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

Getting Started

  • Setting up your WrapAlly accountComing soon
  • Inviting your team membersComing soon
  • Importing leads from a CSVComing soon
  • Understanding lead stagesComing soon

Leads & Pipeline

  • Adding and editing leadsComing soon
  • Moving leads through stagesComing soon
  • Using the embed form on your websiteComing soon
  • Filtering and searching leadsComing soon

Templates & Invoices

  • Creating and editing templatesComing soon
  • Auto-filling template fieldsComing soon
  • Sending an invoice to a customerComing soon
  • Collecting payments with StripeComing soon

Scheduling

  • Using the job calendarComing soon
  • Sending a job invite emailComing soon
  • Syncing calendar events with leadsComing soon

Integrations

  • Connecting your Gmail accountComing soon
  • Setting up DocuSign for e-signaturesComing soon
  • Enabling Stripe paymentsComing soon
  • Disconnecting an integrationComing soon

Billing & Account

  • Managing your subscriptionComing soon
  • Upgrading or cancelling your planComing soon
  • Understanding platform feesComing soon
  • Updating payment methodComing soon

Still need help?

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