The Outbooks Proposal Tool transforms the way accountants/bookkeepers create and manage proposals. With a user-friendly design and robust feature set, our digital proposal tool makes proposal creation seamless, saving time and enhancing professionalism.
Instantly craft proposals with customised pre-designed templates in clicks. With Outbooks Proposal Tool, create stunning proposals effortlessly that always seal the business.
The Outbooks Proposal Tool makes generating engagement letters easy. Simplify the client onboarding process with automated engagement letters customised to each proposal. This ensures compliance and reduces the administrative burden, making clear expectations and responsibilities easier.
Implementing value-based pricing is no longer a burden. With the Outbooks Proposal Tool, you can set the price for your services based on the value you deliver. You can enhance client satisfaction and profitability by clearly showcasing the benefits you offer.
Integrating secure payment options into your proposals will simplify the payment process. Clients can accept and pay for services in one seamless transaction, improving cash flow and reducing the time spent on follow-ups or collections.
Outbooks Proposal Tool- Your partner in delivering professional, compelling proposals that drive business growth and client satisfaction!
About Qwilr
Reimagine your old decks and PDFs and dream up creative, inspiring communications that look professional and are easy to make with our high-quality Template Library.
Use our interactive pricing tools to give your clients a quote that’s flexible, interactive and adaptable to their needs. Create quote packages, upsell using optional line items, and provide conditional pricing in an interactive format.
Streamline your sales process by using allowing your clients to accept, sign, and pay in one seamless flow. Integrate with HubSpot, Salesforce, accounting tools, and more.
Invite your team and collaborate on the same document at the same. Control exactly who has access, so important documents are never overridden.
Promote or privately share your Qwilr Pages across any device. Update your live content, even after sharing, so typos become a thing of the past.
Get deep insights into what’s making your business tick and course correct accordingly. See how many times your Qwilr Page was viewed, which sections they spent the most time on, and create reports quickly with our Audit Trail.
Take control of your communications with and re-use your favorite sections in a single click or use your company’s template, with your set company fonts and colors.
Features
API
Audience Targeting
Contact Management
Contact Sharing
Conversion Tracking
Customer Management
Data Export
Data Import
Email Integration
Expense Tracking
External Integrations
Inventory Tracking
Lead Management
Lead Scoring
Multi-Currency
Multi-User
Notifications
Project Management
Supplier Management
Features
API
Audience Targeting
Contact Management
Contact Sharing
Conversion Tracking
Customer Management
Data Export
Data Import
Email Integration
Expense Tracking
External Integrations
Inventory Tracking
Lead Management
Lead Scoring
Multi-Currency
Multi-User
Notifications
Project Management
Supplier Management
Summary
Customisable Templates
Automated Engagement Letter Generation
E-Signatures
Integrated Payments
Consistent Value-Based Pricing
Summary
Powerful but easy-to-use WYSIWYG editor
Mobile friendly web pages that you easily share and update
Interactive pricing and quoting, and in-built "accept", e-sign, and payments
Real time team collaboration
Real-time document analytics
CRM integrations, including Salesforce and HubSpot
Security for confidential documents, including password protection, time and view limits
Accounting integrations, including Xero, FreshBooks, and QuickBooks
PDF export
Team sales performance dashboard
Pricing
Free
Free
Included in plan:
2 Proposal
Automated Engagement Letters
Customisable Templates
Integrated Payments
E-Signatures
Content Library
Dashboard
Standard
$38.05
unlimited user(s) / month
Included in plan:
10 Proposals
Automated Engagement Letters
Customisable Templates
Integrated Payments
E-Signatures
Content Library
Dashboard
Premium
$63.42
unlimited user(s) / month
Included in plan:
Unlimited Proposals
Automated Engagement Letters
Customisable Templates
Integrated Payments
E-Signatures
Content Library
Dashboard
Pricing
Pro
$15.00
1 user(s) / month
Included in plan:
Unlimited Qwilr Pages
Interactive Quoting
Accept Button
Instant Payments
View Notifications
Saved Blocks Library
Real time team collaboration
Template Library
Google Fonts
PDF Export
Email Support
Help Docs
Business
$75.00
per month (3 seats included)
Included in plan:
Unlimited Qwilr Pages
Instant Payments
Accept Button
E-Signatures
Priority Email Support
CRM Integration
Zapier Integration
Sloack Integration
Accounting Integrations
Audit Trail
Interactive Quoting
Passwords
View Analytics
View Limits
Help Docs
Time Limits
View Notifications
Remove Qwilr Badge
Data Merge via CRM/CSV
Typekit Fonts
Custom Subdomain
Email Support
Saved Blocks Library
Template Library
Google Fonts
PDF Export
Enterprise
$5,880.00
per year (10 seats included)
Included in plan:
PDF Export
Google Fonts
Template Library
Saved Blocks Library
Unlimited Qwilrs
Custom Subdomain
Typekit Fonts
Data Merge via CRM/CSV
Remove Qwilr Badge
Remove Qwilr Branding
Custom Domain
Custom Webfonts
Custom Template Conversion
View Notifications
Time Limits
View Analytics
Passwords
Interactive Quoting
Accept Button
Instant Payments
E-Signatures
Audit Trail
Custom Accept Form
Accounting Integrations
Slack Integration
Zapier Integration
CRM Integration
Qwilr API Access
Help Docs
Email Support
Priority Email Support
Account Manager
FAQs
Does this service offer an API?
No
Does this service integrate with any other apps?
Payment gateways like Stripe and GoCardless.
Does this service offer multi-user capability (e.g. teams)?
Yes
Does this service offer guides, tutorials and or customer support?
Yes
What platforms does this service support?
Supports multiple platforms like desktop, mobile, etc.
Who are the main user groups of this service?
Accountants and Bookkeepers
What is this service generally used for?
For creating and managing professional proposals.
FAQs
What is this service generally used for?
Qwilr is helping businesses reimagine their old decks and PDFs and dream up creative, inspiring communications that look professional and are easy to make. We help you make beautiful, intuitive sales and marketing documents that look impressive and integrate seamlessly with your business.
Does this service offer guides, tutorials and or customer support?
Yes, Qwilr provides in-depth help docs, tutorials, and customer support for all users, with a dedicated Account Manager provided for Enterprise customers.
What are some applications this service is commonly used in tandem with?
By combining the power of Qwilr with their existing CRM, (including Salesforce and HubSpot) customers can scale and automate their document creation and create thousands of sales and marketing documents in seconds. Qwilr also works seamlessly with a range of accounting tools to generate and store invoices, as well as analytics and live chat tools.
Who are the main user groups of this service?
Qwilr has a range of business users, including individuals, freelancers, agencies, consultancies, sales and marketing teams, and large organizations. With advanced features for our Business and Enterprise plans, Qwilr works well for large teams, but also caters to smaller business with our Pro and free Starter plans.
Does this service integrate with any other apps?
Qwilr integrates with a range of CRM, accounting, live chat, and analytics tools, including Salesforce, HubSpot, Slack, Typeform, Xero, FreshBooks, and more. Customers can also connect Qwilr with a thousand other apps via our Zapier integration.
Does this service offer multi-user capability (e.g. teams)?
Yes, Qwilr supports multiple users per account, including real time collaboration, and control editing and access rights.
Does this service offer an API?
Yes, Qwilr offers an API for the higher-tier plans. Our API allows organizations to scale by automating personalized web documents.
What platforms does this service support?
Qwilr is an application that is responsive to whichever device used--desktops, tablets, and mobile devices.
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