Adopted by reps, governed by ops
Branded proposals built from the deal record, signed and paid in one link, with the CRM updated on acceptance.
Set up and maintained by your own team, in the interface. There is no scripting layer for anyone to inherit.
4.6 out of 5 from 933 G2 reviews
Proven for over a decade by revenue and sales operations teams
Where proposals usually break the cycle
An automated cycle with a manual middle
A lead can be scored in seconds but the proposal still takes hours to put together, so the cycle stalls right at the moment that decides whether the deal closes or cools.
Deals go quiet, forecasts drift
When follow-up depends on a rep remembering to chase, deals go quiet without anyone noticing. The pipeline still reads healthy and the forecast drifts.
Rollouts that end as shelfware
A six-month implementation, a go-live, then sales quietly routes around the tool. The operator who championed it ends up defending the budget.
Close the loop from send to signed
The proposal step, configured like the rest of your stack
Proposals pre-fill from a deal record without manual re-keying, and stage updates push back to your CRM the moment the buyer signs.
Templates and pricing are admin-controlled. Locked blocks on Scale stop a rep changing terms, and team-level permissions decide who can publish.
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Connected to the stack you already run
HubSpot, Salesforce, Pipedrive and Zoho on the CRM side. Stripe inside QwilrPay for payment.
Native e-signature, so a separate signing subscription comes off the bill.
Explore integrations
Buyer engagement on every send
Track opens, read time and the sections each buyer returns to. Add an identification step and the analytics name whoever opens it, including people it was forwarded to.
The engagement signal fires the moment a buyer starts interacting, so follow-up lands on what they cared about.
Explore buyer insights
Track every proposal from open to close
See when proposals are opened, signed, stalled, or shared with new viewers, and set notifications to fire on key buyer events.
Each proposal stays linked to its deal record, so engagement and acceptance land against the opportunity rather than in a separate tool.
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From the people who run the process
“Qwilr is incredibly easy to use and saves our team so much time. We know we’re putting our best foot forward with every prospect.”
“Qwilr has saved each sales rep an average of 1 hour per deal closed. Since implementing Qwilr, we have closed over 2,000 deals, saving us over 2,000 hours of time that we can invest in additional sales activities.”
“I love the live link. It’s been really helpful to be able to make changes on the fly and not have to resend a bunch of documents. It’s a much better customer experience than someone needing to look through multiple versions to find the most current one.”
What operators say on G2
From G2.
Easy to use and creates impressive proposals.
“Qwilr does a great job. It's easy to use, produces great-looking proposal documents, integrates with HubSpot and provides a digital record that the client has accepted. Best of all, unlike the rest that I've used, the PDFs that it produces look brilliant too.”
Love it! Has saved us a tremendous amount of time in our quoting process
"One of the best features is the analytics, in tracking when the proposal has been opened, how often and the most viewed section"
Qwilr has helped improve our sales conversions and time to produce professional proposals
"We are able to fully track who views our proposals and this enables us to follow up with our prospects at the right time."
The best option on the market
Built-in templating, tokens, the pricing suite with tiered plans is excellent, overall look and feel adds an element of professionalism, integrations with many of the tools I use is a huge win.
Over the last two years, Qwilr has made huge and regular improvements to the editor, analytics, added agreements and several other things. I remain a big fan.
Qwilr has been a game changer for my sales team!
"It has increased our close rate significantly. Also, the analytics feature is super helpful!"
Excellent platform of time saving and uniformity
Love how easy it is to spin up quotes and to keep track of them. Our proposals look uniform and professional will very little effort.
Consolidating content and contracts into one system
TravelBank's product and pricing data changes substantially every couple of months, and old pricing kept surfacing in Word and PowerPoint files while the current data sat in Salesforce. They had planned to buy separate content and contract management tools, quoted at $40,000 to $50,000. Qwilr covered both for 87% less and cut document generation time by 30%.
