sales-proposal-page

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Chinese

Write a Qwilr Proposal Page

撰写Qwilr提案页面

Help the user write and structure a Qwilr proposal page — from section planning through copy and interactive element configuration. Qwilr replaces static PDF proposals with interactive web-based pages that include quote blocks, embedded content, and real-time engagement tracking.

帮助用户撰写并构建Qwilr提案页面——从板块规划到文案撰写，再到交互式元素配置。Qwilr以交互式网页版页面替代静态PDF提案，包含报价模块、嵌入内容和实时互动追踪功能。

Step 1 — Gather context

步骤1 — 收集背景信息

Ask the user:

What are you proposing? (product/service, scope, price range)
Who is the buyer? (title, company, industry, company size)
Where is this deal?
- A) Early — they're evaluating options
- B) Mid — they've seen a demo, now need a formal proposal
- C) Late — verbal yes, need the paperwork
- D) Renewal or expansion of existing deal
Which Qwilr features do you want to use?
- A) Quote block with pricing table (interactive line items, optional add-ons)
- B) Simple text-based proposal (no interactive pricing)
- C) Full deal room with multiple pages (route to
```
/sales-deal-room
```
  instead)
- D) Not sure — recommend what fits

If the user's request already provides most of this context, skip directly to the relevant step. Lead with your best-effort answer using reasonable assumptions (stated explicitly), then ask only the most critical 1-2 clarifying questions at the end — don't gate your response behind gathering complete context.

询问用户：

你要提案的内容是什么？（产品/服务、范围、价格区间）
目标买家是谁？（职位、公司、行业、公司规模）
当前交易处于哪个阶段？
- A) 早期——买家正在评估多种选项
- B) 中期——买家已观看演示，需要正式提案
- C) 后期——已口头达成意向，需要完成文书工作
- D) 现有交易的续约或拓展
你想使用Qwilr的哪些功能？
- A) 带定价表格的报价模块（交互式行项目、可选附加项）
- B) 纯文本提案（无交互式定价）
- C) 包含多页面的完整交易空间（请跳转至
```
/sales-deal-room
```
  ）
- D) 不确定——推荐合适的功能

**如果用户的请求已提供大部分此类背景信息，可直接跳至对应步骤。**先基于合理假设（需明确说明）给出最佳答案，最后仅询问最关键的1-2个澄清问题——不要要求用户提供完整背景后才给出回应。

Step 2 — Generate page blueprint

步骤2 — 生成页面蓝图

Design a section-by-section page structure mapped to Qwilr block types. A strong Qwilr proposal typically follows this flow:

Section	Qwilr Block Type	Purpose
Cover / Hero	Splash block	First impression, prospect's name/logo, one-line value prop
Executive Summary	Text + Image block	Why this matters to them specifically (2-3 paragraphs max)
Problem & Solution	Text block or Accordion	Frame the pain, present your solution mapped to their needs
Scope of Work	Text block or Accordion	What's included, deliverables, timeline
Pricing	Quote block	Interactive pricing table with line items
Timeline & Milestones	Text block	Key dates, phases, dependencies
About Us / Team	Text + Image block	Credibility — relevant team members, case study snippets
Next Steps / CTA	Accept block	Clear call to action — accept the proposal, sign, or book a call

Adapt this structure based on the deal context:

Early-stage deals: Lead heavier on problem/solution, lighter on detailed scope
Late-stage deals: Lead with scope and pricing, lighter on problem framing
Renewals/expansions: Lead with results achieved, then expansion scope and pricing
Technical buyers: Add a technical architecture or integration section
Executive buyers: Add an ROI/business case section

设计对应Qwilr模块类型的分板块页面结构。优质的Qwilr提案通常遵循以下流程：

板块	Qwilr模块类型	用途
封面/首屏	Splash模块	第一印象，展示潜在客户的名称/Logo，一句式价值主张
执行摘要	文本+图片模块	说明该提案对客户的重要性（最多2-3段）
问题与解决方案	文本模块或折叠面板	梳理痛点，展示与客户需求匹配的解决方案
工作范围	文本模块或折叠面板	包含的内容、交付成果、时间线
定价	报价模块	带行项目的交互式定价表格
时间线与里程碑	文本模块	关键日期、阶段、依赖项
关于我们/团队	文本+图片模块	建立可信度——展示相关团队成员、案例研究片段
下一步行动/号召性用语	接受模块	明确的行动号召——接受提案、签署协议或预约通话

根据交易背景调整结构：

早期交易：侧重问题/解决方案，简化详细范围
后期交易：以范围和定价为重点，减少痛点阐述
续约/拓展交易：先展示已取得的成果，再介绍拓展范围和定价
技术型买家：添加技术架构或集成板块
高管型买家：添加投资回报率/商业案例板块

Step 3 — Write the copy

步骤3 — 撰写文案

Write actual copy for each section, not just placeholders. Follow these principles:

Executive Summary: 2-3 paragraphs max. Lead with their problem, not your product. Reference specific things from their situation (company name, goals they mentioned, pain points from discovery).
Problem & Solution: Mirror their language back to them. Map each pain point to a specific capability.
Scope: Use clear deliverables with enough detail that both sides know what "done" looks like, but not so much that it reads like a contract.
Pricing copy: Write the framing text above the quote block — this is where you anchor value before they see numbers.
CTA: Be specific about what happens after they accept (kickoff call within 48 hours, implementation begins week of X, etc.).

