# Qwilr

> Qwilr is an Australian-built proposal and quoting platform that replaces PDF attachments with interactive, branded web pages: sales teams build documents from reusable blocks, add interactive quotes and ROI calculators, collect legally binding e-signatures and payments inside the page, and watch section-by-section engagement analytics, with CRM integrations and an API that can generate documents automatically from deal data.

- Category: Proposals & E-signature (https://saastracker.org/categories/proposals-esign)
- Website: https://qwilr.com
- Starting price: $35/user/mo (Starter, billed annually; $49 billed monthly)
- Free plan: No
- Free trial: 14 days on the Starter plan with full Starter features, no credit card required
- Founded: 2014, HQ: Sydney, Australia, Ownership: Venture-backed
- Profile last reviewed: 2026-08-22
- Canonical profile: https://saastracker.org/products/qwilr

## Overview

Qwilr's founding idea has not changed since 2014: a proposal should be a web page, not a PDF. Documents are built in a drag-and-drop editor from blocks (text, video, interactive pricing tables, ROI calculators, calendar links) and delivered at a URL that adapts to any screen. Because the buyer is reading a page rather than a file, Qwilr can tell the seller exactly which sections were opened, how long each was read, and when the buyer came back for a second look.

The commercial layer is what separates Qwilr from a design tool. Interactive quotes let buyers toggle optional line items and quantities; QwilrPay collects one-off or recurring payment at the moment of acceptance through Stripe; e-signature closes the agreement without a second tool. Vendor marketing leans on outcome claims, including a 44 percent higher win rate versus industry average and a 75 percent reduction in proposal creation time, and cites 5,000 plus customers including Thomson Reuters, Drata, Meltwater, and Yale.

The catch for small teams is the price architecture. Starter is $35 per user per month on annual billing and covers one user, e-sign, analytics, QwilrPay, and CRM connections to HubSpot, Zoho, and Pipedrive. The next tier, Growth, is not a per-seat step up but a $275 per month package for five users, and Scale is $750 per month for ten. The features most people associate with Qwilr's 2026 marketing (Smart Proposal Engine, AI Prefill, conditional content, Salesforce) sit on Scale. Qwilr is excellent, and it is the most expensive product in this category for a team of two.

## How it works

1. You start from a template or an existing page and assemble the document from blocks in the browser editor. Brand settings (fonts, colors, logo, custom domain) apply globally, so a rep dragging in an approved case-study block cannot break the design. Saved blocks and an asset library keep the reusable content in one place instead of in everyone's old proposals.

2. Pricing goes into a Quote block rather than a static table. You can present one-off and recurring costs, mark optional add-ons, let the buyer set quantities, and offer recommended plans, with totals recalculating live. On higher tiers the values can be pulled from CRM deal fields or an external data source over the API so nobody retypes a price.

3. The finished page is sent as a link. Qwilr fires Slack or email alerts when it is opened, records per-section time on page, and can require a password or identity verification before the page renders. Acceptance happens in the page: the buyer signs, and if QwilrPay is enabled, pays a deposit or sets up a subscription in the same flow.

4. Automation closes the loop back to the CRM. Native connections to HubSpot, Salesforce, Zoho, Microsoft Dynamics, and Pipedrive can generate a document from a deal, merge deal variables into the copy, and write acceptance events back to the record. The API and Zapier cover everything else; API-generated documents draw from a per-plan allowance (10 on Starter, 150 on Growth, 600 on Scale) and then bill per document.

## Best for

Design-conscious B2B sales teams of roughly five to fifty people selling considered purchases (agencies, SaaS, professional services) that want proposals to look like a product experience, need engagement analytics to time their follow-up, and can justify a four-figure annual spend for the sales content layer.

## Not the right fit for

- Solo founders and two-person teams on a budget; at $35 per user per month for Starter, Qwilr costs more than twice what Better Proposals charges for a comparable single-seat plan.
- Teams that only need signatures. If the document is already written and the job is routing it for signature, a dedicated e-sign tool like SignWell or Documenso does it for a fraction of the price.
- Salesforce shops below ten seats; the Salesforce integration is gated to the Scale tier at $750 per month, which is a hard wall rather than a gentle upsell.
- Buyers who need documents to be files. Qwilr's whole model is the hosted page, and while PDF export exists, teams whose clients demand a formal PDF of record will find the format working against them.
- Procurement-heavy environments needing redlining and clause-level contract negotiation; Qwilr is a presentation and acceptance tool, not a contract lifecycle management system.

