---
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: '2026-08-07'
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. Cost/value, easy to use/replicate proposals, end results are super clean

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.)

**Reviewed Date:** November 14, 2024

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

It's a great tool with awesome features, especially for the cost. It's easy to use, and I've never had any glaring issues.

**What do you dislike about Qwilr?**

Need to have a bit more functionality on making adjustments throughout enterface.

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

Proposal drafting

  ### 2. Great Customer Support

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** February 01, 2024

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

I've yet to dive into Qwilr as an everyday user. But my introduction to this brand came in an inquiry of their integration capabilities after searching for a new sales proposal software. Customer support quickly responded to my inquiry, as well as went beyond expectations and provided information for me to continue my research. Because of this, I will be considering becoming a Qwilr user!

**What do you dislike about Qwilr?**

I haven't had the pleasure in diving in Qwilr for everyday use yet.

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

I was looking to transition from PandaDoc for my RFP Sales Proposals software. I benefit from using Qwilr by modernizing my proposals, adding multiple integrations from other apps, and the introduction of automation

  ### 3. Qwirl has helped us win so many RFP's it's our primary pitch tool. Highly recommend.

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** October 31, 2024

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

Its easy yo use, allows us to make highly visual presentations.

**What do you dislike about Qwilr?**

I dont dislike anything but think it would be great to have offline capacilities as well

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

How to make highly visual proposals with simple budgets.

  ### 4. Sleek and efficient proposal delivery with unlimited options

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** August 23, 2024

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

Efficient customer service, ease of implementation, ease of use. Qwilr has changed our proposal game. Also, I needed the ability to import a form and recieved almost immediate assistance and was able to solve my problem within the hour.

**What do you dislike about Qwilr?**

I wish we found Qwilr sooner. We are impressing customers every day with Qwilr proposals.

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

Qwilr has streamlined our proposal development, which saves time and money and makes customers happy.

  ### 5. Great tool

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** November 05, 2024

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

Easy, crisp features, with statistics and tracking.

**What do you dislike about Qwilr?**

Need more presentation features such as policies, or tabulations

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

No need to put a presentation though ppt or doc.

  ### 6. Easy to use tool and very useful

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** November 01, 2024

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

Very fast and easy experience to create webpages with quotes

**What do you dislike about Qwilr?**

There are some limitations for very detailed uses cases

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

Presenting my products in a clear way with prices

  ### 7. Impressive quote builder

**Rating:** 4.0/5.0 stars

**Reviewed by:** Brian V. | Managing Member, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 22, 2024

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

I was amazed how easy it was to build my first few proposals. The layout and components are very straightforward and creates an impressive looking proposal in a short amount of time.

**What do you dislike about Qwilr?**

Qwilris definitely being actively developed so there are a few limitations right now, particularly when it comes to listing options with both setup costs and ongoing costs and limitations on allowing the customer to pay a percentage up front.

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

Creating proposals can often be a time consuming process. With the templates and component-based design along with automatic pricing calculation, signature-gathering and payment submission it's streamlines the process dramatically

  ### 8. Great Experience

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** January 08, 2025

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

Being able to create contracts for clients

**What do you dislike about Qwilr?**

It wont let me clone a page for some reasons

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

It helps us have an easy place to keep contracts and create them

  ### 9. Super effective and easy to use tool for agencies and clients.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Tracey f. | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 01, 2024

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

The functionality of the tool. It makes it extremely easy for potential clients to accept. Super fast customer service. Outstanding experience all round.

**What do you dislike about Qwilr?**

Cannot think of anything at the moment. I am just starting to use it so getting familiar with what it offers. I would like to respond to clients using the tool but this may be a function i have yet to discover.

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

Providing an easy way for clients to accept and review embedded documents.

  ### 10. I love Qwilr!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Shawn L. | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 15, 2024

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

Qwilr is super easy to use and looks great. It didn't take me very long at all to set up something really beautiful. It's leveled up my proposals in just about every way I was hoping for. Since I use this nearly every day, it's important to me that it looks good and is easy. 

