AI TOOL PROFILE
Qwilr Review: Interactive Proposal Software
- Sales
- Sales Enablement
- Sales teams
- Marketing departments
- Customer Success managers
- Revenue Operations
- Recruiters
Pricing
Pricing starts at $35 per user per month for the Business plan. The Enterprise plan is $59 per user per month with a 10-user minimum.
At a glance
- Best for
- Sales teams, Marketing departments, Customer Success managers, Revenue Operations, Recruiters
- Key use cases
- Interactive Bid Preparation, CRM-Driven Document Automation, Buyer Activity Monitoring, Collaborative Client Onboarding
- Integrations
- HubSpot, Salesforce, Zoho CRM, Pipedrive, QuickBooks
- Official website
- Visit Qwilr official website
How AI is used
Qwilr is a sales enablement tool designed to create interactive web-based proposals, quotes, and sales collateral. Instead of traditional static documents, it uses a drag-and-drop editor to build pages that can include embedded videos, ROI calculators, and interactive pricing tables.
The software is designed for sales leaders, marketing teams, and customer success managers who want to maintain brand consistency across their outgoing documents. It includes tools for collecting legally-binding e-signatures and processing payments through QwilrPay.
Buyers can use the platform to track how prospects engage with their content, receiving notifications via Slack or email when a page is viewed. The tool also supports the creation of mutual action plans to help align sales and onboarding steps with the buyer.
Before choosing Qwilr, buyers should confirm if their primary CRM is supported for automation, as some features, such as Salesforce connectivity and identity verification, are reserved for the Enterprise plan.
Key Features
Drag-and-Drop Editor
A web-based editor used to build proposals and sales collateral using reusable content blocks.
Interactive Quotes
Supports the creation of pricing tables and tiered plans that buyers can interact with.
Buyer Engagement Tracking
Provides analytics on when proposals are opened and which sections buyers engage with.
AI Proposal Creator
A tool designed to help generate the initial draft of proposals.
QwilrPay
An integrated payment system that allows businesses to collect full or partial payments directly from a proposal.
Electronic Signatures
Built-in software for capturing legally-binding signatures on agreements and quotes.
Mutual Action Plans
Collaborative live documents that outline the steps for both the seller and buyer to reach a deal.
Use Cases
Interactive Bid Preparation
Creating web-based proposals and quotes that include embedded media and interactive pricing.
CRM-Driven Document Automation
Using CRM tokens to automatically pull client data into personalized proposals.
Buyer Activity Monitoring
Tracking viewer sessions to determine when a prospect is engaging with a proposal to help time follow-ups.
Collaborative Client Onboarding
Using mutual action plans to coordinate the transition from a signed deal to implementation.
Integrations
- HubSpot
- Salesforce
- Zoho CRM
- Pipedrive
- QuickBooks
- Slack
- Stripe
- Zapier
FAQ
Does Qwilr offer a free trial?
- Yes, Qwilr provides a 14-day free trial of the Business plan that does not require a credit card.
Can Qwilr integrate with my CRM?
- Qwilr integrates with HubSpot, Pipedrive, and Zoho CRM on the Business plan, while Salesforce integration is available exclusively on the Enterprise plan.
How does Qwilr handle payments?
- Payments can be collected via QwilrPay, which charges a transaction fee of 0.09% for Business accounts and 0.05% for Enterprise accounts, in addition to standard payment gateway fees.
What is the difference between the Business and Enterprise plans?
- The Business plan is for smaller teams and includes core editor and HubSpot tools. The Enterprise plan adds Salesforce integration, identity verification, custom branding, and a dedicated account manager.
Source category: Sales
Source subcategory: Sales Enablement
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