Adding package options to quotes
Qwilr's packages feature gives you flexibility to structure quotes in a variety of ways. It also puts you in control of how your buyer views and interacts with your quote.
In this article:
In this article, we're talking about setting up package options in a Table-style quote. This is a great option for when your packages are detailed.
If you need a simpler, side-by-side presentation, check out our Plan card style quote.
Adding a quote section
You'll use sections in your Quote Block to group the various elements of your packages. To add a new section, click the + symbol at the bottom of the current section.
Once you’ve built all the sections of your package, head to the top left corner of the Quote Block. Click the green Quote Type icon.
If you're using Multiple Choice or Single Select, you might also want to make it mandatory for your buyers to choose an option before they accept the quote. If so, enable the Require a Choice switch.
Create a One Combined package
This is the default setting for Quote Blocks. With this setting, all sections are automatically included in the quote. You can still use optional line items and optional quantities within any section, but your buyer won't be able to select or deselect sections.
The quote total will include all the sections combined.
Create a Single Select package
If you have tiered pricing for different package levels (i.e. Bronze, Silver, or Gold) and you want your buyers to choose only one, use Single Select. When you send the quote to your buyer, they'll be able to choose the one section they want.
The quote total will include only the package they chose, plus any sections you've made mandatory.
Create a Multiple Choice package
If you need to offer a series of optional packages and have your buyer choose several of them, use the Multiple Choice option. When you send the quote to your buyer, they'll be able to select or deselect any section, so the quote reflects only what they want to buy.
The quote total updates automatically to reflect their selections, plus any sections you've made mandatory.
Making a package mandatory
Sometimes, you'll have a package that needs to be included in the quote no matter what other selections your buyer makes. No problem - you can set any section as mandatory.
Head to the top right corner of the section. Click the Section Settings icon. Then choose Properties, and disable the Optional Section switch. You'll see the Select button disappear from this section.