With the Accept Block we make it easy for your clients to accept any document. This can be a proposal, a contract, or just anything you want them to accept. (And sign!)
Note: E-signatures are only available on our Business and Enterprise plans. The Accept Block is available to all accounts.
Adding an Accept Block
To add an Accept Block, create a new block and choose Accept from the Block menu.
Note: You can only add 1 Accept Block per Qwilr Page. If you attempt to add a 2nd one, you'll see an error message.
Customizing the Accept Block
Once you've added your Accept Block, you'll be able to customize certain aspects of it. These options depend on your plan.
- Edit the heading and body text above the button
- Edit the button text
- Edit the button alignment
- Edit the button color
- Enable Payments
- Add a Custom Form*
- Enable eSign*
*Features are only available if you're on our Business or Enterprise plan.
The Accept Block has a text area above the Accept button. To add or update text here, it's the same process as for Text Blocks. You can add text or images.
To edit the text on the Accept button, highlight the current text and make your changes.
You can also edit the button style. You'll be able to left-align it or leave it center-aligned. You can also change the button color to one of your brand colors or a complementary color. To do this, click on the button and then the Button Style icon.
The Acceptance Process
While editing your Qwilr Page, you can preview the acceptance process and see what your client will see. Don't worry - walking through the acceptance process in preview will not cause your page to be accepted.
To preview, click on your Accept button from the edit screen. This will bring up a menu. Click the Preview icon.
That click will bring up the Accept 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 prefull 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. This means it's pending acceptance.
Once it's been accepted you'll see the status switch to Accepted and, depending on your plan, you'll be able to view the audit trail.
Once your client has accepted, both you and they will receive an email. Their email looks 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.