Quote blocks are the most powerful part of Qwilr Projects, and if we’re honest, they’re our favourite too.
At their most basic, quote blocks are made up of variable, text and fixed cost items. Together, they make up the quote.
Quote blocks, like video blocks, have two modes: Edit mode (where you edit) and Preview mode (where you see what your quote will look like to the outside world).
When you're in Preview mode, you can enter "edit" mode by clicking on a quote:
And to enter Preview mode, you can click the "Preview" button in the Heads Up Menu:
Building a Quote
Quotes are made up of Line Items that can either be fixed cost or based off variable rates, or plain text items that you can use to add explanatory notes in the quote. To add a new line item click the relevant button at the bottom of the section that you are editing:
Line items can be clustered together into Sections - such as: 1. Planning & Concept, 2. Execution, 3. On-Going Support. To add a new section click the "Add Section" button.
You can have as many sections and line items as you wish.
See an example quote in this Qwilr template.
Rates are used for prices that are repeatable at a set rate. A lawyer might charge $200 per hour, a builder $500 per day, an iOS developer $3000 per week. All can be configured in the quote module.
When building your quotes it is great to be able to quickly and easily access the rates that apply to your business via the Rate Item.
You can add or edit rates from the Rates Panel. You can access the Rates Panel either from the Block Menu:
Or just click ‘Edit Rates’, in the rates dropdown, and you’ll be able to add the rate you want.
Important Note: Changing rates will impact all live quotes in your account.
You can access taxes from the Block Menu. You can add as many taxes as are applicable to your business. Just add the name of the tax and the percentage rate and you’re all done. You can then apply taxes to your Quote as you see fit.
Qwilr supports all ~150 common currencies. Currency settings are accessible from the Block Menu (via the pencil icon in the top left).
If there is a currency that isn’t supported please email firstname.lastname@example.org and we’ll do our best to add it quickly (often within 48 hours).
Customizing the look of your Quote
There are many ways to display Quotes on Qwilr (and our users still sometimes ask for more variations). To change the way that your quote is shown to your client go to the ‘Configure’ section of the Block Menu.
Configure allows you to vary your quote by:
- Showing the quote as tax exclusive OR tax inclusive
- Showing all of the details A hours x B hourly rate = C total dollars
- Showing none of the details (just the final price)
- And many more variations
Editing Line Items
Line items have a number of different options, including taxes, discounts and interactive options. To access the options for a particular line item - click the edit "pencil" icon on the left of the line item:
Put in the amount that you wish to discount.
Deleting the Line Item
Just click the delete button (the "X" button) & BAM it’s gone.
If you are applying taxes to most of your line items, but one (or more) particular line item is tax exempt you can check this box.
Use the arrows on the right of the panel to move the line item up or down. You can move it around a section or between sections with these arrows.