Plan Cards with the Quote Widget (Beta)

In this article:

• Adding a plan card section
• Filling in a plan card
• Offering different billing frequencies
• Highlighting or pre-selecting a card
• Controlling what buyers can select
• Applying discounts
• Applying taxes
• Changing the currency format
• Showing or hiding fields and features
• Styling plan cards
• Moving, cloning and deleting
• Saving and reusing plan cards

Adding a plan card section

You can add a plan card section to any Text block in two ways.

From the widget menu

1. Click into a Text block where you want the plans to appear.
2. Click the + widget adder, or type /.
3. Choose Plan card section.

A new section starts with one card.

From a quote preset

Presets are ready-made Text blocks with Quote widgets already in place.

1. Open the + add block menu and choose a quote preset.

Pick Plans only to show just plan cards, or Combined plans and quote to show plans with add-on line items below them.

Adding more cards

To add another card, click the + icon beside the last card in the plan card section.

Filling in a plan card

1. Title: click the top field of the card to give it a name.

2. Price and frequency: click the price on the card, then enter an amount in the Value field. To change how often it's charged, click the frequency shown below the price (for example, / month) and choose a different period, or make it a one-off charge.

3. Unit: use the Unit field to describe what the price covers, such as users or weeks. The unit price is multiplied by the quantity.

4. Features: click Add a feature below the card, then press Enter to add each new feature.

For more control, click the card's pencil icon, then Properties. Click the arrow beside a field to expand it:

• Item: choose a Pricing type, such as Fixed cost, and set the Value (the unit price). To change the currency for the whole page, click Page currency.

• Quantity: set the Value (the number of units) and Unit. Turn on Fixed quantity to stop the buyer changing it. Turn it off to let the buyer choose the quantity, then set the Min, Max and Increments they can choose between (for example, 0 to 100 in steps of 1).

• Price: set the Billing frequency (one-off or recurring) and, for recurring prices, the Recurring frequency (such as monthly). If you want to take recurring payments, you can connect QwilrPay from here.

Offering different billing frequencies

If you offer the same plans on different billing terms, such as monthly, quarterly or annually, you can group the cards by billing frequency. Your buyer can then switch between frequencies to compare prices.

1. Click the plan card section to select it, then click the pencil icon at its top-right corner.
2. Turn on Group cards by billing frequency.

3. Each billing frequency appears as a button at the top of the section. Click the + icon to add another billing group.

Highlighting or pre-selecting a card

Highlighting a recommended plan

Click the card's pencil icon and turn on Set as recommended to highlight it as your recommended plan.

Pre-selecting a card

To show a card as already chosen, click its Select button. The button changes to Selected and the card appears larger. Your buyer can still pick a different option when they view the page.

Controlling what buyers can select

Making a card optional

Click the card's pencil icon and turn on Optional plan card to let your buyer choose whether to include it. Turn it off to make the card required.

Setting how buyers choose between cards

Click the plan card section to select it, click its pencil icon, then Selection.

• Optional section: turn on to let the buyer skip the whole section. Turn off to make it required.
• Single select: turn on so the buyer can select only one optional card in the section. Turn off to let them select several.
• Require a choice: turn on so the buyer must select at least one optional card in the section.

Single select and Require a choice only apply to cards with Optional plan card turned on. Because selection is set per widget, one page can mix a single-select plan section with a multi-select quote section.

Applying discounts

You can apply one or more discounts, as a percentage or a fixed amount, to a single card or to a whole section.

To a single card

1. Click the card's pencil icon, then Discounts.
2. Click Add discount and choose a saved discount, or create a one-off.
3. Enter the Amount and pick % or $.

To a whole section

Click the plan card section to select it, click its pencil icon, then Discounts, and add discounts the same way. A section discount is spread across the cards in proportion to each card's price after its own discounts.

How multiple discounts work

• Discounts apply in the order listed, top to bottom, each taken off the amount left by the one before. Two 10% discounts take 19% off, not 20%.
• To reorder or remove a discount, click its ••• menu and choose Move up, Move down or Delete.

• Click Manage discounts to edit your saved discounts.

See How discounts work for more.

Applying taxes

You can apply one or more taxes to a single card or to a whole section, from your account's tax library.

To a single card

1. Click the card's pencil icon, then Taxes.
2. Click Add tax and choose a tax.

To a whole section

Click the plan card section to select it, click its pencil icon, then Taxes, and add taxes the same way. Taxes set on the section pass down to every card in it.

Exempting a card or section from a tax

A card inherits taxes applied to its section and to the quote total. To remove one, open the card's or section's Taxes menu, expand Tax exemptions and tick it. An exemption on a section applies to every card in it. A tax applied at a level can't also be exempted at that level.

How taxes are calculated

• Tax is calculated last, on each card's fully discounted price.
• Tax is only added to a card once it's selected, so your buyer may see the price rise when they choose a plan.
• Click Manage taxes to add or edit custom taxes.

Changing the currency format

Each page has one currency, set in the page menu under Page currency. It applies to every Quote widget on the page.

By default, a plan card section uses the page's currency format. To format a section differently:

1. Click the section to select it, click its pencil icon, then Currency format.
2. Turn off Use page currency format.
3. Turn Show decimals on or off.

To change the currency itself, click Manage page currency.

Showing or hiding fields and features

Fields on a card

Click the card's pencil icon, then Properties. Tick a field (Description, Item, Quantity or Price) to show it, or untick it to hide it.

To rename a field for this card, expand it and change its Label.

Feature lists

To hide the feature list under every card in a section, click the section's pencil icon and turn off Show features.

Styling plan cards

Each plan card section has its own styling, so a plain section can sit next to a colourful one on the same page. Click the section to select it, then click the paint roller icon in the toolbar above it.

Moving, cloning and deleting

A single card

Click the card's pencil icon. The toolbar at the top of the menu lets you:

• Move the card left or right with the arrows.
• Clone the card.
• Delete the card with the bin icon.

A whole section

Click the section to select it. The toolbar above it lets you:

• Duplicate the section.

• Delete the section with the bin icon.

To move the section, drag it by the handle (⠿) on its left.

Saving and reusing plan cards

To save a card, click its pencil icon, then click the Save plan icon in the toolbar.

To reuse a saved card in this page or a future page, click the + icon and choose Saved line item.

A few things don't show in the saved library, but still apply when you add the card to a page:

• Taxes attached to the card.
• Renamed field labels.

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