---
title: Qwilr Reviews
meta_title: 'Qwilr Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 914 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: 914
  scale: '5'
date_modified: '2026-08-09'
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:** 914
## 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. Qwilr has the best online tools for creating professional presentations and proposals.

**Rating:** 5.0/5.0 stars

**Reviewed by:** David F. | Creative Strategist, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 05, 2021

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

I like the format for inputting images and copy into an easy-to-understand template system. The filing system is outstanding and keeps getting better as the product matures.

**What do you dislike about Qwilr?**

Once the format is complete, the details that go into any platform become isolated and problematic. The budgeting and pricing of tokens remain a constant problem. A simple PDF created is not satisfactory.

**Recommendations to others considering Qwilr:**

Understand your needs and how they integrate with the company's goals. For purposes of getting something online and out to your customers, Qwilr is perfect.

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

Once we get our Sales team to use Qwilr as an online tool to present proposals linked to Salesforce, then we'll be able to measure ROI based on those bids. Qwilr has good stats that help analyze prospects and give results that will help benefit an outcome of a pitch/proposal that wasn't there before.

  ### 2. Brilliant design, easy to use, phenomenal impact

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** February 15, 2022

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

Template feature
Gorgeous stock images
Easy to control across multiple staff

**What do you dislike about Qwilr?**

I dont dislike anything about qwlr - it is fast and simple

**Recommendations to others considering Qwilr:**

Just do it! It gets amazing engagement from clients

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

quoting, client notes, contracting - simplifies and standardises process

  ### 3. Excellent!

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** June 25, 2022

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

Very easy to use. I love the blueprint templates that you can make, and it's very easy to tailor each document to each individual client.

**What do you dislike about Qwilr?**

I haven't found anything yet that I don't like

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

My company uses Qwilr, which I now use. It's really easy to get on with.

  ### 4. Very good

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Outsourcing/Offshoring | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 14, 2022

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

It is a quick, easy and user-friendly system I learned with no trouble.

**What do you dislike about Qwilr?**

Sometimes what I am trying to upload pics to place in the document it is hard to align them and they jump around.

**Recommendations to others considering Qwilr:**

Just have a play around there are a lot of options

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

It has been a fast and effective way to send virtual contracts that make it easy for the client to sign without the hassle of physical documents.

  ### 5. Allen Darby Review

**Rating:** 3.5/5.0 stars

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

**Reviewed Date:** November 02, 2021

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

Aesthetically looks good. Particularly on phones.

**What do you dislike about Qwilr?**

Simes like there arent enough types of blocks to add, so improving the depth of resources available would be helpful. I can't seem to upload any documents either to a quilr page. Perhaps some pre done twilr pags (like a sample org chart) would be helpfull.

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

We use it to showcase M&A prospects we have identified as potential sellers and build a profile of that firm on qWilr to share with clients who may be interested in purchasing them. SO it's a showcase piece of sorts. People like the way it looks, there just isnt enough types of blocks to get everything we ideally would need into it. Perhaps have the ability to display a spreadsheet in a block?

  ### 6. Qwilr is a deal maker that helps our customers to move faster with each closing. Highly recommended!

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** February 15, 2022

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

Smooth product, great look & feel from both ends.

**What do you dislike about Qwilr?**

The editor could be better - missing a few functionalities there, but it isn't a deal-breaker.

**Recommendations to others considering Qwilr:**

Just try it and decide

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

Fix and edit offers after we send them :)

  ### 7. The best proposal creating product Iused

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ilan A. | Chief Revenue Officer, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 15, 2022

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

Easy of use, ability to clone, share, edit and present.

**What do you dislike about Qwilr?**

Limited graphic capabilities (changing fonts, size etc)
Right-2-left support

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

Sharing proposals with potential customers and later with existing customers.
Finding the approved proposal is easy.

  ### 8. Easily editable, clean, sophisticated quoting

**Rating:** 4.0/5.0 stars

**Reviewed by:** Jake v. | Client Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 14, 2022

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

Ease of editing, clean looking quotes and easy payment section

**What do you dislike about Qwilr?**

Spacing in the quoting is not the best so has some big empty

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

Quoting across multiple different categories and between different people in one company

  ### 9. Customizable Agreement Software for Agreements AND other signed documents

**Rating:** 4.5/5.0 stars

**Reviewed by:** Shaun K. | VP of Growth, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 15, 2022

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

Ability to create customized agreements that look wonderful

**What do you dislike about Qwilr?**

Would like a bit more customization, such as the ability to code your own templates.

