Qwilr: a tool for generating professional sales quotation proposals

General Introduction

Qwilr is an online tool that helps sales teams create professional proposals and quotes. It integrates content, quotes and deals into a beautiful, interactive web page that replaces traditional static documents. It allows users to quickly create sales materials, track customer interactions, and also works seamlessly with common CRM software.Qwilr's core goal is to improve sales effectiveness and allow teams to focus on their core work. It offers a 14-day free trial with no credit card required, making it suitable for businesses of all sizes. The site's simple interface and intuitive operation make it particularly popular with B2B sales teams.

Function List

• Proposal and quote generation: Quickly create sales proposals or quotations with a branded style.
• Interactive Web Design: Turn documents into dynamic web pages that can be viewed on cell phones and computers.
• electronic signature: Support customers to sign contracts online to streamline the transaction process.
• CRM Integration: Connect with tools like HubSpot, Salesforce, and more to automatically synchronize data.
• real time analysis: Track when the client opens the proposal and which sections they viewed.
• template library: Over 100 customizable templates are provided to save design time.
• Brand Customization: Support adding company colors and fonts to maintain a consistent brand image.
• Rights Management: Set team access rights to protect sensitive information.

Using Help

Qwilr is very easy to use and does not require a complicated installation process. It can be accessed and operated at any time as long as you have a browser. Here is a detailed guide to get you started quickly.

Register & Login

1. Open your browser and type https://qwilr.com/The
2. Click the "Start free trial" button on the homepage.
3. Enter your e-mail address, set a password and click "Sign Up".
4. After signing up, the system will automatically log you in and you'll be taken to the main Qwilr screen. No credit card is required for the whole process and the trial period is 14 days.

Creating the first proposal

1. After logging in, click the "New Page" button on the top left corner of the interface.
2. Select "Start from scratch" or pick a template from the template library, e.g. "Proposal" or "Quote "Quote.
3. The system will open the editor. On the left side of the editor is the toolbar and on the right side is the preview area.
4. Click on "Add Block" and select the desired type of block:
   • Text Block: Enter text, such as a company description.
   • Image Block: To upload an image, click "Upload" to select a local file.
   • Pricing Block: Add a quote form, enter price and description, discounts can be set.
   • Signature Block: Inserted into the electronic signature area for the client to sign.
5. Each module can be reordered by dragging and dropping. When you are done editing, click "Save" in the upper right corner.

Customized brand style

1. On the main screen, click on "Settings" in the lower left corner.
2. Select the "Brand" option.
3. Enter the brand color code (e.g. #FF5733) and upload the company logo and font file.
4. After saving, all new pages will automatically apply these settings.

Sharing and tracking

1. When you are done editing, click the "Share" button in the upper right corner.
2. Select "Generate Link" to copy the link and send it to the client.
3. If privacy is desired, you can set a password or limit the number of views.
4. After sharing, go back to the main screen and click on "Analytics" next to the page name.
5. You'll see the customer open time, length of view, and the specific module viewed.

Integration with CRM

1. In "Settings", find "Integrations".
2. Choose your CRM tool, such as HubSpot or Salesforce.
3. Enter your CRM login information and follow the prompts to authorize the connection.
4. After a successful connection, proposal data is automatically synchronized to the CRM and customer information can be imported directly into Qwilr.

Operating Tips

• Preservation of habits: Tap "Save" every few minutes while editing to avoid accidental loss.
• Preview effect: Click on "Preview" in the upper right corner to check the display on your phone and computer.
• Teamwork: Invite coworkers and assign editing or viewing rights in the "Team" settings.

Qwilr's signature feature is its real-time analytics and interactivity. For example, a link to a proposal you send to a client will not only tell you when they open it, but you can also see which part they stay on the longest. This is helpful for adjusting sales strategies. The e-signature feature is also useful, especially when you need to close a deal quickly, and the client doesn't have to print it, they can just sign it online to close the deal.

If you have problems during the trial period, you can contact the support team by clicking on the "? Help" icon at the bottom right corner of the interface to contact the support team. They are online 24/7 and respond quickly, usually within 30 minutes.

application scenario

1. Sales Team Proposal
   Salespeople use Qwilr to create product introductions and quotes, send them to potential customers, track each other's reactions in real time, and quickly adjust their strategies.
2. Freelance order taking
   The designer or consultant uses Qwilr to create a service proposal, show the work and attach a quote, and the client signs directly online to confirm.
3. Marketing Activities
   Marketing teams use Qwilr to design campaign plans, share them with partners, and analyze view data to optimize content.

QA

1. Does Qwilr require software to be downloaded?
   No. Qwilr is a web-based tool that works directly in your browser, no installation required.
2. What happens when the free trial ends?
   After 14 days of trial, you have the option to either pay for a subscription (minimum $35/month), or stop using it. The trial page will remain for 30 days but cannot be edited.
3. Does it support Chinese?
   Qwilr interface is in English, but the content of the proposal can be entered in Chinese, suitable for Chinese users.
4. Can you export to PDF?
   Yes, you can. Select "Download as PDF" in the "Share" option, but the formatting may be slightly adjusted, so it is recommended to check before sending.