Salesforce + Qwilr
Qwilr can now live inside Salesforce allowing your team to create perfectly personalised proposals, pitch decks, quotes, reports and more from professionally designed templates at the click of a button.
Getting started with Qwilr + Salesforce
If you would like to get started with our Salesforce integration, check out the setup instructions on our Salesforce Installation Guide.
Speed up your Sales Cycle
Your sales teams already live in Salesforce, so now Qwilr does too. Once a proposal has been created it can be quickly sent out to your client or lead, and you'll be notified as soon as they open it. With our accept, e-sign and payment features your clients can quickly and easily agree to your proposals, quotes and contracts - which will also shoot you a notification inside Salesforce - so you can move forward with the actual work.
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.
“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.”
