---
title: Qwilr Reviews
meta_title: 'Qwilr Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 915 reviews by the users' company size, role or industry
  to find out how Qwilr works for a business like yours.
aggregate_rating:
  rating_value: 4.6
  review_count: 915
  scale: '5'
date_modified: '2026-08-11'
parent_category:
  name: Quote Management
  url: https://www.g2.com/categories/quote-management
---


# Qwilr Reviews
**Vendor:** Qwilr  
**Category:** [Proposal Software](https://www.g2.com/categories/proposal)  
**Average Rating:** 4.6/5.0  
**Total Reviews:** 915
## About Qwilr
Make your competitors’ proposals look primitive with Qwilr. Send proposals, generate quotes, collect sign-off, and get paid – all in one place. Trusted by 5,000+ organizations including OpenTable, Thomson Reuters, Drata, Yale University and more, Qwilr helps sales teams close deals faster by turning static proposals and quotes into interactive, trackable web pages. With Qwilr, you can… Create impressive, interactive proposals: Engage buyers with dynamic proposals featuring videos, interactive pricing, calendar links and more Get deals closed faster: Get deals signed with legally-compliant e-signatures and collect payments instantly with our integrated payments solution, QwilrPay Track buyer engagement: See what your buyers view and click on, and use this to tailor your follow-ups. Get real-time alerts via Slack or email when buyers take action Keep every page consistently branded: Standardize your proposals, automatically applying your fonts and colors to every page Scale your process with automation: Connect Qwilr to Salesforce, HubSpot, Pipedrive or Zoho and automate proposal creation. Improve team efficiency: Create reusable templates and content blocks, so that reps never start from scratch Thousands of sales teams use Qwilr to modernize their proposal process, impress buyers, and close deals faster. Try Qwilr free for 14 days: https://qwilr.com/



## Qwilr Pros & Cons
**What users like:**

- Users appreciate the **ease of use** of Qwilr, finding the interface simple and customization quick and effective. (90 reviews)
- Users love Qwilr&#39;s **customizable templates** , enhancing their proposals with a professional touch and intuitive interface. (49 reviews)
- Users find the **easy setup** of Qwilr intuitive, allowing effortless creation of proposals without needing support. (48 reviews)
- Users praise Qwilr for its **simplicity and efficiency** , enhancing workflow and collaboration across teams effortlessly. (47 reviews)
- Users value the **excellent customer support** from Qwilr, enhancing their experience with responsive assistance and guidance. (44 reviews)
- Users appreciate the **efficiency** of Qwilr, as it simplifies document creation and enhances client interactions seamlessly. (43 reviews)
- Intuitive (43 reviews)
- User Interface (42 reviews)
- Ease of Creation (41 reviews)
- Time-saving (40 reviews)

**What users dislike:**

- Users feel that Qwilr has **limited customization** options, making it difficult to achieve desired edits and layouts. (25 reviews)
- Users are frustrated with **integration issues** , particularly with QuickBooks and payment options, impacting overall satisfaction. (18 reviews)
- Users note **missing features** , such as CMS-like design tools and better integrations, affecting their overall experience. (18 reviews)
- Users struggle with **difficult editing** , often feeling limited in formatting control and facing cumbersome customization challenges. (16 reviews)
- Users find the **limited features** of Qwilr restrict usability, especially with content arrangement and integrated scheduling tools. (16 reviews)
- Users note **layout issues** , wishing for more customization options and better PDF exports impacting visual elements. (15 reviews)
- Lack of Integrations (14 reviews)
- System Limitations (14 reviews)
- Limited Template Flexibility (12 reviews)
- Poor Integration (12 reviews)

## Qwilr Reviews
  ### 1. Huge upgrade from PDFs

**Rating:** 4.5/5.0 stars

**Reviewed by:** Ross P. | Marketing Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 03, 2023

**What do you like best about Qwilr?**

The speed to create new templates, seeing an overview of my team's quotes, the analytics tools.

**What do you dislike about Qwilr?**

Certain things in the quotes can't be changed. Customer support sometimes doesn't get back to me.

**What problems is Qwilr solving and how is that benefiting you?**

Previously sales used to edit PDFs for their quotes. They looked terrible.

  ### 2. Qwilr | Proposal generation that's easy and beautiful

**Rating:** 5.0/5.0 stars

**Reviewed by:** Spencer K. | Strategist, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 18, 2023

**What do you like best about Qwilr?**

Consistent appearance of the documents we create with Qwilr means that our proposals always look good and feel like us. The extensive library functions make it possible to reuse content easily and save time.

**What do you dislike about Qwilr?**

I believe having no API access on any plan except Enterprise is a bit stingy. This is definitely lagging behind competitors. There's no reason we should be prevented from automations the API can enable. We pay a lot for this tool, monthly, compared to other tools. It should come with API access.

**What problems is Qwilr solving and how is that benefiting you?**

We can generate documents quickly and easily and on brand. We can make use of our past work to make the job easier and really see how our pricing looks to the customer.

  ### 3. Upgraded our contracts to the next level!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jenna H. | UK Group Marketing and Projects Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 03, 2023

**What do you like best about Qwilr?**

Quick and easy to use to create stylish contract templates and contracts for all the team to use.

**What do you dislike about Qwilr?**

Can be a little bulky and not produce a clean A4 PDF contract to print.

**What problems is Qwilr solving and how is that benefiting you?**

Digital contracts

  ### 4. Qwilr Always Impresses

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 18, 2023

**What do you like best about Qwilr?**

Qwilr is really easy for our team to use-- we store templates that we customize for new projects, it is easy for multiple team members to work jointly to edit and refine the proposals together, and our customers love the way the proposals look and feel!

**What do you dislike about Qwilr?**

I wish Qwilr had the ability to add new features and increase the scope of work from the original proposal after it was approved. I'd like to be able to track the original scope vs. added scope over the project's lifetime-- potentially with a change order feature that allowed us to send the client new requests, overages, or their requests for new features and the client could approve these additions to the scope and we'd be able to track the updated scope in the same project thread.

**What problems is Qwilr solving and how is that benefiting you?**

We primarily use Qwilr to present our proposals and retainers to clients. We like the ability to customize the design and present the proposal in a more clear and interesting way than a PDF or Google Doc. We like that clients can accept the proposal right in Qwilr.

  ### 5. Elevated our proposals to a whole new level

**Rating:** 5.0/5.0 stars

**Reviewed by:** Pete B. | General Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 20, 2023

**What do you like best about Qwilr?**

Qwilr allows us to create and present engaging and eye catching proposals, that capture attention and stand-out from the competition. The platform is well designed with great functionality, an easy to user interface, and offers useful insights and metrics for us to gauge the performance of a proposal we have submitted. The support on hand is excellent and the site is contstantly evolving and updating in response to user feedback. We cant recommend Qwilr enough. It has brought the materials we present to clients and prospects into the 21st Century and matches the level of excellence we hold ourselves to.

**What do you dislike about Qwilr?**

Sometimes interface is a liuttle clunky and restrictive with things you might like to do. This is a minimal frustration though (ompared to the positives) and the team are constantly working to improve the user experience.

**What problems is Qwilr solving and how is that benefiting you?**

Qwilr helps us to create compelling and engaging sales proposals and present them ina  poloished and professional way. The analytics tool allows key insights into each propsoals performance and how we can improve. The payment and agreement functions also allow us to determine the transactional impact of each proposal submitted.

