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Investment Proposal Template

Qwilr's investment proposal template helps your create beautifully designed proposals to help secure funds for your next venture, idea or business. Use big, bold images, video and charts to clearly communicate your idea and see what investors are engaging with by using detailed analytics.

Make a visual statement

Embed images, charts and videos

Include full-scale images, embed videos inline, showcase previous results and progress using beautiful charts.

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Get into the detail

Embed spreadsheets, project timelines, calendars and forms to show a potential investor where you're headed.

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On brand and on time

Once you personalise your template with your brand style, you can save it, update it and use it over and over again.


Works across all your devices

Built with mobile in mind, your Qwilr proposal can be viewed across phone, tablet or desktop. You can also share it as a webpage.

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Know when to follow up

Link your Qwilr notifications with your email, Slack or many of the other messaging platforms so you know when your investment proposal has been viewed and you can follow up in a timely manner.

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Keep it locked down

Sometimes the information in your investment proposal is competitively sensitive. Use Qwilr features like password protection, view and time limits so you can control who sees your information.

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Understand what works

Using Qwilr makes the process of understanding what's engaging easy. You can layer on analytics to see when investors have opened and engaged with your proposal so you know when to follow up. It also makes it simple to share and update as your investment needs or business details change.


One-click signoff, anytime anywhere

Instant signoff means your client can approve your proposal immediately, meaning you can get started on the project right away.

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Signed. Sealed. Delivered

Instant, one-click acceptance and integrated payments means your potential investor can sign off on your investment proposal and process payment for immediate execution.

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Let's chat

Turn on the live chat feature to allow your potential investor to interact and ask any questions when they arise regarding your Investment Proposal.

See the template in action

Frequently Asked Questions

How can I make my investment proposal match my brand?

Qwilr’s built-in brand editor lets your company choose which elements you want to have displayed consistently for every sales proposal sent to prospects. Elements that you can standardize include fonts, brand colors, logo positions. With this, you can ensure consistent delivery and branding across the board.

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

If you build your sales proposal on Qwilr and send it to your prospect as a webpage, you can guarantee that your lead will be viewing an interactive & optimised proposal on any of their devices.

However, this is only if you share it as a webpage rather than downloading and sending the proposal as a static PDF.

How can I protect my investment proposal?

Qwilr understands the importance of confidentiality and has, therefore, created several security features to help protect your team’s documents. Options such as requiring recipients to authenticate themselves through Google accounts and password protection, view limits and expiry dates are all parameters you can set to control and protect your sales documents.

Can prospects sign my investment proposal digitally?

With Qwilr, we understand the need to keep everything in one place so that your team and your clients aren’t dealing with multiple platforms.

With that, we have created a built-in digital signature feature, which allows your lead (and soon-to-be client!) to choose the service package they’re after, accept and sign your sales proposal online.

Can prospects pay for services through my investment proposal?

Absolutely. Qwilr understands all the various steps involved in executing a seamless sales process for prospects, from the proposal to pricing, contracts and payment.

With that, our software lets prospects securely enter their credit card details into a payment feature in-built into the form.

And, once the payment has been debited from the client’s account, you’ll receive the money within a few days!

How do I know when people view my investment proposal?

All salespeople know that timing is essential when nurturing a sales prospect, which is why Qwilr sends you a notification once a lead has viewed your investment proposal, letting you time your follow-up email perfectly. You can choose to receive your notification via communication platforms like Slack or your CRM like SalesForce and more!

Start winning with Qwilr today

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