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NEW: Microsoft Dynamics 365 Integration

Qwilr now integrates natively with Microsoft Dynamics 365, pulling your CRM data straight into proposals, keeping it in sync as deals move, and automating the admin that follows a closed deal.

A business application displaying sales documents and a sidebar highlighting "Personalized proposals," "Sales process automation," and "Close deals faster!", with a woman's profile picture.

What's new?

  • One-click proposal creation, pulling data straight from your Dynamics Opportunities, Accounts, and Contacts into ready-made templates
  • CRM data connected to the Smart Proposal Engine, so fields personalize proposals automatically within your existing sales rules
  • Automatic syncing of Opportunity data in Dynamics as deals move, keeping your CRM and your proposal aligned
  • An in-Dynamics widget showing linked Qwilr pages, page details, and share links straight from the Opportunity record
  • Automations that write page events and data back to Dynamics, kicking off things like onboarding emails, invoices, or payment reminders when a deal closes

Why this matters

  • Reps move faster, without leaving Dynamics to build or send a proposal
  • Proposals go out with the right pricing and deal details every time, no copy-paste errors
  • RevOps can trust CRM records stay accurate without extra manual work
  • Buyers get proposals personalized to their deal, built from real CRM data

Read more

Available on our new Growth and Scale plans, and on our old Enterprise plan.