Winning new business with the

QUOTE BLOCK +
ACCEPT BLOCK

Qwilr's Quote and Accept Blocks work together to make closing sales easier. 


When you add both blocks to your Qwilr Page, you'll be able to present your unique offer exactly the way you need.

...And your client can agree, sign, and pay.

Note: Some of the features covered here are available on our Business and Enterprise plans.

LET'S START WITH THE QUOTE BLOCK

Qwilr has lots of ways to customize your price quote.


It's all outlined in this video:


What do you need to include in your quote?

  • Offer packages your client can choose from
  • Make specific items optional, so your client can decide what to accept
  • Let your client choose their quantity so they can take advantage of price breaks
  • Add taxes
  • Add discounts
  • How much does your client want to customize your quote?


    Depending on how you’ve set up your quote, your client can make lots of choices, or only a few (or none at all). 

    The quote total recalculates automatically with each choice they make.


    When your client is ready to accept your offer, they'll move on to the Accept Block.

    HERE'S WHAT THE ACCEPT BLOCK CAN DO

    The Accept Block gives you all these options:


  • Have your client sign, creating a legally-binding agreement
  • Capture multiple signatures (or you can countersign)
  • Add some custom form fields to collect extra details you need
  • Have your client pay you!

  • It's all outlined in this video:


    Make sure all parties have documentation


    With the acceptance process done, you and your client will be able to download a copy of the Audit Trail.

    It includes the timestamps and details of every step of the acceptance process, as well as a link to download a backup PDF.


    That's how simple it is to present your quote and get approval.

    Questions?

    Feel free to email us at help@qwilr.com, or click the ? Help button in Qwilr.