Proposals built for how your industry sells
For over 10 years, teams have sent more than a million proposals with Qwilr, from fee letters and rate cards to service contracts.
A G2 Leader for proposal software, rated 4.6 out of 5 from 900+ reviews
Professional services
Firms that win work by pitching expertise, fees and terms.
Consulting Firms
Approach, fees and signature in one branded link, for consultancies pitching against other firms.
Financial Services
Recommendation, fee schedule and signature in one link, for advice, wealth, insurance and mortgage firms.
Accounting Firms
Engagement letters and advisory proposals from one firm template, scoped, priced and signed online.
Law Firms
Scope, fee basis and signature in one link, for firms pricing matters up front.
Marketing Agencies
Credentials, scope and retainer in one link, for agencies where several people run new business.
Recruitment & Staffing Firms
Search process, fee structure and terms of business in one link, for recruitment, staffing and executive search firms.
Real Estate Agencies
Listing presentation, fee schedule and agency agreement in one link the vendor signs.
How EQL Consulting doubled its proposal conversion rate
EQL Consulting runs outsourced SDR teams for its clients, and every new engagement starts with a proposal.
See how moving those proposals into Qwilr changed how many of them turned into signed work.
Read the EQL Consulting story
Sales-led companies
Sales teams selling products, systems and contracts.
Software Companies
Product detail, implementation, pricing and sign-off in one proposal buyers can share.
Manufacturers
The machine, commissioning, spares and service contract in one quote procurement can pass around.
Medical Device Companies
Clinical detail, consumables, service cover and terms in one link a hospital committee can circulate.
Energy Companies
Specification, savings case and price in one link the business client signs.
Wholesale Distributors
Price list, volume breaks and trading terms in one link, locked at the rate you approved.
3PL & Logistics Companies
Setup fees, storage, pick and pack and accessorials on one link the shipper signs, so the first invoice holds no surprises.
How Brisant Secure brought its sales proposals into one place
Brisant Secure makes security hardware, and its sales team quotes on products, pricing and terms that have to stay consistent.
See how the team uses Qwilr to send every proposal from the same approved version.
Read the Brisant Secure story
Bookings and projects
Businesses where every quote is a date, a job, a season or a programme.
Event Companies
Pitch, sign and take the deposit in one link, for agencies, planners, production companies and caterers.
Venues & Destinations
Venue packages with the deposit that holds the date, and itineraries for media and trade visits.
Sports Clubs & Facilities
Sponsorship packages, hospitality and facility hire in one link the buyer signs and pays the deposit on.
Construction & Civil Engineering
Method, pricing schedule and exclusions in one link, for contractors and civil engineering firms bidding on projects.
Trade Businesses
Options, terms, signature and deposit on one link, with wording your admins lock.
Training Providers
Programme tiers, participant numbers and the renewal on one link, for corporate training companies.
How Clarion Events scales high-quality proposals
Clarion Events runs trade shows and exhibitions, where sponsorship and exhibitor proposals go out in volume every season.
See how the team keeps every one of them on brand with Qwilr.
Read the Clarion Events story
More ways teams use Qwilr
For universities, hiring teams and marketing teams sending reports, offers and updates rather than proposals.
Universities
Impact and scholarship reports as branded pages, with a view of which donors opened theirs.
In-house Recruitment
Offer packs and role briefs candidates read and sign on one link.
Marketing Teams
Client reports, campaign updates and launch presentations, with a view of which sections got read.
By team
For the people who run the proposal process across a team, whatever the industry.
Sales Leaders
Proposals that pre-fill from your CRM, with e-signature and payment in the same link.
Sales Ops & Enablement
Approved content and controls over pricing, brand and terms, so every proposal follows the playbook.
RevOps
Proposals built from CRM deal data, with pricing and content rules your ops team controls.
GTM Engineering
Create proposals from templates through the API and receive view and acceptance events by webhook.
Customer Success
Onboarding plans, account reviews and renewal proposals as live links you update as the account grows.
Built for security and compliance
Audit reports, policies and data handling detail for your IT and compliance teams are on the Trust Center.
SOC 2
Qwilr has successfully completed a SOC 2 Type 2 audit with ongoing automated monitoring of controls, policies and infrastructure powered by Drata.
PCI-DSS
Qwilr uses Stripe to process payments. Stripe has been audited by a PCI-certified auditor and is certified to PCI Service Provider Level 1.
GDPR
Qwilr is compliant with GDPR requirements. We have established and closely follow internal controls and policies that address the requirements of that regulation in so far as they apply to Qwilr.
Questions about Qwilr by industry
Teams across a wide range of industries use Qwilr. On this page we've grouped them into five:
- Professional services: consulting, financial services, accounting, law, marketing agencies, recruitment and staffing firms, and real estate agencies.
- Sales-led companies: software, manufacturing and industrial, medical devices, energy, wholesale distribution and 3PL and logistics.
- Bookings and projects: event companies, venues and destinations, sports clubs and facilities, construction and civil engineering, trade businesses and training providers.
- More ways teams use Qwilr: donor reporting for universities, candidate offers for in-house recruitment teams, and client reports for marketing teams.
- By team: sales leaders, sales ops and enablement, RevOps, GTM engineering and customer success.
Each one links to a page that shows what a proposal typically looks like for that industry or team.
Mostly what goes into the proposal.
An accounting firm might send an engagement letter with set terms. A 3PL might send every fee and service level on one page the shipper signs, and a venue a set of per-head packages with a deposit to hold the date. Each industry page walks through the templates, pricing and terms that tend to suit that industry.
How things work once a proposal is sent.
In every industry, the proposal is a single branded link your client can read, sign and pay in, and it connects to your CRM. You can find more on analytics and notifications, e-sign, payments and quotes.
Either works, depending on what you'd like to see.
If you want a sense of what the proposal itself looks like, your industry page is a good place to start. If you look after the process across a team, the sales leaders, sales ops and enablement, RevOps, GTM engineering, customer success and marketing pages go into templates, CRM automation and reporting.
Yes. Most industry pages include a few templates to start from, and you can browse the full library on the templates page.
Most likely. If your team sends proposals, quotes or fee letters that need to be read and signed, Qwilr should suit you.
We're happy to walk you through how it could work for you. A demo starts with a 30 minute intro call, and if it looks like a good fit, our design team can build you a custom proposal for free.