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Quote Template

Qwilr's quote template helps you quickly create quotes that win more work. Impress prospects by showcasing what you're capable of with images, embedded videos, tables and more.

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About this template

Qwilr’s quote template is designed to be automated via a CRM. Reduce the amount of time you spend creating quotes by saving your customised quote as a template and reusing it again and again. By adding interactive pricing, your client will have full transparency of the project. It can also help generate more revenue as you can include additional services or packages. All Qwilr templates are built as a web page, so your clients can interact and engage with your quotes, and you can track every interaction. Share and send beautiful quotes which are an extension of your brand, that are beautifully designed and can be viewed as a responsive webpage on any desktop, tablet, mobile device or that can be downloaded as a PDF.

How to use this template

Use this template to build interactive and dynamic quotes that customers can interact with and feel empowered. Qwilr’s drag and drop editor lets you build out components of the quote, save them as a template, and pull in data from your CRM to populate the quote and personalize every proposal. Create standardized quotes so sales reps can automate the quote building process, and never have to leave their CRM. Help clients sign and pay on the spot, with Qwilr’s built-in e-signature and payments features.

What's in this template?

  • Introduction
  • Pricing quote
  • Client testimonial
  • Contact us
  • Terms and conditions

Qwilr Features

Qwilr helps modern sales teams wow their buyers and drive revenue through engaging web experiences.

Web content builder

Drag and drop your way to beautiful sales collateral with our powerful editor.

Interactive pricing

Empower buyers with interactive pricing plans and quotes.

Secure sharing

Add security features like password protection and link expiry to protect sensitive content.

Custom branding

Add your brand colors, logos, and custom fonts.

Optimized for mobile

Every Qwilr page is automatically optimized for mobile views.

E-signatures

Get deals signed on the spot with built-in e-signing ability.

Content library

Build a library of re-usable content for your sales reps to make every piece of collateral up to date and aligned to the company brand.

Track buyer engagement

Know what your customers are engaging with by tracking views, clicks and time spent on each web page.

Embeddable content

Add Calendly links, videos, surveys, Looms, GIFs and more to every page.

Frequently Asked Questions

Can I add pricing to my quote?

Yes! Qwilr lets you add pricing tables that clearly outline your company’s offerings and their prices. Then, upon receipt, your prospect can interact with the proposal and make any necessary adjustments they would like all by themselves!

Whether that is adding on services for an hourly, fixed or recurring basis, or opting in/out of certain optional service items, our proposal software gives your sales lead flexibility while freeing up your sales team from any unnecessary back-and-forth.

Will my quote look good on mobile & tablet devices?

With Qwilr, when you send your proposal and documents to your prospects as a webpage, you can rest assured they are viewing a design optimised documents on any device they’re reading off. This is because our software uses design responsive elements to detect what device your prospects are reading on and adjust the proposal accordingly.

How can I protect my quote?

Qwilr’s sales proposal software provides security features that help protect your company and your team’s materials.

Specific security measures include password protection and Google and LinkedIn account authentication.

Can prospects sign my quote digitally?

What happens after a customer selects and accepts the service package they want?

Typically, PDF files would need to be uploaded and sent independently or on a platform like DocuSign.

But with Qwilr, we integrate all the functionalities you would need to execute a great sales process from beginning to end. With this, we created an online signature feature, letting your prospects select, accept and sign all in one place and one go.

Can prospects pay for services through my quote?

Yes! Sales leads can pay for the services they want on the very same proposal they learned about your services.

We understand the need for a seamless, integrated experience for both your sales team and a potential client, so all the prospect needs to do is enter their credit card details into the secure in-built payment feature of Qwilr.

Once their card is debited, you’ll receive your payment within a few days.

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

Creating your quote with Qwilr means that you can see when and how recipients interact with your quote.

With this information, you’re able to eliminate some of the guesswork and use Qwilr data to help frame your next email or call to the prospect. “

Start winning with Qwilr today

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