I really like how Qwilr makes our fee proposals much more interactive compared to a standard PDF format and allows us to see data on where clients spend their time within our proposals. This gives us the ability to highlight the parts that are most important to clients. I like being able to change the layout or content based on client needs, making it as relevant as possible for each specific client. The interactive features are great, and I love being able to quickly include our project team in our fee proposals so clients can put names to faces. Another highlight is the integration of videos and voice notes into the proposals, which allows us to give feedback or overviews instead of just a chunk of text. It's been really great for us in these aspects, giving us something we didn't have before.
I find Qwilr really easy to use, especially when creating quotes and using templates saved in my CRM. The integration with my CRM is seamless, which makes it super easy to generate quotes based on the products we use and to have one system where prospects can easily sign the quotes. I like that I'm notified when a customer signs the quote, and it even tracks if someone starts to sign but doesn’t finish. Saving templates for quick use is also a big plus for me. Overall, it's probably one of the most user-friendly systems I've used.
CR
Chandler R.
CEO, Writer/DirectorSmall-Business (50 or fewer emp.)
Qwilr is great for creating quick proposals that look good, and it's super easy for clients to sign off on it. Integrating contract + creative design is a big plus. It also allows me to add team members, so my team can start a draft, and I can edit it before sending it out, saving me time. I find it handy that I can save sections of a proposal for future use. Plus, I enjoy getting Slack notifications when clients open a proposal.
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