What is Springboard?

Springboard for Qwilr allows customers to save Qwilr Pages so they can review them later. This makes it easy for them to access important information when they need it. It's a great way to keep your content accessible and increase the chances of closing a deal.

In this article:

• Springboard for Buyers
• Springboard for Qwilr Customers
• Changing your Springboard email address or profile name
• Enabling/disabling Springboard on a single page
• Enabling the Download PDF option
• Deleting your Springboard account

Springboard for Buyers

With Springboard, you can save pages, contact the page owner, see which pages are awaiting your signature, and see when those pages expire. You can also use your e-signature and saved information to sign future Qwilr proposals. And once you've signed agreements, you'll always be able to access the audit trail and see that agreement.

Saving Pages

Click the Save button on any Qwilr page to save it to your account. You can view all of your saved pages at springboard.qwilr.com/saved.

Thanks to saving Pages, you can:

• Keep a record of pages in one place to get back to them easily.
• Track the status of pages.
• See if any action is required from you.

Contacting the Page owner

To email the owner of a page from Springboard, click the triple-dot menu on the page and then click Contact page owner.

Downloading a PDF of the page

If the page owner has turned on the Download PDF option, you can download a PDF copy of the page before you accept it. Click the triple dots menu in the top right corner of the page, then click Download PDF.

If you don't see this option, contact the page owner. You'll always get a PDF link after the page is accepted.

Seeing the Pages that await your signature

If a page is awaiting your signature, you'll see it marked as Pending. If the page has multiple signers, the number of people awaiting signatures remaining will be shown.

Seeing if Pages are expiring soon

If a page has an expiry time limit, you will see when there are fewer than 7 days remaining until expiry.

Contact the page owner if you need to extend the time limit or get access again after expiry.

Downloading the audit trail

Once a page is accepted, an audit trail PDF is generated. This contains all the information related to the document and its acceptance for your record-keeping.

From Springboard, click on an accepted page's triple dots menu and then click Audit trail. 

Autofilling Qwilr Proposals with your saved signature and name

While accepting a page, if you are signed into your Springboard account, you will have the option to autofill your signature information. This will include your name, organization, and your last-used e-signature. If you need to make changes, you can edit both your name and email right there.

Springboard for Qwilr Customers

If you're wondering whether you could have a Qwilr account and a Qwilr Springboard account, the answer is absolutely! Whenever you encounter the Qwilr Page save menu, you'll have the option to create a Springboard account. If you register under a different email address, that account will be detached from your Qwilr account. If you register under the same email address you use with Qwilr, though, those 2 accounts will be connected in our system. That means future changes to the email address in your Qwilr account will happen for both accounts.

Changing your Springboard email address or profile name

If you're looking to change the email address used in your Qwilr Springboard account, here are the steps:

Step 1. Log in to your Springboard account at https://springboard.qwilr.com.

Step 2. Select Profile from the drop-down menu in the top right corner of your Springboard account.

Step 3. Make the necessary changes to your email address or username in the fields below and click Update Profile.

Step 4. You will receive a confirmation email in your email inbox.

Enabling/disabling Springboard on a single page

To enable or disable Springboard on a single page, click the Configure nav button at the top of your page. From there, you can turn Show Springboard actions on or off and choose whether your contact details are visible with Show contact details.

Springboard can also be enabled or disabled in your Account settings menu under the Navigation settings at the bottom. Learn more about that here.

Enabling the Download PDF option

You can let buyers download a PDF of your page from the three-dot menu. This option is off by default, and the Show download PDF button toggle is only available when Show Springboard actions is on.

Step 1. Open your Qwilr page in the editor.

Step 2. Click Configure nav at the top of the page.

Step 3. Make sure Show Springboard actions is on. If it's off, the Show download PDF button toggle will be greyed out.

Step 4. Turn on Show download PDF button.

Once it's on, buyers can download a PDF of the page in two places:

• On the live page: from the profile menu (the initials in the top right corner). If they aren't signed in to Springboard, it's in the three-dot menu instead.

• In their Springboard dashboard: from the three-dot menu on the saved page's card.

How this works with templates:

• If a template has the Download PDF option turned on, all pages created from that template will have it turned on too.
• New templates have the Download PDF option turned off by default.
• To turn it on for a one-off page without affecting other pages, clone the template, turn on the Download PDF option in the clone, and create your page from there.

Admins can turn this on for all pages in the Navigation settings in your account. To share a direct PDF link instead, see FAQ: Can my client download the PDF of my Qwilr Page?

Deleting your Springboard account

If you no longer need your Springboard account, or if you created it by accident, you can delete it. Let's take a look at how to do that below.

Start by logging into your Springboard account. (Log in HERE). 

Then, head to your Creator Profile from the top right of the screen and click Profile. At the bottom of that page, you'll see a delete option. 

Click to expand it, and type in the email address to which your account is registered to confirm and delete. You'll be logged out, and your account will be deleted. 

If you have questions, let the team know by emailing help@qwilr.com.