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Real Estate Investment Proposal Template

Use Qwilr's real estate investment proposal template to create a beautiful proposal that makes sales. Impress prospects by adding video, images, maps and more and get notified the moment they view the proposal.

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Add videos & images

Sell your real estate investment by embedding videos and beautiful full screen images to help people see how incredible your development will be.

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Embed maps & street view

Embed Google Maps and Google Street Views right within the proposal to help people understand where your real estate development is and what's nearby.

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Include tables, spreadsheets and more

Give potential investors the full rundown by adding data tables and interactive spreadsheets to your proposal, and allowing them to be seen and interacted with right within the proposal. No more linking to external Excel spreadsheets.


Looks great on any device

Use Qwilr to share your real estate investment proposal as a responsive webpage that looks great on any device, or download it as a PDF for sharing the old fashioned way.

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Works across all devices

By using Qwilr, your real estate investment proposal is guaranteed to look great across all desktop, mobile and tablet devices. With 60% of emails being opened on mobile devices, this is critical to ensuring your proposal has the maximum impact,

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Ensure only the right people see it

Ensure your real estate investment proposal doesn't fall into the wrong hands. Add password protection, time limits, view limits or user authentication to ensure only the right people see it.


Get notified when prospects view your proposal

Get notified when potential clients view your real estate investment proposal and see detailed analytics on what they viewed, how long for, etc.

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Get notified instantly

Receive a notification via email when your real estate investment proposal is viewed, or connect to Zapier to get notifications in HipChat, Chatter, Yammer, and more.

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See how people are engaging

See how many times your real estate investment proposal has been viewed, where from, what content was most viewed, etc with our deep analytics

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View all interactions in your chosen CRM

Get a full history of your prospects interactions with your proposal in the timeline view in Salesforce or HubSpot CRM.

See the template in action

Frequently Asked Questions

What is a real estate investment proposal?

The real estate investment proposal is created to help you win real estate investments. It provides the necessary information to your lead, such as pricing packages, testimonials and case studies as well as your portfolio. On top of that, once this proposal is sent to your potential client, you can access detailed data on how your lead has interacted with the proposal, empowering your team with the necessary insights to improve each proposal and improve conversions.

Why use Qwilr to create a real estate investment proposal?

Qwilr is proposal software that frees your team up from doing manual and monotonous work all the while creating beautiful, mobile-responsive and interactive sales proposals. With Qwilr, you’re able to embed the necessary information and data through case study videos, calendars, testimonials, pricing, to help your sales team maximise the chances of landing a deal.

Qwilr also integrates with your CRM system and features interactive quotes so back-and-forth is minimised and documents and information is kept all in one place.

Can I add pricing to my real estate investment proposal?

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.

How can I make my real estate investment proposal match my brand?

Qwilr’s proposal software includes a brand editor that lets you insert your brand colors, fonts and other branding design elements that you want to have stay consistent across all sales proposals. With this editor, you can help streamline the sales proposal design phase, adding and removing components that are unique to individual customers while ensuring you maintain your company’s brand consistently across the board.

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

Building a sales proposal in Qwilr proposal software and sharing it as a webpage means that your leads will be receiving both an interactive and design-optimised proposal, regardless of which device they’re reading the proposal on.

How can I protect my real estate investment proposal?

If you’re concerned about your sales proposal being accessed and viewed by an unintended reader, don’t be.

Qwilr comes with several security features to help ensure that your sales proposals are only accessed by the intended recipient(s).

With options such as access expiry dates, whereby a sales proposal can no longer be accessed after a specific date, to passwords, Qwilr’s document security features help ensure that you and your company documents stay protected.

Start winning with Qwilr today

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