I just wrote into support because something unexpected happened and the customer support responded quickly and it was the best response I've ever received from technical customer support. I forwarded it to my support team with a breakdown and we'll be implementing this approach.

**What do you dislike about Qwilr?**

I wish I could have my clients pay with ACH through the Stripe integration. As of Feb of '24, there's only CC allowed for Stripe payments.

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

It has streamlined the proposal to payment process so there are fewer steps a prospect has to take to become a customer, and it looks better than anything I was using before.

  ### 11. Intuitive and effortless impact

**Rating:** 4.5/5.0 stars

**Reviewed by:** Andy F. | Principal, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 05, 2024

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

Very easy to use; good visial impact for little effort when I'm so busy

**What do you dislike about Qwilr?**

Limited fonts; not so easy to work out how to move additional graphics around eg logos. Doesn't always work perfectly when .pdf download is done

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

Impact:time ratio means that I have more time to do other important things.

  ### 12. Using Qwilr for years

**Rating:** 5.0/5.0 stars

**Reviewed by:** Yoav H. | VP, Small-Business (50 or fewer emp.)

**Reviewed Date:** September 29, 2024

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

Very easy to use, easy to onboard a brand, and fun to work with

**What do you dislike about Qwilr?**

Their name is weird, other than that, there is nothing to add

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

Sharing documents with ease

  ### 13. Qwilr makes my work more professional

**Rating:** 5.0/5.0 stars

**Reviewed by:** Joseph L. | Sales Associate-Commercial Real Estate and Business Sales, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 17, 2024

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

It is easy to use and has constantly improved.

**What do you dislike about Qwilr?**

I would like Qwilr to integrate with more third-party apps.

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

Marketing information

  ### 14. Best Experience

**Rating:** 5.0/5.0 stars

**Reviewed by:** Marrij A. | Student running a business along side studies, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 24, 2024

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

I had a very good experience using Qwilr and the support team is very good. They always respond on time

**What do you dislike about Qwilr?**

I don't dislike anything about Qwilr as it is an amazing platform

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

It helps a lot to simplify my tasks

  ### 15. Qwilr helps us show off

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** July 11, 2024

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

Proposal's are now a presentation not a typical ugly warning of forthcoming expenses. Proposals often look way to similar to a bill for services. With Qwilr its a presentation of a future problem solved.

**What do you dislike about Qwilr?**

None. I honesty think its amazing and flexible.

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

Allows out proposals to keep a consistent format while still being flexible enough to cater to our project which are one very different from the next

  ### 16. Great platform!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Lillian C. | Growth Support Specialist, Small-Business (50 or fewer emp.)

**Reviewed Date:** September 05, 2024

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

It's easy to navigate, great features, practical and brings a number of solutions to our business needs.

**What do you dislike about Qwilr?**

We need an undo button for deleted work in our files.

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

It saves us so much time when generating docs we use internally

  ### 17. Huge differential for my business

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** February 20, 2024

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

The possibility of quickly creating new proposals and presentations and to be able to track views with analytics. My team and I use it every day. 
Plus, their custumer support is amazing! Always very helpful and quick in giving solutions.

**What do you dislike about Qwilr?**

I would love to see Qwilr improving in:
- Allow to edit pages using mobile (app or web);
- More features in terms of finding and organizing pages on folders;
- Allowing to share only a few folders for team members.

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

Standardizing proposals;
Manage signatures/payments with a very good flow for clients.

  ### 18. Consolidating two accounts

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sandra F. | Owner / Orgnizer, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 03, 2024

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

I had created two Qwilr accounts with two different emails. I eventually subscribe with one email but needed the content from the other email to be consolidated. I contacted customer service and was able to hear back and had everything done and taken care of within a few hours. Thanks for the efficiency!

**What do you dislike about Qwilr?**

So far so good. Why is there minimum characters required here?

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

Creating beautiful and professional proposal for various clients with different needs.

