Qwilr

Qwilr is a cloud-based platform that enables businesses to create interactive, web-based proposals, quotes, and sales documents. This software streamlines the sales process by providing tools to easily design, send, and track engaging, professional-looking sales collateral optimized for digital interaction.

Key features:
- Interactive Proposals: Create proposals that function like web pages, incorporating videos, interactive pricing, and calendar links.
- Drag-and-Drop Editor: Build documents using reusable content blocks for efficient creation.
- Brand Customization: Maintain brand consistency with customizable colors and fonts.
- Embedded Content: Enhance proposals with multimedia elements such as videos, surveys, and GIFs.
- Template Library: Access a variety of templates for different use cases across sales, marketing, and customer success.
- CRM Integration: Connect with popular CRMs to automate content creation and personalization.
- Dynamic Personalization: Utilize deal variables from CRM to automatically personalize documents.
- API Access: Integrate with other systems for data retrieval and workflow automation.
- Real-Time Notifications: Receive alerts when buyers interact with documents.
- Engagement Tracking: Monitor which parts of documents buyers are reading and clicking.
- Identity Authentication: Identify viewers of sales collateral.
- Document Analytics: Track performance metrics across sales and marketing divisions.
- E-Signatures: Obtain legally-compliant e-signatures directly within the document.
- Instant Payments: Integrate with Stripe for immediate payment collection.
- Interactive Pricing: Offer dynamic pricing quotes and upsell opportunities.
- Data Protection: Ensure security with encryption in transit and at rest.
- Security Features: Implement password protection, link expiry, and SAML SSO.
- Permissions and Access Control: Set up user permissions to limit edit access and maintain brand consistency.
- Content Library: Create a repository of reusable content for team members.
- Organizational Tools: Arrange teams into folders for streamlined document access.

How it works:
1. Create interactive proposals using the drag-and-drop editor, incorporating multimedia elements and interactive pricing.
2. Send proposals directly from your CRM and track buyer engagement with real-time notifications.
3. Collect e-signatures and payments within the document, streamlining the transaction process.
4. Analyze buyer behavior and optimize future proposals using built-in analytics.

Integrations:
HubSpot, Salesforce, Zoho, Pipedrive, QuickBooks, Calendly, Stripe

Use of AI:
Qwilr utilizes generative AI to automatically generate ready-to-go proposals, quotes, and contracts. It also employs AI to dynamically personalize content based on CRM data.

Target users:
- Sales Teams: For creating and tracking engaging sales proposals
- Marketing Teams: For producing consistent, trackable collateral
- Customer Success Teams: For deepening customer relationships with personalized content
- Sales Operations: For building scalable and personalized quoting systems

How to access:
Qwilr is accessible via any web browser as a web application. An API is also available for integration with other systems.

Industry Applications:
- Real Estate: For creating interactive property proposals
- SaaS: For software sales and onboarding
- Marketing Agencies: For client proposals and contracts
- Education: For university and school proposals