Use

{{token}}

syntax for any fields the user might want to auto-populate via the Qwilr API later (e.g.,

{{company_name}}

{{contact_first_name}}

{{deal_amount}}

为每个板块撰写实际文案，而非仅使用占位符。遵循以下原则：

执行摘要：最多2-3段。从客户的痛点切入，而非你的产品。引用客户的具体情况（公司名称、他们提及的目标、发现阶段的痛点）。
问题与解决方案：呼应客户的表述。将每个痛点与具体功能匹配。
工作范围：使用清晰的交付成果，足够详细到双方都明确“完成”的标准，但不要繁琐到像合同。
定价文案：在报价模块上方撰写框架性文本——这是让客户在看到数字前建立价值认知的关键。
号召性用语：明确说明客户接受后的后续安排（如48小时内启动项目会议、X周开始实施等）。

使用

{{token}}

语法标记日后可能通过Qwilr API自动填充的字段（例如

{{company_name}}

、

{{contact_first_name}}

、

{{deal_amount}}

）。

Step 4 — Configure interactive elements

步骤4 — 配置交互式元素

If the proposal includes a quote block, design the pricing structure:

如果提案包含报价模块，设计定价结构：

Quote block configuration

报价模块配置

Sections: Group line items logically (e.g., "Platform License", "Implementation", "Add-Ons")
Line items: Each item needs a name, description, and price
- Use
```
fixedCost
```
  type for most items
- Mark add-ons as
```
isOptional: true
```
  so the buyer can select/deselect
- Set
```
quantity
```
  ranges where buyers should choose volume (seats, units)
- Apply discounts where appropriate (percentage or fixed amount)
Billing: Specify
```
oneOff
```
or
```
recurring
```
(monthly/quarterly/annual) per item
Tax: Include tax configuration if applicable

板块：将行项目按逻辑分组（例如“平台许可证”、“实施服务”、“附加项”）
行项目：每个项目需要名称、描述和价格
- 大多数项目使用
```
fixedCost
```
  类型
- 将附加项标记为
```
isOptional: true
```
  ，以便买家可以选择/取消选择
- 为买家需要选择数量的项目（席位、单位）设置
```
quantity
```
  范围
- 酌情应用折扣（百分比或固定金额）
计费方式：为每个项目指定
```
oneOff
```
（一次性）或
```
recurring
```
（月度/季度/年度）
税费：如有需要，包含税费配置

Interactive features to consider

可考虑的交互式功能

Optional line items: Let buyers self-select add-ons — this increases deal size while giving them control
Quantity selectors: For per-seat or per-unit pricing, let buyers adjust quantity
Discount display: Show the discount visibly to reinforce the deal they're getting
Section subtotals: Help buyers understand cost breakdown by category
Features lists: Add feature descriptions to line items for context

可选行项目：让买家自行选择附加项——这既能提升交易规模，又能给予客户控制权
数量选择器：对于按席位或按单位定价的项目，允许买家调整数量
折扣展示：显眼地展示折扣，强化客户获得的优惠
板块小计：帮助买家了解按类别划分的成本明细
功能列表：为行项目添加功能描述以提供上下文

Step 5 — Generate API payload (optional)

步骤5 — 生成API负载（可选）

If the user wants to create the page programmatically via the Qwilr API, generate the

POST /pages

JSON payload:

json

{
  "name": "Proposal for {{company_name}}",
  "isPublished": false,
  "tags": ["proposal", "{{deal_stage}}"],
  "blocks": [
    {
      "savedBlockId": "<from GET /blocks/saved>",
      "tokens": {
        "company_name": "Acme Corp",
        "contact_first_name": "Jane"
      }
    }
  ],
  "quoteSections": [
    {
      "title": "Platform License",
      "items": [
        {
          "title": "Annual Platform License",
          "description": "Full access to all features",
          "type": "fixedCost",
          "fixedCost": { "amount": 24000, "currency": "USD" },
          "isOptional": false,
          "billing": { "type": "recurring", "frequency": "annual" }
        }
      ]
    }
  ]
}

Notes for the user:

Run
```
GET /blocks/saved
```
first to discover available block IDs
Set
```
isPublished: false
```
to review before sending
Use
```
tokens
```
to substitute CRM data into the template
Auth:
```
Authorization: Bearer <your-jwt-token>
```
Base URL:
```
https://api.qwilr.com/v1
```

如果用户希望通过Qwilr API以编程方式创建页面，生成

POST /pages

的JSON负载：