Qwilr Features
Platform (20)
Custom Branding
Based on 153 Qwilr reviews and verified by the G2 Product R&D team. Custom branding can be applied through signature process
User, Role, and Access Management
Based on 148 Qwilr reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Internationalization
Based on 128 Qwilr reviews and verified by the G2 Product R&D team.
Performance and Reliability
Based on 153 Qwilr reviews and verified by the G2 Product R&D team.
Integration APIs
Based on 125 Qwilr reviews and verified by the G2 Product R&D team.
To which systems have you integrated this product
CRM Integration
Based on 52 Qwilr reviews and verified by the G2 Product R&D team. CRM integration is flexible and easy to maintain
Integration API
Based on 43 Qwilr reviews and verified by the G2 Product R&D team. System provides API's that can be used to easily integrate to financial and other 3rd party systems
Internationalization
Based on 46 Qwilr reviews and verified by the G2 Product R&D team. System support multiple currencies and languages to enable business in multiple countries
Scalability
Based on 58 Qwilr reviews and verified by the G2 Product R&D team. Provides ability for very large quotes, number of products, users, rules, required by enterprise level customers
Reporting and Dashboards
Based on 57 Qwilr reviews and verified by the G2 Product R&D team. Easily generate desired reports and dashboard on configurations, pricing, and quoting
ERP Integration
As reported in 10 Qwilr reviews. ERP integration is flexible and easy to maintain
E-Signature
Allows the signor to easily and intuitively sign documents.
Proposals
Allows users to easily assemble custom fields and variables into reusable templates to automate the proposal creation process.
CPQ
Provides users with configure, price and quote capabilties.
Video Proposals
Allows users to attach video proposals within the virtual sales room.
Content Sharing
Allows users to share relevant marketing content such as whitepapers, studies, and demos within the virtual sales room.
Content Management
Provides users with a repoistory of relevant content to share with clients.
Video Conferencing
Allows users to run video calls within the browser.
Chat
Allows users to chat with prospects within the virtual sales room.
Signature Process (8)
Document Signing
Based on 206 Qwilr reviews and verified by the G2 Product R&D team. Allows signor to easily and intuitively sign documents
Reminders and Expirations
Based on 172 Qwilr reviews and verified by the G2 Product R&D team. Reminds signors of documents that are waiting to be signed and document expiration dates
Sign-In Process
Based on 191 Qwilr reviews and verified by the G2 Product R&D team. Process of authenticating is secure and seemless
Mobile Signatures
Based on 167 Qwilr reviews and verified by the G2 Product R&D team. User can easy send and sign documents on mobile devices
Signature Workflow
Based on 169 Qwilr reviews and verified by the G2 Product R&D team. Sendor/Adminstrators can easily set up and track documents through multiple signature steps
Bulk Digital Signatures
Based on 108 Qwilr reviews and verified by the G2 Product R&D team. Send documents requiring signature to 1000's of signers at once
Reporting
Provides standard reports and easy creation of custom reports to manage signature process 157 reviewers of Qwilr have provided feedback on this feature.
Signature Document Creation
Based on 178 Qwilr reviews and verified by the G2 Product R&D team. Easy to create signature blocks on all required electronic document types/formats
Security and Scalability (3)
Regulatory Compliance
Based on 153 Qwilr reviews and verified by the G2 Product R&D team. Meets required regulartory compliances
Signature History and Audit
Based on 180 Qwilr reviews and verified by the G2 Product R&D team. Tracks all document signing history to comply with required regulations
Enterprise Scalability
Based on 142 Qwilr reviews and verified by the G2 Product R&D team. Provides features to allow scaling for large organizations
Configuration - cpq (5)
Product Catalog
Based on 26 Qwilr reviews and verified by the G2 Product R&D team. Allows users to search, filter, sort and select items to be added to quote
Guided Selling
Based on 22 Qwilr reviews and verified by the G2 Product R&D team. Based on answering questions about customers the configurator automatically selects the best fit products
Configuration Rules
Based on 23 Qwilr reviews and verified by the G2 Product R&D team. Rules ensure that users select only compatible options and that all required items are included
Price Configuration
Based on 27 Qwilr reviews and verified by the G2 Product R&D team. Pricing is displayed during configuration process so that users can quickly see how configuration changes impact the price
Visual Configuration
Based on 30 Qwilr reviews and verified by the G2 Product R&D team. Images can be displayed of options to enable users to visualize product options as it is being configured
Pricing (6)
Pricing Flexibility
Based on 34 Qwilr reviews and verified by the G2 Product R&D team. Ability to support multiple pricing models for one-time, recurring, and other items
Discounting
Based on 31 Qwilr reviews and verified by the G2 Product R&D team. Ability to manage discounts at quote and line level; ability manage discounts based on volume and customer agreements
Commerical Rules
As reported in 28 Qwilr reviews. Allows rules to be written in commercial process so that users don't make errors in pricing, terms, and other commercial considerations
Terms and Conditions
Ensure that users automatically include the right terms based on items being quoted This feature was mentioned in 32 Qwilr reviews.