  ### 6. Favorite Sales Tool!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Benji S. | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 18, 2023

**What do you like best about Qwilr?**

There is so much that I can do with Qwilr. We've been able to build several sales templates and then depending on the needs of our clients, choose the right template which means that we can speed up our sales process.

**What do you dislike about Qwilr?**

I would like to see more options for colors within the tool.

**What problems is Qwilr solving and how is that benefiting you?**

Qwilr allows us to build more uniformity with our sales proposals. Due to this, we constantly get complimented on the proposals that we build for our potential clients.

  ### 7. Simple Professional Proposals.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Dean W. | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 18, 2023

**What do you like best about Qwilr?**

Qwilr integrates with Salesforce and really assists us in getting out top flight proposals that leaves our customers impressed at the quality.The feedback we have had has been so positive.Its easy to use and onces set ups are done it works effortlessly in the background.

**What do you dislike about Qwilr?**

Some of the field integrations with Salesforce were complex to map but for me, that is more a function of Salesforce than Qwilr

**What problems is Qwilr solving and how is that benefiting you?**

Faster and more professional proposal documents that integrate with our salesforce CRM

  ### 8. I LOVE Qwilr

**Rating:** 5.0/5.0 stars

**Reviewed by:** Wendy L. | Senior Director, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 02, 2023

**What do you like best about Qwilr?**

Easiest proposal-making program out there! 

I'm not a designer, so this program enables me to create professional and easy to read cliebt proposals. I no longer have to involve my designers so I'm saving so much time.

Best of all, it's really easy for clients to 'accept' our services by clicking on the menu. I love that I get notified that someone has opened the document and I know what pages they spent their time ready.

Clients can 'accept' our proposal terms at a click!

**What do you dislike about Qwilr?**

There really isn't anything I dislike about Qwilr.

**What problems is Qwilr solving and how is that benefiting you?**

I can design the proposal myself without involving my graphic designer which saves me time.

  ### 9. Innovative proposals that work

**Rating:** 5.0/5.0 stars

**Reviewed by:** Emma B. | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 03, 2023

**What do you like best about Qwilr?**

When selling a complicated product, Qwilr makes a potentially confusing proposal very easy to understand. And it looks great! It can be used for more than just proposals too, it's a great tool to use to communicate any information in the sales process.

**What do you dislike about Qwilr?**

It tracks when my colleagues open the proposal and those numbers go into the analytics, so sometimes it's hard to determine who is viewing it.

**What problems is Qwilr solving and how is that benefiting you?**

It makes it quick and easy to generate a simple and visually pleasing proposal. This drives a quicker and easier "yes" from clients because they don't have to spend time and energy deciphering a document.

  ### 10. Proposals that stand out!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Sammy A. | Digital Strategist, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 02, 2023

**What do you like best about Qwilr?**

I like that I can work within the same link as my co-workers when trying to perfect a proposal for send. It makes review and design happen in one place for an efficient process.

**What do you dislike about Qwilr?**

Sometimes I lose a lot of work because I can't edit > undo certain steps. I have learned to be cautious but have had many instances of lost work to get me there.

**What problems is Qwilr solving and how is that benefiting you?**

It is streamlining the proposal and sales process by keep everything available for review amongst team members as well as creating a clean workspace dedicated to building out the right proposals.

  ### 11. So far so good

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Venture Capital & Private Equity | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 01, 2023

**What do you like best about Qwilr?**

It just makes our documents look better / more professional than using PDFs

**What do you dislike about Qwilr?**

The load times are a bit of a pain. And there are some things that you can't do in terms of formatting like sub / super-script and deep-linking for footnotes etc.

**What problems is Qwilr solving and how is that benefiting you?**

COmmunicating investment opportunities to our investor network

  ### 12. QWILR - A tool for sales

**Rating:** 4.5/5.0 stars

**Reviewed by:** Jack C. | Junior Pre-Sales Engineer, Mid-Market (51-1000 emp.)

**Reviewed Date:** March 02, 2023

**What do you like best about Qwilr?**

Qwilr is easy to utilize with a simple UI that allows for a wide range of customization. Creating templates for documents and storing images for upload provides rapid creation of new documents.

**What do you dislike about Qwilr?**

The lack of version control can be challenging to deal with. Live updates for documents are good but can mean if you aren't careful you could accidentally delete an entire quote or pitch.

**What problems is Qwilr solving and how is that benefiting you?**

QWILR allows us to send quotes easily to clients. It's an efficient platform and easy to use. It is solving the problem of communicating scope with our clients.

  ### 13. Proposals made easy

**Rating:** 5.0/5.0 stars

**Reviewed by:** William M. | Seed Guy, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 18, 2023

**What do you like best about Qwilr?**

Ease of use, design flexibility and notifications

**What do you dislike about Qwilr?**

No API into billing and client management

**What problems is Qwilr solving and how is that benefiting you?**

Consistent proposals and a clean look

  ### 14. Completely transformed my sales and proposal process!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Nathan C. | Owner, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 25, 2022

**What do you like best about Qwilr?**

I love how easy it is to create an interactive, immersive, and fast-loading proposal page that is geared and aimed at maximising conversions. The Qwilr experience feels good both on the end-user and operator side. I compared this to other competitors THOROUGHLY and Qwilr is far ahead of the game, giving me the ability to make a wholly-online proposal process that IS NOT a glorified PDF.

**What do you dislike about Qwilr?**

It is a little more expensive than its competitors, but fairly so given the quality and ease of the platform. It would be great if API access was not limited to just the enterprise plan - that is REALLY expensive and not conducive for a sole trader such as myself. A few key automation are unavailable to me because of this. WHile it's easy to perceive as "first-world problems" for the price I'm paying I'd be happy to pay slightly extra for a single use API annually that allows me to take advantage of CRM integration with Salesmate.

**What problems is Qwilr solving and how is that benefiting you?**

Above anything else, Qwilr makes my sales and proposal process incredibly easy, quick, and vastly more visually appealing than my competitors. It helps to put my best attributes and service offerings upfront in an easy-to-read format that is also environmentally friendly.

  ### 15. Qwilr has allowed our company to more efficient, collaborative, and overall more successful.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Pete D. | Strategic Partnerships Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 25, 2022

**What do you like best about Qwilr?**

Proposals used to take our team numerous days, if not weeks to complete. Qwilr has allowed our company to transform that process down into hours and sometimes minutes. Once we understood the flexibility of how we can use Qwilr, we went beyond using it for just proposals. Now we use it for NDA's and other agreements, presentations, capabilities and services decks, and even for internal HR documents and training. It has changed the way we do business.

**What do you dislike about Qwilr?**

The only thing we dislike is the lack of a table contents feature that can be embedded into the page itself. There is a burger menu available for navigation, but we've been told countless times by recipients that it's not apparent, and even when used, not that helpful.

**What problems is Qwilr solving and how is that benefiting you?**

It has transformed our ability to turn around proposals and other documents much more efficiently. What once used to be a cumbersome burden at our company is now a streamlined process.

  ### 16. excellent product for creating proposals

**Rating:** 5.0/5.0 stars

**Reviewed by:** Filipe C. | Sócio proprietário, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 15, 2022

**What do you like best about Qwilr?**

It is easy to create new templates, in addition to helping a lot in the virtual acceptance and presentation of contracts.

**What do you dislike about Qwilr?**

I don't see anything that can change. I really like this tool.

**What problems is Qwilr solving and how is that benefiting you?**

Online proposals, virtual contracts, and acceptance. Easy to edit and create templates.

