Sometimes winning over a client often comes down to how well you can present your ideas. A polished, engaging proposal that speaks to your client can mean the difference between landing the deal or watching it slip away. Sometimes companies don’t customize their proposals and are usually finishing things up last minute with boiler plate content. Qwilr’s proposal automation enhance your process; you don’t have to worry about formatting, finding content, etc. so you get to work on customizing it for your client.
With Qwilr, your ideas come alive on dynamic pages that not only look incredible but make it easy for clients to approve or sign off with a click.
Qwilr proposals are interactive and web-based, making them visually engaging and mobile-friendly. They’re designed to feel more like polished web pages, giving you an edge over static PDFs.
If you’re exploring other tools, check out my reviews of PandaDoc and Better Proposals to compare features and find the right fit for your needs.
This guide will take you through everything you need to know to create proposals with Qwilr that don’t just get noticed—they get results. We’ll also explore how Qwilr’s proposal automation features simplify the process from creation to client approval. If you’re looking for a detailed Qwilr review, check out this post instead.
What is Qwilr and Why Use It for Proposal Automation?
Qwilr is a proposal software designed to replace static PDFs and Word documents with interactive, mobile-friendly web pages. Instead of just sending a file. Qwilr’s proposal automation allows you to create proposals, sales quotes, and client-facing documents that are interactive and professional.
Why Use Qwilr?
- Modern Design: Create visually stunning proposals in minutes.
- Interactive Content: Add videos, pricing options, and eSignatures.
- Easy Tracking: Know when your client opens, views, or signs the proposal.
- Client Experience: Proposals are mobile-responsive, ensuring a seamless experience on any device.
Who Is Qwilr Best For?
Qwilr is perfect for businesses and professionals who need visually engaging, presentation-style proposals rather than traditional, text-heavy documents. It’s ideal for industries that rely on interactive and polished designs to impress clients, such as:
- Marketing Agencies: Showcase creative work with interactive proposals featuring videos and images.
- Technology and SaaS: Present technical details using embedded videos, pricing tables, and demos.
- Real Estate: Create polished, digital pitch decks for properties and investments.
- Sales Teams: Close deals faster with automation, e-signatures, and CRM integrations.
- Consultants and Freelancers: Deliver professional, branded proposals with ease.
If you’re looking for a tool to create sleek, web-based proposals rather than Word-style documents, Qwilr is your solution.
Setting Up Your Qwilr Account
To get started, visit Qwilr’s website and sign up for a free trial. Qwilr’s intuitive setup process will guide you step by step.
Here’s a quick breakdown of the process:
- Step 1: Company Details
- Enter your company name, company size, and other basic details. See screenshot:
- Step 2: Add Team Members
- Invite team members to collaborate in your Qwilr workspace. See screenshot:
- Step 3: Branding Integration
- If you enter your company email in the first step, Qwilr automatically pulls your company logo and brand colors directly from your website. See Screenshot:
- Step 4: Choose Your Starting Point
- Qwilr creates a starter template for you. You can select a sales template or another relevant template, or skip directly to the dashboard to begin customizing. See screenshot:
Navigating the Qwilr Dashboard
The Qwilr dashboard supports seamless proposal automation, giving you tools to create, manage, and optimize your proposals.
- Dashboard: The Qwilr dashboard provides a personalized welcome with recommended next steps, such as jumping into the editor to create a proposal, adding your branding (colors and fonts), or converting existing documents into Qwilr pages. Below, you can easily navigate to existing proposals or start a new one, ensuring a seamless workflow. See screenshot:
- Pages: A workspace for creating and managing proposals.
- Projects: Groups of related Pages organized together for better management.
- Templates: 130+ Pre-built templates for quick proposal creation or you can use your own template and Qwilr can also convert it for you. See screenshot:
- Analytics: Qwilr offers built-in analytics to help you track client engagement with your proposals. You can see when a proposal is viewed, how much time is spent on each section, and what parts clients interact with the most. This data gives you valuable insights to optimize your proposals and follow up strategically. Additionally, Qwilr integrates with tools like Google Analytics and Hotjar for deeper tracking and behavioral insights.
