With Qwilr you'll be able to add Quote Blocks to your proposals. These customizable price quotes give you the flexibility to present your pricing exactly as you need. (Prefer video? Check our recent Qwilr Class on quoting.)
This article covers the basics of using the Quote Block, but you can also add any or all of these quoting tools. Click the links below for more details.
- Price ranges
- Optional items
- Interactive quantity choice
- Setting currencies
- Adding Custom form fields to your Accept Block
- Translating the Quote Block
In this article:
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). Click any field to add text or numbers.
The Price field calculates automatically, based on your Item cost and Quantity.
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 ✚ icon. 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 a toolbar up to add some styling.
Moving a section
To move a section up or down, click on its heading. 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. In the toolbar, click the trash can icon to delete the section.
You can also delete individual line items.
You can clone any section in your quote - it's a great time-saver. Click on the top edge of the section to bring up the toolbar. Then click the Clone icon. The new copy of the section will appear below it. From there, you can move it as needed and edit its contents.
Adding and managing line items
A "line item" generally includes 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 to add to your quote, you might want to upload them in bulk.
Adding a line item
When you add a new section to your quote, it will contain one Fixed Cost line item by default. You can add more, choosing from these formats:
- Variable: an item with a price range
- Fixed Cost: an item with a single unit price
- Text: a descriptive line with no pricing
- Saved Line: an item from your saved line item 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. Hover over the spot where you'd like to place the item. A ✚ icon will pop up. Click on that and choose your item format.
If you want to move a line item, click the line item settings icon, and then click the arrows to move up or down.
Saving a line item
If you plan to use a line item again in the future, you can save it to your library. Then it will be available to add to future quotes.
Deleting a line item
To delete a line item from a quote, click the line item settings icon and choose Delete.
Showing or hiding parts of a quote
You can hide certain elements of your Quote Block 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 hidden 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.
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
Click the Options icon (three dots). You'll have these options:
- Show total discounts
- Show tax totals
- Show total excluding tax
- Apply a discount to the overall quote total
Styling your Quote Block