Approval Workflow
Based on 29 Qwilr reviews and verified by the G2 Product R&D team. Users can submit quotes, contracts, etc for approval and obtain appropriate approvals quickly
Renewals
Based on 21 Qwilr reviews and verified by the G2 Product R&D team. Allows users to renew existing contracts based on contracted pricing and existing assets already owned
Quoting (5)
Grouping
Ability to easily group items on quotes; apply and manage discounts and pricing by group 26 reviewers of Qwilr have provided feedback on this feature.
Version Control
Based on 22 Qwilr reviews and verified by the G2 Product R&D team. Provides abilty for versions to expire, allows users to create new versions, revert to old versions and track changes from version to version
Quote Document Generation
Based on 30 Qwilr reviews and verified by the G2 Product R&D team. Generate professional proposals with desired branding, product descriptions, pricing, terms, and visuals in desired format (pdf, xls, word)
Ordering
Based on 24 Qwilr reviews and verified by the G2 Product R&D team. Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration
Contracts
Based on 27 Qwilr reviews and verified by the G2 Product R&D team. Ability to convert accepted quotes into contracts; set up of required assets and contracts
Admin (4)
Configuration Ease of Admin
Easily build and maintain configurator; flexibility to easily embed all desired business logic This feature was mentioned in 63 Qwilr reviews.
Pricing Administration
Based on 61 Qwilr reviews and verified by the G2 Product R&D team. Can easily build and maintain pricing logic required by business
Workflow Management
Based on 58 Qwilr reviews and verified by the G2 Product R&D team. Easily build and maintain workflows, misc commercial fields, commercial rules
Document Management
Based on 57 Qwilr reviews and verified by the G2 Product R&D team. Ability to easily build, update, customize, and maintain quotes, contracts, and other document outputs
Channels (3)
Mobile User Support
Based on 24 Qwilr reviews and verified by the G2 Product R&D team. Supports users working on a mobile devide (phone and/or tablet)
Channel Partner Support
Based on 17 Qwilr reviews and verified by the G2 Product R&D team. Provides functionality for channel partners to configure, price, quote and buy products in a self service environment
eCommerce
Based on 17 Qwilr reviews and verified by the G2 Product R&D team. End customer users can configure, price, and buy products in a self service environment online
Document Creation (6)
Customizability: Variables and Fields
Based on 532 Qwilr reviews and verified by the G2 Product R&D team. Define fields to pull in dynamic information.
Template Creation and Flexibility
Based on 549 Qwilr reviews and verified by the G2 Product R&D team. Easily assemble custom fields and variables into reusable templates to automate the proposal creation process.
Rich Media
Based on 519 Qwilr reviews and verified by the G2 Product R&D team. How well the platform supports images, audio, and video in proposals.
Online Document Creation
Based on 517 Qwilr reviews and verified by the G2 Product R&D team. Create adaptive online documents for view via browser or mobile device.
PDF Creation
Based on 506 Qwilr reviews and verified by the G2 Product R&D team. Create attractive PDF versions of proposals.
Custom Branding
Based on 526 Qwilr reviews and verified by the G2 Product R&D team. Brand proposals and the application's portal with your company's logos and branding.
Workflow (3)
Document Builder Interface
Based on 497 Qwilr reviews and verified by the G2 Product R&D team. Easily search for and add elements to a proposal.
Collaborative Creation
Based on 453 Qwilr reviews and verified by the G2 Product R&D team. Multiple users can edit a single document.