## Features

### Document creation

The block-based editor that made Qwilr's reputation.

- **Drag-and-drop block editor**: Documents are assembled from typed blocks (text, image, video, quote, accept, source) rather than laid out page by page, so the output is responsive on phones by default.
- **Reusable saved blocks and asset library**: Approved sections (case studies, team bios, security language) are stored centrally and dragged into new documents, which is how Qwilr keeps rep-authored content on message.
- **Brand controls**: Global fonts, colors, logos, and a custom domain apply across every document; custom branding is called out as a Growth tier addition on the pricing page.
- **Template gallery**: Pre-built templates for sales proposals, quotes, marketing collateral, customer success plans, and sales enablement material.
- **AI Proposal Creator**: Generates a starting template from your website URL and industry, then refines with prompts about the prospect and the offer.
- **Conditional content**: Sections appear or hide based on deal attributes so one master document serves multiple segments; available on the Scale tier.

### Quoting and payments

The part that turns a document into a transaction.

- **Interactive quote block**: Buyers can select recommended plans, toggle optional line items, and adjust quantities, with one-off and recurring costs calculated live.
- **ROI calculators**: Embedded interactive calculators let the buyer enter their own numbers and see a value case rather than reading the seller's assumptions.
- **Legally binding e-signature**: Signature capture is native to the accept block, so approval and signature happen in the same page as the pricing.
- **QwilrPay**: Collects one-off deposits or recurring payments at acceptance through PCI-DSS compliant processors, which shortens the gap between yes and cash.
- **Live product and pricing data**: Prices can be sourced from the CRM or an external system through the API rather than typed, which removes the most common quote error.

### Analytics and buyer signals

Where Qwilr earns its keep for sales managers.

- **Section-level engagement analytics**: Reports show which blocks the buyer read and for how long, not just whether the document was opened.
- **Real-time Slack and email alerts**: Notifications fire when a buyer opens, re-opens, or accepts, which is the signal reps actually act on.
- **Identity verification**: Reveals who is viewing the page rather than reporting an anonymous open; positioned on the Growth tier.
- **Password protection and expiry**: Documents can be locked behind a password so a forwarded link does not leak pricing to the whole buying committee uncontrolled.
- **Enhanced reporting**: Aggregate reporting across documents and teams for win-rate and cycle-time analysis; enhanced reporting is a Growth tier feature.

### Automation and integrations

Getting documents created from deal data instead of by hand.

- **CRM document generation**: HubSpot, Zoho, and Pipedrive on Starter; Microsoft Dynamics 365 on Growth; Salesforce on Scale. Documents can be created from a deal and acceptance written back to it.
- **Deal variable merging**: CRM fields populate names, pricing, terms, and dates inside the document so personalization is not manual editing.
- **Smart Proposal Engine and AI Prefill**: A rules-plus-AI layer that adapts content, pricing, and structure to deal inputs; both sit on the Scale tier.
- **REST API**: Programmatic document creation with a monthly allowance per plan (10, 150, or 600 documents) and per-document pricing beyond it.
- **Zapier and Slack**: Standard no-code automation plus channel notifications for deal-room style workflows.

### Team and security controls

The governance features that appear as you climb the tiers.

- **Team-level permissions**: Role-based access and team scoping for who can edit templates and send documents; listed on the Scale tier.
- **SOC 2 Type 2**: Qwilr publishes SOC 2 Type 2 compliance alongside encryption in transit and at rest.
- **Single sign-on**: SSO is available for teams that require centralized identity management.
- **Premium design services**: A paid design team builds your template library for you; bundled at the Scale tier rather than sold separately.

