Customer Onboarding Guide Template
Welcome new clients with our Customer Onboarding Guide Template – create a seamless, engaging, and personalized onboarding experience in no time.
About this template
Welcome clients and ensure a smooth transition with our comprehensive Customer Onboarding Guide. Designed for clarity and exceptional user experience, this template enables your team to deliver a structured, engaging, and impactful onboarding process tailored to your client's needs.
What's included?
- Welcome
- Getting started
- Product tour
- First project
- Training resources
- Webinars
- User guides
- Key contacts
- Next steps
- Tips for success
- Additional resources
- Contact info
Design interactive proposals
Impress buyers with interactive proposals that stand out. Qwilr’s drag-and-drop editor makes it easy to create on-brand, stunning collateral — no design skills needed. Add videos, dynamic pricing, and ROI calculators to deliver a unique experience, while automated brand customizations ensure every proposal looks professional.
Smart automations
Streamline your sales process with Qwilr’s automation tools. Generate personalized proposals, quotes, and pitch decks in minutes by connecting to your CRM. Use templates and dynamic fields to automate content creation and keep your CRM updated. With integrations like HubSpot and Salesforce, Qwilr eliminates manual tasks so your team can focus on closing deals.
Built-in e-sign functionality
Combine stunning proposals, plain-text agreements, and secure e-signatures in one tool. Add print-friendly agreements alongside dynamic content and collect legally compliant e-signatures with ease. Track progress, capture multiple signatures, and close deals faster with Qwilr’s integrated e-sign functionality.
Real-time proposal analytics
Qwilr’s analytics provide full visibility into buyer engagement. Track when proposals are opened, signed, or shared, and get instant notifications for key buyer activities. See what buyers click on, how they engage, and prioritize follow-ups based on real-time insights—all designed to help close deals faster.
Embed dynamic quotes & interactive pricing
Create accurate, engaging quotes that speed up sales. Populate quotes directly from your CRM, showcase pricing as traditional quotes or interactive plans, and upsell buyers with add-ons. Customize quotes with recurring costs, discounts, and multi-currency options. Qwilr ensures every quote is professional and designed to close deals.
Get Paid Instantly with QwilrPay
Simplify payments with QwilrPay. Let buyers pay instantly after reviewing and signing proposals using credit cards, direct debit, or bank transfers (coming soon). Offer part or full payments and track status in real time, removing delays and making it easy to get paid quickly.
Templates for every use case
Explore templates for sales, marketing, customer success, sales enablement and more.
Explore proposal templates
Frequently asked questions
A Customer Onboarding Guide is a step-by-step guide that helps new customers understand how to use a product or service effectively. It aims to provide all the necessary information and tools for a customer to get started with the product or service.
A Customer Onboarding Guide is important because it helps in reducing customer churn and increasing customer satisfaction. It ensures that customers understand the value of the product or service, leading to a higher customer retention rate.
A Customer Onboarding Guide should include an introduction to the product or service, step-by-step instructions on how to use it, tips and tricks for getting the most out of it, and contact information for customer support.