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

Beautiful agreements and documents that allow us to get signatures easily.

  ### 10. Present your solutions in the best possible light to show your value

**Rating:** 5.0/5.0 stars

**Reviewed by:** Brendon T. | Regional Sales Director | Certified Trainer | Coach, Enterprise (> 1000 emp.)

**Reviewed Date:** November 01, 2021

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

Easy to use with the ability to personalise to your organisation and to the clients you are presenting to. Blocks remove possible typo's from the sales team and the online acceptance and payment help speed up the sales cycle.

**What do you dislike about Qwilr?**

There is nothing I dislike and they are always developing and releasing new ways to improve the service

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

Improved turnaround time of proposals as they can be cloned quickly. Online T&C acceptance and payment help the negotiation process. Branding template ensure complience for our global branding guidelines.

  ### 11. easiest way to sign proposals & receive payment

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** February 15, 2022

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

the sliding scale to determine pricing is very useful for clients to project ROI

**What do you dislike about Qwilr?**

the inability to control margin size on either side

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

sending proposals, receiving payment & getting contract signatures all in one

  ### 12. Stylish Proposal & Deck Creation Tool

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** August 04, 2021

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

I'm able to easily create beautiful proposals, quotes, and contracts in just a few clicks. They always  "Wow" clients.

**What do you dislike about Qwilr?**

I'm not a big fan of the limited formatting options for image placements. It would be ideal to have the ability to create multiple columns for content. Right now, everything is within one restrictive column.

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

I can create a proposal within minutes from the template that I made for my business. Saving time is a huge win!

  ### 13. Social Media Insight Strategist

**Rating:** 4.0/5.0 stars

**Reviewed by:** Molly K. | Social Media Insight Strategist, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 15, 2022

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

These proposals are very visually appealing and quick to create.

**What do you dislike about Qwilr?**

The organization and cloning features could be much better.

**Recommendations to others considering Qwilr:**

Great software, easy to use.

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

Time, we can create proposals much faster than previously.

  ### 14. Qwilr is the BEST

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** February 15, 2022

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

I like how beautiful and intuitive the UI is. I also use the integration with Hubspot DAILY. We now use it for our one-pagers as well to see what customers are using to build their business case internally.

**What do you dislike about Qwilr?**

I wish there was a LITTLE more free reign with the formatting and editing. I know they're trying to instil best design practices, but there are some things that I think could be improved with a little more flexibility.

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

We're using Qwilr to streamline our proposal creations and one-pager customizations for our prospects. We have it integrated with Hubspot so the process takes less than a few minutes.

  ### 15. superb

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Primary/Secondary Education | Mid-Market (51-1000 emp.)

**Reviewed Date:** June 27, 2022

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

user friendly, excellent customer service

**What do you dislike about Qwilr?**

should have more options 
creating templates sometimes leads to a confusion
when  checking the  blueprints 'children' is not very friendly, need to click one by one to visualise the full quote

**Recommendations to others considering Qwilr:**

great product

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

Professional looking quotes

  ### 16. Does exactly what is required

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ayush J. | Founder, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 15, 2022

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

Simplicity and ease of use. The team had zero learning curve

**What do you dislike about Qwilr?**

Would be greedy for more features. Like cookies etc

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

Helped to manage our proposal and sales pipeline. Makes proposals standardized

  ### 17. Qwilr is an easy way to change the proposal experience

**Rating:** 4.0/5.0 stars

**Reviewed by:** Tyler S. | Growth Lead, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 04, 2021

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

It's super easy to get started and have something that will wow customers in no time. Most customers aren't used to getting pretty proposals, so when you show them Qwilr it can bring a deal over the line. The customer service team is also awesome.

**What do you dislike about Qwilr?**

I found it a bit annoying that we pay for the 2nd highest tier and can't have custom fonts. It's important to maintain a brand for most companies, so this seems like something that should be in a lower tier.

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

Qwilr helps us know when people are looking at proposals and saves a ton of time creating them. We've been able to create proposals and even a press kit using Qwilr because it can basically even function as a web page.

  ### 18. Easy to use, quick to execute

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 15, 2022

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

Qwilr allows me to quickly make a document and send to client. I can edit easily and text or email. Client signs in just a few steps.

