Meet your Qwilr Dashboard

Welcome to your Qwilr Dashboard—the command center where your creative journey begins! Let's explore its features to help you navigate and manage your projects with ease.

What's on the Dashboard?

Every new Page you create appears here, ready for action. A Page in Qwilr is a customizable document you build and share online. Depending on your use case, you might think of it as a proposal, sales quote, pitch deck, or report. Hover over any page title to access quick options like sharing, previewing, and viewing analytics.

Learn more about these options:

Note: In Qwilr, a Page is a single document you create and send, while a Template is a reusable version you can start new Pages from. If you convert a Page to a Template, it moves to your Template Library.

Pending? Live? Accepted?

Each page shows a current Status, so you know which Pages your client has accepted. Stay informed with real-time statuses:

Draft: Your page is in progress and not yet shared.
Live: The page is active and shareable.
Pending: Awaiting client acceptance.
Accepted: Congratulations! Your client has accepted the page.
Declined: This only applies to pages that have an expiry set that have not been accepted, or have been manually "declined" by a Qwilr user.
- Note: Can't be declined by end customer receiving proposal and other declined restrictions found here

Organize like a pro

Qwilr offers lots of ways to sort and store your Pages. Here's how to keep your dashboard tidy:

Tags: Add tags to your pages for easy filtering and retrieval.
Sorting: Arrange your pages by last edited, date created, alphabetical order, last viewed, or page views.
Folders: Create folders to group related pages, making navigation a breeze.

Note: If you add tags to your Pages, that helps your team easily filter the Dashboard to find specific Pages.

Sort your Pages list by Last edited, Date created, Alphabetical, Last viewed, and Page views in either ascending or descending order.

If you want to keep your Pages organized, you can create folders. This will help you to easily find and access your Pages when you need them.

Creating a new Page

Ready to start something new? Click the Create New button to begin from a blank template or use a template.

You can also convert an existing PDF document into a Qwilr Page.

Quick Return to the Dashboard

No matter where you are in Qwilr, simply click our logo in the top left corner, and voilà! you're back on your Dashboard.

Other areas of your Dashboard

The sidebar navigation on the left-side of your Qwilr Dashboard allows you to access content libraries, templates, payment settings, and more. For more specific details, check out our sidebar navigation article.

From top to bottom Admins will see the following options. These are the same options that the previous navigation had, just aggregated and more visible on the left-hand side.

Create new - this allows you to create a new page from blank or explore your template library to create new pages.
Templates - this allows you to mange your template library as well as explore prebuilt templates from Qwilr.
Content library - this includes images, saved blocks, and brand information. We will provide more detail about that below.
Agreements - this includes all saved agreement blocks specifically.
Payments - for our customers using QwilrPay this will have the account details around that functionality.
Automations - for our customers with Slack, HubSpot, Salesforce, or Pipedrive integrations, this will lead you to the automations library to manage your Qwilr automations.
Integrations - a link to go straight to your integrations settings for different applications and Qwilr.
Analytics - this allows you to review both your Pipeline Report and your Engagement Scores.

Creators see a more limited view of the sidebar navigation. They will have the ability to create new pages from blank or from templates they have permission to view, as well as see saved blocks they can use, images uploaded to the account or as part of our stock library, saved agreement blocks specifically, and review their information for their own pages on the pipeline report (and any other pages they have permission to view). Otherwise, like the above image, the rest of this article will discuss things from the Admin user perspective.

Did this answer your question? Got Feedback? Let us know by emailing help@qwilr.com!