Assembly and Approval Workflows
Based on 279 Qwilr reviews and verified by the G2 Product R&D team. Automate workflows by routing documents to the correct individuals for adding content and approval.
Analytics (7)
Engagement Tracking
Based on 492 Qwilr reviews and verified by the G2 Product R&D team. Track who is looking at proposals and how often or for how long.
Proposal Effectiveness Reporting
Based on 442 Qwilr reviews and verified by the G2 Product R&D team. Find out which pieces of content are performing best.
Reporting and Dashboards
Based on 449 Qwilr reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards on proposal volume and acceptance.
Reporting
Provides real-time reporting and analytics that track metrics and engagement data on sales enablement content, resources, activities, learning, etc.l This feature was mentioned in 66 Qwilr reviews.
Alerts
Based on 64 Qwilr reviews. Sends a notification when a prospect engages or interacts with content.
Account-Based Engagement
Tracks the level of engagement for a specific account based on the presented content. This feature was mentioned in 59 Qwilr reviews.
Content Utilization
As reported in 61 Qwilr reviews. Tracks how frequently a particular piece of content is being used and monitors its effectiveness.
Administration and Platform (6)
User, Role, and Access Management
Based on 446 Qwilr reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Alerts and Notifications
Based on 474 Qwilr reviews and verified by the G2 Product R&D team. Program in-app and email notifications for approval milestones or actions.
CRM Integration
Based on 319 Qwilr reviews and verified by the G2 Product R&D team. Push and pull data from CRM to build proposals and update statuses with clients.
E-Signature Integration
Based on 364 Qwilr reviews and verified by the G2 Product R&D team. Couple accepting proposals and signing contracts together in one workflow.
CPQ Integration
Based on 245 Qwilr reviews and verified by the G2 Product R&D team. Push and pull data from quote applications to build proposals.
API / Integrations
Based on 290 Qwilr reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.
Contract Management Platform Features (10)
Contract Creation
Based on 129 Qwilr reviews and verified by the G2 Product R&D team. Users can create new contracts within the platform using built-in document creation features.
Contract Templates
Based on 124 Qwilr reviews and verified by the G2 Product R&D team. Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields.
Contract Editing
Based on 123 Qwilr reviews and verified by the G2 Product R&D team. Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts.
Contract Attachments
Based on 107 Qwilr reviews and verified by the G2 Product R&D team. Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources.
Contract Collaboration
Based on 104 Qwilr reviews and verified by the G2 Product R&D team. Internal and external users are able to collaborate on contracts through a shared web portal with messaging features.
Approval Process
Based on 123 Qwilr reviews and verified by the G2 Product R&D team. Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system.
Notifications & Reminders
Based on 113 Qwilr reviews and verified by the G2 Product R&D team. Receive notifications and schedule reminders with alerts according to contract milestones.
Contract Database
Based on 106 Qwilr reviews and verified by the G2 Product R&D team. Contracts can be stored in a central online repository with built in search capabilities.
Integrations / APIs
Based on 101 Qwilr reviews and verified by the G2 Product R&D team. The contract management platform can integrate with CRM software to associate contracts with customer records, and with CPQ software to feed calculated quote details into the contract.
Reporting & Dashboards
Based on 110 Qwilr reviews and verified by the G2 Product R&D team. Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities.
Content Management (5)
Content Import
Based on 64 Qwilr reviews. Ability to import sales and marketing collateral built outside of the solution
Content Creation
Based on 72 Qwilr reviews. Provides capabilities for building unique sales and marketing content within the product.
Templates
Provides pre-built templates for fast and simple content creation. This feature was mentioned in 72 Qwilr reviews.
Advanced Search
Able to easily search, locate, and retrieve relevant content. 60 reviewers of Qwilr have provided feedback on this feature.
Content Storage
Provides the ability to store and organize content. 62 reviewers of Qwilr have provided feedback on this feature.
Data Sources (3)
Software
As reported in 72 Qwilr reviews. Integrate with software such as ERP or CRM to use data for document generation
Spreadsheets
Based on 54 Qwilr reviews. Allows users to generate documents using information from spreadsheets
Documents
Based on 76 Qwilr reviews. Ability to generate new documents using other documents in multiple formats
Generation (3)
Templates
Include templates for various types of documents such as invoices or quotes 92 reviewers of Qwilr have provided feedback on this feature.