**What do you dislike about Qwilr?**

I wish I could make a public document instead of creating each client individually. It would allow for website capabilities.

**Recommendations to others considering Qwilr:**

Contact customer support if you need any help.

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

Get documents to clients quickly and is simple for them to use.

  ### 19. Qwilr Review

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** February 15, 2022

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

Once you've got your templates set up it's simple and looks great to the client

**What do you dislike about Qwilr?**

The fact that it doesn't just pick up the company and contact if there are only one in the Hubspot deal and they must be selected everytime. It would also be good if our customers could upload a purchase order document.

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

Cloud based quotes are really convenient for us and our customers.

  ### 20. Great Software for Agreements!

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** February 14, 2022

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

I like how easy it is to set up and then use after that. 
It's easy to then send the agreements to the potential customers affording lots of customization along the way.

**What do you dislike about Qwilr?**

Cant auto fill the date for each agreement. Nor auto-fill for anything else.

**Recommendations to others considering Qwilr:**

Give it a try! It's terrific.

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

Not having to use Word documents or other templates - easy to track and fill out.

  ### 21. Best proposal maker!

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** February 14, 2022

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

Qwilr makes it very easy for us to present attractive and easy-viewed proposals to our prospective clients.

**What do you dislike about Qwilr?**

Nothing! Nothing! Nothing! Nothing! Nothing!

**Recommendations to others considering Qwilr:**

Ask for assistance in creating templates for your blocks; this way, you can create proposals easier with previous saved material.

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

Our old proposals were on PowerPoint and weren't as appealing to the eye. With Qwilr we can also track who is viewing our proposal etc.

  ### 22. A gorgeous upgrade

**Rating:** 5.0/5.0 stars

**Reviewed by:** Dave K. | Director of Project Design &amp; Engineering, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 05, 2021

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

The overall look and feel of a Qwilr page is fresh and fun. The ease of use and customization are key features. The wide variety of stock images is worth it alone.

**What do you dislike about Qwilr?**

It's a little tricky to use at first, and image manipulation can't be done within the app.

**Recommendations to others considering Qwilr:**

Definitely try it out and start building a page to see how easy it is.

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

Our business looks more professional, and the variety of styles and layouts gives each quote a personalized feel to help us win more business.

  ### 23. Qwilr is very interactive and easy to use whether you're a first time user or repeat user

**Rating:** 5.0/5.0 stars

**Reviewed by:** Zaria G. | Client Engagement Lead, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 15, 2022

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

You can create interactive and visually appealing proposals for our clients

**What do you dislike about Qwilr?**

I wasn't able to assign the payment to a specific person

**Recommendations to others considering Qwilr:**

Qwilr is perfect for your branded proposals and contracts. I would recommend that you at least check the templates and resources so that you can see all Qwilr has to offer

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

Providing proposals and contracts that clients want to read

  ### 24. The tool you need to convert

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jared K. | Account Director, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 04, 2021

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

Qwilr has been a helpful tool in ensuring we can quickly get proposals together for prospective clients. As we are a service-based business, we can create templates that cover off the detail need to then be pulled into the proposal along with the necessary quote, terms and conditions and accept + sign area. The support is some of the best in the industry. We also use Qwilr internally for staff training plus handbooks and policies that need to be signed.

**What do you dislike about Qwilr?**

There isn't much to dislike! A few expected bugs here and there, but nothing that they team can't fix.

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

Ease of use with clients, client can view and sign proposal in one and be send invoice immediately with Xero integration.

  ### 25. Impressive Proposals

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** February 16, 2022

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

Drag and Drop editor is great but the best thing is the response from customers as to how great our proposals are!

**What do you dislike about Qwilr?**

The form / calculation tables could have some further capability / features to make them more flexible.

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

Automating proposals from our CRM is great but the real value is that our proposals now stand out in a crowd!

  ### 26. Professional Proposals in just a few clicks

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** February 16, 2022

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

Being able to save multiple templates to easily change a few details for different clients is a great feature. Getting the notification once a client's views/accepts a proposal is a must!

**What do you dislike about Qwilr?**

The capability for editing the templates could be explored further to increase customisation per proposal.

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

Digitising proposals makes it easier to send and receive proposals from clients.

  ### 27. Qwilr is great, but I do wish it had some different features.

**Rating:** 3.5/5.0 stars

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

**Reviewed Date:** February 16, 2022

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

Qwilr is great for presenting to clients, however when it comes to integrate with your other sales tools it's very lacking.

