Qwilr's Quote Block has the flexibility to present your pricing exactly as you need.
This article covers the basics of using the Quote Block, but we have many useful quoting tools. Head to the bottom of this article for more details.
In this article:
Adding a Quote Block
To get started, add a new block to your Qwilr Page. Choose Quote.
3 styles of quoting
You'll be prompted to choose a format for your quote. Depending on the quote you're building, you can mix and match two styles of presentation (click the links below to learn more):
- Standard Quote: presents your line items in a traditional table format.
- Plans Only: displays the same line-item details in a side-by-side card format.
- Combined Plans and Quote: contains both Table and Plan card sections
Adding a new section
Quote sections help you present a group of items in an organized way. Depending on the quote, you might use just one section, or many.
If you want to add a new section to your quote, click the + icon. You can add a new section at the end of the quote, or between any two existing sections.
Showing or hiding parts of a quote
You can hide certain elements of your Quote Block so they're not visible to your clients.
Sometimes you don't need all the details in your quote. You can hide or show each column of a table section by clickng on the icon next to the column heading.
If you need to make edits in a column you've hidden, just click Show Column, make your changes, and then click Hide Column again.
When a column is hidden, it won't be visible to your client. In this example, we've hidden the Item column.
Note: The total of the quote will stay the same even if you've hidden some columns.
Quote total and section IDs
To hide (or show) the Quote total and Section ID numbers, head to the top left corner of the block and click the Block Options icon (three dots). Next, click Display options.
From there you'll be able to enable or disable the switches for Quote Total and Section IDs.
Discounts and tax
If you've applied a discount or tax to your quote, you can choose to show it in your quote total or hide it. To find this setting, head to the bottom block of the quote. Click on the Total Options icon.
You'll be able to do these things:
- Apply a discount to the overall quote total
- Show total discounts
- Show tax totals
- Show total excluding tax
Styling your Quote Block
You can style your Quote Block by adding a background color, text color, animation, and more.
Not only that, but you can apply styling to the quote form. Click on the top edge of any quote section to get started.
Here are some more things the Quote Block can do:
- Adding a table section
- Adding plan cards
- Setting the currency
- One-time pricing
- Recurring pricing
- Price ranges
- Optional items
- Optional quantities