  ### 19. Easy to create proposals!

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** February 06, 2024

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

Easy to use whenever I need to make a new proposal for a client. I had an issue with Qwilr where I didn't figure out how to do something, but the great support at Qwilr made it easy for me to figure it out. Makes the product easy to use when you can get the help you need fast!

**What do you dislike about Qwilr?**

Could use a desktop app instead of just a website, but it is good as it is too.

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

Easy to show what is included and makes it easy for the client to pay a deposit.

  ### 20. Qwilr is great and so is their service

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** July 22, 2024

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

Modern
Great user expereince 
Fast loading
Customisation
Great support, like really great.
Easy to implement
Good for high use and I use it often
Integrates well with other systems

**What do you dislike about Qwilr?**

Proposals being locked after acceptance
Accidential proposal acceptance by customers

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

Issues with sending quotes
Having our branding on quotes

  ### 21. Intuitive Solution, Stellar Support

**Rating:** 5.0/5.0 stars

**Reviewed by:** Melissa H. | Sales and Partnerships Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** March 06, 2024

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

I can spin up proposals in under 5 minutes and edit them as I negotiate in real time.

**What do you dislike about Qwilr?**

Our docs are very visual, it sometimes challenging to fix the spacing when I need to download a PDF.

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

I use Qwilr to make configurable quotes. We have flexibility in our solutions, and qwilr allows prospects to pick and choose options to generate a custom quote. This reduces the sales cycle and allows me to edit/adjust my offering quickly.

  ### 22. Easiest proposal software I've ever used.

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** February 02, 2024

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

Super simple to create templates that I use almost everyday to present my services to potential clients. The payment integration makes it easy to get paid! Also having an official signature is a great way to have peace of mind. Their customer support has always been super responsive & helpful with any questions I've had.

**What do you dislike about Qwilr?**

Sometimes it's not super responsive...? But never been a big deal.

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

I need a simple way to present my services to my clients where they can easily sign up and get started! Qwilr does that for me!

  ### 23. Has been the structure of my company for over 6 years

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** March 27, 2024

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

It turns any boring proposal into an interactive one-page mini website that brings to life what I do and how I sell. It has transformed the way I sell and improved sales conversion.

**What do you dislike about Qwilr?**

Nothing I love using it and it is the only software I have that have used for over 6 years

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

Makes my proposals more interactive and leads to more sales

  ### 24. Qwilr Creates Beautiful Proposal to Make You Look (More) Professional

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** March 12, 2024

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

Qwilr makes it easy to create and edit proposals that will make your business look more professional.

**What do you dislike about Qwilr?**

My only dislike is the lack of quote numbers, or identifiers, to differentiate between quotes.

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

For a long time we were generating quotes through our job management software. These quotes lacked design, personalization, and professionalism. Now we have a software that can generate beautiful proposals with ease. It's super easy.

  ### 25. Live assistance means NO disruption to productivity

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** March 05, 2024

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

I love the live support chat that is available. The team are super responsive, meaning that I can get on with the job with the best outcome. Often if support is not readily available, one will either waste time or give up trying to resolve a problem. This has not been the case with the Qwilr Support team and it helps me to maintain productivity which is so important.

**What do you dislike about Qwilr?**

There are some technical features/functions that are not so intuitive .... but once you get to know the tool, there is usually a solution available.

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

automated proposal process
customer insights (what content they use/what they don't)

  ### 26. Amazing, it was something we were looking for a long time! it suits us perfectly

**Rating:** 5.0/5.0 stars

**Reviewed by:** Francisco G. | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 16, 2024

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

Is very intuitive to use, even if you dont have any programing background

**What do you dislike about Qwilr?**

the things to do are sometimes are limited

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

Time and quality on treatment proposal presentation

  ### 27. Customer service

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** July 31, 2024

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

Easy to manage my proposals
Great customer service
Great interaction with my clients

**What do you dislike about Qwilr?**

Limited funcionalities and folders UX...

