Take a deposit or the full amount with PayPal
Set a deposit on the proposal, and your client chooses after signing: pay the deposit with PayPal, or pay the whole amount in one go.
- 5/5 on G2
- 4.2 on Capterra
- Building QuoteCloud since 2013
Add a PayPal button to the proposal and request a part payment, as a percentage of the total or a fixed amount. After signing, the client chooses Pay deposit or Pay in full and pays with PayPal on the same page. The amount follows the price table, including extras they tick. QuoteCloud Payments is on Essentials and up.
Last reviewed by the QuoteCloud team
Two overlapping panels with sample data. Behind, Tidewell Pavilion's proposal TP-2802 for Sophie's 40th: 65 guests, canapés, beverages, a DJ, a cake and late-night sliders, $8,932.00 including tax; Sophie signed and chose Pay deposit, $1,786.40, paid with PayPal. In front, an illustration of the payment on PayPal's side: $1,786.40, completed.
Why offer a deposit and pay in full?
Tidewell Pavilion holds a date for a week. Functions manager Elena Brooks used to send the proposal, wait for the signature, then send a payment link and chase the deposit, while the date sat on hold.
Now the proposal asks for a 20% deposit with a PayPal button. Sophie Tran signs for her 40th on her phone at 9:31 pm and pays the deposit a minute later from her PayPal account. Some hosts would rather pay the lot and forget about it, so the same button offers Pay in full.
- The deposit is a percentage of the total or a fixed amount, filled from the price table.
- Extras the host ticks change the total, and the deposit follows.
- The payment joins the proposal's history, next to the views and the signature.
Tick an extra, and both amounts follow
This is the proposal as Sophie sees it once she has signed. Tick the photo booth or untick the sliders: the total, the deposit and the pay-in-full amount all change before she pays.
She picks one, then PayPal's checkout opens on the same page. Her card and bank details stay in her PayPal account.
All the payment optionsYour 40th · 65 guests
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Food & beverages | $6,305 | ||
Sunset Canapé package8 canapés and a substantial item per guest
|
65 guests | $52 | $3,380.00 |
Classic beverages · 4 hoursBeer, house wine, sparkling, soft drinks
|
65 guests | $45 | $2,925.00 |
| Your celebration | $1,230 | ||
DJ · 5 hoursYour playlist plus requests
|
1 lot | $990 | $990.00 |
Celebration cake · two tiersServes 70
|
1 lot | $240 | $240.00 |
| Extras Tick to add | |||
| 65 guests | $9 | $585.00 | |
| 1 lot | $890 | $890.00 | |
- Subtotal
- $8,120.00
- Tax (10%)
- $812.00
- Total
- $8,932.00
- Plus, monthly
- $0.00/mo
- Deposit to confirm your date (20%)
- $1,786.40
Sign and pay with PayPal
Signed by Sophie TranWed 28 Oct 2026, 9:31 pm
- Pay deposit20% of the total$1,786.40
- Pay in fullThe whole total$8,932.00
PayPal's checkout opens on the same page. Card and bank details stay with PayPal.
Paid on the proposal, completed in PayPal
Activity
- Sent to Sophie TranTue 27 Oct, 4:10 pm · by Elena Brooks
- Opened on her phoneWed 28 Oct, 9:12 pm
- Late-night sliders addedTotal now $8,932.00
- Signed by Sophie TranWed 28 Oct, 9:31 pm
- Deposit paid with PayPal$1,786.40 · Wed 28 Oct, 9:32 pm
Direct connection
- Signed
- Pay deposit
- Paid with PayPal
Deposit for TP-2802
$1,786.40 Completed
- From
- Sophie Tran
- To
- Tidewell Pavilion
- Paid with
- Sophie's PayPal account
- Date
- Wed 28 Oct 2026, 9:32 pm
The money reaches Tidewell's PayPal account on PayPal's timing.
Our illustration with sample data, not PayPal's screen.
