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
• 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 dots menu on the page and then click Contact page owner.

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 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 into 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/disable Springboard from a single page, click on the configure nav button at the top of your page. From there you'll be able to toggle off the springboard menu entirely as well as whether or not your contact details are visible.

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. (Login HERE). 

Then, head to your Creator Profile from the top right of the screen. On 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.