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

quick creation of proposals.
Easy interaction with customer

  ### 28. Quick turn around for proposals to my clients!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Austin J. | Client Success Coordinator, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 15, 2024

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

I love the UX design, the quick turn around in getting my clients their proposals, which in turn improves my follow up process. I love the cloning feature.

**What do you dislike about Qwilr?**

I wish there was a drag and drop option or a copy and paste option to transfer information from one proposal to another.

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

Transparency with information given to clients. Easy to read and undertsand. Interactivity with proposals gives clients more freedom of choice.

  ### 29. Really happy - support great!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Joe B. | Head of Telecoms, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 12, 2024

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

The ease of speaking to the team and the nice interface designs for proposals.

**What do you dislike about Qwilr?**

It's not easy to make your own blocks, I wish that was more straight forward to do.

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

It's easy to use and gives us a nice interface.

  ### 30. Fantastic product, but room for improvement

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** July 17, 2024

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

You can easily create sales proposals that are dynamic and stand out against the rest. 
Qwilr is easy to use and support team gets back to you quickly, if you do get stuck.

**What do you dislike about Qwilr?**

There are a few things that limit creativity on Qwilr. It would also be nice to be able to organise documents into folders for ease of access.

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

Being able to prepare outstanding sales proposals.

  ### 31. Qwilr has a simple interface is easy to use. The customer support was quick and effective.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Dave M. | Chief Marketing Officer & Chief Operating Officer, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 15, 2024

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

The esigning of partner agreements and teh simple interface

**What do you dislike about Qwilr?**

I would like and easier way to repview emails perhasp but i am still finding my way.

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

Esigning contracts that cant be dont in hubspot

  ### 32. Easy to use and creates impressive proposals

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** November 03, 2023

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

I've tried several services to produce my client proposals over the years. They all did a reasonable job, but they all had some issues which eventually prompted me to move away from them.

Qwilr does a great job. It's easy to use, produces great-looking proposal documents, integrates with HubSpot and provides a digital record that the client has accepted. Best of all, unlike the rest that I've used, the PDFs that it produces look brilliant too. 

I now use Qwilr for all of my proposals and on the rare occasions where I've had to deal with customer support they've been helpful.

**What do you dislike about Qwilr?**

As with all software, there are things that don't work the way I'd like them to. But there's nothing bad enough for me to look elsewhere. The two biggest things for me are:
  - The pricing tables allow optional items, but don't allow for 'pick one from these x options'. Not a show stopper, but it would be helpful.
  - The user-defined templates are very helpful, but the main screen shows a list of the templates and you have to click a template to see all of the proposals beneath it. I'd prefer to see a straight list of proposals with an indication of which template it was created with. The main problem is that if I need to make changes to a template, I have to clone it, and then new proposals live under that new one. So I could end up with multiple versions of a very similar template and have to remember which proposal was created with which template.

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

Qwilr allows me to create professional looking proposal documents, relatively quickly. One of my solutions is a standard package, so I can create a proposal document for that in a very short time.
Having a great looking propsal is helping me win more business and the digital signature ensures that I have a firm, legally binding committment from my clients.

  ### 33. A Proposal software thats easy to use and always impresses my clients

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** March 19, 2024

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

The minimal amount of work I have to do to build out the best looking proposals. The e-sign component is also good.

**What do you dislike about Qwilr?**

The fonts: Not bein able to control the spacing beteen lines and the color is all-in-one in some blocks.

The downloaded version doesnt represent the proposlal well at all.

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

It encourages my leads to read the entire proposal. Eassily accessible by having its own hyperlink. Ability to update errors even after i sent it out

  ### 34. Beautiful proposal software

**Rating:** 4.5/5.0 stars

**Reviewed by:** Jean T. | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 03, 2023

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

I like Qwilr's templates and presentation for beauty and oomph. Proposals are easy to create and easy for leads to digest and accept. I believe they elevate our brand and speed time to close deals.

