The advice and the fee, under one signature
Recommendation, fee schedule and signature in one branded link. Made for advice, wealth, insurance and mortgage firms.
4.6 out of 5 from 933 G2 reviews
Top-rated by customers on G2
Present the advice and the fee together
The advice and the fees together
The recommendation and the fee schedule sit under one signature, so the client agrees to the scope and the cost in a single action.
One standard, however you grew
A book you bought arrives with its own documents. Publish one template and every office sends from it, with your brand and your disclosures fixed.
A document that matches the work
The work arrives as a branded page rather than a Word file with a logo in the corner, and the client sees something that matches the advice behind it.
What the client gets, and what you keep
Recommendation and fee schedule together
Built from the client record in HubSpot or Salesforce, the advice, the fee schedule and the signature sit in one page. The client agrees to the scope and the cost in a single action.
Optional services are presented as choices the client makes, so there is no ambiguity later about what was included.
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A dated record the moment they accept
On acceptance the page locks and cannot be edited, and the audit trail records the acceptor's name, email and company alongside the timestamp.
Download it as PDF or JSON and file it wherever you keep signed client documents.
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See who opened it, and how far they read
A proposal like this is rarely read by one person.
Qwilr emails you the first time the client opens the page, and section-level read time shows how far they got. An identification step, available from Growth, tells you whether it was the client or their accountant reading, so the follow-up call goes to the right person.
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Documents that do not circulate
Set a password on any page, so only the people you gave it to can open it. Add a view limit and the page stops opening after a set number of views.
Templates can carry an automatic expiry, on Growth and Scale, so an unsigned letter does not sit live indefinitely.
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Send as many proposals as the work needs
Most firms arrive running a document tool plus a signing tool charged by the envelope. Every engagement letter is an envelope, and so is every re-signed scope change and every annual review.
Signing sits inside the page here, so the separate signing subscription comes off the bill and document volume stops driving what you pay.
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What a file review asks, and where the answer is
Your compliance function will ask for these. So will anyone running diligence on a book you are buying or selling.
What some of our 5,000+ customers say on G2
Simple to use and looks great
“The templated capabilities are fantastic and allow you to enhance proposals without having to re-invent the wheel.”
Qwilr stood out due to its simplicity and clarity
We quickly discovered that Qwilr offered us many more benefits beyond our initial need. This got us thinking about other areas of the business that would benefit from embedding the solution into their processes.
Automate the process of creating professional proposals
The finished product offers a very professional appearance to prospective clients who instantly feel like they are being courted by a capable and technically advanced agency.
We have been using Qwilr for several years and we love it
“I love the ease of creating a professional and easy-to-read proposal. It is also great to be able to update details on the proposal prior to signoff without re-submitting the whole thing and having to deal with multiple versions.”
We depend on Qwilr
Has made it much easier to create without a designer and just update from one event to the next.
Intuitive Solution, Stellar Support
“I can spin up proposals in under 5 minutes and edit them as I negotiate in real time. We have flexibility in our solutions, and Qwilr allows prospects to pick and choose options to generate a custom quote.”
Questions advice firms ask
Proposal software for financial advisors produces the client-facing documents a firm sends before work starts: the recommendation, the fee schedule and the engagement letter, with the signature inside the document rather than attached to it. Advice firms, wealth managers, insurance brokers and mortgage brokers all send a version of the same thing.
What separates it from a document tool is what happens at acceptance. The page locks, and the audit trail records who accepted, when, and a copy of what they accepted.
Firms usually move because the advice and the fees were two separate files, or because the document did not look like the work that went into it.
The audit trail. It records who created the page and when it was published, the acceptor's name, email and company, and the IP address and timestamp of the first visit to the page.
It downloads as PDF, JSON or the agreement format. Once a page has been accepted it cannot be reversed, deleted or edited.
Take the download at the point of signature and file it in your own system. No firm with a multi-year obligation should treat a vendor as its archive.
Up to a point.
You can set a password on a page so only the people you gave it to can open it, and set a view limit so it stops opening after a set number of views. Templates can carry an automatic expiry, on the Growth and Scale plans.
None of that stops someone screenshotting a page or passing on the password. Treat it as control over casual sharing rather than a guarantee.
Qwilr has completed a SOC 2 Type 2 audit, renewed annually, runs on AWS and publishes its sub-processor list. Payment runs through Stripe and is PCI DSS compliant, and a DPA is available on request.
Staff sign in through Google, Microsoft, HubSpot or Salesforce on every plan, with SAML SSO on Scale. SCIM provisioning is not supported at this time. Role-based access control is standard.
Ask what is held, for how long, and what you get back if you leave. Data handling and retention detail is on the Trust Center.