## Use cases

- **Digital agency owner pitching retainers**: Every pitch goes out as a 20-page PDF built in InDesign, takes a designer half a day, and the agency never knows whether the client read past the intro. Outcome: Saved blocks turn the pitch into a 20-minute assembly job, the interactive quote lets the client pick a retainer tier themselves, and QwilrPay takes the first month's fee at signature.
- **SaaS account executive with a HubSpot pipeline**: Quotes are built by hand in Google Slides, pricing errors slip through, and follow-up timing is guesswork. Outcome: The HubSpot integration generates the document from the deal with correct pricing merged in, and a Slack alert on the second open tells the rep when to call.
- **Head of sales standardizing rep output**: Ten reps send ten different-looking documents with inconsistent claims and stale pricing, and marketing has given up policing it. Outcome: Brand settings plus an approved block library make the on-brand path the fastest path, and section analytics show which messaging blocks actually get read across the team.
- **Professional services firm selling scoped projects**: Scope, price, and terms live in three documents and the client signs a separate contract weeks later, adding a fortnight to the cycle. Outcome: One Qwilr page carries the scope narrative, the interactive quote, the terms, and the signature block, with a deposit collected on acceptance.

## Pricing

Three published self-serve tiers. Starter is per user; Growth and Scale are packaged monthly prices that include a fixed number of users with a per-user rate above that. All paid plans are billed annually except Starter, which also offers monthly billing.

- **Starter**: $35 per user, per month, billed annually ($49 monthly). 1 user included, additional users $35 each; E-signature, analytics, and QwilrPay; HubSpot, Zoho, and Pipedrive integrations; API access with 10 free API-generated documents per month. The only genuinely small-team tier, and the only one you can buy monthly.
- **Growth**: $275 per month, billed annually. 5 users included, additional users $55 each; Automations and custom branding; Microsoft Dynamics integration; Identity verification and enhanced reporting; 150 free API-generated documents per month. A packaged price, not a per-seat step: a six-person team pays $330 per month, roughly 60 percent more than six Starter seats.
- **Scale**: $750 per month, billed annually. 10 users included, additional users $75 each; Salesforce integration; Smart Proposal Engine, AI Prefill, and conditional content; Team-level permissions and chat support; 600 free API-generated documents per month.

Add-ons:

- API-generated documents beyond the plan allowance ($5 per document (Starter), $2.50 per document (Growth and Scale)): Pay-as-you-go, applies only to documents created programmatically rather than in the editor.
- Additional users ($35 (Starter), $55 (Growth), $75 (Scale) per user per month)

Billing notes:

- Prices are US dollars as published in August 2026. Growth and Scale are listed as annual billing only; Starter is the single tier with a published monthly rate.
- The step from Starter to Growth is the real decision point: a team of five pays $175 per month on Starter seats but $275 per month for Growth, and automations, custom branding, and identity verification only exist above that line.
- There is no free plan. The 14-day trial covers Starter features only, so the AI and automation features Qwilr markets hardest cannot be evaluated during the trial.
- API document generation is metered separately from seats; teams planning to auto-generate quotes at volume should price the per-document rate, not just the subscription.

Value assessment: Qwilr is priced as sales infrastructure, not as a document tool, and the sticker reflects that: a five-person team on Growth pays $3,300 a year before add-ons, against roughly $1,260 for the same headcount on Better Proposals Premium and $1,140 on Proposify Basic. What you get for the premium is the best-looking output in the category, genuine interactivity (quotes, calculators, embedded payment), and section-level analytics that the cheaper tools approximate at best. If proposals are a meaningful part of how you win deals and the design quality is part of the pitch, the money is defensible. If proposals are paperwork, it is not.

## Strengths

- The best output quality in the category: proposals look like a designed web experience without a designer in the loop, and they are responsive on mobile by default.
- Interactivity is real, not cosmetic: buyer-configurable quotes, ROI calculators, and embedded payment change what the document can do rather than how it looks.
- Section-level engagement analytics with Slack alerts give reps a genuine follow-up signal instead of a single open notification.
- QwilrPay collapsing signature and payment into one moment is a material cycle-time win for deposit-based and retainer businesses.
- Deep CRM coverage (HubSpot, Salesforce, Zoho, Dynamics, Pipedrive) with document generation and write-back, plus an API for programmatic creation.
- SOC 2 Type 2, SSO, password protection, and identity verification make it viable for teams whose buyers run a security review.

