Setting a monetary value for a Qwilr Page

If your proposal does not have a quote block, but it still has a value that you would like to track, you will be able to manually set that up for your Qwilr page.

Note: The page value is only visible to you. Your customers will not see it when a Qwilr page is shared with them.

Assigning a monetary value to a Qwilr page

In order to assign a monetary value to a Qwilr page:

Step 1. Open your page in edit mode.

Step 2.  From there, head to the page settings (3 dots in the top right corner of the page) and click Page value.

Or click the page status at the top and select Change value:

Step 3.  Toggle the Set manual page value option on.

Step 4. From there, choose the currency, enter the value and click Done to save.

Note: If you have a quote block added to the page, in order to change the currency, you will need to change the currency in the quote block first.

Updating manual Qwilr page value

To change the value of the page:

Step 1. Click on the value number in the bar at the top of the page and select Change value (or head to page Settings > Page value).

Step 2. In the pop-up box, enter a new value. 

If you would like to switch to showing the Quote value instead, toggle off the Set manual page value option.

Removing manual Qwilr page value

To turn off the manual value, click on the value number at the top of the page and toggle off the  Set manual page value option. 

You can also head to your page settings in the top right corner of the page, select Page value and turn it off from there.

Note: The page value will automatically default to the Quote value when the manual one is turned off.