The PayPal panel is our illustration with sample data, not PayPal's screen.
Where you set the deposit
While editing the proposal, the $ (Payments) icon opens the payment settings for that document: what the payment is for, your instructions, and the amount as a percentage or a fixed figure.
The PayPal button itself is a one-time payment here. For a bigger purchase you can choose an instalment plan instead.
Payment settings in the User GuidePayments · this document
- Payment description
- Deposit to confirm your date
- Payment instructions
- Pay 20% now to hold the Jetty Room. The balance is due 14 days before your party.
- Payment amount
- Percentage · 20%Fixed amount
- PayPal button
- One-time paymentInstalment plan
From the total in this document's price table: $8,932.00
Variations on the deposit
A fixed deposit
Ask for a set figure, such as $500 to hold any Saturday, instead of a percentage of the total.
Full payment on signing
For smaller bookings, request the full amount: the client signs and pays it all with PayPal. See clients who prefer PayPal.
Payment reminders
QuoteCloud can send automated payment reminders. How they're set up isn't in the User Guide yet; see payment options.
Tell the team when it lands
A Zap on Document Part Paid posts to Slack or Microsoft Teams, and one on Document Paid when a document is fully paid. See after the payment.
Hold the date with a deposit
QuoteCloud Payments is on the Essentials plan and up. Start a free 14-day trial, connect PayPal and send yourself a proposal with a deposit.
Set up a deposit with PayPal in four steps
Connect PayPal
Connect your PayPal business account in QuoteCloud. See connect, step by step.
Price it
Build the price table, with the extras clients can tick as optional items.
Add the button
Insert a PayPal button, keep it a one-time payment and request a part payment as a percentage or a fixed amount.
Test it
Send it to your own @example.com address, sign, and check both choices before a client sees it.
Deposit questions
Can the client choose between the deposit and the full amount?
Yes. When the PayPal button requests a part payment, the client can choose Pay deposit or Pay in full after signing, and pays that amount with PayPal on the same page. Both amounts come from the document's price table.
Can the deposit be a fixed amount instead of a percentage?
Yes. In the document's payment settings, opened with the $ (Payments) icon in the editor, you set the payment amount as a percentage of the total or as a fixed amount, together with the description and instructions the client sees.
What happens to the deposit if the client ticks an extra?
It follows the new total. Optional items, quantities and discounts change the price table's total while the client reads, and a percentage deposit and the pay-in-full amount are worked out from that total before they pay.
Does QuoteCloud collect the balance later?
This page leaves the balance with you: state your payment terms in the proposal and collect the rest your usual way. QuoteCloud can send automated payment reminders; book a demo to see how they would fit your terms.
More on QuoteCloud and PayPal
Four use cases, then the payment options, how to connect, the limits and the cost.
- Spread bigger purchases with PayPal instalment plansOffer an instalment plan instead of a one-time payment, so a bigger purchase is paid in parts.
- Get paid by clients who prefer PayPalFamilies and small businesses pay from their own PayPal account, at home or abroad, without sharing card details with you.
- Act on PayPal payments with ZapierDocument Part Paid and Document Paid start Zaps that log the payment, tell the team and update your books.
- PayPal payment options in QuoteCloudOne-time payment or instalment plan, a percentage or a fixed amount, and automated payment reminders.
- Connect PayPal to QuoteCloud, step by stepCheck the plan, connect your PayPal account, add the button to a template and test it before a client sees it.
- What QuoteCloud with PayPal can and can't doWhat happens on the document, what PayPal handles, where Zapier comes in and what we haven't confirmed.
- What taking PayPal payments costsQuoteCloud Payments is on Essentials and up; PayPal charges its own fees, which vary by country and currency.
- FAQAnswers to the questions businesses ask before taking PayPal payments on their quotes.
Signed tonight. Deposit paid tonight.
Start a free 14-day trial and send a proposal with a PayPal deposit.