Investment Proposal Template

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Investment Proposal Template — Qwilr

Documents for the innovative and forward-thinking

Win more work with interactive and mobile-friendly proposals that perfectly represent who you are and aspire to be. And save time, using the power of the cloud to automate your sales processes.

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Ridiculously good-looking documents. Easy.

With powerful editing, quoting and media embedding tools, and a premium library of free stock images and videos, it's never been easier to build stunning documents your clients will love interacting with.

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Move faster than ever with sales automation.

Allow clients to instantly accept, e-sign and pay from right within your documents. Activate integrations with CRM and accounting apps to automate the rest.

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Actionable insights & control over interactions.

Better manage leads and optimise content by seeing exactly when and how clients are interacting with your documents. And easily secure your sensitive information with passwords, time/view limits and more!

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Display seamlessly across desktop, tablet & mobile.

Because qwilrs are webpages, your content is dynamically resized and reformatted to ensure that your clients have a delightful experience — no matter the device they're using.

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  • Interactive Quoting Tool

    Build quotes easier and quicker than ever with Qwilr's quoting tool. And allow clients to adjust your quotes in real time from right within your proposal.

  • Accept with e-Sign & Pay & Audit Trail

    Allow clients to instantly accept, e-sign and even pay for your proposals. And keep a comprehensive and certified record of each step in the process.

  • Save & Reuse Content

    Clone entire proposals or build a library of saved 'blocks' that you can reuse as needed.

  • View Notifications & Analytics

    Get notified when clients view your proposals and see how they interacted with them — follow-up while they're engaged and know exactly what to say.

  • Advanced Security

    Protect your proposals with sophisticated security tools — enable not only passwords, but also link expiration, time limits and view limits.

  • Library of Free Stock Images & Videos

    Beautify your proposals with access to our premium library of 1,000s of free stock images and videos.

  • Embed Interactive Content

    Embed virtually any form of digital media directly into your proposals — spreadsheets, forms, PDFs, webpages, maps and much more.

  • Proposals Built for All Screens

    Qwilr proposals are webpages, and so they perfectly fit any screen, with text and images dynamically reformatted to ensure that everything looks great.

  • Powerful Integrations

    Connect Qwilr with your accounting apps (where you can automatically send invoices), CRMs (to automatically generate proposals and update customer data) and more!

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Overview

What Qwilr's about — in 90 seconds

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