“The ultimate proof that we'd invested in the right solution was mid-COVID. Our business model was overhauled and in 2 weeks, every single document had to reflect new pricing, products and imagery. We achieved it, but only because our whole document system was run on Qwilr.”
Connor Lawrence, Director of Revenue Operations
Read the TravelBank story
Live in days, not months
Heavy CPQ rollouts typically run three to six months and need a dedicated program manager. This is lighter: configurable where ops needs the control, and reps don't need a training program.
A first proposal can go out in days. ShowingTime built their templates in three to four weeks alongside the Salesforce integration, and ops keeps control of those templates after go-live, not just through it.
Built for procurement
Over 5,000 organizations use Qwilr. The detail procurement asks for is on the Trust Center.
Secure
Completed a SOC 2 Type 2 audit, renewed annually, on AWS infrastructure.
Compliant
GDPR compliant, with a DPA available on request. PCI DSS compliant payment processing through Stripe.
Private
Role-based access control, OAuth SSO on every plan, and SAML SSO on Scale. Data handling and residency detail is on the Trust Center.
Reliable
A public status page with full incident history, and availability monitored around the clock.
Frequently asked questions
Yes, three ways.
The public API creates pages from a template or from saved blocks, and subscribes to buyer events by webhook. API access runs on Starter, Growth and Scale. Zapier and Make cover the same ground without code, and Zapier is native to Qwilr.
Page creation through the API or an automation tool consumes Credits on top of your subscription, on a bundle or pay-as-you-go. Creating pages manually, or through the CRM integrations, does not.
Mid-market teams of roughly 5 to 50 reps get the most out of this. Details are in the API documentation.
Deal records in your CRM trigger the right template. Field mappings handle name, contact, deal value, line items and custom fields both ways, and signed agreements push stage updates back in real time.
HubSpot, Pipedrive and Zoho CRM connect from Starter, with their automations on Growth. Microsoft Dynamics sits on Growth, and Salesforce on Scale. Current figures are on the pricing page.
Custom field mapping is configurable, so the shape of your pipeline is what loads into the proposal. The full list is on the integrations page.
Qwilr has quoting built into the proposal page: configurable pricing tables, optional line items, sub-totals and discount rules. For most mid-market sales operations that covers the quoting work without a separate system.
Heavy CPQ engines like Salesforce CPQ or Oracle CPQ are built for hundred-product catalogs with complex multi-entity pricing, and take months rather than weeks to roll out.
Teams with that pricing complexity run a CPQ engine alongside Qwilr. Teams without it find the built-in quoting covers what they need. There is also a HubSpot Quotes comparison if that is the native option you're weighing.
No, and we don't pretend to be. RevOps platforms try to own the whole revenue function: CRM, CPQ, forecasting, attribution.
Qwilr is the proposal and quote layer that talks to whatever stack you already run. Ops teams with a full stack add Qwilr to it. Ops teams without one use Qwilr as the step that builds branded proposals straight from the CRM record.
The practical test is whether your proposal step is currently ungoverned. If reps are assembling documents by hand between a scored lead and a closed deal, that gap is what Qwilr fills.
On a shortlist the closest tools are PandaDoc and Proposify, and DocuSign covers the signature step alone: Qwilr vs PandaDoc, Qwilr vs Proposify, Qwilr vs DocuSign. Where enablement rather than ops owns the content, the sales enablement view covers the same product from that angle.
Qwilr has completed a SOC 2 Type 2 audit, renewed annually, and the report is on the Qwilr Trust Dashboard. Payment processing runs through Stripe and is PCI DSS compliant, and Qwilr is compliant with GDPR requirements, with a DPA available on request.
OAuth SSO through Google Workspace, Microsoft, HubSpot and Salesforce is available on every plan. SAML SSO is available on Scale. SCIM provisioning is not supported at this time. Role-based access control is standard, and team-level permissions decide who can publish.
Data handling, residency, retention and sub-processors are all set out on the Trust Center.