Qwilr Reviews & Product Details

I use Qwilr to write proposals, and the automatic quote calculations, discounts, templates, and saved blocks let me put together customized quotes quickly or duplicate them year over year. I estimate it has reduced my proposal writing time by upwards of 80%. It’s visually appealing and fairly simple to use, and I can embed videos and make proposals look more graphically advanced without manually designing them. I like that accepted proposals can generate an invoice in QuickBooks automatically, and that clients can e-sign the agreement in Qwilr, making the whole quoting process simple, reliable, and smooth. Setup was extremely easy because the team turned one of my existing proposals into a template for me. When I’ve had issues, the team has generally been responsive and open to feedback, and they implemented some suggestions I shared while they were creating the agreements feature. Review collected by and hosted on G2.com.

The mobile view of the quote sometimes isn’t as optimized as it could be. Blocks can appear differently than they do on desktop, and the text can be way too big without it being obvious when I’m working on desktop. I’ve also been waiting for the ability to have sections in a quote that are only visible to me and hidden from the client, so I can do calculations and refer back to them later. Right now, I have to create a separate version of the quote for that. Review collected by and hosted on G2.com.

I like Qwilr's modern simplistic approach. I appreciate being able to send a quote and make amendments on the fly with a customer, allowing us to get more quotes out quicker. This means we can send to more customers and be less afraid of quoting because it takes less time, which ultimately equals more money at the end of the day for the business. Review collected by and hosted on G2.com.

I think maybe the dashboards could change. The home page is a bit meh. Bit boring. Clone a Salesforce linked quote would be nice Review collected by and hosted on G2.com.

The integration with Salesforce is incredibly smooth and has made a world of difference for our partnership managers. It’s helped us move away from fragmented workflows and into a more centralized way of working, where everything lives in one place. I also really appreciate the consistency we can maintain across the team by using standardized templates. The analytics provide clear visibility into proposal status, and being able to see exactly when a partner has reviewed a document is a major plus. Review collected by and hosted on G2.com.

I’ve noticed that the real-time syncing with Salesforce could be tighter, especially during the quoting phase. Right now, the deal amount in Salesforce doesn’t update until the proposal is actually accepted, which can make our near-term forecasting a bit less accurate than we’d like. Review collected by and hosted on G2.com.

Being able to bundle multiple subscription tiers into a single agreement is a huge time-saver for me. Rather than going back and forth across several separate documents, I can simply let the buyer choose their preferred option directly on the page. The automation also helps minimize the risk of human error, and the CRM integration makes sure each agreement stays properly synced with the correct customer profile. Review collected by and hosted on G2.com.

It’s a bit of a hassle that you have to use the exact same email address in both Qwilr and HubSpot for the pages to link correctly. Even a small mismatch in login credentials can prevent the integration from triggering the way it should, which is frustrating when you’re trying to keep your CRM data organized and connected without having to do manual troubleshooting. Review collected by and hosted on G2.com.

We are a digital marketing agency and our PDF proposals didn't match the advanced services we were pitching to our clients. Qwilr elevates our proposal and new business process to align with the high tech services we provide. We've already received compliments from clients! Review collected by and hosted on G2.com.

Nothing yet, so far most of the functionality questions we've asked about are already included. We just needed to be directed to the right spot to find them! Review collected by and hosted on G2.com.

Its easy integration with my CRM Pipedrive, ease of use, customer service Review collected by and hosted on G2.com.

I don't have things that I dislike about the tool. Review collected by and hosted on G2.com.

It’s easy to use, both on the back end and when creating pages, and the UX is great for the client receiving the Qwilr. Review collected by and hosted on G2.com.

I don't have any key dislikes about Qwilr. Review collected by and hosted on G2.com.

The professional presentation of the proposals, the analytics and the customer support Review collected by and hosted on G2.com.

The feature that I would find helpful would be an "undo" button Review collected by and hosted on G2.com.

I like how easy it is to create aesthetic proposals with Qwilr, and the fact that it integrates with Quillipay is a big plus. I used to use PDFs with esignature on Google, but Qwilr is much better. Setting up Qwilr was very easy, and using the template made it a good experience. Review collected by and hosted on G2.com.

I don't like that Qwilr doesn't handle accepting Amex payments with Stripe effectively. It seems like an area that could use some improvement. Review collected by and hosted on G2.com.

It’s easy to integrate with HubSpot, and it brings our sales process, customer experience, and HubSpot workflows together in one place. Our team also loves it because it helps us present ourselves more professionally to customers, while reinforcing our brand representation and tone of voice. Our customers and technical partners have commented on how engaging it is, and a few have even asked for more information about Qwilr because they’re considering using it for their own businesses.

The ease of implementation was fantastic, the onboarding, training and designing from Qwilr went really well. The ease of use for the team, customer and myself has also been praised.

Customer support, you cannot fault them. Their replies are super quick, and is almost always fixed in good time.

We just need to get the teams to use it more to increase the Frequency of Use with Qwilr. Review collected by and hosted on G2.com.

Not necessarily a dislike, but it would be a nice-to-have to be able to implement more of our brand guidelines in Qwilr. For example, we shouldn’t use rounded-corner boxes and would prefer straight-cut corners. Like I said, this isn’t the end of the world, but it would look better for us. Review collected by and hosted on G2.com.