Adopted by reps, governed by ops
Turn CRM deal data into proposals your reps can tailor, with pricing and content controls managed by ops. Let buyers review, sign and pay through one link.
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Where manual proposals slow the sales process
An automated cycle with a manual middle
A lead can be scored in seconds but the proposal still takes hours to put together, so the cycle stalls right at the moment that decides whether the deal closes or cools.
Deals go quiet, forecasts drift
When follow-up depends on a rep remembering to chase, deals go quiet without anyone noticing. The pipeline still reads healthy and the forecast drifts.
Rollouts that end as shelfware
A six-month implementation, a go-live, then sales quietly routes around the tool. The operator who championed it ends up defending the budget.
Connect proposal creation to your CRM workflow
Reps copy deal details into a document, adjust the pricing and check the terms before sending. Those manual steps slow proposal creation and leave room for errors.
Create proposals from CRM deal data
Proposals pre-fill from a deal record without manual re-keying, and stage updates push back to your CRM the moment the buyer signs.
Templates and pricing are admin-controlled. Locked blocks on Scale stop a rep changing terms, and team-level permissions decide who can publish.
Explore automation features
Connect proposals to your CRM and payment tools
HubSpot, Salesforce, Pipedrive and Zoho on the CRM side. Stripe inside QwilrPay for payment.
Buyers can sign within the proposal, without moving to a separate signing tool.
Explore integrations
See when buyers return and what they read
Track proposal opens, time spent reading and the sections buyers return to. Use that activity to guide your next conversation.
Get notified when buyers open a proposal, then use their reading activity to guide your follow-up.
Explore buyer insights
How TravelBank brought proposals and contracts into one system
TravelBank's product and pricing data changes substantially every couple of months, and old pricing kept surfacing in Word and PowerPoint files while the current data sat in Salesforce. They had planned to buy separate content and contract management tools, quoted at $40,000 to $50,000. Qwilr covered both for 87% less and cut document generation time by 30%.
“The ultimate proof that we'd invested in the right solution was mid-COVID. Our business model was overhauled and in 2 weeks, every single document had to reflect new pricing, products and imagery. We achieved it, but only because our whole document system was run on Qwilr.”
Connor Lawrence, Director of Revenue Operations
Read the TravelBank story
Ops keeps control after go-live
Start with one proposal template, then add the content and pricing rules your team needs. Ops manages the templates as your sales process changes.
A first proposal can go out in days. ShowingTime built their templates in three to four weeks alongside the Salesforce integration, and ops still owns those templates afterwards.
Security and access controls for procurement
Over 5,000 organizations use Qwilr. The detail procurement asks for is on the Trust Center.
Secure
Completed a SOC 2 Type 2 audit, renewed annually, on AWS infrastructure.
Compliant
GDPR compliant, with a DPA available on request. PCI DSS compliant payment processing through Stripe.
Private
Role-based access control, OAuth SSO on every plan, and SAML SSO on Scale. Data handling and residency detail is on the Trust Center.
Reliable
A public status page with full incident history, and availability monitored around the clock.
Questions revenue operations teams ask
Yes, three ways.
The public API creates pages from a template or from saved blocks, and subscribes to buyer events by webhook. API access runs on Starter, Growth and Scale. Zapier and Make cover the same ground without code, and Zapier is native to Qwilr.
Page creation through the API or an automation tool consumes Credits on top of your subscription, on a bundle or pay-as-you-go. Creating pages manually, or through the CRM integrations, does not.
Mid-market teams of roughly 5 to 50 reps get the most out of this. Details are in the API documentation.
Deal records in your CRM trigger the right template. Field mappings handle name, contact, deal value, line items and custom fields both ways, and signed agreements push stage updates back in real time.
HubSpot, Pipedrive and Zoho CRM connect from Starter, with their automations on Growth. Microsoft Dynamics sits on Growth, and Salesforce on Scale. Current figures are on the pricing page.
Custom field mapping is configurable, so the shape of your pipeline is what loads into the proposal. The full list is on the integrations page.
Qwilr has quoting built into the proposal page: configurable pricing tables, optional line items, sub-totals and discount rules. For most mid-market sales operations that covers the quoting work without a separate system.
Heavy CPQ engines like Salesforce CPQ or Oracle CPQ are built for hundred-product catalogs with complex multi-entity pricing, and take months rather than weeks to roll out.
Teams with that pricing complexity run a CPQ engine alongside Qwilr. Teams without it find the built-in quoting covers what they need. There is also a HubSpot Quotes comparison if that is the native option you're weighing.
No, and we don't pretend to be. RevOps platforms try to own the whole revenue function: CRM, CPQ, forecasting, attribution.
Qwilr is the proposal and quote layer that talks to whatever stack you already run. Ops teams with a full stack add Qwilr to it. Ops teams without one use Qwilr as the step that builds branded proposals straight from the CRM record.
The practical test is whether your proposal step is currently ungoverned. If reps are assembling documents by hand between a scored lead and a closed deal, that gap is what Qwilr fills.
On a shortlist the closest tools are PandaDoc and Proposify, and DocuSign covers the signature step alone: Qwilr vs PandaDoc, Qwilr vs Proposify, Qwilr vs DocuSign. Where enablement rather than ops owns the content, the sales enablement view covers the same product from that angle.