Create a beautiful accounting services proposal
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.
Create
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.
Start with a beautiful template
Use our beautifully designed templates as a starting point for your accounting services proposal.
Add your own content
Use the simple editor inside Qwilr to add video, text, images, interactive pricing calculators, and more.
Customise it to suit your style
Add your company's logo, fonts and colours to customise your accounting services proposal to suit your style.
Publish them as responsive webpages
Publish and share your accounting services proposal as a responsive webpage that looks great on desktop, tablet and mobile, or download it as a PDF and send via email.
Works on desktop, tablet & mobile
When you use Qwilr to share your accounting services proposal as a responsive webpage, it looks great on all desktop, tablet & mobile devices.
Protect your proposal from prying eyes
Ensure your accounting services proposal is only seen by the intended people by adding password protection, time limits, view limits and more.
Add it to your website
Setup a custom domain (i.e. proposals.yourdomain.com.au) to make it look like the proposal is part of your website.
SURFACE INSIGHTS
Know when people interact with your proposal
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 instant notifications
Get notified via email, SMS, Slack and more the moment your accounting services proposal is viewed and accepted.
See interactions in your CRM
See a full history of your prospects interactions with your proposal in the timeline view in Salesforce or HubSpot CRM.
Get deep insights into how it's viewed
Learn many times your accounting services proposal has been viewed, where from, what content was most viewed, etc. using our detailed analytics.
MODERN ACCEPT
Get signoff instantly
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.
Instant acceptance
Enable your prospects to instantly accept your accounting services proposal by adding a simple accept button.
Simple digital signatures
Allow your prospects to digitally sign your accounting services proposal with ease, and see a full audit history for legal compliance.
Collect payments straight away
Enable the payment options in Qwilr to make it easy for your prospects to pay for the work via their credit card.
INTEGRATIONS
Integrate with your other tools
Stop manually entering information into your CRM or accounting package by integrating Qwilr with the other tools you use to run your business.
CRM
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.
Live chat
Chat with prospects as they're viewing your proposal using our live chat integrations, so you can answer questions and close more deals.
Accounting
Automatically create a draft invoice in your accounting software when your accounting services proposal is accepted.
“Whatever we create in Qwilr looks absolutely brilliant. It helps show our work in the best light, and is downright impressive when clients see a Qwilr Page we have made for them.”
VUKI VUJASINOVIC
MANAGING DIRECTOR - SLING & STONE
SYDNEY
Frequently Asked Questions
What is an Accounting Services Proposal?
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.
Why use Qwilr to create a Accounting Services Proposal?
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.
Does Qwilr integrate with CRM software?
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.
Does Qwilr integrate with Accounting software?
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!