The renewal starts at onboarding
Give customers a clear onboarding plan, a record of progress and a renewal proposal they can act on. Build each from reusable content and share it as a live link.
Update plans and reviews as the account progresses, without sending another version.
4.6 out of 5 from 933 G2 reviews
Top-rated by customers on G2
From kickoff to renewal
Customer-facing plans, reviews and proposals for each stage of the relationship.
Give customers one place to find their onboarding plan
Bring the next steps, owners, training resources and target go-live date into one page. Update the plan as onboarding progresses so customers can return to the same link.
Explore content features
Carry the sales conversation into onboarding
Use supported CRM fields to populate customer details in your onboarding documents. Add the agreed goals, scope and next steps so the customer can see how the plan follows the sales conversation.
Explore integrations
Show customers the progress behind the numbers
Start from a reusable quarterly business review (QBR) template, then add the customer’s results, progress against agreed goals and priorities for the next quarter. Share it before the meeting and use reading activity to help prepare the conversation.
Explore content features
Renewal and expansion in one quote
Present the renewal scope, pricing and relevant expansion options in one proposal. Customers can compare options and sign in the same page, with payment available when it fits your billing process.
Explore pricing features
Templates for customer success teams
Start with a template, then tailor the goals, milestones and next steps to your customer.
Browse all templates
Questions customer success teams ask
Customer success teams use Qwilr to share onboarding plans, quarterly business reviews and renewal or expansion proposals. Start with a customer onboarding plan or a QBR template, then tailor the content to the customer’s goals and progress. Each document is a web page with its own link, and reading activity can help you prepare for the next conversation.
Yes. Supported fields from your CRM integration can populate a QBR through template variables. Available fields and setup depend on the integration. For usage figures held elsewhere, add the data before sharing or use the Qwilr API to populate a new page.
Customers can review the renewal quote and sign on the same Qwilr page. Interactive quotes can include optional add-ons, with the total updating as the customer selects them. Add payment collection when it fits your billing process, or keep your existing invoicing workflow. Once accepted, the page is locked against editing.
Yes. You can edit a shared page that has not been accepted, and customers will see the updated content when they reopen the same link. This is useful for keeping onboarding plans and QBRs current. Accepted pages cannot be edited; clone the page if you need a separate, editable version.