Overview
Qwilr is a document creation tool that enables you to create proposals, quotes and other sales documents as beautiful, responsive web pages.
Here’s how it works:
Create beautiful proposals, quotes and other documents
Use our simple drag and drop editor to create beautiful proposals and
documents. Add videos, maps, audio, forms, calendars, spreadsheets,
interactive pricing calculators and more.
Send them as responsive web pages that look great on any device
Share your documents as beautiful web pages that look great on mobile &
desktop. Add password protection & user authentication to ensure only the
right people see them.
Get notified when people view your proposals quotes and other documents. See who’s viewing them, how long for, what content they’re engaging with and more.
Allow people to accept, sign and pay instantly
Allow prospects to instantly accept, e-sign and/or pay from within your
documents. Get notified the moment they accept, and see a full audit trail of
the engagement.
Integrate with Xero
Automatically create invoices in Xero whenever a proposal is accepted or
payment is made.
Qwilr + Xero
Qwilr can automatically create a draft invoice in Xero when a proposal is accepted, saving you from having to manually create and send the invoice.
Whenever you send a proposal in Qwilr, simply select the ‘Create invoice in Xero’ option and select which contact to associate it with. Once the proposal is accepted, a draft invoice will automatically be created in Xero with all the information from your proposal.
Getting started
Once you have created a Qwilr account, here’s how to setup the integration (you only need to do this once):
Integrate Qwilr with your Xero account by selecting it from the list of integrations and following the on-screen instructions (It takes 30 seconds).
Map the taxes that appear on your Qwilr proposal (I.e. GST or VAT) to your Tax Account in Xero.
Reviews & ratings
MT