Create a beautiful marketing automation proposal
Use Qwilr to create a beautiful marketing automation proposal that wins more business. Add images, video, forms and more, get notified when prospects view your proposal, and enable them to accept, sign and pay right from within the document.
Quickly create beautiful proposals
Start with one of our designer-made templates and use the simple editor to create beautiful proposals, quotes and documents. Add images, videos, maps, forms, spreadsheets and more.
Use our templates or start from scratch
Use professionally-designed templates to kickstart your marketing automation proposal, or build it from scratch using our simple editor.
Add interactive content
Impress potential clients by including text, images, videos, spreadsheets, forms and/or interactive pricing calculators in your proposal.
Match your brand
Setup your brand styles, including fonts, colours, logos and more, so that every proposal matches your brand perfectly.
Share them as responsive web pages
Share your marketing automation proposal as a webpage that looks great on any device, or download it as a PDF for sharing the old fashioned way.
Works across all devices
By using Qwilr, your marketing automation proposal is guaranteed to look great across all desktop, mobile and tablet devices.
Ensure only the right people see it
Ensure your marketing automation proposal doesn't fall into the wrong hands. Add password protection, time limits, view limits or user authentication to ensure only the right people see it.
Make it part of your website
Direct a sub-domain (i.e. proposals.yourdomain.com) to Qwilr so that all your proposals look like they're part of your website.
Know when people view your proposal
Get notified when potential clients view your marketing automation proposal and see detailed analytics on what they viewed, how long for, etc.
Know the moment they view it
Receive a notification via email, SMS, or Slack when your marketing automation 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 marketing automation 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 marketing automation proposal in the timeline view in Salesforce or HubSpot CRM.
Get acceptance and 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 marketing automation proposal online.
Enable your prospects to accept your marketing automation proposal quickly by adding a simple accept button.
Get signoff quicker by allowing prospects to add their signature online, and it's as legally binding as a paper signature.
Collect a deposit or the full amount straight away by allowing prospects to pay with a credit card right from within your proposal.
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.
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.
Chat with prospects as they're viewing your proposal using our live chat integrations, so you can answer questions and close more deals.
Automatically create a draft invoice in your accounting software when your marketing automation 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
What is a Marketing Automation Proposal?
A Marketing Automation Proposal is a proposal designed to send to clients to win more marketing work. The proposal will demonstrate how your business automates and streamlines marketing tasks and workflow. It generally includes case studies of previous work and a quote block that outlines pricing.
Why use Qwilr to create a Marketing Automation Proposal?
Qwilr makes it simple to create beautiful proposals and documents as responsive webpages that look great on any device. Qwilr specialises in ensuring that your proposal will look great on any device. Furthermore, by using Qwilr your clients will be able to accept, sign and pay for your logo design services online. Studies have shown digital signatures can reduce proposal turnaround times by up to 80%, so you’ll get the proposal signed faster.
Can prospects pay for services through my Marketing Automation Proposal?
Yes! Prospects can pay for your service through the proposal. They simply enter their credit card details into the secure form on the field and their card is charged. You'll then receive the money in your bank account (or whether you choose to send it) a few days later. It should be noted that this feature requires a free Stripe account to work and can incur a processing fee.
How do I know when people view my Marketing Automation Proposal?
Qwilr ensures that you receive a notification the moment a person views your proposal. This makes it easy to time your follow up perfectly. Notifications can be received by email or Slack, or you can connect to Zapier to get notified in tools like HipChat, Microsoft Teams, Yammer, Salesforce Chatter and more.