  ### 17. Great resourse that allows you to create consistant, good looking proposals easily and quickly

**Rating:** 4.5/5.0 stars

**Reviewed by:** Alby P. | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 02, 2023

**What do you like best about Qwilr?**

Ease of use, ability to quickly add in txt and photos

**What do you dislike about Qwilr?**

Needs a spell checker added to text function

**What problems is Qwilr solving and how is that benefiting you?**

The ability to use blocks from other proposals makes sit super easy and fast to create a proposal with a consistent look easily and quickly

  ### 18. Great proposal tool!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Architecture & Planning | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 15, 2022

**What do you like best about Qwilr?**

The product is easy to use, and the integration with Salesforce makes everything that much more straightforward.

Very easy for clients to engage on Qwilr without instruction.

**What do you dislike about Qwilr?**

Notifications on proposals being viewed change from being notified every time a proposal is viewed to just the first time a proposal is viewed very often. This is something I have to monitor every week.

**What problems is Qwilr solving and how is that benefiting you?**

I am able to generate proposals and monitor the activity on proposals much more effectively.

  ### 19. Amazing and Excellent Experience with Qwilr!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Gami P. | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 02, 2023

**What do you like best about Qwilr?**

Upload videos or images that are related to our clients; Auto save!

**What do you dislike about Qwilr?**

Copying shareable links can be confusing we sometimes tend to click "Accept" once we've turned it into a live profile.

**What problems is Qwilr solving and how is that benefiting you?**

Easy documentation of files needed.

  ### 20. Make an impression and crush your close rate

**Rating:** 5.0/5.0 stars

**Reviewed by:** Danielle W. | CEO, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 30, 2022

**What do you like best about Qwilr?**

Qwilr is quick and easy to use and integrates seamlessly with the tools our company uses (Hubspot and Stripe). We've had so many compliments from clients on the look and feel of our proposals and we've seen a significant increase in our close rate!

**What do you dislike about Qwilr?**

It's hard to put a dislike on a tool that is so incredibly built! However, if I was forced to leave a "dislike".. it would be the bare-bones design (not many font choices, layouts, etc to choose from).

**Recommendations to others considering Qwilr:**

Don't hesitate! Start using it today! It's absolutely worth it!

**What problems is Qwilr solving and how is that benefiting you?**

Qwilr has not only made creating proposals 10x faster but it's also made the closing 100x easier. We can use a base template and customize it to each client.. add in different tiered pricing, have our terms and conditions in the proposal AND accept payment in a variety of ways. AB-SO-LUTELY amazing.

  ### 21. Great product! Could use a better dashboard interface and improved user flows.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Allison K. | Operation Consultant, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 24, 2022

**What do you like best about Qwilr?**

Love the integration capabilities and the beautiful templates. I like the ability to use within HubSpot without leaving the HubSpot interface. The blocks are very intuitive and the block library makes building new proposal templates incredibly simple. There are tons of other things I love - including the payment integration and customization abilities. I could write a page on all the things I enjoy.

**What do you dislike about Qwilr?**

There are a couple of features I would like to see added to Qwilr. Number one is reporting and dashboard functionality. The main way our company uses Qwilr is through the HubSpot integration, thus through Blueprints. With the current homepage/dashboard you must click into each Blueprint template to see what or how many have been accepted. It would be helpful to be able to customize what you can see on the dashboard or at the very least see how many proposals have been accepted of a Blueprint. The second thing is more of a navigation issue. It would be nice to have a separate tab for templates for editing. Instead of going through the create new proposal button which adds several unnecessary steps. It would also be nice to be able to archive unused templates even if they can't be deleted, so they don't show up for our team and confuse people. I wish you could lock specific blocks that can only be edited by admins and leave others open for the sales team to edit.

**Recommendations to others considering Qwilr:**

Qwilr is a great product for any sales team that uses HubSpot.

**What problems is Qwilr solving and how is that benefiting you?**

Solves the main problem of making our proposal process simple for our clients and our salespeople. Makes this process seamless and saves tons of time when creating these for our clients. Gives us the ability to easily create new templates and modify proposals on the fly.

  ### 22. Stylish and easy way to produce a proposal

**Rating:** 5.0/5.0 stars

**Reviewed by:** Debbie W. | Sales manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 24, 2022

**What do you like best about Qwilr?**

Still love the visuals and interactive feel to it and super quick to use and produce, we can drop in anything we need!

**What do you dislike about Qwilr?**

That it doesn't have the option to transfer to word and when a client asks for a PDF copy, it doesn't look as seamless, possibly because of the amount of content in each different block. It would be great if excel sheets could be added in as well as we are using QWILR for larger value bids and at present we have to send costing proposal breakdown as a separate sheet rather than within the whole document.

**Recommendations to others considering Qwilr:**

Its a simple system to use that produces high-quality magazine-style proposals, why wouldn't you want to use it?

**What problems is Qwilr solving and how is that benefiting you?**

Providing high-quality proposals without having to use Indesign or another similar application. Far easier to use and makes our turnaround time much quicker for lower value proposals which frees time up for more time consuming tenders.

  ### 23. Love Qwilr!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Amelia H. | Senior Account Executive, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 25, 2022

**What do you like best about Qwilr?**

I've been using Qwilr for a little over a year now. I love the integration to my CRM (Hubspot), because it makes it easier to manage all of the different opportunities that I work on a daily basis. The analytics make such a difference too.

**What do you dislike about Qwilr?**

I feel like the analytics could use a little more, and I'd love to be able to allow customers to select from options within a quote block. Really, though, it does what I need.

**What problems is Qwilr solving and how is that benefiting you?**

It makes my proposal process so much quicker than it was before. I used to create powerpoints for every proposal I presented and it was a pain. This is both more professional and way quicker.

  ### 24. Excellent software, love the new updates to come

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 25, 2022

**What do you like best about Qwilr?**

-contracts accessible from anywhere with URL
-clean-looking templates
-e-signature
-pricing models are easy to use, having the block features to add/change makes it very easy to switch out pricing
-the new feature of the number of days something is "live" is wonderful, then it is not accessible.  We use a 60-day time limit which will be helpful. 
-We do use negative pricing models for change orders which Qwilr does work great for, others do not allow you to do negative numbers.

**What do you dislike about Qwilr?**

-There is a formatting issue with the "bubble" pricing model, when you make the price over $1k the zeros go to the second line which is unusable for us.  Also, if you have more than I think 4 block per row, formatting issues arise.  
-We have pretty long proposals with lots of info, wish we could tighten the spacing in between blocks to shorten the page.  
-We would love to add photos next to items in our pricing.  
-The font sizing and type is not super easy to use, wish it was more simple like excel/google docs to change.  
-We have the slack integration, it's great to get the notification when something has signed, but when we click the link, it just takes you to the general Qwilr dashboard instead of the exact proposal that was signed.

**What problems is Qwilr solving and how is that benefiting you?**

We depend on Qwilr for all of our proposals and contracts.  This system creates a quick and easy way for our sales team to send a quote.  We like the integration to QuickBooks for accounting and the slack integration to alert us when something has been signed.  Qwilr makes everything easy to use and to view for all of our different teams using the product.

  ### 25. Best proposal software out there - and I've tried them all...

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 25, 2022

**What do you like best about Qwilr?**

I've had clients pick us over our competitors simply because our proposals look great. It's visually stunning, easy to set up and systematize and our clients love the control they have in the quoting process (selecting quantities, package options, some entire sections, etc.). We do al lot of video production, so being able to include examples of our previous work when preparing pitches is great.

