Qwilr + HubSpot
Create personalized proposals with one-click from your CRM. Plus, automate manual work with Qwilr’s HubSpot automations.
Reduce admin and errors
Automate personalized sales materials, send quotes, collect e-signatures and run your perfect proposal process
Create personalized sales material in one-click from HubSpot
Qwilr’s ready-made templates let sales reps generate proposals instantly without leaving HubSpot. Personalize every page automatically with data from the Deal, Company or Contact records.
Automatically keep your CRM up to date
Connecting Qwilr and HubSpot allows you to update Deal line items – like deal size – without any manual intervention.
Collect e-signatures and payment
Add legally binding e-signature fields to proposals for faster approval. Let buyers accept and pay on the spot with the options embedded in the page.
Send a link and track activity within the deal record
Share a link with your buyers, track when they view or accept your document within HubSpot itself. Or, track how they’re engaging with every page using Qwilr’s analytics.
Automate your closed/won admin
Use Qwilr and HubSpot to automate your busywork after the deal is won – like sending onboarding emails, invoices or payment reminders.
Enhance your HubSpot integration
Watch out for more features to supercharge your Qwilr & HubSpot integration coming soon! You can also connect additional tools to help increase your sales velocity.
Get started with HubSpot
Visit our help documentation to connect your HubSpot account to Qwilr and start automating personalized sales material.
Visit how-to guide
Frequently asked questions
Qwilr customers can create proposals directly from their HubSpot CRM with a Qwilr Business or Enterprise plan. Once templates are created, details from Contact, Company, and Deal records can automatically be pulled in to personalize proposals at scale.
Proposals created with Qwilr using the HubSpot integration are completely mobile responsive. Qwilr proposals are created as online pages, instead of a PDF. You can create thousands of proposals or sales materials with Qwilr, knowing they will work on any screen resolution.
Proposals created with Qwilr using the HubSpot integration are completely interactive. Add dynamic pricing, Calendly links, videos, images, animations, an interactive ROI calculator, and more - all with Qwilr's proposal software.
Qwilr proposals generated through the HubSpot integration have the ability to capture digital e-signatures. Collect one or multiple signatures to accelerate deals and capture details from your customers. Qwilr e-signatures support legally-binding documents.