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Create a beautiful crm implementation proposal

Create a beautiful crm implementation proposal, get notified when people view it, and allow them to accept and sign online.

Create

Create beautiful proposals in a snap

Use our 50+ templates & thousands of beautiful stock images as a starting point, and then customise it to your style.

create

Get started quickly

Reduce the time it takes to create your crm implementation proposal by using one of our 50+ beautiful templates as a starting point.

Add content easily

Add videos, images, text, forms, maps, pricing tables and more with our simple editor.

Keep it on brand

Add your logo, colours and fonts to our brand styles editor to ensure your crm implementation proposal reflects your brand.

View proposals on any device

Share your crm implementation proposal as a responsive webpage and prospects can view it on any device, or download it as a PDF for sharing the old school way.

share

Beautiful on all devices

When created with Qwilr, your crm implementation proposal will look great on all mobile, tablet & desktop devices.

Ensure it doesn't fall into the wrong hands

Add password protection, time limits, view limits and more to ensure your crm implementation proposal doesn't fall into the wrong hands.

Personalise the delivery

Setup a custom domain (i.e. proposals.yourwebsite.com) to make it look like the proposal is a personalised page on your website.

SURFACE INSIGHTS

Know when people view your proposal

Get notified when potential clients view your crm implementation proposal and see detailed analytics on what they viewed, how long for, etc.

notifications

Know the moment they view it

Receive a notification via email, SMS, or Slack when your crm implementation proposal is viewed, or connect to Zapier to get notifications in HipChat, Chatter, Yammer, and more.

See how they're viewing it

Use our detailed analytics to see how many times your crm implementation proposal was viewed, what content was most engaged with, and more.

View the full history in your CRM

See every time a prospect views your crm implementation proposal in the timeline view in Salesforce or HubSpot CRM.

MODERN ACCEPT

Enable prospects to accept, sign and pay online

Enable prospects to instantly accept and sign your crm implementation proposal. Get notified the moment they accept, and see a full audit trail of the engagement for legal purposes.

accept

Get acceptance fast

Make it easy for prospects to accept your crm implementation proposal by adding a simple accept button.

Get signoff easily

Enable your prospects to easily add legally-binding digital signatures to your crm implementation proposal with Qwilr's signature features.

Collect payments online

Get paid faster by allowing your prospects to pay a deposit or the full amount via their credit card, right from within the proposal.

INTEGRATIONS

Integrate with other tools

Our native integrations with CRM, accounting, live chat & analytics tools open up a new world of possibilities, and make it even easier for you to create proposals that win business.

Create proposals from within your CRM

Use data from your CRM to create and send personalised proposals and documents without ever leaving it. See people’s interactions with the document back in the CRM.

Chat with prospects as they view your proposal

Chat with prospects as they’re viewing your crm implementation proposal, so you can quickly answer questions and close deals.

Generate draft invoices from accepted proposals

Automatically create a draft invoice in your accounting software when your crm implementation 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

VUKI VUJASINOVIC

MANAGING DIRECTOR - SLING & STONE

SYDNEY

Frequently Asked Questions

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