Agreements: Making Your Sales Process Smoother and More Professional


Want to make your Qwilr Pages more professional and easy to approve? Let's get started!

At Qwilr, we want to make it as easy as possible for your proposal to be accepted, no matter who your buyer is, or what their requirements are. Our new Agreements feature makes it easy to create professional and formal-looking documents, from within your Qwilr proposals. This ensures that your documents meet the requirements of legal and finance teams, can be easily downloaded as a PDF, and work seamlessly with advanced e-signature tools. By simplifying the approval process and enhancing our contract capabilities, Qwilr helps you close deals faster and more efficiently.


In this article:


Adding an Agreement


Looking to add your agreement? It’s simple! Just follow these two steps:

Step 1. Scroll down to the Accept Block and click the Add Agreement button at the top left.

Step 2. Choose Blank Agreement or any of your saved agreements:

Editing an Agreement


If you're looking to make changes in your agreement, tap on the Edit agreement button in the top left:

After clicking the button, you’ll be taken to the Agreement view, where you can edit the text as needed.



Additionally, in the Agreement view, you can


  • Edit the agreement's title by tapping the pencil icon next to the title:

  • Add Tokens to the agreement's content:

Note: Adding Tokens will only be possible if you're working with a Template, not a Page.


  • Change the agreement's settings by tapping the wheel icon. Here, you can edit the button text and allow/restrict the agreement download. You're also able to choose to show/hide headings navigation menu:

  • Download the agreement by tapping the Download button



Deleting an Agreement


There are two ways to delete an agreement:


  1. To delete an Agreement, just tap the three dots next to the Edit agreement button and select Delete agreement. Confirm your choice by clicking the Delete button. You can then add a new Agreement or leave the page without making further changes.

  1. Alternatively, you can delete the agreement while you're in the Agreement view.

To proceed, tap on the Settings icon and choose Delete agreement:



Note: To replace your agreement, tap the three dots and select Change agreement. You will be prompted to confirm the deletion of the current agreement and then able to choose a new one.



Saving an Agreement to the Saved Blocks Library


Saving agreements to the Saved Blocks library makes it easy to reuse your documents, saving time and ensuring consistency. It also helps you quickly access and apply pre-approved agreements, reducing errors and simplifying your workflow.


Step 1. To add an agreement to your Saved Blocks Library, open the Agreement view by clicking Edit agreement.

Step 2. Tap on the Save Block icon. Then, enter the Block name and click Save:



How do I access my Saved Block library?

If you're a Creator, to access a more global view of your saved block library, head to the top left corner of the dashboard and click Blocks:

If you're an Admin, choose Library first, then Blocks:

After saving the agreement to the Saved Blocks Library, it will be available for selection when you're creating new Pages.


Adding the Quote Summary widget to an Agreement


The Quote Summary widget pulls key details directly from the quote block and displays them in a clear, concise overview within your Agreement. This ensures that important information is easily accessible and visible, simplifying the review and approval process.


Adding the Quote Summary widget is extremely easy. Follow these steps:


Step 1. Open your Agreement view by tapping the Edit agreement button.

Step 2. Tap on the Plus icon and choose Quote Summary


The widget will instantly appear in the agreement.





Excluding “Display Only” Items from Quote Summary


Sometimes, one of the Quote Blocks you have might be for display purposes only. In such a situation, you might want to hide certain items in your Quote Summary widget. For example, if you use Plan Cards to showcase packages and features but want to ensure they don't appear in the Quote Summary widget, there's a solution.

You can easily “hide” these display-only Quote Blocks, ensuring that only the relevant, selectable items are shown in the summary, keeping your Agreement clear and focused.


To ensure your Quote Block doesn't appear in the Qwilr Summary widget, follow these steps:

Step 1. Scroll to your Quote Block and click the green Quote Type icon.

Step 2. Select Single select.

Step 3. Make sure Require a choice is left unselected.



Step 4. Now, head to the Plan Card Quote or Table Quote depending on the one you choose to keep hidden). Click the pencil icon, and then choose Properties.

Step 5. Enable Optional section.


Here's how it would look in the Plan Card Quote:

And here's how it would look in the Table Quote:



What happens if I change the Accept Block settings?


Changing the Accept Block settings will directly update the agreement form settings. This means any adjustments you make to the Accept Block will be reflected in the agreement, ensuring that all terms and conditions are consistently applied and accurately represented.



Questions? Don't hesitate to contact us at [email protected]. We'd be more than happy to help.

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