## Limitations

- The most expensive entry price in this comparison set, and the pricing structure punishes small teams: the jump from Starter to the $275 per month Growth tier is steep and unavoidable if you want automations or custom branding.
- Feature gating is aggressive. Salesforce, conditional content, the Smart Proposal Engine, and AI Prefill all live on the $750 per month Scale tier, which puts Qwilr's headline 2026 features out of reach for most startups.
- The 14-day trial only exposes Starter, so buyers cannot evaluate the features that justify the higher tiers before committing to an annual contract.
- Growth and Scale are billed annually only, so there is no low-commitment way to run a quarter on a mid tier.
- It is a proposal and acceptance tool, not contract lifecycle management: no redlining, clause libraries, or negotiation workflow.
- The web-page-first model is a liability with buyers who require a signed PDF of record or who work in environments where external links are blocked.

## Comparisons

- **Qwilr vs Proposify**: Both sell branded proposals with tracking, but the pricing philosophy is opposite: Proposify charges $19 per user per month and meters how many documents you send, while Qwilr charges $35 per user and lets you send freely. High-volume, lower-value quoting fits Proposify badly and Qwilr well; a team sending a handful of large considered-purchase proposals a month will find Proposify much cheaper. Qwilr wins decisively on output design and interactivity, Proposify on approval workflow and per-seat economics.
- **Qwilr vs Better Proposals**: Better Proposals is the pragmatist's version of the same idea at roughly a third of the price: $13 per user per month against $35, with the same core of tracked web documents, e-signature, and payment collection. Qwilr's advantages are design ceiling, interactive quote configuration, ROI calculators, and CRM depth up to Salesforce. Choose Better Proposals if the proposal is a business document; choose Qwilr if the proposal is part of the product experience you are selling.
- **Qwilr vs SignWell**: These solve opposite halves of the same deal. SignWell routes a document that already exists for signature, with a free tier and unlimited signing at $10 a month; Qwilr authors, prices, and closes the document as an interactive page from $35 per user per month. If your contracts arrive finished from legal, Qwilr is roughly forty times the cost of the task, and if your bottleneck is producing a persuasive quote, SignWell offers nothing to help. Running SignWell alongside a cheaper proposal tool is a common and much cheaper stack.

## Implementation

- Setup time: A first branded proposal in an afternoon: apply brand settings, adapt a template, send. Building a reusable block library and wiring CRM document generation with merged deal variables is more like one to three weeks of part-time work.
- Learning curve: Low for reps, who mostly duplicate a template and swap the quote block. Moderate for the person owning templates, since block-based layout thinking is different from editing a Word document and the automation rules take experimentation.
- Onboarding: Self-serve with templates and documentation on Starter. Growth adds a dedicated customer success manager, Scale adds chat support and premium design services that build your template library for you.
- Migration: There is no importer that will preserve a designed PDF or InDesign layout; existing proposals are rebuilt as blocks, which is a real one-time cost. The upside is that rebuilding forces the content consolidation most teams need anyway. Content that already lives in a CRM migrates cleanly through the integrations.

## Platform, API & security

- Platforms: Web app, Responsive buyer-facing pages, REST API, Zapier
- API: REST API for programmatic document creation and data sourcing, available from the Starter tier. Each plan includes a monthly allowance of API-generated documents (10, 150, or 600) with pay-as-you-go pricing beyond it.
- Compliance: SOC 2 Type 2, PCI-DSS compliant payment processors for QwilrPay, Legally binding electronic signatures
- Data residency: Not published on public pages.
- SSO: Single sign-on is offered; role-based permissions and team-level controls are positioned on the higher tiers.
- Security notes: Encryption in transit and at rest, password-protected documents, identity verification on Growth and above, and role-based permissions. Buyers with formal review requirements should request the SOC 2 report directly.

## Support

- Channels: Email support on all plans, Dedicated customer success manager (Growth and Scale), Chat support (Scale)
- Documentation: Help center, template gallery, and API documentation covering document generation and integrations.
- Community: No large public user forum; the company publishes blog and webinar content rather than running a community.

