Create personalised proposals in Salesforce.
Speed up your sales cycle by creating beautiful, personalised proposals in Salesforce.
Build a beautiful proposal template
Get started by creating a beautiful proposal template. Add video, images, text, interactive pricing, embeddable content and more.
Create personalized proposals in one-click
Create personalized proposals that pull in deal variables from Salesforce at the click of a button.
Pull in Objects
Qwilr can pull data from the Lead, Contact, Account or Opportunity object. It can even pull in Pricebook data.
Add Salesforce fields
Qwilr proposals can be personalized using data from any standard Salesforce field.
Make ad-hoc changes as needed
Need to edit a background image for this specific proposal? You can easily do that without changing the core template.
Send from within Salesforce
Grab a link to your proposal and send it to the prospect without ever leaving Salesforce.
Get notified when it’s viewed & accepted
Time your next steps perfectly by getting notifications in Salesforce and other tools when your proposal is viewed and accepted.
Timeline
See the full history of interaction with your proposal right there in the Salesforce timeline.
Slack
Get notifications in Slack Channels when your proposal is viewed and accepted.
Other Tools
Use Zapier to send view & accept notifications into hundreds of other tools
Automate business processes
Proposals being viewed and accepted can trigger processes in Process Builder, meaning you can automate actions like updating records, sending emails, posting to Chatter and more.
Within 10 minutes I had already built a proposal. Anyone can create an amazing proposal without spending time designing (or without any knowledge about design).
Strategy Manager, ADman Media
Frequently asked questions
Qwilr customers can create proposals directly from their Salesforce CRM with a Qwilr Enterprise plan. Once templates are created, details from Account, Lead, Contact, or Opportunity records can be automatically pulled in to personalize proposals at scale.
Proposals created with Qwilr using the Salesforce integration are completely mobile responsive. Qwilr proposals are created as online pages, instead of a PDF. You can create thousands of proposals and sales material through Qwilr, knowing they will work on any screen resolution.
Proposals created with Qwilr using the Salesforce integration are completely interactive. Add dynamic pricing, Calendly links, videos, images, animations, an interactive ROI calculator and more - all with Qwilr's proposal software.
Qwilr proposals generated through the Salesforce CRM all have the ability to capture e-signatures support legally-binding documents. Collect one or multiple signatures to accelerate deals and capture details from your customers. Qwilr's e-sign solution is legally compliant and secure.
Start winning with Qwilr today
Start a free trial or get a personalized product demo from the Qwilr sales team.