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

In the top left corner of your dashboard you can also find Library, where you’ll manage reusable elements that make building Pages faster.

This includes:

Blocks – pre-made content sections (like text, images, or pricing tables) that you can drop into any Page instead of recreating from scratch.
Templates – reusable Page layouts that help you create proposals quickly and consistently.
Themes – the place to set up your fonts and colors, so that every Page you and your team create looks consistent and on-brand.
Automations – tools that connect Qwilr with your other software to reduce manual work. Currently, we offer Automations with HubSpot, Salesforce, Pipedrive, and Slack.
Agreements – ready-to-use contracts that can be added directly within your Qwilr pages for signing.
Payments – options to add payment collection directly in your Pages, for one-off or recurring billing.
Engagement scores – insights into a visitor’s level of interest in your page based on how many times they view it and how long they spend on it within a set time period.

You’ll also see Reports, which give you a big-picture view of how your Pages are performing overall. This helps you measure how quickly your deals move through the sales pipeline.

The top left view is different depending on your permissions level. All the sections above are available for Admins.

If you're a Creator, you'll see Pages, Blocks, and Reports instead.

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