Qwilr Overview
Qwilr is a cutting-edge proposal and quoting software designed to revolutionize the way businesses create, manage, and deliver their sales documents. This web-based platform transforms traditional static proposals into dynamic, interactive, and visually engaging web pages that captivate clients and enhance the sales process.
Key Features and Functionality
Interactive Proposal Generation
Qwilr allows users to create interactive proposals that include embedded videos, images, and interactive pricing tables. This feature makes proposals more dynamic and appealing, enabling clients to engage more deeply with the content. For example, tech companies can include detailed product demos, and real estate agents can add property photos and floor plans.
Customization and Branding
The platform offers extensive customization options, allowing users to brand their proposals with company colors, fonts, and reusable content blocks. This ensures consistency across all sales materials and aligns with the company’s professional standards.
Automation and Templates
Qwilr provides a library of over 100 customizable templates and automation features that streamline the proposal creation process. Sales teams can quickly create and personalize proposals using these templates, significantly reducing the time spent on document preparation. The platform also supports template creation and flexibility, enabling users to assemble custom fields and variables into reusable templates.
Sales Analytics and Buyer Insights
Qwilr offers robust analytics capabilities that provide detailed insights into how recipients interact with proposals. Users can track viewing time, sections viewed, and actions taken, helping sales teams understand buyer engagement levels and tailor their follow-up strategies accordingly. The enhanced analytics features include insights into sales velocity, deal pipeline health, and buyer engagement, which can be actioned to improve business results.
E-Signatures and Payments
The platform integrates e-signature functionality, allowing clients to sign documents directly within the proposal. Additionally, Qwilr supports payment integrations through Stripe, enabling instant payments and recurring subscriptions. This feature reduces the number of steps required to close a deal and supports multiple currencies and payment schedules.
Extensive Document Security
Qwilr ensures the security of sensitive documents through features like password protection, link expiration, and encryption. This robust security framework protects documents throughout the sales process, making it particularly valuable for industries like real estate where confidential information is often involved.
Sales CRM Integration
Qwilr seamlessly integrates with major CRM systems such as Salesforce and HubSpot. This integration allows sales teams to create proposals directly within their CRM, sync proposal data back to the CRM, and follow up with potential customers at the right time.
Workflow and Collaboration
The platform includes tools for collaborative document creation, workflow management, and user role and access management. These features enhance productivity by reducing administrative tasks and ensuring that all team members are aligned and working efficiently.
Benefits
- Enhanced Client Engagement: Interactive and dynamic proposals increase client engagement and understanding of complex products and services.
- Increased Efficiency: Automation and template features reduce the time spent on document creation, allowing sales teams to focus more on selling.
- Improved Sales Performance: Advanced analytics provide valuable insights into buyer behavior and sales pipeline health, helping to drive more deals forward.
- Streamlined Processes: Integrated e-signatures and payment options simplify the closing process, while robust security features protect sensitive information.
In summary, Qwilr is a powerful tool that modernizes the sales proposal process by offering a suite of features that enhance engagement, efficiency, and sales performance, making it an ideal solution for businesses across various industries.