Qwilr Overview

Qwilr is an innovative proposal software designed to transform how businesses create and manage sales documents. By leveraging web-based technology, Qwilr allows users to build interactive proposals, quotes, and sales collateral that captivate clients and stand out from traditional static documents. It’s widely used in technology, real estate, marketing, higher education, and professional services industries. The platform’s user-friendly drag-and-drop editor and rich media integrations ensure sales teams can produce professional, branded documents for their clients, customers, and partners.

Qwilr’s core features include real-time sales and proposal analytics, e-signatures, and seamless integrations with CRM (including Salesforce and HubSpot). Sales team members can use it to track client interactions, understand buyer engagement levels, and close deals faster. Additionally, Qwilr’s automation and collaboration tools enhance productivity by reducing the time spent on document creation and ensuring consistency across all sales materials. Qwilr helps businesses increase win rates and drive revenue growth by delivering a more personalized and efficient sales experience.

Qwilr is a web-based proposal and quoting software that offers businesses a modern and dynamic way to create and manage sales materials. The platform’s user-friendly interface and powerful features make it ideal for businesses looking to enhance their sales process and improve client engagement.

Features include:

• Interactive proposal generation
• Customization and branding
• Automation and templates
• Sales analytics and buyer insights
• E-signatures and payments
• Extensive document security
• Sales integrations

Interactive proposal generation. With Qwilr, you can create proposals with a unique URL through its intuitive drag-and-drop editor. These “web pages” include interactive features like embedded videos, images, interactive pricing tables, and calendar links, making them more dynamic and appealing than PDF proposals. You can customize each proposal with brand colors (yours or theirs), fonts, and reusable content blocks. 

Collaboration features. The collaboration features built into Qwilr make it easy for members of your deal desk to comment, make edits, and finalize proposals, quotes, and agreements. With the Commenting feature, team members can leave notes and directly discuss specific sections of a Qwilr Page. The Active Viewers functionality lets them see who else is viewing or editing a page in real time to prevent overlapping edits. Admins can grant edit access to specific team members so only authorized individuals can change a document. A secure Collaborator Preview Link will allow those without edit permissions to view the page and leave feedback without altering the content.

Automation and templates. To standardize your proposal, quoting, and contracting processes, you can create a library of approved assets reps can pull from and develop custom templates for each of your standard sales and contracting scenarios. That way, sales reps can generate proposals without starting from scratch. When you’re creating these templates, your team can build out content relevant to their specific sales processes or methodologies. To ensure each team member only sees the materials pertinent to their roles, you can group sales reps into folders based on their roles within the company.

Sales analytics and buyer insights. Qwilr alerts you every time someone from the buying group views a proposal, interacts with specific sections, or engages with pricing tables, allowing for timely and tailored follow-ups. But it goes well beyond that — you can customize engagement level thresholds to categorize buyer interactions into “Highly Engaged” or “Disengaged,” allowing your team to prioritize their hottest and highest-value leads. The system’s advanced CPQ analytics give you data on viewing times, frequently viewed sections, and overall engagement patterns, so you can refine their content strategy and enhance proposal effectiveness.

E-signatures and payments. Integrated e-signature functionality allows clients to sign documents directly within the platform. Qwilr’s payment integrations enable instant payments through Stripe. And the platform supports multiple currencies, dynamic pricing, one-off and recurring costs, and multiple payment schedules (e.g., monthly, annual). These features extend to all your business contracts (including employment agreements), meaning you can extend Qwilr’s use beyond your sales, marketing, and customer success departments.

Extensive document security. Each Qwilr Page is assigned a unique URL known as a ‘Link Secret,’ so only individuals with the specific link can access the content. To further enhance security, you can enable password protection, set view limits, and establish link expiration dates to control who can view the document and for how long. Qwilr offers identity verification options for highly sensitive materials, so anyone who tries to view them has to authenticate themselves via email beforehand. All data is stored securely on Amazon Web Services (AWS) servers, payments are processed through Stripe, a PCI-DSS compliant payment processor, and the platform is GDPR compliant.

Sales integrations. Qwilr seamlessly integrates with major CRM systems (including Salesforce Sales Cloud, HubSpot, and Zoho). By integrating CRM and CPQ, users can generate proposals directly from their CRM, automatically populating key details such as client names, company information, and deal specifics into predefined templates. It can also apply a specific template based on the type of client you’re working with. Quickbooks integration auto-pushes accepted proposals as invoices. Slack integration notifies team members when a proposal is sent, signed, or completed.

Qwilr’s customers enjoy several benefits of using the platform. The most notable ones include:

• Shorter deal cycles with an efficient, consolidated sales process
• Increased win rates through personalized, visually appealing proposals
• Better client experiences and higher engagement with interactive proposals and e-signatures
• Reduced costs associated with document creation, sharing, and storage
• Enhanced team collaboration and productivity through integrations and automation features
• Brand consistency and a professional image are reflected in all sales materials
• Detailed insights into client behavior and engagement levels, enabling better-informed follow-ups and sales strategies

Marketing Agencies

Interactive ROI calculators. With Qwilr’s embedded ROI calculator feature, you can create interactive financial models within your proposals. Clients can input variables and see real-time projections of potential returns on investment, making your value proposition more tangible and compelling. Such interactivity not only demonstrates transparency but also empowers clients to understand the financial impact of your marketing strategies.

