Price it, send it, get it signed.
These guides cover everything from pricing a job to getting the customer's signature and deposit: quotes, proposals with options, templates, the AI builders, Measure & Price, Last Offer and Design Proofs.
Quotes
Create and send a quote
Build a quote for a customer or lead, send it by email or text, then book the job and turn it into an invoice.
02Signatures and deposits on quotes
How customers accept and sign a quote online, how deposits work, and where to see the signature.
03Quote statuses and following up
What each quote status means, how a quote expires, and how to follow up automatically on quotes that are not accepted.
04Save or print a quote as a PDF
Open the customer view of a quote, and save or print it as a PDF.
05Draft a quote with AI
Let Wrapstart AI read a lead's messages and calls and draft a quote priced from your own pricing.
06Price by the square foot with Measure & Price
Measure cabinets, signs or windows piece by piece, and turn the square footage into a price on your quote.
07Let customers make an offer on a quote (Last Offer)
Turn on Last Offer so customers can submit a price offer on a quote, and set limits and auto-accept rules.
Proposals
Create and send a proposal with options
Build a menu-style proposal with groups of options the customer picks from, signs and pays a deposit on online.
09Proposal templates and reusing quotes
Save the proposals you send often as templates, start new ones from them, and duplicate a quote to reuse it.
10Build a proposal or template with AI
Say what to offer, and Wrapstart AI builds a proposal or template from your own templates, past proposals and pricing.
11Get artwork approved with Design Proofs
Send a design proof, collect pinned feedback and a signed approval, and keep every version with the job.