With Qwilr you'll be able to add Quote Blocks to your proposals. These customizable price quotes (or budgets give you the flexibility to present your pricing exactly as you need. (Prefer video? Check our recent Qwilr Class on quoting.)
Quote Blocks can contain any or all of these elements:
- Variable Prices
- Optional items
- Client-chosen quantities
- Different currencies
- Adding Custom Form Fields to your Accept Block
- Translating the Quote block
You'll also be able to show or hide specific elements.
In this article:
We'll be talking about the basics of creating quotes. For more advanced options, see the individual articles linked above.
Adding a Quote Block
To get started, add a new block to your Qwilr Page. Choose Quote.
The new block will contain a blank quote form, ready for you to add items. You'll always start off with 1 blank section and 1 blank line item (in Fixed Cost format). If you need to create groups of line items, you can also add more sections. Click any field to add text or numbers.
Adding, managing, and deleting sections
In the quote block, sections help you present a group of products and/or services in an organized way. Depending on the quote, you might use just one section, or many. Sections come in particularly handy if you offer various packages.
Adding a new section
If you want to add a new section to your quote, click the ✚ in the spot you want your section to appear. You can add a new section at the end of the quote, or between any two existing sections.
Adding a new section name
In the header of each section, you'll see a field where you can enter the name of the section. If you highlight the text you've added, you'll also see an edit menu pop up.
With it you'll be able to:
- Bold your text
- Italicize your text
- Making your text an H2 header
- Add a link to your text
- Make the text an unordered or ordered list
Moving a section
To move a section up or down, click on the heading of the section. A toolbar will pop up. Click on the arrows to move the section as needed.
Deleting a section
To delete an entire section, click on the heading of the section. A menu will pop up. Click the trash can icon to delete the section.
Adding and managing line items
The "items" in your quote are line items. They generally take the form of an individual product or service and its price. Each section of your quote can contain as many items as you need.
Note: If you have a large number of items in your quote, you might want to upload them in bulk.
Adding a line item
When you add a section to your quote, it will contain one line item by default. You can add more, choosing from these formats:
- Variable Based Item
- Fixed Cost Item
- Text Item with no pricing
- Saved Item from your library
To add a line item at the bottom of a section, click the button for the type of line you need, and add a description and cost details.
You can also add an item between any two existing line items. Move your mouse to the spot where you'd like to place the item. When you hover over it, you'll see a ✚ icon pop up. Click on that and choose your item format.
If you want to move the item afterwards, click the line item settings icon, and use the 'up' and 'down' arrows.
Saving a line item
If you plan to use a line item again in the future, you can save it to your library and then add it to any Quote Block in any project.
Deleting an item from a quote
To delete a line item from a quote, click the item settings icon and choose Delete.
Showing or hiding parts of a quote
Within your Quote Block you can hide certain elements so they're not visible to your clients.
Item cost and quantity details
You can hide or show each column in the Quote Block. This allows you to display your quote in as much detail as you like. To hide or show any column, click on the icon next to the column heading.
If you've decided to hide the Item and Quantity columns in your quote and need to edit them later, just click Show Column, make your changes, and then click Hide Column again.
When a column is hidden in the Quote Block, it won't be visible to your client. In this example, we've hidden the Item column.
Important: The total of the quote will stay the same even if the rate and/or cost details are hidden.
Quote total and section IDs
To hide (or show) the Quote total and Section IDs, click the Block Options icon (three dots) in the top left corner of the block. Click Display options. From there you'll be able to enable or disable the switches for Quote Total and Section IDs.
Discounts and tax
Click the Options icon (three dots). You will have these options:
- Show total discounts
- Show tax totals
- Show total excluding tax
Styling your Quote Block