Adding an Accept Block
To add an Accept Block to your page, choose Accept from the new block menu.
You'll have a choice of formats, depending on how you'll need your client to accept the page:
- Accept with no e-signature
- Accept with a single e-signature
- Accept with multiple e-signers
Need to change that setting later? No problem – head to the top left corner of the block and click the E-Signature icon.
Note: You can only add 1 Accept Block per Qwilr Page.
Customizing the Accept Block
Once you've added your Accept Block, you'll be able to customize certain aspects of it.
The Accept Block has a text area above the Accept button where you can type in your custom text. You can also add inline images, videos, a button, tables, accordion sections, Google Maps, or a 2-column widget.
To edit the text on the Accept button itself, click the Button Options icon and make your changes.
You can also change the color and alignment of the Accept button. To do this, click the Button Options icon.
You can also add these customizations to the Accept Block:
- Remove the quote total from acceptance confirmation emails
- Customize the message your client sees after acceptance
- Enable payments
- Add a Custom Form
- Enable e-Sign
- Add a custom redirect to your web page after acceptance
The acceptance process
When your client clicks the Accept button, they'll be prompted to fill out the acceptance form. (If you've enabled e-Sign, they'll be prompted to sign as well.)
Then they'll click the Accept button once again.
Previewing the acceptance
While editing your Qwilr Page, you can preview the acceptance process any time, and see what your client will see. Don't worry - walking through the acceptance process in preview won't actually accept your page.
To preview, click on the Accept button while you're editing the page.
That click will bring up the acceptance form. Fill in the form if you like, or save some time by clicking on the word "Accept" at the top of the form. That will prefill your form automatically. From there, click the Accept button and see exactly what your client will see.
Knowing your Qwilr Page was accepted
Before your page is accepted, it will have a status of Pending on your dashboard.
Once it's been accepted you'll see the status switch to Accepted and you'll be able to view the Audit Trail.
Once your client has accepted the page, both you and they will receive an email. The acceptance email is sent to the creator of the page and all acceptors. Your client's email would look like this:
Note: Once a page has been accepted it can't be deleted or edited. If you need a new copy of the page, you can clone it.
If you like your new block, save it so you can reuse it later.