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Business Proposal Template

Qwilr's business proposal template helps you compile a proposal that wins the job. Embed spreadsheets, videos, SlideShare presentations and more into your proposal, get notified when your client views it and enable them to accept the job in 1 click.

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About this template

Your business proposals represent who you are and aspire to be. The proposal stage is THE critical moment between winning or losing a client. And that means the difference between new revenue or lost opportunity.
On average, it takes eight touchpoints to engage a sales prospect. And if the average sales prospect is talking to 4-5 different solution providers, that’s a lot of communications your potential buyer is receiving!
In order to break through the noise, stand out amongst your competitors, and make an impression that prompts buyer action, your proposal must be better than all the others. A better proposal is memorable, engaging, and action-oriented.

How to use this template

Use this template to build interactive and dynamic business proposals for your clients. By using Qwilr, you can build interactive and dynamic business proposals to delight clients and make them feel empowered. Qwilr’s drag and drop editor lets you build out components of the business proposal, save them as a template and pull in data from your CRM to populate the quote and personalize every proposal.

What's in this template?

  • About the company
  • Process
  • Project Estimate
  • Testimonial
  • About our team

Qwilr Features

Qwilr helps modern sales teams wow their buyers and drive revenue through engaging web experiences.

Web content builder

Drag and drop your way to beautiful sales collateral with our powerful editor.

Interactive pricing

Empower buyers with interactive pricing plans and quotes.

Secure sharing

Add security features like password protection and link expiry to protect sensitive content.

Custom branding

Add your brand colors, logos, and custom fonts.

Optimized for mobile

Every Qwilr page is automatically optimized for mobile views.

E-signatures

Get deals signed on the spot with built-in e-signing ability.

Content library

Build a library of re-usable content for your sales reps to make every piece of collateral up to date and aligned to the company brand.

Track buyer engagement

Know what your customers are engaging with by tracking views, clicks and time spent on each web page.

Embeddable content

Add Calendly links, videos, surveys, Looms, GIFs and more to every page.

Frequently Asked Questions

Why use Qwilr to create my business proposal?

Qwilr is proposal software that makes it easy to create beautiful proposals and documents as responsive webpages that look great on any device. These days over 50% of emails are opened on mobile devices, so by using Qwilr you can ensure your proposal will look great on any device. Furthermore, by using Qwilr your clients will be able to accept, sign and pay for your services online. Studies have shown digital signatures can reduce proposal turnaround times by up to 80%, so you’ll get the proposal signed faster.

What kind of content can I add to my business proposal when using Qwilr?

Because Qwilr creates beautiful, responsive webpages rather than static PDF documents, you can add all sorts of dynamic content. You can add videos from Vimeo, YouTube and more and your clients can watch them right there in the proposal. You can also embed Google Maps, spreadsheets, and other apps. Furthermore, one of Qwilr’s flagship features is our interactive quote block. You can use it to outline the price of your services, and certain items can be made optional or have varying quantities, and the client can turn them on or off and see what the pricing would be like. This is great for adding extra upsells and increasing the amount of revenue generated per client.

Can I add pricing to my business proposal?

Yes! Qwilr includes the ability to add interactive pricing tables to your proposals. In these tables, you can add prices for services on an hourly, fixed or recurring basis. You can group various services together (I.e. all meetings) and even allow certain services to be optional. Qwilr’s pricing tables are dynamic, so if a prospect was to select one of your optional extra services the price is updated real time, and when they accept and sign the proposal they’ll be accepting and signing for the increased total price.

Will my business proposal look good on mobile & tablet devices?

When you build your business proposal using Qwilr and share it as a webpage, it will look good on any mobile, tablet or desktop device. That’s because Qwilr uses responsive design to detect what device the person is viewing it on and then scale the content of your proposal up and down to match. This only works if you share it as a webpage though. If you choose to create your business proposal in Qwilr, download it as a PDF and email it to someone, it won’t look good on mobile devices as PDF’s are not responsive.

Can prospects sign my business proposal digitally?

Qwilr comes with built-in digital signature functionality that allows your prospect to accept and sign your marketing proposal online. No longer do you need to upload PDF documents into tools like Docusign. With Qwilr, you get everything you need in one place for one low price.

How do I know when prospects view my business proposal?

You’ll receive a notification the moment a person views your proposal, so you can time your follow up perfectly. Notifications can be received by email or Slack, or you can connect to Zapier to get notified in tools like HipChat, Microsoft Teams, Yammer, Salesforce Chatter and more.

Start winning with Qwilr today

Start a free trial or get a personalized product demo from the Qwilr sales team.