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How can we help?

Guides, tutorials, and answers to help you get the most out of WrapAlly.

🚀

Getting Started

  • Setting up your WrapAlly account
  • Inviting your team members
  • Importing leads from a CSV
  • Understanding lead stages
📋

Leads & Pipeline

  • Adding and editing leads
  • Moving leads through stages
  • Using the embed form on your website
  • Filtering and searching leads
📄

Templates & Invoices

  • Creating and editing templates
  • Auto-filling template fields
  • Sending an invoice to a customer
  • Collecting payments with Stripe
📅

Scheduling

  • Using the job calendar
  • Sending a job invite email
  • Syncing calendar events with leads
🔗

Integrations

  • Connecting your Gmail account
  • Setting up DocuSign for e-signatures
  • Enabling Stripe payments
  • Disconnecting an integration
💳

Billing & Account

  • Managing your subscription
  • Upgrading or cancelling your plan
  • Understanding platform fees
  • Updating payment method

Still need help?

Our support team is here to help. We typically respond within one business day.

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