Brand consistency across all types of agency work. Agencies can maintain brand consistency across all proposals and documents with customizable templates and content blocks. They can add, remove, or edit these blocks depending on the nature of the work the prospective client is asking for. Since you can standardize all your collateral, create workflows, and set access permissions across different departments, things are even more straightforward for full-service agencies and those with more than one core offering.

Dynamic pricing tables for varied project scopes.  Qwilr’s dynamic pricing tables allow agencies to present pricing options in a clear, concise manner. They can easily adjust prices based on client needs and budget, and propose different rates for different service levels.

Technology and SaaS

Interactive proposals for complex products. Qwilr enables tech companies to create dynamic, media-rich proposals that include embedded videos, interactive pricing tables, and detailed product demos. Iintegrating Qwilr with Loom enables you to embed live product demonstrations directly into your proposals, so potential clients can interact with your software in real-time, get a feel for its functionality and UI, and visualize complex technical information. This increases conversions further down the funnel, as it serves to qualify leads and get interests before they sit for a demo call with one of your SDRs or AEs.

Recurring revenue support. In addition to handing one-off payments for setup, implementation, and support, software vendors can propose and bill for recurring subscriptions on a monthly or annual basis. Qwilr integrates with Stripe to enable automated recurring payments and subscription management features.

Sales CRM integration. Qwilr integrates with major CRMs, so software sales teams can create proposals in a few clicks, directly within CRM. They have all proposal data automatically synced back to CRM, so they can follow up with potential customers at the right time and in the most relevant way.

Real Estate

Customizable templates for various real estate functions. Qwilr offers customizable templates tailored for investment proposals, commercial real estate deals, home buying and selling, and more. Users can add sections for property photos, floor plans, financing options, expected ROI, and availability calendars.

Easy online document sharing. With Qwilr, real estate agents can share documents with clients online and track their viewing activity in real time. This allows them to see which properties have received the most interest and follow up accordingly. You can also incorporate interactive call-to-action buttons and forms within your proposals to encourage buyers to take the next step, whether that’s scheduling a viewing, asking for more info, or approving the proposal.

Secure document storage. Real estate deals often involve sensitive information, such as financial documents and legal contracts. Qwilr’s robust security features, including password protection and encryption, ensure that these documents are stored securely and only accessible to authorized parties.

Qwilr offers two separate pricing tiers: Business and Enterprise.

• Business ($35 per user per month, billed annually) — Qwilr’s entire proposal software platform, including a content editor, e-signature, payments, analytics, dynamic pricing tables, and CRM integration. Best for most users.
• Enterprise ($59 per user per month, billed annually) — A comprehensive plan for 5+ users that includes a custom domain, a dedicated account manager (for accounts with 10+ seats), native Salesforce integration, and team permissions. Best for larger businesses with built-out sales or account management teams.

While Qwilr is an excellent choice for those who need an advanced proposal generation tool, it doesn’t support every sales cycle or business model effectively. Businesses requiring a robust configure, price, quote (CPQ) tool, such as complex manufacturing or SaaS, may want to consider Qwilr alternatives.

Top 3 Qwilr Alternatives

Proposify

Proposify is a proposal management software that helps businesses create, send, track, and e-sign proposals, contracts, and agreements. While Qwilr focuses more on interactive content and real-time analytics to engage clients and track proposal performance, Proposify emphasizes detailed design customization and collaborative features. This makes it a great alternative for businesses that prioritize design and teamwork. Proposify also offers robust document management features, including an approval workflow and audit trails, which are essential for businesses requiring stringent control and traceability over their proposal processes.

PandaDoc CPQ

PandaDoc CPQ is a configure, price, quote tool that centralizes product and pricing information, making it easy to manage items and build quotes, whether using flat, recurring, or volume-based pricing structures. PandaDoc CPQ and Qwilr serve similar purposes but are optimized for different aspects of the sales process. Use PandaDoc CPQ if your business deals with highly configurable products or services and requires detailed, accurate quotes with robust approval workflows and extensive customization. It’s particularly useful for industries like SaaS, IT services, and healthcare, where product complexity and compliance are critical.

DealHub CPQ

DealHub CPQ is a comprehensive sales platform designed to streamline and automate the entire quote-to-revenue process. Features like guided selling and digital sales rooms make it a great tool for teams that need to integrate product configuration and quoting deeply into their sales workflow. It excels in environments where detailed product customization and pricing accuracy are critical, such as manufacturing, technology, and SaaS industries. Choose DealHub CPQ over Qwilr if your priorities are complex quoting, sales process automation, quote-to-cash efficiency, and integration with existing sales infrastructure.

Andrew Parker

Andrew is a professional copywriter with expertise in creating content focused on business-to-business (B2B) software. He conducts research and produces articles that provide valuable insights and information to his readers.

Qwilr Overview

• 1Why this product is good
• 2Product Details
• 3What are the advantages of using Qwilr?
• 4What industries are best suited for this solution?
• 5Prices
• 6Is there anyone else out there?
• 7FAQs