**What do you dislike about Qwilr?**

Would love to be able to save client lists, or import client data from our accounting software (like Xero) so that the integration with our accounting back-end is more seamless. Same goes for the 'saved line items' - would like to be able to access and edit them from the dashboard. Also, the way in which it sends data to Zapier doesn't enable me to generate invoices in my project management software (Avaza) - the fields aren't able to populate correctly.

**What problems is Qwilr solving and how is that benefiting you?**

It's so easy to quickly build and send out stunning proposals, and to empower my team to do the same. It's almost impossible to build a 'bad' proposal when using Qwilr. My sales team can literally send out our productized offerings with two clicks - nothing more needed.

  ### 26. Qwilr Helping with Presentations and Proposals

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 25, 2022

**What do you like best about Qwilr?**

Qwilr allows us to quickly personalise our information to every prospect and client. We have been using Qwilr for over a year from a prospecting perspective, and I have found the speed and ease of the system has increased the number of proposals I can get to market. Also, the analytics behind the system is extremely helpful for me to understand what a prospect has read and has not read within the presentation/proposal.

**What do you dislike about Qwilr?**

It can take some time to build your initial templates and 'blocks'. This needs a creative eye to ensure the formatting is correct. Saying that, once the templates are in the system it allows us to quickly create bespoked documents.

**What problems is Qwilr solving and how is that benefiting you?**

Speed of proposal; understanding/analytics around what the prospect has read, what has been skimmed over, and what has been missed. Often pricing seems to be read first, which has given me the chance to mention this at the beginning of the proposal!

  ### 27. Do not recommend

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 23, 2017

**What do you like best about Qwilr?**

Lorem ipsum dolor sit amet, consectetur adipiscing elit, but do eiusmod tempor incididunt ut labore et dolore magna aliqua. For indeed, to minimize the pain, one should exercise the utmost care unless it is to take advantage of the convenience. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, they are at fault who are responsible for the pleasure of the soul, that is the task of the labor.

**What do you dislike about Qwilr?**

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum. Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

**Recommendations to others considering Qwilr:**

There is a free plan, so definitely try it out! I recommend this tool all over town, two thumbs up.

**What problems is Qwilr solving and how is that benefiting you?**

Lorem ipsum dolor sit amet, consectetur adipiscing elit, but do eiusmod tempor incididunt ut labore et dolore magna aliqua. For example, to minimize the inconvenience, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, they are in culpa qui officia deserunt mollit anim id est laborum.

  ### 28. Qwilr Elevates the Experience

**Rating:** 4.5/5.0 stars

**Reviewed by:** Joshua P. | D, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 24, 2022

**What do you like best about Qwilr?**

The most helpful function of Qwilr is that it helps to communicate culture, intention, values, and vision in a concise, easy to access format that feel tailored to the end user.

**What do you dislike about Qwilr?**

There is no undo button! This absolutely terrifies me. I would like to see an "undo" function added because one wrong click can erase what could have taken hours to create.

**Recommendations to others considering Qwilr:**

Not even a question. It will change your business as well as client / staff experience.

**What problems is Qwilr solving and how is that benefiting you?**

Qwilr is solving our client acquisition experience. It is the first impression of our company to a client. Beyond that we also use it to form our marketing and onboarding micro sites. It's an incredible tool and makes it very easy to share / access vital information. We also use it for sending offers which can be signed by the client.

  ### 29. Professional, Easy, Affordable

**Rating:** 5.0/5.0 stars

**Reviewed by:** Rachael A. | Office Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 24, 2022

**What do you like best about Qwilr?**

The pages are beautiful. They make us look professional and set us apart from our competition. More customers are online, whether mobile or desktop and Qwilr lets us meet them where they are.

**What do you dislike about Qwilr?**

I wish when I make an edit to a saved block, there was an option to apply the change to all templates with that block. e.g. I found a typo in the footer of a page that has 10 different templates saved and had to manually edit each one.

**What problems is Qwilr solving and how is that benefiting you?**

Allows us to give our customers an interactive and in-depth quote for our product. We can customize the page with all the info we need. We can add financing pricing to our quotes and an online application link. With everything on one page, we have won more jobs.

  ### 30. Love the templates with interchangeable pricing blocks

**Rating:** 4.5/5.0 stars

**Reviewed by:** Scott W. | B, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 26, 2022

**What do you like best about Qwilr?**

I like how easy it is for me to create, track and submit proposals through the Hubspot Integration

**What do you dislike about Qwilr?**

It does lack some basic reporting.  I would like to see some automated settings added to remind the prospect via text/email to review the proposal and also the ability to set a proposal expiration date.

**What problems is Qwilr solving and how is that benefiting you?**

If I need to update a proposal, I don't have to start from scratch.  Templates give me the flexibility to change the price block to the customer's needs.  Drag and drop price blocks make it easy.  Hubspot integration links the proposal to the Hubspot deal.

  ### 31. Very user friendly

**Rating:** 5.0/5.0 stars

**Reviewed by:** Devon N. | Account Executive, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 29, 2022

**What do you like best about Qwilr?**

I really enjoy how it updates you on how many views it has

**What do you dislike about Qwilr?**

Sometimes making longer more complex proposals are harder to make .

**What problems is Qwilr solving and how is that benefiting you?**

Easy to locate accepted and pending proposals. I really enjoy how the software notifies you when a proposal has been accepted.

  ### 32. Simple Easy and Professional

**Rating:** 5.0/5.0 stars

**Reviewed by:** Matt  B. | DTV account Executive, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 25, 2022

**What do you like best about Qwilr?**

I have been in sales for over 33 years and find that this is hands down the single best tool for interacting with clients.  Not only can I adjust the quote in real time but gives the client a place to securely sign up for the service.  It is professional and easy to manage and for an old dog like me it keeps it simple.

**What do you dislike about Qwilr?**

Not a single thing, the entire product is easy to use and customizable from both my point of view but the clients.

**What problems is Qwilr solving and how is that benefiting you?**

I have zero issues with Qwilr

  ### 33. Fantastic app that allows us to send proposals with ease!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Tom J. | Head Nerd, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 25, 2022

**What do you like best about Qwilr?**

We can send a beautiful proposal within 5 minutes from the templates we have created. We have noticed that our win rates on proposals are higher than ever and people love the process/layout. We have had so many compliments!

**What do you dislike about Qwilr?**

The only downside is that you cannot edit some of the custom forms. Eg. some of the spelling is American and we are based in the UK so it is a shame that we cannot change some things.

**What problems is Qwilr solving and how is that benefiting you?**

Speed of sending proposals that look bespoke and custom!

  ### 34. Qwilr is intuitive and easy to use. It provides a way to make any document something professional.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Tim R. | Account Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 24, 2022

**What do you like best about Qwilr?**

Qwilr allows you to make all your documents into something professional and sleek. It allows for uniformity in your sales and marketing materials and provides you the customization tools you need to have it fit your brand.

**What do you dislike about Qwilr?**

Occasionally, Qwilr doesn't perform the best. It will sometimes get stuck when editing, but rarely. Also, not being able to edit the same page as another team member is a bit of a bummer at times.

**Recommendations to others considering Qwilr:**

Give it a try!

