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Consulting Report Template

Create personalised reports with Qwilr's consulting report template. Embed spreadsheets, data tables, maps and more to showcase your report findings.

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A picture tells a thousand words

Showcase your findings visually using Qwilr’s simple consulting report template editor. Embed videos, full screen images, maps, prototypes and more to help clients see your solutions.

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Back it up with data

Embed spreadsheets, data tables, flow charts and more to provide your client with all the data and information they need.

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Reduce hassle, reuse and recycle

Save your personalised consulting report template to use again next time so you're not reinventing the wheel each instance you need to send one.

SIMPLE SHARING

Share as a webpage, or download as a PDF

Share your consulting report as a beautiful webpage or download it as a PDF for sharing the old fashioned way.

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Looks great on all devices

Share your consulting report as a responsive webpage and clients will be able to view it on any desktop, tablet or mobile device. With responsive design, it will look amazing on any device.

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Secure your findings

Use our password, time limit, view limit and user authentication to control who can see your reports. You can also receive notifications when your client opens, views and interacts with your report.

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Q&As on the spot

Enable live chat so clients can ask questions while reviewing your report, and you can answer them on the spot.

SURFACE INSIGHTS

Know when and how your report is viewed

With notifications and analytics, you'll know exactly when your client opens your report, what content they view and more.

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Get instant notifications

Receive notifications in Slack, Hipchat, via email or on multiple other messaging platforms when your client opens your consulting report so you know when to follow up.

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See detailed analytics

Analytics allow you to see who has viewed your document, when, for how long, what content they engaged with and more so you can continue to create inspiring reports for your clients.

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Connect your own tools

Add 3rd party analytics tools like Google Analytics, Hotjar, FullStory, Mixpanel and more to get detailed analytics on how people are consuming your report, including heatmaps, clickmaps and even full video recordings of how your report is viewed.

See the template in action

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Frequently Asked Questions

How do I know when people view my consulting report?

When your sales prospect views your consulting report, you can be notified through any major platform you choose. Whether that’s Slack or HipChat, Qwilr gives you the data you need to maximise the chances of converting your lead into a client.

How do I see what content people engaged with in my consulting report?

When you send your consulting report as a webpage to your potential client, Qwilr also helps you capture insights such as how long the sales lead spent on your proposal, who viewed it, and which portion of the proposal the lead spent the longest time on. With this, you can adjust your follow-up accordingly. On top of that, you can use it to optimise your next proposal.

Can I add Live Chat to my consulting report?

Yes! Qwilr works with several major live chat platforms, such as Intercom, which allows your sales team to interact directly with prospects about any questions they have about the report sent in real-time. Not only does this optimise the client’s sales experience with you, but it also streamlines the inevitable back and forth between you and the prospect, which means your company gets the contract signed faster!

Can I generate consulting report from my CRM software?

Yes! Not only are you able to create beautiful, interactive Qwilr sales proposals within your CRM, but once you send it off, you’re also able to get insights on how the lead interacted with your proposal directly in your CRM. Data includes how much time your lead spent on your proposal and which part of the proposal they spent the most time on!

Can I integrate my consulting report with my accounting software?

Yes! Our proposal software integrates seamlessly with major accounting platforms, such as Freshbooks, Xero and Quickbooks. And, after your lead has accepted the proposal, an invoice will automatically be drafted in your accounting software, filled with the information from the final proposal, such as service item and pricing.

Why use Qwilr to create a consulting report?

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 consulting services online. Studies have shown digital signatures can reduce proposal turnaround time sby up to 80%, so you’ll get the proposal signed faster.

Join the thousands of teams building better docs with Qwilr.