Create a quote

Create and send quotes with e-signature.

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

When to use: You're starting a quote from scratch and need full control over its details.

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

You need to integrate your Stripe account with Wonderly to be able to send quotes.

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

When to use: A quote has already been created but needs to be updated

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.