Financial Planning
Qwilr

Intelligent interactive business proposal software with live data integration and tracking.

Use tool
Use Case
Used by agency account executives to create interactive proposals, allowing clients to toggle add-on services and sign contracts online.
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Qwilr redefines B2B sales operations by transforming traditional, static PDF proposals into highly interactive, responsive web pages. The platform integrates robust data tracking features and automated dynamic content blocks, allowing sales teams to build personalized, visually stunning quotes, pitches, and client onboarding portals rapidly.

Advanced Sales Automation

  • Interactive Quoting: Empowers prospective buyers to dynamically select packages, adjust quantities, and view modified pricing instantly.
  • Real-Time Analytics: Notifies sales representatives the exact moment a client views a proposal and details which sections they read.
  • CRM Synchronization: Connects flawlessly with Salesforce and HubSpot to auto-populate deal variables and customer details.

Qwilr incorporates e-signatures and secure payment processing directly into the proposal document. Its sophisticated template engine ensures brand consistency across global teams, while built-in analytics provide actionable insights into buyer behavior, helping corporations optimize sales pipelines and close transactions significantly faster.

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