Complete Stripe account verification

Verify your Stripe account to start accepting payments for quotes.

Wonderly connects to Stripe to process payments, and completing verification ensures your account is ready to receive funds. You can complete verification directly from the Quotes page using your existing Stripe account.

Complete the Stripe account verification from the Quotes page

1. Click Sales in the main sidebar.

2. Go to Quotes in the secondary sidebar

3. Click the ⚙️ icon in the top-right corner of the Quotes page.

4. Select your country.

   1. United States

   2. Canada

5. Click on Connect with Stripe. (You will be redirected automatically to Stripe.)

6. On the Stripe page, follow the Get started with Stripe flow.

7. Enter the email address associated with your existing Stripe account.

8. Complete all required steps on Stripe to finish verification.

Expected Outcome: Your Stripe account is verified and ready to accept payments for quotes.

FAQ:

Do I need a Stripe account to use the Quotes & Signature Wonderly feature? Yes. A verified Stripe integration is required to send quotes and collect online payments.

Can I send a quote to more than one recipient? No. The Contact section auto-populates your primary contact, but you can edit or add recipients before sending.

What is the difference between Single payment and Deposit + balance? Single payment collects the full amount in one charge. Deposit + balance splits the payment into two separate charges with individual due dates, which is useful for larger projects where you want to collect a deposit upfront before work begins.

Can my client sign the contract electronically? Yes. When you attach a contract to your quote, your client receives an e-signature request along with the quote. They can review and sign directly from their email.

Are the quote notes visible to the client? Yes. Notes are for your client's reference, so they are visible to the client in the quote preview.

Can I preview the quote before sending it? Yes. Click Client Preview in the top-left corner to see exactly how the quote will appear to your client before you send it.

What happens if I click Save draft instead of Send? The quote is saved with your latest changes as a draft in your Quotes page, but is not delivered to the client. You can return to it at any time to make further edits before sending.