Creation section
Create beautiful proposals quickly
Start with our beautiful templates and add your own content, or build your accounting services proposal from scratch using our simple editor.
Use Qwilr to create a beautiful accounting services proposal. Impress prospects by adding video, pricing calculators, forms and more, get notified when they view the proposal, and enable them to accept and sign online.
Start with our beautiful templates and add your own content, or build your accounting services proposal from scratch using our simple editor.
Use our beautifully designed templates as a starting point for your accounting services proposal.
Use the simple editor inside Qwilr to add video, text, images, interactive pricing calculators, and more.
Add your company's logo, fonts and colours to customise your accounting services proposal to suit your style.
Get notified when prospects view your accounting services proposal. See who’s viewing it, how long for, what content they’re engaging with, and more.
Get notified via email, SMS, Slack and more the moment your accounting services proposal is viewed and accepted.
See a full history of your prospects interactions with your proposal in the timeline view in Salesforce or HubSpot CRM.
Learn many times your accounting services proposal has been viewed, where from, what content was most viewed, etc. using our detailed analytics.
Digital signatures can reduce proposal turnaround time by up to 80%. Get acceptance and signoff quicker by enabling your prospects to accept and sign your accounting services proposal online.
Enable your prospects to instantly accept your accounting services proposal by adding a simple accept button.
Allow your prospects to digitally sign your accounting services proposal with ease, and see a full audit history for legal compliance.
Enable the payment options in Qwilr to make it easy for your prospects to pay for the work via their credit card.
Stop manually entering information into your CRM or accounting package by integrating Qwilr with the other tools you use to run your business.
Use data from your CRM to create proposals in 1 click, and see the full history of the proposal (when it was created, viewed & accepted) as Activity against the Lead, Account or Opportunity in your CRM.
Chat with prospects as they're viewing your proposal using our live chat integrations, so you can answer questions and close more deals.
Automatically create a draft invoice in your accounting software when your accounting services proposal is accepted.
Vuki Vujasinovic
Managing Director - Sling & Stone
Sydney
An Accounting Services Proposal is a proposal designed to offer your accounting services to potential clients. It will include an overview of your service, what distinguishes you from the competition, pricing strategies and will include a function to book in a personalised consultation with one of our accountants.
Qwilr is a proposal software that makes it easy to create beautiful proposals and documents as responsive webpages that look great on any device. These days over 50% of emails are opened on mobile devices, so by using Qwilr you can ensure your proposal looks great on any device. Furthermore, by using Qwilr your clients will be able to accept, sign and pay for your accounting services online. Studies have shown digital signatures can reduce proposal turnaround times by up to 80%, so you'll get the proposal signed faster.
Qwilr integrates with Salesforce and Hubspot CRM. With these integrations enabled, you can automatically create personalised prospects right from within your CRM using the information (like name, company name, etc) you have about the lead. On top of this, when a lead views and accepts a proposal you can see that as Activity in your chosen CRM.
Qwilr integrates with all the major online accounting software, including Quickbooks, Xero and Freshbooks. When a new proposal is accepted, a draft invoice will automatically be created in your chosen accounting software complete with all the item and pricing detail from the proposal. When you're ready to invoice the client, you simply go in and click send!