**What do you dislike about Qwilr?**

I wish qwilr had better product integration. It seems like each qwilr line item is just text and numbers vs. being an actual product in my inventory.

**Recommendations to others considering Qwilr:**

Add more integrations

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

Client presentations go very smoothly and quickly.

  ### 28. Game changer!!!!!!!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Daniel H. | Client Services Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 16, 2022

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

Efficiency & effectiveness of operation.

**What do you dislike about Qwilr?**

There is literally nothing to dislike here.

**Recommendations to others considering Qwilr:**

Do it!

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

Professional presentation. 
Speed of delivery. 
Visibility.

  ### 29. Great product for sending custom quotes through Hubspot

**Rating:** 5.0/5.0 stars

**Reviewed by:** Marc G. | Founder and Chief Live Guy, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 04, 2021

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

Qwilr is excellent for our sales team and sending custom quotes that are the same for every client irrespective of the rep that is working the deal.  We can ensure the highest professionalism without handholding our sales team.

**What do you dislike about Qwilr?**

It would be great to have the ability to segment deals by sales rep and keep them separate for tracking closed deals etc.

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

We have created a repeatable solution that gives all of our sales team the ability to send a customized quote without building it themselves in one-off software.  I have realized the professional look and feel that Qwilr gives us is allowing us to create a consistent approach to quotes across our entire sales team.

  ### 30. Flashy documents, good CRM integration

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** August 09, 2021

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

Visually pleasing documents for our clients to sign.
Qwilr also has a good integration with Salesforce (other CRM options also available), which lets you pull any Salesforce field into the contract, so it does not need to be done manually. Qwilr docs are also raised directly in the CRM, making the process so much simpler.
Accepted docs then flow back to Salesforce. This is great to build automation around the last sales stages.

**What do you dislike about Qwilr?**

Some minor issues need to be ironed out. For instance, recently created custom fields in the CRM do not appear automatically in Qwilr, the CRM connection needs to be refreshed by someone at Qwilr for this to happen. It will be helpful if at least this manual refresh could be done by admins.

Another feature that will come in very handy is the ability to send data back to Salesforce from an accepted document (besides the document status). Info can be requested from the signing party on acceptance of the doc, but that data does not flow back to the CRM that started the process.

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

As described above, it automates the last stages of the sales process and saves our reps a lot of time while giving our contracts a very snazzy look.

  ### 31. Love this tool!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Julie D. | Founder, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 04, 2021

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

Qwilr is such a great tool, especially the metrics and being able to see if a prospect has viewed the proposal.

**What do you dislike about Qwilr?**

There is some good functionality to make each template unique but I would like to see more design options/templates, etc.

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

I use it for proposals and I've also used it as a way to build a basic landing page. Both options have saved me lots of time!

  ### 32. Eye catching quotes, RESPONSIVE support

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 14, 2022

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

Proposals built in Qwilr catch our prospects' attention. It's easy to incorporate eye-catching video and stunning images. The support team is amazingly responsive and helpful.

**What do you dislike about Qwilr?**

The "discount" feature doesn't work exactly as I would like....but a feature request has been submitted.

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

Qwilr enables me to communicate clearly and make an emotional connection with my prospects.

  ### 33. Very easy to create contracts and proposals that stand out!

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** August 05, 2021

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

The platform is super easy to use. The documents look well designed - whether sent as a live page or pdf. Our team's new workflow is seamless thanks to Qwilr's integrations with Hubspot and Slack - we get a notification each time someone views the pages or signs!

**What do you dislike about Qwilr?**

Some design functionality is limited. For example, when creating tables, formatting is minimal. It would be great to have an option for advanced design to allow more flexibility. The e-signature functionality is not the most straightforward; it took us a while to get it set for our needs.

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

Qwilr replaced our existing contract tool that was dated and had no design functionalities. Now the team can easily collaborate when creating new documents on Qwilr, and we love sending prospects proposals and contracts that look modern and well designed! We've received great feedback from clients for making contracts so easy to read and "fun"! We're also using online payments for the first time, thanks to Qwilr's integration with Stripe.

  ### 34. On brand, easy to use, but with limited design capabilities

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** August 05, 2021

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

We sync Qwilr with Hubspot, which makes it super easy to import data, dates, company info, etc. Easy to customize and tailor to each brand that we are sending proposals to. Well branded, innovative, and easy to edit when it's a live link. Well received by prospects.