**What problems is Qwilr solving and how is that benefiting you?**

It's solving the problem of needing to create uniformity in all sales documents. In the past we used to create Google Docs and lightly brand them, but Qwilr takes our proposal game to another level.

  ### 35. My Qwilr Sales Review

**Rating:** 5.0/5.0 stars

**Reviewed by:** Richard  K. | Senior Executive, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 30, 2022

**What do you like best about Qwilr?**

Qwilr is super helpful for our future clients, they find the ease of use very attractive. It also is a great way to distract them from the mundane legaleze with nice visuals

**What do you dislike about Qwilr?**

There isn't much I dislike about it, recently they added a feature for 2 factor authenication which slows the process down just a bit , but it  is completely manageable.

**Recommendations to others considering Qwilr:**

Give it a try, it really changed every aspect of the contract process for me totally positively

**What problems is Qwilr solving and how is that benefiting you?**

The main issue is disguising the legal boilerplate style contracts we used to send out into a more attractive and less intimidating style of legally binding contract.

  ### 36. Qwilr is so Easy to use!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Lisa W. | Account Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 24, 2022

**What do you like best about Qwilr?**

Qwilr is easy to use with templates that can be added in to custom each agreement. It integrates seamlessly with Salesforce. Before Qwilr we used DocuSign and DocuSign was so clunky and not user-friendly like Qwilr.

**What do you dislike about Qwilr?**

Nothing! I can't think of anything that is missing. It is a consistently performing tool. I have experienced few if any issues. No recommendations at this time for improvements.

**Recommendations to others considering Qwilr:**

Just do it! Make the change and give yourself time back in your day.

**What problems is Qwilr solving and how is that benefiting you?**

Qwilr makes sending an agreement a 2-3 minute process. Spending less time creating an agreement allows me to send more agreements each day! Equaling more profits!!

  ### 37. Visually the best proposal tool

**Rating:** 4.0/5.0 stars

**Reviewed by:** Jeff B. | Owner/Creative Director, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 25, 2022

**What do you like best about Qwilr?**

I'm a video producer so i love the ability to embed video. The formatting tools are very simple and provide great results. Kind of like the Squarespace for proposal creation.

**What do you dislike about Qwilr?**

I wish the integration to QuickBooks was a little more seamless. Would be great to have proposal tables copy over perfectly.

**What problems is Qwilr solving and how is that benefiting you?**

I got Qwilr because i was red to up my game on how estimates and proposals looked. It's definitely accomplished that goal.

  ### 38. Qwilr has been so helpful, especially the automatic replies when someone opens and signs the Qwilr.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** June 24, 2022

**What do you like best about Qwilr?**

The easy navigation features. It's all very simple to use. Additionally, I like how we can continuously edit the Qwilr when it is live until the other party signs it.

**What do you dislike about Qwilr?**

Sometimes the opened emails are delayed. Also, I have run into some issues with it being more difficult to edit the font, typeface size and general customization features.

**Recommendations to others considering Qwilr:**

Yes, I would recommend it. Qwilr is very easy to use and makes the process easier for the other party involved. The navigation features are great too!

**What problems is Qwilr solving and how is that benefiting you?**

The time it takes to send an agreement as well as how easy it is for the party on the other end. Also, the formatting and the design layout is great and really responsive to the other party.

  ### 39. Absolutely Love Qwilr

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 25, 2022

**What do you like best about Qwilr?**

There are several things I love about Qwilr. If I have to choose one, I'd probably say the Hubspot integration. Being able to automatically create a beautiful, professional quote with very little effort is incredible. Saves me a ton of time.

**What do you dislike about Qwilr?**

I don't know that I dislike anything. A couple things I could see improving are the way documents are organized and have the Hubspot integration be a little more customizable than it is now.

**What problems is Qwilr solving and how is that benefiting you?**

The biggest problem Qwilr solved for me is how much time I was spending writing up quotes. A process that used to take me 45 minutes, now takes about 2. It's really phenomenal.

  ### 40. Excellent product with flexible options for integration

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Legal Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 30, 2022

**What do you like best about Qwilr?**

The flexibility of the Qwilr platform has allowed us to integrate the product into our systems which has greatly assisted our users whilst saving them time on creating bespoke templates.

**What do you dislike about Qwilr?**

We had some issues with the notifications within Qwilr as we had to change the owner of a template multiple times to allow it to notify the correct user of a completed, signed document

**What problems is Qwilr solving and how is that benefiting you?**

Qwilr is currently used to solve the problem of users having to create their own template documents and having to type in the details that would be copied across to the documents. This prevents user typing errors and saves time.

  ### 41. As simple as it gets

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jeremy L. | Regional Sales Director, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 25, 2022

**What do you like best about Qwilr?**

From the first day of using Qwiler, the system is straightforward and easy to use for myself and our clients.

**What do you dislike about Qwilr?**

There isn't much not to like, sometimes clients are confused by something new, but its worked thru pretty quickly

**What problems is Qwilr solving and how is that benefiting you?**

We all work remotely and across country. We are able to move much faster as an organization having something like this to use on a daily basis

  ### 42. Using Qwilr for my Creative Director/Marketing Strategy role has been a lifesaver.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.)

**Reviewed Date:** June 24, 2022

**What do you like best about Qwilr?**

 I have creative control over the templates used, but I also have a clear path as to how I need to structure all of my work on Qwilr to ensure I meet expectations. 100/10 recommend.

**What do you dislike about Qwilr?**

I actually can't think of any downsides right now, or anything I don't like. I use Qwilr at least a few times a week (usually more) and find it's easy to navigate, efficient and guiding when I need it to be.

**What problems is Qwilr solving and how is that benefiting you?**

Qwilr is solving the fact that other platforms like it don't have a lot of options for customizing my templates, or pre-saving my splash and text box options.It increases my performance, too. I was slower before in creating all the work I use Qwilr for, and now I get it done in a significantly faster timeframe.

  ### 43. Great aside from the occasional frustration with formatting. When using templates its super!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Georgia H. | Customer Success Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 05, 2022

**What do you like best about Qwilr?**

Easy to manage folders and keep track of quotes. Very professional-looking quotes.

**What do you dislike about Qwilr?**

When I am struggling to create a new template with a different format, I often struggle to get blocks and things to go where I want. Would like to be able to copy and paste blocks to a new template.

**What problems is Qwilr solving and how is that benefiting you?**

Very easy to manage quotes, know if they've been viewed, and make changes at the click of a button. Saves on printing/scanning, and keeps everything in one place.

  ### 44. User friendly online signature technology.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Restaurants | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 01, 2022

**What do you like best about Qwilr?**

I really enjoy that it is user-friendly and I can see the page analytics. The page analytics helps me be able to close more effectively and productively. Overall very impressed with the technology!

**What do you dislike about Qwilr?**

I believe it has been remedied but when a signee would be sent an email code, that really put a hiccup in the sales process. I understand the two factor authentication but it caused confusion for my clients.

**Recommendations to others considering Qwilr:**

If you are considering it, DO IT! Qwilr is a great and easy tool to use.

**What problems is Qwilr solving and how is that benefiting you?**

I really enjoy the page analytics. I can see how often my clients view our agreement, what areas they spend the most time on, and what obstacles I can overcome that the client may not have said to me.

  ### 45. Amazing. Closing a lot more deals with Qwilr compared to previous provider.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Mathew F. | Account Executive, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 24, 2022

**What do you like best about Qwilr?**

The easy-to-view user-friendly screen when walking through prospects through the closing stage. I have no issues or recommendations at this moment. Everything works perfectly.