- Reports: Provides insights into your proposal pipeline, showing drafts, live, accepted, and declined pages. It tracks sales velocity and allows filtering by time, team member, or page type for tailored analysis. These reports help you optimize strategies and improve sales performance.
- Integrations: Qwilr integrates with HubSpot, Salesforce, and Zapier, enabling powerful workflow automation for proposal management. See screenshot of some integrations:
- API: Qwilr’s API allows teams to automate tasks like proposal creation, client personalization, and data syncing with ease.
- Settings: Manage branding, integrations, and user permissions.
- Mobile-Friendly: All proposals are fully responsive, ensuring they look great and function perfectly on any device, whether a smartphone, tablet, or desktop.
Creating Your First Proposal
Choosing a Template
- Navigate to the Templates Library, where you can explore templates from various categories. Your Library contains your existing templates, allowing you to reuse old ones, while Explore showcases templates provided by Qwilr.
- Browse industry-specific templates or start from scratch. Qwilr offers ready-to-use templates like: Client Quotes, Sales Proposals, Marketing Plans, Accounting Sales Proposal, Conference Venue Proposal, Case Study and so much more.
- Click on the template if you want to use existing template and then you will be asked to Create Page to start customizing. Below you even create page it tells you what sections are included in the template. Screenshot Below of Create Page:
Customizing Content and Design
Qwilr’s editor allows for drag-and-drop customization, where you can easily change and update the following:
- Text Blocks: Click any text block to edit the content. The editor is intuitive and user-friendly compared to other tools.
- Branding: Customize your brand colors, fonts, and logos with just a click.
- Accept Blocks: Add an interactive block that enables clients to approve and e-sign the proposal directly within the document. This ensures a seamless process for gaining client approval.
- Templates: Select different templates for various sections, such as case studies, testimonials, or visuals.
- Sections: Add new sections or rearrange existing ones to fit your proposal structure.
Qwilr’s flexibility also supports RFP automation, making it easy to respond quickly to client requirements with polished, accurate proposals
Adding Dynamic Elements
What sets Qwilr apart is its ability to create interactive proposals. Here’s how you can elevate your proposals:
Videos, Images, and Previous Calls
- Videos and Images: Embed client testimonial videos or demo walkthroughs to showcase your work. Use drag-and-drop image blocks to present products or portfolios effectively.
- Previous Calls: Include a section summarizing past discussions or calls with the client. This can help maintain alignment and provide context for the current proposal.
Here’s a more concise version of the explanation, with a suggestion to include a Qwilr video for clarity:
Customizing the Pricing Section in Qwilr
- Using the Quote Block: Add a Quote Block by clicking the “+” icon. Customize it with pricing details, line items, descriptions, and choose formats like Tables below or plan cards. Enable interactive features so clients can adjust quantities or select optional items.
- Existing Templates: Select from Qwilr’s template library to quickly use pre-designed Pricing Plan. Edit them to reflect your offerings and save as a new template for future use.
- Enhancements: Apply discounts, taxes, or recurring charges. Use optional items for flexibility and adjust colors or layouts to match your branding.
eSignatures
- Add a Sign Off block at the end of your proposal.
- Enable eSignature functionality so clients can approve instantly.
Sharing and Tracking Your Proposal
Sharing the Proposal
- Click Share to send your proposal as a live link. Under the Accept dropdown, you’ll find options to set the proposal status (Draft, Pending, Accepted, Declined). These statuses are reflected in Qwilr’s Reports section, helping you track your pipeline, measure success rates, and identify areas for improvement with actionable insights. See screenshot below:
- You can password-protect proposals for extra security.
- You can also download a PDF. See copy link and download PDF option below:
Managing Your Proposal in Qwilr
Workflow automation tools make sharing and tracking proposals easy, ensuring timely client follow-ups and approvals:
- Page Analytics: Tracks how clients interact with your proposals, showing views, time spent, and engagement with sections.
