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.
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.
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.
Know when your proposal is viewed
Get notified by email, SMS, Slack & more the minute your 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.
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.
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.
Integrate with your other tools
Reduce paperwork and manual process by using Qwilr’s native integrations with your CRM, accounting, live chat & analytics tools.
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.
Chat with clients as they’re viewing your financial planning proposal, so you can quickly answer questions and close deals.
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.”
MANAGING DIRECTOR - SLING & STONE
Frequently Asked Questions
Start winning with Qwilr today
Start a free trial or get a personalized product demo from the Qwilr sales team.