Adding Navigation to your Page

Our Navigation Bar allows you to add a table of contents to quickly navigate your Qwilr proposals. Additionally, it allows for easy access to a quote total preview and a quick access Accept button at the top of the proposal. 


In this article:


Where to find the Navigation Bar

The Navigation Bar is set up for all Qwilr Pages while editing, in the top right underneath the share button.


Configure nav

The Configure nav menu allows you to adjust the following items:

  • Where the nav bar appears on the proposal (top bar as in display, on the left, or a floating icon in the top left of a proposal).
  • The background color of the bar

  • Your logo (this feature is only available on the Growth and Scale Plan): drag and drop an image or click Add logo to display your branding in the nav bar

Note: The logo is set at the page/template level, so you'll need to add it individually on each template or page.


  • Whether the Springboard menu is visible

  • Whether your page owner's contact details (email and profile name) are visible

  • Whether you wish to show or hide the Blocks nav menu

  • Whether you want to open the blocks navigation menu by default

  • The Quote Block total being visible at the top of the proposal

  • Accept button access at the top of your Page


Admins in Qwilr can set the default page navigation settings in an account. This allows them to display different aspects of page details and block navigation and the style of the navigation bar. These settings are simply the default and can be changed on the page or template level.


To find your Navigation account settings, head to Account settings at the bottom left of your Qwilr dashboard when you login. Then, scroll all the way down on the left-side and you'll find Navigation under your Brand & Appearance section.

In the Navigation settings menu you will see three major sections.


Appearance

This section allows you to set where your navigation bar lives on your pages, including the top, left, and floating option. It also lets you set the background color of your navigation on your page and if you can add a small logo.

Blocks navigation menu

This section allows you to set the navigation menu to you be on or off for new pages by default. It also defines whether the navigation menu is fully open when a customer first loads a page, or if it is collapsed.

Show/hide menu

The Show/hide menu is focused on options that appear on your Qwilr page as well, both within the navigation menu as well as up toward the top-right of your proposal.

  • Show quote total allows you to show to full cumulative total of all selected and included quote items on your proposal in the top right corner of your page.
  • Show accept button allows customers to click 'Accept' (or 'Agree' or whatever you have labeled the Accept button in the proposal) at the top-right of the proposal, jumping down to enter their acceptance information.
  • Show contact details includes the name and email address of the page creator in the bottom left of the proposal within the navigation bar.
  • Show download PDF button allows customers to click a download button in the top-right to download a PDF copy of the proposal you've sent them.
  • Show Springboard actions allows for customers to save their Qwilr pages online to a portal they can login to and review.


Naming sections of the Navigation

Every Block in your page appears in the Navigation by default. If a Block has a heading, we'll pull that in as a Block Title, but you can customize it if you want.  

In your Navigation Bar, you'll see a pencil icon next to each block name. Click on it to update the name, then click the check mark to confirm it.


Hiding sections from the Navigation

You can also hide any Block from displaying in the Navigation. Check the eye icon to the right of the Block title. If you decide later to include this block in the navigation, just click the eye to show it again. 

Note: You can exclude or include hidden items on your own editor view via the exclude/include hidden items button at the bottom of the Blocks list. 


Once you've hidden a Block, you'll see it crossed out in your menu while editing. Your clients won't see this in the live page.


Stuck? Reach out to the Support Team at help@qwilr.com!

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