**What do you dislike about Qwilr?**

I have yet to find any downsides. Qwilr does exactly what I need it to do. eromkflemlfwdsfl;dwfl;mawdlf;m,aw;elfmaewoplf;maeromfpfgearfkm,aefopmfaermg,aeflmk,ae. fmlae, d.

**Recommendations to others considering Qwilr:**

Use it. It's Extremely user friendly.

**What problems is Qwilr solving and how is that benefiting you?**

Qwilr makes terms and agreements appear non-threatening to prospective customers, whereas other providers fail to do the same. Extremely happy with the current state of Qwilr

  ### 46. Cool factor helps outweigh some drawbacks

**Rating:** 4.5/5.0 stars

**Reviewed by:** Jay R. | President, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 16, 2022

**What do you like best about Qwilr?**

Visually appealing proposals and contracts that stand out over the typical word doc or PDF. Very easy acceptance process that clients have said they enjoy whenever they have to finalize an agreement with us.

**What do you dislike about Qwilr?**

The pricing area is not always super intuitive. Everything is presented as line items similar to a traditional invoice. If you're giving a client multiple package options, it's not always very clear what they are expected to do. I think in those cases, people are used to the horizontally separated blocks for packages that so many websites have adopted. 

The e-signature part is fine, but there could be a little more legal comfort if there were an option to get initials at different points of an agreement.

**What problems is Qwilr solving and how is that benefiting you?**

We use it for all of our client contracts and some new hire forms. It's made it easier to stay organized with using the most current terms/language in our contracts. The way it organizes content into blocks/sections has helped force us to think about how we're organizing info instead of just having giant rambling word docs.

  ### 47. Qwilr changed the way of CS Team presents!

**Rating:** 3.5/5.0 stars

**Reviewed by:** Tony S. | Director of Customer Success, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 16, 2022

**What do you like best about Qwilr?**

Qwilr is an excellent tool that helped our Implementation and CSMs in their day-to-day presentations.  Powerpoint feels a bit old-fashioned, and we were looking for something to use that would look more 'modern' Qwilr was the answer. 

- Reasonably easy to use (some editing is a bit 'janky' from time to time). 
- Modern and streamlined look
- Great data and analytics on the backend
- Great functionality

**What do you dislike about Qwilr?**

Some of the physical editing features are tough to interact with.  The best way to work through this is to set up templates and have folks clone and edit them.  Building from scratch takes time due to the flow of editing within the product.

**What problems is Qwilr solving and how is that benefiting you?**

Benefits:
- Replicateable 
- Modern
- Analytics-driven (we can see who has opened a Qwilr after sending and how they've engaged with it.  Great for Implementation projects and kick-off calls
- Easy delivery

Problems Solved:
- Solved our visualization gaps with clients
- Gives us a professional and modern look

  ### 48. Qwilr is a great tool that uplifted our proposals and saved us lots of time!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Gali S. | Founder and CEO, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 15, 2022

**What do you like best about Qwilr?**

- The tool is organized in a way that allows you to save sections easily. Build it once and save time for all future proposals.
- It was very easy to design a template using our brand colors.
- Easy to edit and change elements
- Everything is super organized
- Great search that allows us to find any document we need.
- Updates us when a proposal is viewed.
- Saves signature data and allows for a PDF download for the clients who need it.
- Everything is live and in real-time
- A super facelift to our proposal - it makes us look amazing.
- They keep adding features!
- Great customer support.

**What do you dislike about Qwilr?**

- I wish it were similar to Microsoft Word or Google docs as it took some time to get used to. But it is not a big deal as once you get used to it (after maybe 2 or 3 proposals), you know your way around.
- I'm not too fond of the fact you have to change download links manually after cloning a file. But again, it's just an extra second.

**Recommendations to others considering Qwilr:**

Just start playing with it and search for great templates.

**What problems is Qwilr solving and how is that benefiting you?**

- Makes the process of producing a proposal faster.
- Makes us look amazing.
- The fact that everything is in the cloud in one place created a lot of structure as all sales professionals have access to a shared place.

  ### 49. A Huge Timesaver

**Rating:** 4.0/5.0 stars

**Reviewed by:** Abe C. | Co-Founder at simplicityEngine, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 15, 2022

**What do you like best about Qwilr?**

I like the modular approach to building quotes. And the templating feature. I also like the e-signatures, the PDF download feature, and the ability to make items optional in each block which allows us to create upsells. We also like the multi-language capabilities. We built templates in English and French. The rich media and custom branding are also a must for us; without those features, we wouldn't have adopted the tool. The ability to send the quotes to customers directly from the tool and track when the document was opened and read is also a significant advantage. We can also easily search quotes and create folders for customers, and group quotes within those folders.

**What do you dislike about Qwilr?**

You can view the total cost, but you cannot view the total number of hours. This makes it harder to build timelines. Also, I don't particularly appreciate that it locks editing mode for more than one user. It makes it harder to collaborate on building quotes. We currently resort to sharing screens on Zoom when we want to collaborate on building a quote. I also wish there were choices of different fonts to use.

**Recommendations to others considering Qwilr:**

Buy with confidence. Try it and see for your selves.

**What problems is Qwilr solving and how is that benefiting you?**

We are moving away from excel. We wanted something that can have prebuilt blocks of cost items for our agencies that we can swap in and out from quotes and add more as we go so that with time it becomes easier and faster to build quotes. With Excel, we were cutting and pasting between multiple sheets and embedding Excel snippets on word documents which are not ideal at all.  We also didn't have a clean way to provide options in our quote that, when clicked on, would adjust the total price automatically. So we couldn't create upsells in our quotes. Analytics was also missing for us, we wanted to track when quotes were opened and read.

  ### 50. Qwilr helps us to reduce paper usage and improve sales conversion.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Stephen H. | Founding Partner, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 15, 2022

**What do you like best about Qwilr?**

We reviewed most of the leading quotation/proposal software platforms and Qwilr was the best in my opinion. The platform gives us the tools and the flexibility to create very high quality proposals that our customers love. We also need the ability to include fees which are VAT and non VAT qualifying and Qwilr is the only platform which allows this.

**What do you dislike about Qwilr?**

The integration with Grammarly can be glitchy and occasionally adds words to the wrong places in the form. The filing and retrieval of proposals could be improved. I would like the ability to direct customers straight to the

**Recommendations to others considering Qwilr:**

It is easy to use. My team all work out how to use it quickly with minimal support.

**What problems is Qwilr solving and how is that benefiting you?**

Our solution mix is quite broad so we need the ability to summarise this easily in a way customers understand, Qwilr has made this easy. I also wanted to be able to track which customers were viewing our proposals and who had disengaged so we could act upon it accordingly.


