Layer 1

Qwilr Guide

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 Enterprise plan.


Let's start with the Quote Block

Qwilr has lots of ways to customize your price quote.


​First, some basics:


​From there, let's add some pricing.
​
​Qwilr supports two types:


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!
  • Redirect your client to any external web page after they accept

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.

Check out our Help Center!