Qwilr + Salesforce
Create personalized proposals, pitch decks, customer onboarding docs and more with the click of a button using Qwilr and Salesforce.
Speed up your sales cycle
Automate personalized sales material, collect esignatures, send quotes, and track analytics in a few easy steps
Create personalized sales material in one click from Salesforce
Shorten the time it takes to create sales material. Qwilr’s ready-made templates let sales reps generate pages instantly from Salesforce. Reps can drag and drop content for quick customization from a library of content blocks that catch your buyer’s attention.
Personalize pages with accuracy using Salesforce data
Personalize every page automatically with Salesforce data. Qwilr pulls in data from the Contact, Account, Leads, Quotes, or Deal object.
Collect e-signatures and payment
Add legally binding electronic signature fields to proposals for faster approval. Let buyers accept and pay on the spot with the options embedded in the document.
Send a link and track activity within the deal record
Share a link with your buyers, track when they view or accept your document within Salesforce itself. Or, track how they’re engaging with every page using Qwilr’s analytics.
Enhance your Salesforce integration
Connect additional tools to increase your sales velocity.
Get started with Salesforce
Visit our help documentation to connect your Salesforce account to Qwilr and start automating personalized sales material.Visit how-to guide
Frequently asked questions
Qwilr customers can create proposals directly from their Salesforce CRM with a Qwilr Enterprise plan. Once templates are created, details from Account, Lead, Contact, or Opportunity records can be automatically pulled in to personalize proposals at scale.
Proposals created with Qwilr using the Salesforce integration are completely mobile responsive. Qwilr proposals are created as online pages, instead of a PDF. You can create thousands of proposals and sales material through Qwilr, knowing they will work on any screen resolution.
Proposals created with Qwilr using the Salesforce integration are completely interactive. Add dynamic pricing, Calendly links, videos, images, animations, an interactive ROI calculator and more - all with Qwilr's proposal software.
Qwilr proposals generated through the Salesforce CRM integration have the ability to capture digital e-signatures. Collect one or multiple signatures to accelerate deals and capture details from your customers. Qwilr e-signatures support legally-binding documents.