**What do you dislike about Qwilr?**

There are limited design capabilities and the interface isn't the easiest to use. If you need something that can be customized in many ways, this may not be the option for you and your business.

**Recommendations to others considering Qwilr:**

If your needs are rather basic, and you are syncing the platform with other services, then Qwilr makes proposals, tracking, and other elements of the business much easier to use.

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

We used to use DocuSign, which was quite archaic. Qwilr is much easier to edit, and the link is automatically updated. You can also sync any "views" to a Slack channel to see when a prospect opens or accepts the proposal. We have also been able to incorporate Stripe payments for one-time projects, so the funds are immediately gathered, and no finance/billing invoice is required.

  ### 35. Qwilr for Small Business

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** August 04, 2021

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

I like Qwilr integration with CRM systems like hubspots.

**What do you dislike about Qwilr?**

There is not much to dislike. However, I believe the block system in Qwilr has made it relatively rigid. It works great if the business is only involved with one product and one scenario. In construction, the proposal is changing on the job by job basis, and not every submission is identical to another. Sometimes it isn't easy to get the point across. Its defintely still miles better than PDF version of the proposal that company was sending out to its customer last year.

**Recommendations to others considering Qwilr:**

Qwilr is most effective when its combined with CRM.

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

Qwilr is a cloud-based system, so it has freed up lots of storage capacity that would be otherwise use to save the proposals. The file management system is not a nightmare anymore. 

Costing tools are lot more efficient. It takes only a fraction of second to calculate the cost of the project and you can be confident that numbers are added up correctly.

  ### 36. All in One Powerful Quote Generating Program

**Rating:** 5.0/5.0 stars

**Reviewed by:** Justin C. | Senior Technician, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 15, 2022

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

How easy it is to create templates to save time on future quotes

**What do you dislike about Qwilr?**

Sometimes adding and removing the tax information can be a little confusing.

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

Quickly generating clear and easy-to-follow quotes.  Acceptance has made life easy on knowing when a client is ready to finish an order without having to pester them.

  ### 37. Project Link - The Ultimate Sales Tool

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 03, 2021

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

The tracking capabilities with Qwilr are unmatched. Gone are the days of simply sending a pdf and praying the prospect opens it. 

With Qwilr, once the prospect opens up the link, you are notified and can track where they spend most of their time.

**What do you dislike about Qwilr?**

My biggest complaint is the Qwilr branding on the "Business Plan" when texting over the link.

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

The number one problem that Qwilr solves is no longer having to send 10-15 pdf documents. Qwilr gives us a way to present our products, services, benefits, etc. in one link. It's also a bonus that you can edit the link in real-time.

  ### 38. Excellent for building proposals and giving price options, but not really a quoting tool.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Nelson H. | Construction Technology Engineer, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 01, 2021

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

Easy interface to learn.  Really a great looking platform.

**What do you dislike about Qwilr?**

It would be nice to have some more advanced 'logic' in the quote blocks, beyond the 'tax' and 'discount' categories.

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

This is a much simpler/faster way for us to give a range of options and prices for our clients to give us an idea of how they want their system configured.  We then generate a detailed quote.

  ### 39. Big improvement to existing process

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 14, 2022

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

It's quick, connects to CRM and is a major improvement to using PDF's as we did in the past

**What do you dislike about Qwilr?**

It can be a bit confusing and doesn't have as much flexibility as I'd like.

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

We're now able to send beautiful proposals and contracts online, rather than the old PDF versions

  ### 40. Brilliant and easy to use

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** February 15, 2022

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

How professional it looks.  Love how you can add lines and how it links to hubspot.

**What do you dislike about Qwilr?**

How when I do a quote it automatically drops me to the last page and then I have to scroll back up through document.

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

Much easier to get a client over the line

  ### 41. Looks great straight out of the box

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** November 02, 2021

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

The templates are easy to use and look great. It only takes a few moments to build a proposal that are customer ready

**What do you dislike about Qwilr?**

It takes quite a bit of time to setup. But otherwise it's pretty solid.