**What do you dislike about Qwilr?**

The backgrounds are lovely but finding ones that enable readable text can be difficult (wish images had configurable text boxes with lighter background). Also the font sizes are limited: small, medium, large. Finally it can be difficult to collaborate as one user must be out of a section before another can access it.

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

Qwilr gives us a proposal template system, cutting down on proposal creation time and offering an attractive result.

  ### 35. Game-Changer!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Liam M. | Chief Commercial Officer (CCO), Small-Business (50 or fewer emp.)

**Reviewed Date:** January 29, 2024

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

It makes all of our proposals look incredible!

**What do you dislike about Qwilr?**

Not as much customisability for bespoke engineering companies where each proposal requires some tailoring, particularly around pricing presentation. Additionally, it is a bit buggy trying to rename sections of the proposals when tracking user interactions.

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

It makes doing proposals easy whilst looking UNBELIEVABLE. I love the feature of adding youtube videos to the header.

  ### 36. I had best of experience with the Qwilr support team.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Abhishek V. | Cyber Security Trainee, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 21, 2024

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

The support team at Qwilr is amazing. Even on Sunday, I was getting responses in such a quick manner and it was such a delightful experience.

**What do you dislike about Qwilr?**

Nothing as of now. I haven't encountered any bad experience with the Qwilr as of now.

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

It's making our day to day task much more easier and our lives efficient.

  ### 37. Good customer service

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** April 26, 2024

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

Qwilr was helpful in creating clean documents. Good customer service

**What do you dislike about Qwilr?**

A bit pricey, also could be a bit more customizable.

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

It was helpful to have all quotes easy to browse in one place, along with preventing scope creep. It was also very nice to be able to duplicate documents for look-alike products.

  ### 38. Great tool for fee proposals!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Austin T. | Founder | Director, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 08, 2024

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

Qwilr allows us to simplify our fee proposal process, our clients can access them online anytime and to accept the proposal is super simple.

Graphically the presentation of the fee proposal is a lot more exciting than a PDF file, and we can edit/amend it to include  additional information after the fee proposal has been sent out.

**What do you dislike about Qwilr?**

The integration between Qwilr and our accounting software Quickbooks can be made more seamless.

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

Qwilr lets us edit the fee proposal on the run and allows an opportunity to present our company profile.

**Official Response from Tania Clarke:**

> Hi Austin, thanks so much for the lovely review <3 we agree that the ability to update and edit what is live without needing to resend or reattach is so valuable. The interactivity of Qwilr proposals make it much more fun to open for clients as well! 

And for the feedback on our Quickbooks integration. If you'd ever like to jump on a call and walk us through how you use Quickbooks and what you would like to improve, let us know!

Cheers,
Tania from Qwilr 

  ### 39. Easy to use and set up software that presents quotes to my customers in a very professional way.

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** March 25, 2024

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

Once the templates are set up its so easy and really quick to create quotes

**What do you dislike about Qwilr?**

Would like to have more colour options around fonts

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

The ease of quoting

  ### 40. Qwilr has changed the way we sell.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Adam M. | Director of Sales, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 20, 2020

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

Qwilr pages are beautiful & simple, and they set us apart from the competition. They are much easier to edit than other proposal services out there -- meaning we can send more quotes in a shorter period of time. The side-by-side pricing tables allow us to sell tiered services which help the bottom line. Customer support is always quick and helpful. Works great with HubSpot.

**What do you dislike about Qwilr?**

I wish Qwilr add the ability to incorporate discount codes at checkout.

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

I'm able to send proposals much quicker and to be able to present our services in an industry-leading way.

  ### 41. Takes proposals to a new level

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** March 06, 2024

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

Exceptionally professional presentation
Integrates Credit Card Billing
Aesthetically superior

**What do you dislike about Qwilr?**

Not easy to learn
Expensive to scale across a company

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

Proposals and collecting down payment or deposit

  ### 42. A great platform to create and share and collaborate on proposals...

**Rating:** 4.5/5.0 stars

**Reviewed by:** Paul H. | Partner | Branding | Digital Marketing | Direct Marketing, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 12, 2024

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

The design structure and the ability to add content in any format from links, photos and videos is very simple.

