# Create a quote

Wonderly’s Quotes & Signature feature lets you create professional proposals, collect electronic signatures, and track payments. You can create new quotes, edit existing ones, and ensure your Stripe account is verified for online payments.

### Create a new quote

{% hint style="info" %}
**When to use**: You're starting a quote from scratch and need full control over its details.
{% endhint %}

1. Navigate to **Sales** on the main sidebar
2. Click on **Quotes** on the secondary sidebar
3. Click **+ Add quote**.
4. Under **Details**, add the Deal that this quote belongs to.
5. Click the **Quote ID** to manually edit the number.
6. Under **Contact,** the system auto-populates the primary contact info. You can edit or add recipients if needed.
7. Type your **Notes** for internal reference.
8. Toggle on **Automatically convert this quote to an invoice when accepted** if needed.
9. Under **Services**, click **+ Add item** to add line items for each service or product. (Repeat for additional items and use the 🗑️ icon to remove any item.)
   1. Add the item's name.
   2. Add quantity.
   3. Price.
   4. Tax. (Check the box if needed.)
10. In **Contract**, click **+ Add contract,** and fill in the **details**.
    1. Add the **Contract name**.
    2. Select a template from **Select contract template**, and customize if needed.
    3. Review the e-signature notice and check the acknowledgment box to confirm agreement with Wonderly Contracts terms.
    4. Enter the **Owner name** and click **Save**.
11. Under **Payment Terms**, set the due date and choose **Single payment** or **Deposit + balance**.
    1. If using **Deposit + balance**, set separate due dates for the deposit and the remaining balance.
12. Click **Client Preview** at the top-left corner of your screen to preview your contract.
13. Click **Send**.

**Expected Outcome:** The quote is delivered to the contact's email and saved in your **Quotes** tab

{% hint style="danger" %}
You need to integrate your Stripe account with Wonderly to be able to send quotes.
{% endhint %}

{% embed url="<https://app.supademo.com/demo/cmoiy969b5tb7za2ioq0fyjyp>" %}

#### Field reference

* **Notes** — internal notes for your reference, not visible to the client.
* **Item name** — describe the service or product.
* **Quantity** — number of units.
* **Unit Price** — price per unit.
* **Tax** — check to apply tax to the line item.
* **Total** — editable total amount for the line item.
* **Contract name** — title for the contract.
* **Select contract template** — choose an existing template to attach.

***

### Edit an existing quote

{% hint style="info" %}
**When to use:** A quote has already been created but needs to be updated
{% endhint %}

1. Click on **Sales** on the main sidebar
2. Go to **Quotes** on the secondary sidebar
3. Click the **Quote ID** of the quote you want to edit.
4. Make changes to any relevant fields.
5. Click **Save draft** at the top to update without sending or click **Send** to deliver the updated quote to the client.

**Expected Outcome**: The quote will be modified, and the changes will be saved.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://www.wonderly.com/help/sales-hub/quotes-and-e-signatures-overview/managing-quotes/create-a-quote.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.