**Recommendations to others considering Qwilr:**

Definia good idea if you create quotes in HubSpot

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

Qwilr has dramatically increase speed to respond to customers and make changes during the final negotiation process

  ### 42. Qwilr saves us time and makes proposal a breeze

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** August 05, 2021

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

It's easy to share proposals and make edits in real time. The edits automatically populate the proposal that the prospect accesses. It's easy to embed rich content likes images, etc. It's also nice that you can make templates and clone them to start a new proposal. You get notifications when a proposal has been viewed and ultimately accepted. User friendly as well- simple to create and share.

**What do you dislike about Qwilr?**

When you save as a PDF it's sometimes wonky.

**Recommendations to others considering Qwilr:**

If you need a quality platform to create and track proposals then you should consider Qwilr.

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

Qwilr enables our business to create multiple proposals. As a consulting company that offers a handful of services it's easy to share proposal access to colleagues within my company. We can continue to build better proposals and clone them for future use. We don't have to recreate the wheel so to speak.

  ### 43. very easy to use and makes our proposals look profesional

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.)

**Reviewed Date:** June 26, 2022

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

knowing when clients are reviewing propo

**What do you dislike about Qwilr?**

i think it works best when accompanies with phone call as well

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

standardised proposal approach

  ### 44. Excellent product! Very intuitive and has a beautiful interface.

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** June 27, 2022

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

The design functionality. Out of the box, very beautiful.

**What do you dislike about Qwilr?**

Which there was more customization on whitelabeling domains.

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

Creating beautiful proposals.

  ### 45. Great System. Easy to use!

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** February 15, 2022

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

One of the best things about Qwillr is how easy it is to use and navigate.

**What do you dislike about Qwilr?**

The options for the quoting/Pricing Center seems a little limited. I wish there was a  little more freedom in the sections you can use.

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

Solving getting quotes faster to potential Clients

  ### 46. Excellent product - so easy to use!!

**Rating:** 5.0/5.0 stars

**Reviewed by:** John M. | COO, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 05, 2021

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

so easy to pull together a proposal and has an open API so can link into the rest of our tech stack including Xero, Slack and many more

**What do you dislike about Qwilr?**

not as customizable with the colors and fonts as I would like, but I understand totally why that is the case and it doesn't impact my fondness of the product

**Recommendations to others considering Qwilr:**

Try it, and you won't be disappointed. We now have templates, and it makes contracts super easy to produce and send.

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

quotes our super quickly, standardized and getting signed contracts for piece of mind
all time saving and makes our business look very professional

  ### 47. Great way to impress clients

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** February 14, 2022

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

The best thing about Qwilr is the presentation to the customer

**What do you dislike about Qwilr?**

It would always be nice to have more ability to customize ...  but for the price, it still offers a great value

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

Helps us to stand out from competitors on big proposals

  ### 48. Great and easy to use toolbox

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** February 15, 2022

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

Conveniently setting up stunning offers or company presentations for onboarding signing up new clients.

**What do you dislike about Qwilr?**

There are a few tools missing and integration to Hubspot needs some tweaking

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

Easy to set up templates for onboarding new clients in the B2B environment.

  ### 49. Qwilr has significantly improved the quality & aesthetics of our proposals

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** November 02, 2021

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

I like the modular approach and the ability to reuse and improve existing modules over time. Our proposals look great & I'm sure our acceptance rate has gone up on our previous proposal system.

**What do you dislike about Qwilr?**

I'd like more heading styles to be available ideally - even just having an h3 & h4 would be nice. h1, h2, and body doesn't feel enough.

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

Time to produce a quality proposal has decreased. We can trust more people to produce good-looking proposals. Consistency has improved a lot and we make less mistakes.

  ### 50. Sweet & Short

**Rating:** 4.5/5.0 stars

**Reviewed by:** Simi O. | Executive Director, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 05, 2021

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

With Qwilr, things are bottom line up front, sweet and short. You put in a lovely proposal that isn't a boring PDF, or something of that nature, and you can put in the payment terms and get people to pay right from in there. I like that it's brings some of the different journey points of closing a lead into one place

**What do you dislike about Qwilr?**

At the moment, it does all I need it to do, so nothing for nor

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

Sharing simple personal presentations with people

Sharing a proposal which also doubles as an invoice and more


## 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?page=9&section=pricing&secure%5Bexpires_at%5D=2026-08-09+10%3A05%3A55+-0500&secure%5Bsession_id%5D=74e76f07-a278-46d7-b071-b5591ed18727&secure%5Btoken%5D=6e0be1861b8f303b8d36600ef711ff39b0b57b66c2011f652880852f9a814b16&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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