## Qwilr Discussions
  - [When sharing a link does a client get asked to make an account to view](https://www.g2.com/discussions/when-sharing-a-link-does-a-client-get-asked-to-make-an-account-to-view) - 1 comment, 1 upvote
  - [Is therr any way to imbed a excel spreadsheet into a quilr block, and is there any way to build a corporate org chart in Qwilr?](https://www.g2.com/discussions/is-therr-any-way-to-imbed-a-excel-spreadsheet-into-a-quilr-block-and-is-there-any-way-to-build-a-corporate-org-chart-in-qwilr) - 1 comment, 1 upvote
  - [When will payment integration and ability to modify proposals once accepted take place?](https://www.g2.com/discussions/when-will-payment-integration-and-ability-to-modify-proposals-once-accepted-take-place) - 1 comment, 1 upvote
  - [All features](https://www.g2.com/discussions/all-features) - 2 comments, 1 upvote
  - [Do you have any integrations with other apps?](https://www.g2.com/discussions/do-you-have-any-integrations-with-other-apps) - 1 comment, 1 upvote

- [View Qwilr pricing details and edition comparison](https://www.g2.com/products/qwilr/reviews?like_me_login=true&page=6&section=pricing&secure%5Bexpires_at%5D=2026-08-12+11%3A03%3A46+-0500&secure%5Bsession_id%5D=73b42dae-b15a-4d54-99b8-0630907cc9ff&secure%5Btoken%5D=1c233c64dadbac6e56af0828ccf5bbde0ec1ffc39fa8f6f7408e03090a9c64e7&format=llm_user)
## Qwilr Integrations
  - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)
  - [Google Workspace](https://www.g2.com/products/google-workspace/reviews)
  - [HubSpot Marketing Hub](https://www.g2.com/products/hubspot-marketing-hub/reviews)
  - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews)
  - [Make](https://www.g2.com/products/integromat-by-celonis-make/reviews)
  - [n8n](https://www.g2.com/products/n8n/reviews)
  - [Pipedrive](https://www.g2.com/products/pipedrive/reviews)
  - [QuickBooks Desktop Enterprise](https://www.g2.com/products/quickbooks-desktop-enterprise/reviews)
  - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews)
  - [Revenue Hub](https://www.g2.com/products/revenue-hub/reviews)
  - [Salesforce Headless 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews)
  - [Slack](https://www.g2.com/products/slack/reviews)
  - [Slack Connector for Jira](https://www.g2.com/products/slack-connector-for-jira/reviews)
  - [Stripe Payments](https://www.g2.com/products/stripe-stripe-payments/reviews)
  - [YouTube Advertising](https://www.g2.com/products/google-youtube-advertising/reviews)
  - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews)

## Qwilr Features
**Signature Process**
- Document Signing
- Reminders and Expirations
- Sign-In Process
- Mobile Signatures
- Signature Workflow
- Bulk Digital Signatures 
- Reporting
- Signature Document Creation
- Multi-Party Signing
- Electronic Signature

**Additional Functionality**
- Tagging
- Natural Language Processing
- Data Extraction
- Multi-Language
- Predictive Analytics
- Drag & Drop
- Speech Recognition
- Reporting/Analytics
- Data Storage Management
- Virtual Personal Assistant (VPA)
- AI Copilot
- Customer Segmentation
- Collaboration Tools
- Data Import/Export
- Generative AI
- For eCommerce
- Role-Based Permissions
- Customizable Branding
- Search/Filter
- Monitoring
- Document Management
- API
- Data Visualization
- Trend Analysis
- Machine Learning
- Access Controls/Permissions
- Alerts/Escalation
- Performance Metrics
- Real-Time Data
- Third-Party Integrations
- Mobile App
- Multiple Data Sources
- For Sales Teams/Organizations
- Sentiment Analysis
- Activity Dashboard
- Chatbot
- Workflow Automation

**Additional Functionality**
- Third-Party Integrations
- To-Do List
- @mentions
- Single Sign On
- File Management
- Activity Dashboard
- Drag & Drop
- Alerts/Notifications
- Prioritization
- Access Controls/Permissions
- Screen Sharing
- Content Management
- Brainstorming
- AI Copilot
- File Transfer
- Calendar Management
- Status Tracking
- Real-Time Notifications
- Version Control
- Task Management
- Activity Tracking
- Real Time Editing
- Communication Management
- Chat/Messaging
- Tagging
- Generative AI
- Assignment Management
- Task Scheduling
- Project Management
- Collaboration Tools
- Workflow Management
- Secure Data Storage
- File Sharing
- Document Storage
- Task Progress Tracking
- Discussions/Forums
- Commenting/Notes
- Reporting & Statistics
- Contact Management
- Video Conferencing
- Progress Tracking
- Mobile Access
- API
- Document Management
- Customizable Branding

**Additional Functionality**
- AI Copilot
- Electronic Signature
- Approval Process Control
- Customer History
- Workflow Management
- Reminders
- Automated Quoting
- Price/Margin Management
- Contact Management
- Drag & Drop
- Pricing and Cost Calculations
- Calendar Management
- Catalog Management
- Client Portal
- Discount Management
- Real-Time Data
- Proposal Generation
- Billing & Invoicing
- Generative AI
- Customizable Branding
- Template Management
- Document Management
- Estimating
- Email Management
- Third-Party Integrations
- Reporting & Statistics
- Access Controls/Permissions
- Customizable Fields
- CRM
- Pricing Management
- API
- Accounting Integration
- Activity Dashboard
- Contract/License Management
- Electronic Payments
- Audit Trail
- Quotes/Estimates

**Configuration - cpq**
- Product Catalog
- Guided Selling
- Configuration Rules
- Price Configuration
- Visual Configuration

**Document Creation**
- Customizability: Variables and Fields
- Template Creation and Flexibility
- Rich Media
- Online Document Creation
- PDF Creation
- Custom Branding

**Contract Management Platform Features**
- Contract Creation
- Customizable Templates
- Contract Editing
- Contract Attachments
- Contract Collaboration
- Approval Process
- Notifications & Reminders
- Contract Database
- Integrations / APIs
- Reporting & Dashboards
- Government Contracts
- Specialty Contracts
- Alerts/Notifications
- Third-Party Integrations

**Data Sources**
- Software
- Spreadsheets
- Documents

**Generation**
- Templates
- Automation
- Branding
- Email Templates
- Alerts/Notifications
- Document Templates
- Customizable Templates

**Deal Analytics**
- Engagement Tracking
- Reporting and Dashboards
- Proposal Effectiveness Reporting

**Agentic AI - Sales Enablement**
- Autonomous Task Execution
- Natural Language Interaction
- Proactive Assistance

**Document Processing & Extraction - AI Proposal Generator Tools**
- Requirement Identification & Tagging
- Multi-Format Document Ingestion
- RFP & Questionnaire Parsing

**Pricing**
- Pricing Flexibility
- Discounting
- Commerical Rules
- Terms and Conditions
- Approval Workflow
- Renewals

**Workflow**
- Document Builder Interface
- Collaborative Creation
- Assembly and Approval Workflows

**Content Management**
- Content Import
- Content Creation
- Templates
- Advanced Search
- Content Library
- Email Management
- Customizable Templates

**Administration and Security**
- User, Role, and Access Management
- Alerts and Notifications
- Regulatory Compliance

**Generative AI**
- AI Text Generation
- AI Text Summarization
- Generative AI

**AI Response Generation - AI Proposal Generator Tools**
- Continuous Learning from Edits
- Response Personalization & Tone Control
- Contextual Answer Recommendations
- AI Draft Response Generation

**Quoting**
- Grouping
- Version Control
- Quote Document Generation
- Ordering
- Contracts
- Approval Process Control

**Analytics**
- Engagement Tracking
- Proposal Effectiveness Reporting
- Reporting and Dashboards

**Analytics**
- Reporting
- Alerts
- Account-Based Engagement
- Content Utilization
- Prioritization

**Delivery**
- Workflow
- Schedule
- Batch
- Compliance Management
- Workflow Management

**Platform**
- E-Signature
- Proposals
- CPQ
- Video Proposals
- Content Sharing
- Content Management
- Video Conferencing
- Chat

