Creation section

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.

Create marketing automation proposal proposal

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.

Responsive marketing automation proposal proposal looks great on all devices

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.

Surface insights

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.

Notifications tell you when your marketing automation proposal proposal is viewed

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.

Modern accept

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.

Accept your marketing automation proposal proposal online

Easy acceptance

Enable your prospects to accept your marketing automation proposal quickly by adding a simple accept button.

Easy signoff

Get signoff quicker by allowing prospects to add their signature online, and it's as legally binding as a paper signature.

Easy payments

Collect a deposit or the full amount straight away by allowing prospects to pay with a credit card right from within your proposal.

Integrations

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.

CRM

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.

Live chat

Chat with prospects as they're viewing your proposal using our live chat integrations, so you can answer questions and close more deals.

Accounting

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.”

Vuki Vujasinovic

Managing Director - Sling & Stone

Sydney

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.

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Join over 50,000 businesses loving Qwilr