Creation section

Create beautiful proposals quickly

Start with our beautiful templates and add your own content, or build your financial planning proposal from scratch using our simple editor.

Create financial planning proposal proposal

Start with a beautiful template

Use our beautifully designed templates as a starting point for your financial planning 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 financial planning proposal to suit your style.

Publish them as responsive webpages

Publish and share your financial planning proposal as a responsive webpage that looks great on desktop, tablet and mobile, or download it as a PDF and send via email.

Responsive financial planning proposal proposal looks great on all devices

Works on desktop, tablet & mobile

When you use Qwilr to share your financial planning proposal as a responsive webpage, it looks great on all desktop, tablet & mobile devices.

Protect your proposal from prying eyes

Ensure your financial planning 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 your proposal is viewed

Get notified by email, SMS, Slack & more the minute your proposal is viewed

Notifications tell you when your financial planning proposal proposal is viewed

Know when people view it

As soon as someone views your financial planning proposal, you can get notified by email, SMS, Slack, Chatter, Yammer and more.

See what they're engaging with

View detailed analytics on your financial planning proposal to see who viewed it, for how long, what content they interacted with, and more.

See the full history in your CRM

See when your prospects view and accept your proposal in the timeline view of your CRM.

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 financial planning proposal online.

Accept your financial planning proposal proposal online

Instant acceptance

Enable your prospects to instantly accept your financial planning proposal by adding a simple accept button.

Simple digital signatures

Allow your prospects to digitally sign your financial planning 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

Reduce paperwork and manual process by using Qwilr’s native integrations with your CRM, accounting, live chat & analytics tools.

CRM

Use data from your CRM to create and send personalised proposals, and see when your prospect views and accepts your proposal as Activity back in your CRM.

Live Chat

Chat with clients as they’re viewing your financial planning proposal, so you can quickly answer questions and close deals.

Accounting

Automatically create a draft invoice in your accounting software when your financial planning 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

Join over 50,000 businesses enjoying a simpler life

Join over 50,000 businesses loving Qwilr