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Qwilr | Generate Beautiful Proposals, Quotes & Docs as Webpages You Sign & Track

Generate personalised proposals and sales docs efficiently from Salesforce

Overview

Use Salesforce data to create beautiful proposals and docs that pull personalized data in minutes. Send as webpages that look great on mobile and can be signed & pay instantly. Get notified when they’re opened and track what your buyers truly care about.

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  • Efficient and personalized proposals: Create personalized proposals, quotes and sales docs right inside Salesforce. It takes less than 2 minutes to generate a personalized proposal or quote using data about the lead from Salesforce.

  • Electronic signatures + payment options: Add legally binding electronic signature fields to proposals for faster approval. Let buyers accept and pay on the spot with the options embedded in the document.

  • Engage and upsell buyers with pricing: Qwilr content is all built on the web, engaging buyers with interactivity and the ability to upsell with extra products or services using our interactive quote and pricing feature.

  • Template library: Shorten the time it takes to create sales material. Qwilr’s ready-made templates let sales reps generate proposals instantly from Salesforce.

  • Buyer and proposal notifications - Get notifications via email when someone views your proposals and engages with it. Sync all engagement activity back to Salesforce as Closed Tasks to get a complete view of your prospects timeline.

  • Track buyer engagement with analytics: Identify hidden buyers by collecting name, and email to track who is engaging with your proposals, what they looked at and clicked on.

Qwilr is a proposal tool that helps sales teams efficiently create beautiful, personalized proposals, quotes, and sales documents from Salesforce. Here’s how it works: Create beautiful proposals, quotes, and documents Use data from Salesforce to automatically create beautiful, personalized proposals and documents. Add video, product information, forms, calendars, spreadsheets, interactive pricing calculators and more. Share a responsive webpage you can track Share your documents as beautiful webpages so you can track the activity and engagement over time. Follow-up with context based on what they’ve clicked and viewed. Get notified when buyers engage with your proposal Get notified when people view your proposals, quotes and documents. See who’s viewing them, what content they’re engaging with, whether they’ve started to sign and stopped, and more. Allow buyers to accept, sign, and pay instantly Allow buyers to instantly accept, e-sign and/or pay from within your documents. Qwilr is used by over 4000 companies to close more than $10 million worth of deals every month. Qwilr has the fastest ROI and is routinely named #1 in proposal software tools.

Categories

Business Needs
Contract Management
Quotes & Orders
Document Generation
Industries
Horizontal Product
Personas
Business Operations Manager
Marketer
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package