Keep every sales proposal aligned with your sales playbook
Help reps create proposals from approved content, with controls over pricing, brand and terms. See which sections buyers spend time on to guide updates to your templates.
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Where sales proposal content goes off track
Reps start from last quarter's file
The last deal gets duplicated and renamed. Pricing and positioning carry over from whenever the file was last updated, so a March version is still going out in June.
Buyers spot outdated pricing before you do
It might be old positioning or a discount nobody approved. It surfaces weeks later on a call, by which point the same version has gone to several other buyers.
It’s hard to show which content helps sales
Win rate sits with the sales leader and pipeline sits with ops. Enablement's contribution is the hardest to put a number on.
Give reps approved content for every proposal
Approved blocks behind every proposal
Pricing tables, case studies and boilerplate are saved blocks you control. Templates lock the fixed parts and leave the rest open for reps to tailor.
Update the master template and the change lands on every proposal created after it.
Explore the content library
Help new reps create their first sales proposal
They don't have to learn to build one first. They answer questions about the deal and tailor the open sections: add the case study that fits this buyer, cut the section that doesn't.
Pricing and brand can't be edited, and a rep who opens a locked block sees that it's locked, so nobody has to ask what they're allowed to change.
Explore the editor
See which proposal sections buyers spend time on
Every proposal reports how long buyers spent on each section.
You see what buyers read and what they skip, so you know what to take out of the template. Engagement scores and the pipeline report do the same across sends.
Explore buyer insights
Let buyers review pricing and sign in one place
The quote sits in the page with line items, optional items and quantities the buyer can adjust. The buyer signs in the same link, and QwilrPay can take a deposit as a flat amount or a percentage.
There's no separate e-signature tool for the buyer to open.
Explore quotes and payments
What reps can edit and what you control
“Sometimes, we’re not even able to get in the room. Our proposal has to be the representation of the salesperson and have all the information a customer needs because our product is complex.”
Qwilr has been a game-changer for us. Sales collateral that used to be a pain to build in Slides/Docs can now be spun up with Qwilr in minutes. Plus, we get real-time reporting to know when a prospect has re-engaged or is sharing our materials internally.
“We’re seeing deals close a lot faster while also adding a level of professionalism and enjoying powerful insights. None of these things we were getting through the use of PDFs and e-signature software alone.”
How ShowingTime freed reps from a deck per client
ShowingTime sells scheduling software to real estate agents, at 201 to 500 staff. Reps were building a new PowerPoint for every client, and the people reading them were agents on their phones rather than at a desk.
The requirements were a Salesforce integration and something that held up on mobile. DocuSign was ruled out on contract format, PandaDoc on ease of use.
"Our sales team are tech-savvy, but they're not designers. They couldn't believe how easy it was to create a legally binding document that looked so good."
Veronica Parker, Sales Operations Manager at ShowingTime
Read the ShowingTime story
Start with one approved proposal template
Enablement owns the templates, and reps don't need a training programme to send one.
A first template can go out in days, and a full set takes longer. ShowingTime built theirs in three to four weeks alongside the Salesforce integration, with reps using the system inside a month.
Sales enablement templates for your team
Free, and built to be adapted into your own library.
Browse all templates
Sales enablement proposal questions
Proposal software for sales enablement gives reps approved templates and content blocks to build proposals from, while enablement, sales ops and marketing control pricing, brand and terms. Reps tailor the open sections for each buyer, and the team sees which sections buyers read. Our guide to sales enablement covers where proposals fit in the wider programme.
Only admins can create or edit templates, and they can grant view or edit access template by template. Locked blocks can be added to any page, but only an admin can change their content, and a rep who opens one sees that it is locked. Reps tailor everything else, such as the case study or the scope, so pricing and terms stay as written. Team permissions cover who has access to what.
On each proposal you see how long the buyer spent on each section, so you know what they read and what they skipped. Engagement scores and the pipeline report roll that up across sends. There's no ranking of every block in your library against the others, so read the data next to rep feedback and deal outcomes. Time on a section can mean interest, complexity or confusion, and the number alone won't tell you which.
Update a saved block or the master template and every proposal created after that uses the new version. Proposals already sent keep the content they went out with, so nothing changes under a buyer mid-deal. Our guide to sales content management covers how to keep a library current.
Make the template faster than the alternative. Reps answer a short form about the deal, the CRM fills what it can, and the proposal builds around the answers. ShowingTime built their templates in three to four weeks alongside the Salesforce integration, with reps using the system inside a month. Adoption holds best where a sales manager owns the rollout alongside enablement.