Sales Proposal Template
Qwilr's sales proposal template helps you create a proposal that wins the job. Embed spreadsheets, videos, SlideShare presentations and more into your proposal, get notified when your client views it and enable them to accept the job in 1 click.
Embed tables, spreadsheets and more
Add spreadsheets, videos, data tables, SlideShare presentations and more to give your client all the information they need to make the right decision.
Upsell with ease
Generate more revenue by including interactive quotes to your sales proposal. This is one way to effortlessly up sell your services or scope out additional projects.
Save and reuse the proposal
Reduce the hours you spend creating client proposals by saving and re-using your templates when you're pitching for work in the future.
SIMPLE SHARING
Simple sharing options
With responsive design, you can share your proposal as a webpage and be confident it'll look good on any device. You can also download it as a PDF, if you'd prefer.
Stay up to date
With notifications that can be received via email, Slack, Hipchat or a multitude of other messaging platforms, you'll know when your client has opened, viewed and interacted with your sales proposal.
Start a conversation
Add Live Chat to your document so your client can ask you questions while they're reviewing your sales proposal.
Lock it down
Use our password, time limit, view limit and user authentication to control who can see your sales proposal.
SURFACE INSIGHTS
Allow clients to sign off online
With 1 click, a client can accept your proposal and you can get moving. Qwilr's Stripe integration also enables clients to pay a deposit straight away.
Digital signature capability
Get your proposal signed-off quicker by enabling digital signatures. The software maintains a full audit history so it's compliant with eSignature laws.
Reduce the data entry
Integrations with Quickbooks and Xero can create draft invoices from accepted proposals, reducing time spent on manual data entry.
Get paid on time
Stop chasing payments with secure payment features integrated right into your proposal.
See the template in action
Frequently Asked Questions
What is a sales proposal?
This sales proposal is designed to help your sales team land sales work. With collateral that your team can add to every proposal to help brand your company and standardise design, as well as components you can modify based on each individual customer, Qwilr is the proposal software your company needs. With Qwilr, you can streamline sales processes, see actionable insights and data about your leads, all the while optimising designs so your team can focus on maximising conversions.
Can I integrate my sales proposal with my accounting software?
Yes! Qwilr integrates with all major online accounting software, including Quickbooks, Xero & Freshbooks. When a new proposal is accepted, a draft invoice will automatically be created in your chosen accounting software complete with all the item & pricing detail from the proposal. When you’re ready to invoice the client, you simply go in and click send!
Can I generate a sales proposal from my CRM software?
Yes! Qwilr integrates with Salesforce & Hubspot CRM. With these integrations enabled, you can automatically create personalised proposals right from within your CRM using the information (like name, company name, etc) you have about the lead. On top of this, when a lead views & accepts a proposal you can see that as Activity in your chosen CRM.
Why use Qwilr to create a sales proposal?
Qwilr is the software proposal your company needs to ensure that all proposals sent to leads and potential clients are beautiful and interactive on all devices. Qwilr allows you to seamlessly integrate your sales proposals with your CRM system to propagate data from one central location. On top of that, Qwilr collects invaluable data on how leads interact with your proposal. From views to clicks, the information that our software gathers gives you the necessary insights to make your proposals stronger and conversions higher.
What kind of content can I add to my sales proposal?
Not only does Qwilr help your sales team optimise their sales processes, but it does so without compromising on any aspect of the delivery and design. So whether you want to include a video testimonial, include a spreadsheet, live chat or even embed your company’s whereabouts through Google Maps, Qwilr can support it. One of Qwilr’s most popular features is our interactive pricing block, which can let clients select optional items, add quantities or switch off a service item altogether. This ensures that your sales team can maximise every client's value through clear value and pricing outlines and propositions.
Can I add pricing to my sales proposal?
Yes! With our proposal software, your sales team can add your service package pricing to any of our sales proposals. But not only that, our pricing tables are interactive, meaning that leads can make the service modifications that they’re after all in one place, saving your sales team the back-and-forth. This includes opting into optional service items. Our software can be integrated with all major CRM systems, allowing our sales proposals to propagate the most up-to-date data from one centralised system. On top of that, as a lead modifies the sales package to suit them, prices are adjusted in real-time so the most updated and accurate pricing is displayed as soon as your prospect is ready to sign.
