Users with a Practitioner account can add sales material from external sources to their quotes, such as Qwilr pages, PDFs and any web page. Embedded Sales Material is then displayed within the Public view of the Quote for your client.
Step 1: Go to Quotes → Settings
To get to this setting create a new Quote or go to an existing quote, and near the bottom of the Settings tab of a Quote you will find the Embedded Sales Material dropdown.
Step 2: Select an Option
The drop down gives you five options:
None: no embed material is displayed. This is the default option.
Template: the Public quote displays an embedded web page from table of pre-existing templates/urls for the Quote viewer.
PDF document: the Public quote displays the PDF embed for the viewer/client to see within the quote. The Quote viewer also has the ability to download the PDF via the “PDF” button.
Web page: the Public quote displays a web page embedded with the Quote for the viewer/client.
Qwilr: the Public quote displays a Qwilr page and gives the viewer/client the ability to download the Qwilr page as PDF via the “PDF” button.
About Qwilr
Qwilr is a tool for designing simple marketing pages and quotes. To embedded Qwilr pages you will need a Qwilr account. See the Qwilr website for further information about Qwilr → here.
Step 3: Complete & Share your Quote
Complete your Quote, then publish and share the Public Quote with your client. Below you can see an example of the new embedded sales material on the "Proposal" tab.
Learn more about creating Quotes → here.