Automation
Automate document generation based on customizable rules This feature was mentioned in 79 Qwilr reviews.
Branding
As reported in 89 Qwilr reviews. Allow users to personalize documents for branding purposes
Delivery (3)
Workflow
Based on 73 Qwilr reviews. Define and manage workflows for document distribution
Schedule
Create a schedule to deliver documents at predefined times 60 reviewers of Qwilr have provided feedback on this feature.
Batch
As reported in 54 Qwilr reviews. Provide the ability to generate and deliver documents by batch
Deal Analytics (3)
Engagement Tracking
Track who is looking at proposals and how often or for how long.
Reporting and Dashboards
Access pre-built and custom reports and dashboards on proposal volume and acceptance.
Proposal Effectiveness Reporting
Find out which pieces of content are performing best.
Administration and Security (3)
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Alerts and Notifications
Program in-app and email notifications for approval milestones or actions.
Regulatory Compliance
Meets required regulartory compliances.
Integrations (3)
CRM Integration
Provides features to intregate with CRM software.
Internal Messaging Systems Integration
Provides features to integrate with internal messaging systems.
Video Conferencing Integration
Provides features to integrate with vidoe conferencing software.
Generative AI (7)
AI Text Generation
Allows users to generate text based on a text prompt. 19 reviewers of Qwilr have provided feedback on this feature.
AI Text Summarization
As reported in 19 Qwilr reviews. Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt. 18 reviewers of Qwilr have provided feedback on this feature.
AI Text Summarization
Condenses long documents or text into a brief summary. This feature was mentioned in 18 Qwilr reviews.
AI Text-to-Image
Provides the ability to generate images from a text prompt. This feature was mentioned in 18 Qwilr reviews.
AI Image-to-Text
As reported in 18 Qwilr reviews. Converts images into a textual description, identifying key elements.
AI Text Generation
Allows users to generate text based on a text prompt. 64 reviewers of Qwilr have provided feedback on this feature.
Generative AI - cpq (3)
Dynamic Quoting
Generate personalized quotes and proposals that corresponds with each customer's tailored preferences and buying behavior
Dynamic Pricing
Analyzes data to suggest price adjustments instantly based on competitor pricing, demand, market prices, production costs, and other factors
Personalized Sale Recommendations
Enhances guided selling by learning customer preferences and suggesting the most suitable products and services based on their individual needs
Agentic AI - Digital Sales Room (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Agentic AI - Contract Management (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Agentic AI - E-Signature (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input 12 reviewers of Qwilr have provided feedback on this feature.
Cross-system Integration
Based on 12 Qwilr reviews. Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience This feature was mentioned in 12 Qwilr reviews.
Natural Language Interaction
Based on 12 Qwilr reviews. Engages in human-like conversation for task delegation
Proactive Assistance
Based on 12 Qwilr reviews. Anticipates needs and offers suggestions without prompting
Decision Making
Based on 12 Qwilr reviews. Makes informed choices based on available data and objectives
Agentic AI - Sales Enablement (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Document Generation (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Learning Management - Sales Enablement (3)
Sales Training
Provides interactive learning to improve skill gaps through role-playing, practicing pitches, scenario-based simulations, etc.
Sales Coaching
Offers real-time feedback and actionable insights from structured, customized sales coaching assessments and templates.
Sales Onboarding
Provides personalized, interactive training to onboard new hires successfully while monitoring their progress and readiness.
Revenue Enablement - Sales Enablement (3)
Cross-Functional Alignment
Provides the tools and resources for alignment of all revenue-generating teams to engage customers in a consistent and personalized way
AI and Automation
Uses AI for predictive insights, recommendations for content, or automating workflows for onboarding and learning assignments
End-to-End Customer Journey Insights
Delivers a holistic view of interaction data and behavioral patterns across the entire customer journey to improve the buying experience and drive revenue growth
Technology Glossary Features
View definitions of the features and discover new technology terms.
Approval workflow is a business practice in which individuals must approve data or tasks at specific points in a process. Learn more about approval workflows, their best practices, and how businesses can use workflow automation to ease the process.
A document builder is a software application that is used to create text-based documents.
Document signing plays an important role within the contract management process. Learn more about document signing and how it is used by industry professionals, along with other helpful information on the benefits of document signing.





