Investment Proposal Template

Ditch the document. Send your investment proposal as an interactive and mobile-friendly webpage. Sign up free to start customising Qwilr's Investment Proposal Template.

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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!