Qwilr's Accept Block makes it easy for your clients to accept your pages. You can even collect electronic signatures and payments through the Accept Block.
Adding an Accept Block
When you're in the Page Editor, add an Accept Block to your page by choosing Accept from the New Block menu.
You'll have a choice of Accept Presets, depending on how you need your client to accept the page:
- Accept with a single click (no e-sign)
- Accept with one e-signature
- Accept with multiple e-signers
Need to change that setting later? No problem – head to the top left corner of that Accept 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 to give context, or further explain the section.
To edit the text on the Accept button itself, hover over the button, and click the Button Options icon to make your changes.
You can also change the color and alignment of the Accept button, follow the same steps.
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.
Already logged in with your Springboard account? Your previously entered details will surface to save you from entering them again - but don't worry, you can change your name or email before you click Accept!
Previewing the acceptance flow
While editing your Qwilr Page, you can preview the acceptance process any time, and see what your client will see. Don't worry - stepping 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
After your client has accepted the proposal, the screen will show this to them, on the proposal page directly. This will allow them to save a copy of their acceptance online in their Springboard account.
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.
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