Qwilr Tutorials - Sample sales proposal

Qwilr

Replace PDF sales docs with beautiful, interactive webpages

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Qwilr Tutorials - Sample sales proposal

Video Transcript

Speakers in this video: Jimmy (GetApp) and Mark (Qwilr)

Mark: So, when you first arrive in Qwilr, the first page you're taken to is the project dashboard. This is where all of your projects live within Qwilr. You can see right now that we don't have a new project, so the first thing to do is to give a quick tour of this page and then we'll jump into creating a new project. Any time, you can jump back to the project dashboard by clicking on the Qwilr icon in the top-left. You can create a new project via the new project button or via the little plus button here. You can see your company-wide analytics in this section, more on that later. You can see your library here. You can always get help here, and of course settings are available via the nice little gear icon.

So, to get started, you click on new project. You'll see that there's a range - Qwilr comes with a range of templates that make it easy for you to get started, and this template list is ever growing, it's proven to be very popular. But for now, we'll just jump into a sales proposal. Obviously, you can create a blank project but I think the purpose of this walkthrough would be much easier just to show a template.

So, when you first log in, Qwilr has a bit of information to talk you through, but I'll do a much better job than this little bar will. So, we come in here and you're immediately dropped into the project. So, I'll take you to the top. So to start with, you can see that you have a title for this document, and this is the title that will be - when you make it a website - will be the one that sits in the top of the tab. So, let's call this 'Demo GetApp Sales Proposal'. The first thing that strikes you immediately is that Qwilr is a what-you-see-is-what-you-get editor. So, everything that you see here is replicated when your client will use it on the web.

So, if we go across and go to the top here, we can click on this preview icon, and immediately we can load the page and we can see that it's exactly the same as what we've had before.

Speaker: Editing in Qwilr is incredibly easy. To add text, you can simply press enter here, and we can start typing. It's very easy. If you highlight text, you have the ability to make it bold, italic, you can make it into different header sizes. So we have header one and then header two. You can make it into a link, you can make it into a quote, you can make into bullet points. It's a very simple system to use.

The same applies to all the text that's already here. Obviously, you can simply just add more text and remove it, and that's true for everything throughout Qwilr; whatever style you're in.

So, when you come down - so the main thing within Qwilr, is Qwilr works in this idea of blocks. So right now, we've got the top block, this is a splash block, and then down here we have a text block.

To add a new block, it's very easy. You simply click on the plus button between two blocks, and you can see you have a way to create new content.

So, there are five main blocks within Qwilr. A text block is, as you would guess, a very simple standard text block. You can add images to it, you can add tables, but it's the most standard and most commonly used block in Qwilr.

The quote block allows you to do your pricing. It has a whole bunch of really interesting functionality built into it that makes it a very powerful and useful tool. This is also where you can add things to do with accept and e-sign and a bunch of other tools like that.

A video block is the simplest of all the blocks; it's just a very easy wait to drop in a video. You just need a link from YouTube, Vimeo or Wistia; and you drop it in, you can add some text but it's a very simple to use block.

A splash block is just to add a splash image, so you can have a big beautiful background, and then add some text over it. This is a very powerful visual medium on the web. It looks fantastic. It also looks great when you export it to PDF if you need to do that, but there's a whole range of interesting things [inaudible 00:04:16] can do there. And then source block - or a cloud source block we call it - allows you to add anything from the rest of the web. So, this is basically a tool that allows you to iFrame in other parts, and we'll spend some more time on that later.