Qwilr Review: Interactive Proposal Software
Qwilr helps sales and marketing teams move away from static PDFs by using web-based documents. It is designed for teams that need to track buyer engagement and automate proposal generation via CRM data.
At a glance
- Category
- Sales
- Best for
- 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.
- 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
- qwilr.com
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
A web-based editor used to build proposals and sales collateral using reusable content blocks.
Supports the creation of pricing tables and tiered plans that buyers can interact with.
Provides analytics on when proposals are opened and which sections buyers engage with.
A tool designed to help generate the initial draft of proposals.
An integrated payment system that allows businesses to collect full or partial payments directly from a proposal.
Built-in software for capturing legally-binding signatures on agreements and quotes.
Collaborative live documents that outline the steps for both the seller and buyer to reach a deal.
Use Cases
Creating web-based proposals and quotes that include embedded media and interactive pricing.
Using CRM tokens to automatically pull client data into personalized proposals.
Tracking viewer sessions to determine when a prospect is engaging with a proposal to help time follow-ups.
Using mutual action plans to coordinate the transition from a signed deal to implementation.
Best For
Integrations
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.
FAQ
Yes, Qwilr provides a 14-day free trial of the Business plan that does not require a credit card.
Qwilr integrates with HubSpot, Pipedrive, and Zoho CRM on the Business plan, while Salesforce integration is available exclusively on the Enterprise plan.
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.
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
