Win the advisory work you pitched for
Scope, price and sign in one branded link. Built for accounting and advisory firms where every partner works from the firm’s template.
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Built for the way firms win advisory work
One template across every office
Keep your terms and liability wording fixed while partners tailor the scope and fees for each client.
Fee options the client can choose
Present advisory services as packages, optional add-ons or recurring fees. Clients choose what fits, and their selections are captured automatically.
Know when to follow up
See when a proposal is opened and how far the client read, so you can follow up while the opportunity is still warm.
How the proposal works
One firm, in every office
Admins manage the approved template and can lock the sections partners shouldn’t change.
Scope, deliverables and fees stay flexible where partner judgement matters.
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Advisory, packaged and priced
Package advisory work as tiers, optional services or recurring fees. Clients choose what they need and the total updates automatically.
Support one-off or recurring fees, monthly or annual pricing, and quantity-based rates.
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Know when the client is engaged
Get notified when a client opens the proposal and see which sections they spent time on. Viewer identification shows you who is reading, so you know when and where to follow up.
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Accepted, dated, on the record
Clients accept in the same page, with optional deposit collection through Stripe.
Once accepted, the proposal locks. The audit trail records who accepted, when they accepted and the details you need for the client file.
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What Qwilr replaces, and what it sits beside
Qwilr replaces the proposal workflow, not the systems you already use to run the practice.
Start with an accounting proposal template
Free to use, and easy to adapt into your firm’s own approved version.
Browse all templates
Worth reading next
Guides from the Qwilr blog for accounting and advisory firms.
How to write an accounting services proposal
How to scope the engagement, structure fees and cover the sections clients care about.
How to write an audit proposal
What an audit committee looks for, and how to answer it before they ask.
How to write a bookkeeping proposal
Packaging recurring compliance work so the price holds through the year.
Questions accounting firms ask
It produces the document a firm sends to win work: scope, deliverables, fees and terms, with acceptance inside the document rather than in a separate signing tool.
For a compliance engagement that document is the engagement letter. For advisory it is a competitive proposal, and the difference shows in how it has to read.
What separates it from a document tool is what happens after you send. You can see what was read, and acceptance produces a dated record you can still produce years later.
Not the wording you have locked.
Only account admins create templates or edit existing ones, so no partner can alter the master. Beyond that, a block can be locked: anyone in the firm can add it to a proposal, and only an admin can update what it says. A partner who opens a locked block sees a message telling them it is locked.
Block-level permissions sit on the Scale plan. Scope, deliverables and fees stay open, which is the point. The liability wording does not move.
CRMs natively. HubSpot, Pipedrive and Zoho CRM from Starter, Microsoft Dynamics on Growth, and Salesforce on Scale.
Practice management systems connect through the open API, which means somebody builds it. At a firm with a marketing operations or revenue operations function that is a scoped piece of work rather than a blocker, and the revenue operations view covers what the build involves.
Name your practice system on the first call and we will scope it: who builds it, what it takes, how long.
They are built for different halves of the firm.
Ignition and the practice management proposal modules are built around recurring compliance engagements: the annual letter, the billing that follows it, the renewal. That is a workflow problem and they are built to solve it.
Qwilr is built for the competitive proposal. Advisory mandates, transaction services, a pursuit running against two other firms. The questions there are how the document reads, how the fee options are presented, and what you can see once it lands.
Firms running both is common, and is not a sign that either one is wrong.