuickBooks to see if the invoice is paid, then checks DocuSign to see if the contract is signed, then updates a spreadsheet or sends a Slack message to confirm. That's three tools and one manual process every time.

3. **Flexible payment terms for project-based work.** Service businesses that deliver over days or weeks — contractors, agencies, consultants — routinely collect a deposit upfront and the balance at completion. Wonderly's payment terms support both single payments and deposit + balance structures, with automatic calculation of amounts and due dates.

* Set payment terms once: choose single payment or deposit + balance
* Set deposit as a percentage or a fixed amount
* Each installment has its own due date
* The client sees exactly what they owe and when, at the time they accept

Without this: deposit schedules get tracked in email threads and spreadsheets. A client pays the deposit but no one flags when the balance is due.

4. **Eliminates re-entering service rates for every quote.** The Products & Services catalog stores your service offerings — name, description, unit price, and tax settings. When building a quote, pull items directly from the catalog instead of typing them from memory. No re-entering rates. No inconsistent line item descriptions from quote to quote.

* Store any number of products or services with fixed prices
* Tag items to organize by service category
* Import your existing catalog from a CSV
* Add catalog items to a quote in one click

Without this: every quote starts from scratch. Line items get entered differently each time — different descriptions, different unit prices, different capitalizations. Clients notice.

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### How Quotes, Invoices & Payments works

**A quote that looks like you built it.** Quotes include your business details, service line items pulled from your catalog, optional notes to the client, and your payment terms. Before sending, click **Client preview** to see exactly what your client will see. When it's ready, click **Send** — the client receives a link, not an attachment.

**A contract on the same document.** Attach a contract directly to the quote — either an existing one from your library or a new one you create on the spot. The client reviews, signs, and accepts all in one place. Contract status (Draft → Signed) appears on the deal record alongside the quote status.

**Auto-conversion from quote to invoice.** The toggle "Automatically convert this quote to an invoice when accepted" is on by default. When your client accepts, the invoice is generated immediately. No manual step required.

**Two payment structures.** Choose **Single payment** for straightforward engagements — set a due date and the full amount is due on that date. Choose **Deposit + balance** for phased projects — set a deposit percentage or fixed amount with an early due date, and the calculated balance with a later due date. The client sees both amounts and both dates clearly before they accept.

**Online payment built in.** Wonderly processes payments through Stripe. Clients pay by card (credit or debit) or Link (faster one-click checkout). Connect your Stripe account to unlock additional payment methods. The online payment fee appears as a transparent line item on the quote total.

**Full visibility on the deal.** Open any deal in your CRM and click the **Quotes & Invoices** tab to see every quote associated with that deal — along with its quote status, contract status, invoice status, and outstanding balance. The deal Overview tab also shows a "Latest quote & invoice" summary so the information is visible without clicking through.

**A product catalog that speeds up every quote.** Products & Services stores your service offerings so you can pull them into quotes without re-entering data. Items include name, description, price, and tax settings. Tag items by category to find them quickly. Import an existing list from a CSV to get started.