**Agentic AI - Contract Management**
- Autonomous Task Execution

**Agentic AI - E-Signature**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- Third-Party Integrations
- Multi-Language

**Content Management - AI Proposal Generator Tools**
- Governed Content Library
- Content Versioning & Approval Controls
- Duplicate Detection & Content Optimization

**Additional Functionality**
- Reporting/Analytics
- Electronic Signature
- Full Text Search
- Data Import/Export
- CRM
- Audit Management
- Digital Signature
- Contract Drafting
- Activity Tracking
- Customizable Reports
- Sell Side (Customers)
- Task Management
- Renewal Management
- Annotations
- Workflow Management
- Data Extraction
- Audit Trail
- Contract Negotiation
- Drag & Drop
- Document Storage
- Customizable Fields
- AI Redlining
- Version Control
- Completion Tracking
- Contact Management
- Access Controls/Permissions
- AI Copilot
- Document Review
- Customizable Branding
- Configurable Workflow
- Document Management
- Compliance Tracking
- Buy Side (Suppliers)
- Payment Processing

**Admin**
- Configuration Ease of Admin
- Pricing Administration
- Workflow Management
- Document Management
- Contact Management
- Discount Management
- Catalog Management
- Contract/License Management
- Renewal Management
- Price/Margin Management
- Order Management

**Administration and Platform**
- User, Role, and Access Management
- Alerts and Notifications
- CRM Integration
- Electronic Signature
- CPQ Integration
- API / Integrations
- Contract/License Management
- Knowledge Base Management
- Contact Management
- RFP Management
- Workflow Management
- Document Management
- Task Management
- API

**Integrations**
- CRM Integration
- Internal Messaging Systems Integration
- Video Conferencing Integration

**Generative AI**
- AI Text Generation
- AI Text Summarization
- AI Text-to-Image
- AI Image-to-Text
- Generative AI
- Document Generation

**Collaboration & Workflow - AI Proposal Generator Tools**
- SME Assignment & Task Routing
- Review & Approval Workflows

**Security and Scalability**
- Regulatory Compliance
- Signature History and Audit
- Enterprise Scalability

**Channels**
- Mobile User Support
- Channel Partner Support
- eCommerce

**Generative AI**
- AI Text Generation
- Generative AI
- Proposal Generation

**Agentic AI - Digital Sales Room**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Audience Targeting
- UTM Parameters Integration
- Third-Party Integrations

**Agentic AI - Document Generation**
- Autonomous Task Execution

**Learning Management - Sales Enablement**
- Sales Training 
- Sales Coaching
- Sales Onboarding

**Analytics & Performance - AI Proposal Generator Tools**
- Proposal Performance Analytics

**Additional Functionality**
- Templates
- Collaboration Tools
- AI Copilot
- CRM
- Automatic Formatting
- Client Portal
- Access Controls/Permissions
- Quotes/Estimates
- Customizable Reports
- Content Library
- Data Import/Export
- Document Review
- Document Automation
- Reminders
- Audit Trail
- Reporting & Statistics
- Approval Process Control
- Version Control

**Additional Functionality**
- Customizable Forms
- Multiple Format Support
- Activity Dashboard
- Activity Tracking
- Drag & Drop
- Digital Signature
- Collaboration Tools
- API
- Search/Filter
- Third-Party Integrations
- Text Editing
- Audit Trail
- Approval Process Control
- Content Management
- Multiple Output Formats
- Offline Access
- Data Import/Export
- Access Controls/Permissions
- Forms Management
- Data Synchronization
- Content Library
- Customizable Fields
- Multi-Language
- Data Storage Management
- Contract Drafting
- Archiving & Retention
- Full Text Search
- Interaction Tracking
- Contract/License Management
- Document Review
- Batch Processing
- Conditional Logic
- Document Management
- Document Storage
- Template Management
- Electronic Signature
- Reporting & Statistics
- Version Control
- AI Copilot
- Workflow Automation

**Platform**
- Custom Branding
- User, Role, and Access Management
- Internationalization
- Performance and Reliability
- Integration APIs
- Email Management
- Template Management
- Mobile Access
- Forms Management
- Contact Management
- Compliance Management
- Workflow Management
- Document Management
- Contract/License Management
- Renewal Management
- Registration Management
- Event Management
- Marketing Management
- Expiration Management
- Offline Access
- Video Management

**Platform**
- CRM Integration
- Integration API
- Internationalization
- Scalability
- Reporting and Dashboards
- ERP Integration
- Activity Dashboard
- Third-Party Integrations

**Revenue Enablement - Sales Enablement**
- Cross-Functional Alignment
- AI and Automation
- End-to-End Customer Journey Insights
- Generative AI

**Additional Functionality**
- Chat/Messaging
- Prospecting Tools
- Content Delivery
- Personalization
- Reporting/Analytics
- Task Management
- Alerts/Notifications
- Activity Tracking
- Third-Party Integrations
- API
- CRM
- Campaign Management
- Audio/Video Recording
- Collaboration Tools
- Appointment Scheduling
- Real-Time Notifications
- Contact Database
- For Sales Teams/Organizations
- Lead Management
- Activity Dashboard
- Scheduling
- Reporting & Statistics
- Email Tracking
- User Management
- Interaction Tracking
- Workflow Management
- Calendar Management
- Lead Capture
- Call Recording
- Template Management
- Customizable Branding
- Social Media Integration
- Content Management
- Performance Management
- Lead Nurturing
- Document Management
- Sales Trend Analysis
- Meeting Management
- Lead Qualification
- AI Copilot
- Video Support
- Microsoft Outlook Integration
- Audio File Management
- Engagement Tracking
- Contact Management
- Goal Management
- Sales Planning
- Mobile Access
- CRM Integration
- Pipeline Management
- Conversation Intelligence
- Access Controls/Permissions
- Gamification
- Lead Scoring
- Opportunity Management
- Microlearning
- Content Sharing
- Real-Time Data
- Workflow Automation

**Additional Functionality**
- File Sharing
- Approval Process Control
- Alerts/Notifications
- Authentication
- Data Security
- Reminders
- Reporting & Statistics
- Access Controls/Permissions
- Version Control
- Single Sign On
- Audit Trail
- AI Copilot
- Activity Dashboard
- Encryption
- Signature Capture
- Document Conversion
- Drag & Drop
- Archiving & Retention
- Team Collaboration
- Generative AI
- Status Tracking
- Customizable Fields
- Searchable Database
- QR Codes
- Two-Factor Authentication
- Search/Filter
- Multi-Location
- Real-Time Data
- Data Synchronization
- Age Verification
- Customer Database
- Secure Data Storage
- Waiver Kiosk
- Data Import/Export
- Photo Capture
- Conditional Logic
- Customizable Templates

**Generative AI - cpq**
- Dynamic Quoting
- Dynamic Pricing
- Personalized Sale Recommendations

**Additional Functionality**
- Price and Cost Calculations
- Data Visualization
- Rules Engine
- Real-Time Data
- Quotes/Estimates
- Audit Trail
- Drag & Drop
- Access Controls/Permissions
- Sales Automation
- Document Storage
- AI Copilot
- CRM
- Customizable Templates
- Product Configurator
- Self Service Portal
- Forecasting
- Bills of Material
- Multi-Currency
- Generative AI
- Customizable Branding
- Electronic Signature
- Document Templates
- Reporting & Statistics

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