Create a beautiful accounting services proposal

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!