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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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Make a visual statement

Use interactive pricing

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.

Make a visual statement

Embed spreadsheets with ease

Add spreadsheets, images, tables and more to give your client all the information they need to sign off on the project.

Make a visual statement

Save it and reuse it

Reduce the amount of time you spend creating quotes by saving your customised quote as a template and reusing it again and again.

SIMPLE SHARING

Looks great on any device

Share your quote as a responsive webpage and leads will be able to view it on any desktop, tablet or mobile device. Or, if you prefer, you can opt to download it as a PDF for sharing the old school way.

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Make a visual statement

Share as a webpage or PDF

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.

Make a visual statement

Control who sees it

Use our password, time limit, view limit and user authentication features to control who can see your quote. You can also receive notifications when your lead opens, views and interacts with your quote

Make a visual statement

Quick communication

Add Live Chat so leads can ask questions on the spot whilst reviewing your quote.

SURFACE INSIGHTS

Instant signoff, instant start

Get acceptance and signoff quicker by enabling people to accept and sign your quote online, reducing quote turnaround time by 80%.

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Complete audit history

With one-click online job signoff, digital signatures and full audit history, Qwilr is compliant with eSignature requirements.

Make a visual statement

Integrated payments

Payment features like our Stripe integration help you get paid faster. Your new clients can simply and securely pay by credit card right in the quote so you can accept deposits or full job payments instantly.

Make a visual statement

Cut out the double data entry

Integrations with Quickbooks and Xero can create draft invoices from accepted quotes, reducing manual data entry and saving you time and energy.

See the template in action

pages.qwilr.com

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. "

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