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 clients view and interact with your quotes.

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. 

Note: You can also clone an existing quote section to save time. For more quote-building fundamentals, see this page.

Once you’ve built all the sections of your package, click the green Quote Type icon at the top left of the block. Choose the option for your needs: One Combined Package, Multiple Choice, or Single Select. Curious about how each one works? See the sections below.

If you're using Multiple Choice or Single Select, you might want to make it a requirement for your clients to choose an option. 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 included in the quote total. You can still use optional line items within any section, but your client won't be able to select or deselect sections. The quote total reflects all the sections combined.

Create a Multiple Choice package

If you need to offer a series of optional packages in your quote, and have your client choose several of them, choose Multiple Choice. When you send the quote to your client, they'll have the option to select or deselect any section. They can choose all of the sections that they want to buy.

Sometimes you have a package that needs to be included in the quote no matter what other selections your client makes. In that case, you can set a section as mandatory. Click the Section Settings icon (3 dots) in the top right corner of the section, and enable the Make Mandatory switch.

Create a Single Select package

If you have tiered pricing for different package levels (i.e. Silver, Gold, or Platinum) and you want your clients to choose only one, choose  Single Select. When you send the quote to your client, they'll be able to choose the one section they want.