Mutual action plan software

Partner with buyers to drive engagement and minimize lost deals

Create engaging mutual action plans with you buyers – minimize deal slippage and stalled onboards.

A rep pulling together an interactive mutual action plan for their buyer in Qwilr
G2 Leader (Small Business), Winter 2024 awardG2 High Performer (Mid-Market), Winter 2024 awardG2 Leader, Winter 2024 awardG2 High Performer, Winter 2024 awardG2 High Performer (Small Business), Winter 2024 awardG2 High Performer (ANZ), Winter 2024 awardG2 High Performer (Asia Pacific), Winter 2024 awardG2 High Performer (EMEA), Winter 2024 awardG2 High Performer (Europe), Winter 2024 awardG2 High Performer (United Kingdom), Winter 2024 awardG2 "Users Love Us" award

Create a collaborative sales and onboarding process

Effortlessly create tailored mutual action plans with your buyers. Elevate the professionalism of your sales process and drive greater sales consistency.

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A rep adding in blocks to their mutual action plan with ease

Anchor your closing conversations with a live action plan

Most mutual action plans are sent as static tables or to-do lists over email. Avoid this at all costs. Not only does this create an underwhelming buyer experience, it's prone to miscommunication and can too easily get losted in email threads.

By creating your mutual action plans in Qwilr, you'll have a live artefact that you and your buyer can refer back to, ensuring accountability on both sides.

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A buyer browsing a mutual action plan or proposal

Know how your buyer is engaging with your process

Qwilr tracks buyer engagement across your mutual action plans and proposals. See who is engaging with your content, and what they looked at and clicked on.

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A rep browsing their sales velocity whilst a buyer moves forward with a proposal

Collapse multiple sales process seps into one

Combine your mutual action plan, pricing, quote and even payment into one interactive page that becomes your buyer's source of truth throughout the. deal process. Minimize friction for your buyer, and create a smoother, faster sales process.

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A buyer submitting payment details on a mutual action plan page

Fastest proposal platform to implement

We compared the top 10 proposal software solutions on G2 so that you didn’t have to.

500+ 5-star G2 reviews

a graph showing the time to implement various apps

Create and manage mutual action plans with ease

Craft your mutual action plan templates

Create a MAP template for each of your sales motions. Plus, draw from Qwilr's template library for inspiration.

Generate mutual action plans using CRM data

Create comprehensive plans directly from your CRM, integrating relevant details such as the buyer's name, company and more to provide a personalized experience.

Maintain up-to-date customer action plans

Need to modify a MAP? Simply edit any section of your plan, and it will instantly be updated. No need to resend attachments or tables to your champion via email.

Create an effective buyer experience with Qwilr

Brand control & asset library

Establish your brand settings and create a library of reusuable content that makes staying 'on brand' easy.


Collect payments instantly from customers with Stripe or direct to your own payment system.

Security & GDPR

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

Embedded content

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


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

Powerful analytics

Improve performance with detailed insights and customisable reports.

ROI calculators

Showcase your value with an interactive ROI calcaultor embedded in your Qwilr pages.

Team management

Set up permissions so your team accesses only what they need.

Interactive pricing

Empower buyers with interactive pricing plans and quotes.

Customers love Qwilr

Nick & Armand from 30 minutes to president's club
30 Minutes to Presidents Club30 Minutes to Presidents Club
Qwilr has been a game-changer for us. Sales collateral that used to be a pain to build in Slides/Docs can now be spun up with Qwilr in minutes. Plus, we get real-time reporting to know when a prospect has re-engaged or is sharing our materials internally.
Nick Cegelski & Armand Farrokh
Hosts of 30 Minutes to President’s Club
Qwilr customer Neil de Jesus, Director of Business Development at Resi
“Qwilr has saved each sales rep an average of 1 hour per deal closed. Since implementing Qwilr, we have closed over 2,000 deals, saving us over 2,000 hours of time that we can invest in additional sales activities.”
Neil de Jesus
Director of Business Development
Qwilr customer Robert Brooks, VP of Sales at Lambda
“I love the live link. It’s been really helpful to be able to make changes on the fly and not have to resend a bunch of documents. It’s a much better customer experience than someone needing to look through multiple versions to find the most current one.”
Robert Brooks
VP, Sales
Qwilr customer Amy DeCicco, Sr. Vice President of Marketing at ExtensisHR
“Sometimes, we’re not even able to get in the room. Our proposal has to be the representation of the salesperson and have all the information a customer needs because our product is complex.”
Amy DeCicco
Sr. Vice President, Marketing
Qwilr customer Xiaohui Wong, Founder at Essence of Email
Essence of EmailEssence of Email
“On a functional level, we really appreciate how Qwilr allows us to password protect and digitally sign our proposals to improve privacy and security with clients. Also, the ability to track page views on live proposals has helped us better focus our time and efforts on pursuing quality leads.”
Xiaohui Wong
Qwilr customer Blake Ziolowski, Sales Manager at LaunchNotes
“We’re seeing deals close a lot faster while also adding a level of professionalism and enjoying powerful insights. None of these things we were getting through the use of PDFs and e-signature software alone.”
Blake Ziolowski
Sales Manager

Integrate with your favourite tools

Qwilr integrates with all the leading CRM, sales and accounting software, like HubSpot, Salesforce, Zoho, Pipedrive, and Quickbooks.

Start with a template

Explore templates for sales, marketing, customer success, sales enablement, and more.

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