- Microsoft Dynamics 365
Proposals built from Dynamics 365 Opportunities
Create personalized proposals from Microsoft Dynamics 365 in one click, then let automations take care of your busywork.
Proposals that keep Dynamics up to date
Generate personalized proposals straight from Dynamics data, cutting manual copy-paste and helping your team close faster with fewer errors
Speed and accuracy, built into every proposal
Pull data straight from your Dynamics Opportunities, Accounts, Contacts and Leads into ready-made templates, so reps can generate a fully personalized proposal without leaving the CRM.
Keep Dynamics up to date automatically
As deals move forward, Qwilr updates the Opportunity’s stage, estimated revenue, close date and line items, so Dynamics always matches the proposal.
Secure signatures and payment via your proposals
Add legally binding e-signature fields so buyers can sign on the spot, and then pay directly within the page, no extra tools required.
Track every proposal, right from the Opportunity record
Share a link with your buyers, and see when they view or accept your document within Dynamics. Or, track how they’re engaging with your pages using Qwilr’s analytics.
Let automations handle your admin
Set up Qwilr triggers to write page events and data straight back to Dynamics, and automate your post-close busywork, like sending onboarding emails and invoicing.
Enhance your Dynamics integration
Connect Slack to get instant notifications when a buyer views or signs your proposal, or use Zapier to sync Qwilr with hundreds of other apps.
Get started with Dynamics
Visit our help documentation to connect your Dynamics account to Qwilr and start automating personalized sales materials.
Visit how-to guide
Frequently asked questions
A Dynamics System Administrator installs Qwilr for Dynamics 365 from Microsoft AppSource into your environment, then connects it to Qwilr. Users need the Qwilr Connection User security role. See the installation guide.
Templates can pull fields from Accounts, Contacts, Leads and Opportunities, including custom columns and related records like an Opportunity’s Account and Primary Contact. Opportunity Products pull into the quote block. Here’s how to set up templates.
Qwilr logs a Task on the timeline when a page is created, first viewed and accepted, and attaches the signed PDF as a Note. Automations can also update stage, estimated revenue, close date, line items and other Opportunity fields.
Yes. Qwilr proposals are live web pages, so buyers can review, add a legally binding e-signature and pay in one visit, and the acceptance is logged in Dynamics.