QuoteHandBook your setup call

Frequently asked questions

Who is QuoteHand for?

Events and creative services, contractors and home services, and consultants. We start with events and creative businesses, with setup calls in English or Chinese for Bay Area owners and businesses across the US.

How does the free trial work?

Your free trial starts after you accept your configured workspace: 30 days or 100 successfully sent quotes, whichever comes first. Each quote counts once, on its first successful send to a client; repeat sends, drafts, tests and failed retries do not count. Your setup coordinator confirms the start, deadline and send count with you in writing. At the end, choose a paid plan or end the trial. There is no automatic charge. The trial waives the software subscription fee; Stripe processing and merchant-added customer fees are separate. Live payments still require Stripe approval.

What do I receive at setup?

Your agreed service catalog and pricing rules, your agreement template, and one complete sample flow from sending to signing and test payment. You review and accept the setup before the trial starts. See the deliverables.

How is it tailored to my business?

We start with your price list, past quotes and contracts to prepare your catalog, pricing rules and agreements. Setup scope is agreed before onboarding; complex integrations are scoped separately.

Can I work in Chinese and send English documents?

Yes. Choose the workbench and client-document languages independently. Review paired service names, terms and amounts before sending; automatic or certified translation is not promised.

Can clients use their phones or WeChat?

Yes. Email the quote and signing link, or copy the link into WeChat. Clients can review, sign and confirm payment on mobile. This does not add WeChat Pay.

Can I sign up and take payments now?

General signup is not open; the demo uses Stripe test payments. Live collection requires platform activation and merchant approval. See the setup steps.

Which payment methods are supported?

Stripe supports cards, eligible Apple Pay / Google Pay wallets and enabled US bank payments (ACH). Availability depends on device, region and account settings. The current workbench uses test payments; live wallets are not yet validated. Payment setup and availability.

How long does Stripe activation take?

There is no guaranteed activation time: completing the form is not approval. Stripe may request more documents. Live collection needs platform activation and merchant approval. The first payout typically takes 7–14 days after the first successful live payment; check your Stripe Dashboard for actual dates.

Who receives the money and handles refunds?

Stripe processes payments into your own Stripe account. You handle order refunds and disputes. 24 Helpful provides the software and takes no payment commission; Stripe fees are separate.

What fees are added to client payments?

Online checkout automatically adds the contract’s card-fee percentage or an ACH fee of 0.8% (maximum $5 per payment); offline bank transfers have no workbench-added fee. Credit-card surcharges must also stay within actual acceptance costs; debit and prepaid cards cannot be surcharged. US Visa surcharges must also stay within 3%. Review rates, settings and compliance before enabling collection.

What does AI do?

AI helps prepare quotes, catalog content and agreement wording. You review everything before sending. Amounts follow defined pricing rules. AI may make mistakes and does not provide legal advice.

What information is needed to start?

Prepare your service list and contracts. This website does not collect immigration information. Stripe handles required business, identity, tax and bank verification through its own onboarding.

How do I cancel?

Email verky@24helpful.com before renewal to cancel your subscription. Access continues through the paid period. Read the refund and cancellation policy.