- Tag: Labels you can add to organize and categorize your Qwilr pages for easy searching.
- Workflow automation: Simplifies repetitive tasks, like sharing, status tracking, and client notifications.
- Clone: Lets you duplicate an existing page to reuse it without starting from scratch.
- Archive: Stores pages you don’t actively need but want to keep for reference. Archived pages remain accessible via their links.
- Blueprint: Pre-made templates you can use as a starting point for creating new pages, saving time and ensuring consistency.
- Page Value: Assigns a monetary value to a proposal, often reflecting the potential revenue from the project.
- Engagement: Measures client activity on your pages, such as time spent and sections viewed, to gauge interest.
- Brand Setup: Customizes your Qwilr account with your brand’s colors, fonts, and logos for consistent branding.
- Accounts: User profiles that manage settings and permissions, enabling team collaboration.
Top Features and Benefits of Qwilr in Proposal Automation
Qwilr is a primarily web-based platform that excels in proposal and RFP automation, combining interactive design with powerful management tools. However, users can also download their proposals as PDFs when needed. Its design approach is similar to creating slide decks, offering a visually dynamic, presentation-style layout.
Tips for Creating Proposals That Win Clients
- Keep It Visual: Use videos, images, and graphics to engage clients.
- Personalize Content: Address the client’s pain points and how you can solve them.
- Leverage Interactive Pricing: Give clients flexibility with pricing options.
- Follow Up: Use proposal tracking to time your follow-up emails effectively.
- Proofread: Ensure your proposal is error-free and professionally written.
Qwilr Pricing: Choosing the Right Plan
Qwilr offers two main pricing plans to cater to businesses of all sizes. Whether you’re a small team looking for a simple yet powerful proposal tool or a large organization in need of advanced automation and security, Qwilr has you covered. For the most up-to-date pricing details, be sure to check their website.
Business Plan
- Price: $35/user/month (billed annually) or $39/user/month (billed monthly)
- Best for: Smaller teams with light automation and analytics needs.
- Key Features:
- Content editor
- E-sign and payments
- Pricing and quotes
- Page analytics
- HubSpot CRM integration
- Notifications
Enterprise Plan
- Price: $59/user/month (billed annually)
- Best for: Larger teams (10+ users) scaling their proposal processes with advanced automation and security.
- Key Features:
- Everything in Business Plan
- Custom branding and template-level settings
- Identity verification and domain-restricted access
- Advanced account analytics with 5 years of reporting history
- Dedicated account manager (10+ seats)
- Add-on API for enhanced customization
Key Differences in Pricing Plans
Wrap-Up: Proposal Automation Tool Worth Considering
Putting together a winning proposal is more than just about presenting information, it’s about creating a an engaging experience for your clients. Qwilr’s proposal automation features take the stress out of formatting, content organization, and last-minute fixes. Instead, you can focus on what really matters: tailoring your proposal to meet your client’s needs.
Qwilr is for those looking for presentation style proposals. The templates are interactive, web-based designs, with built-in e-signatures, and easy integration tools like CRMs. Its user-friendly platform and customization options make it an excellent choice for businesses looking to modernize their approach to proposals.
Give Qwilr a try and see the difference for yourself.
Frequently Asked Questions (FAQs)
1. What is a Page on Qwilr?
A Qwilr Page is a modern, web-based proposal that looks more like a sleek webpage than a regular document. It’s designed to impress and engage clients.
2. How does Qwilr’s e-signature feature work?
Your clients can sign documents right in the proposal. The e-signatures are secure and legally valid.
3. Can I connect Qwilr with my CRM?
Absolutely! Qwilr works with CRMs like HubSpot, Salesforce, and Pipedrive. This means you can create and manage proposals directly from your CRM without jumping between tools.
4. What support does Qwilr provide?
Qwilr’s support team is there for you 24/5 and offers limited help on weekends. They also have a help center with guides.
5. Can I download a Qwilr Page as a PDF?
Yes! If your client prefers a traditional format, you can easily export your Qwilr Page as a PDF.