**What do you dislike about Qwilr?**

The old time it hadn't saved due to poor internet conection.

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

Time and ease of use. IWe can access it anywhere.

  ### 43. We have been using qwilr for several years and we love it

**Rating:** 5.0/5.0 stars

**Reviewed by:** Glen M. | Lead Consultant, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 18, 2023

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

I love the ease of creating a professional and easy-to-read proposal. It is also great to be able to update details on the proposal prior to signoff without re-submitting the whole thing and having to deal with multiple versions.

**What do you dislike about Qwilr?**

Custom domains, and quote numbers would be handy on the basic plans

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

Quote and proposal preparation and signatures

  ### 44. The best proposal and quote software I have used.

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** January 31, 2024

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

Easy to get started but rich with additional features and integrations.

**What do you dislike about Qwilr?**

Rearranging blocks of content isn't always the most intuitive user experience.

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

Modern, online, responsive proposals, quick to produce with esignatures and CRM integration.

  ### 45. Fanatical customer support

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** February 13, 2024

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

Qwilr delivers a hyper experiential proposal to the end client. It represents our brand perfectly.

**What do you dislike about Qwilr?**

It has a few clunky UI bits when it comes to front end file organization. Our company makes a unique experience for every client, which I gather is not typical for most users.

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

Qwilr is a serious upgrade from sending powerpoints to clients.

  ### 46. I love Qwilr

**Rating:** 5.0/5.0 stars

**Reviewed by:** Phaedon S. | CEO/Co-Founder, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 11, 2024

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

ease of use in creating new documents, tracking them and engageing with customers

**What do you dislike about Qwilr?**

lack of templates, would be great to see a few more options to plug into.

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

how we present opportunities to engage with the business and communicating with our members.

  ### 47. Transformed our quotations!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Luke T. | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 02, 2023

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

I love how visually appealing Qwilr is in regards to the proposals we send our clients. We've had really positive feedback, even from people very high up at Apple.

**What do you dislike about Qwilr?**

Sometimes the user interface is hard to use an my mouse has to be accurate to use a feature in the editor.

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

It allows us to provide a pleasurable signing experience to our prospects with very low friction.

  ### 48. Game Changer for Our Business

**Rating:** 5.0/5.0 stars

**Reviewed by:** Hunter T. | Managing Partner, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 15, 2022

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

We're a technology services company spends a lot of time telling a story about partnership. It's the common thread from the first time a business interacts with our brand online and it's there when we sit down for the closing sale meeting. Qwilr allows us to continue that story through to the agreement, and we find a lot of value in that.

**What do you dislike about Qwilr?**

I wouldn't say I like how there are some feature limitations to the product. We're very particular about branding, and most of the branding features we'd like access to are hidden behind the enterprise license. This license simply doesn't make sense for our stage of growth.

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

We're solving the problem of dead quotes that lose momentum with Qwilr. We leverage the ability to see times quotes have been viewed quite a bit. It allows us to determine if another touch point is in order with our customers.

  ### 49. Fantastic Solution for Proposals and Quotes for Customers :-)

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** November 01, 2023

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

How customisable it is for your organisation and for the clients

**What do you dislike about Qwilr?**

The Pricing Module needs more flexibility to enable organisations to create options that enable customers/prospects to pick and choose multiple options within a pricing module block.

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

Enabling Empowerment for the Sales Organisation and unifying Systems and Processes for the organisation to follow.

  ### 50. 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.


## 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=5&section=pricing&secure%5Bexpires_at%5D=2026-08-07+10%3A09%3A01+-0500&secure%5Bsession_id%5D=82cebe07-95bc-49a6-ba5d-5089385cb346&secure%5Btoken%5D=ec942a62d484f601d8af8c558f71ef915653cd04b959cb86de15aac508d6db66&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

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

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

**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

**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

**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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