## Company

- Founded: 2014
- Founders: Dylan Baskind, Mark Tanner
- Headquarters: Sydney, Australia
- Ownership: Venture-backed
- Employees: Roughly 100 (third-party estimates, 2026); LinkedIn band 51-200
- Funding: Around $10M raised across seed and Series A rounds, including a US$7.5M Series A led by AirTree Ventures with Skip Capital, Point Nine Capital, Right Click Capital, and Macdoch Ventures participating.

Funding history:

- Seed (2014 and 2015): $100K and $530K. Early backing from Sydney Seed Fund.
- Seed (2017): $2M. Led by Point Nine Capital.
- Series A (2019): US$7.5M. Led by AirTree Ventures.

Timeline:

- 2014: Founded in Sydney by Dylan Baskind and Mark Tanner on the premise that sales documents should be web pages rather than PDFs.
- 2017: Raises a $2M seed round led by Point Nine Capital as the product finds traction with agencies and SaaS sales teams.
- 2019: Closes a US$7.5M Series A led by AirTree Ventures, expanding into the US market.
- 2023: Launches the AI Proposal Creator, generating starting templates from a website URL and industry.
- 2025: Introduces the Smart Proposal Engine, a rules-plus-AI layer that adapts content and pricing to deal inputs, gated to the Scale tier.
- 2026: Pricing consolidates to Starter, Growth, and Scale, with AI Prefill and conditional content positioned as Scale-tier differentiators; the vendor cites 5,000 plus customers.

## Integrations

HubSpot, Salesforce, Zoho CRM, Microsoft Dynamics 365, Pipedrive, Slack, Stripe (via QwilrPay), QuickBooks, Zapier, REST API

## FAQ

### What is Qwilr?

Qwilr is proposal and quoting software that publishes sales documents as interactive, branded web pages instead of PDFs. Each page can include a configurable quote, an ROI calculator, embedded video, a legally binding e-signature, and a payment step, and the sender sees section-by-section analytics on how the buyer engaged with it.

### How much does Qwilr cost?

Starter is $35 per user per month billed annually, or $49 billed monthly, and includes one user. Growth is $275 per month for five users and Scale is $750 per month for ten, both annual billing only, with additional users at $55 and $75 respectively. There is no free plan.

### Does Qwilr have a free plan?

No. Qwilr offers a 14-day free trial of the Starter plan with full Starter features and no credit card required, but there is no free tier after the trial. Teams that need a permanently free option for occasional signing should look at SignWell or Documenso instead.

### Does Qwilr include e-signatures?

Yes, on every plan including Starter. Signature capture is built into the accept block of the document, so the buyer reads the proposal, configures the quote, signs, and can pay through QwilrPay without leaving the page.

### Can Qwilr take payments?

Yes. QwilrPay collects one-off payments such as deposits or recurring subscription payments at the moment the buyer accepts, processed through PCI-DSS compliant payment processors. It is included from the Starter tier.

### Which CRMs does Qwilr integrate with?

HubSpot, Zoho CRM, and Pipedrive are available from Starter. Microsoft Dynamics 365 requires Growth and Salesforce requires the Scale tier, which is an important detail for Salesforce shops evaluating the entry price.

### What analytics does Qwilr give sales teams?

Because the proposal is a web page, Qwilr reports which sections the buyer viewed and how long they spent in each, along with re-opens and acceptance events, and pushes real-time alerts to Slack or email. Growth adds identity verification so you can see who is reading rather than just that someone is.

### Is Qwilr worth it compared to cheaper proposal tools?

It depends on whether proposal quality is part of how you win. Qwilr costs roughly three times Better Proposals per seat and produces noticeably better output with genuine interactivity, CRM depth, and analytics. For teams sending routine quotes where design is not a differentiator, the premium is hard to justify.

### Does Qwilr have an API?

Yes, from the Starter tier. The REST API creates documents programmatically and can source live pricing data from external systems. Each plan includes a monthly allowance of API-generated documents (10 on Starter, 150 on Growth, 600 on Scale), after which they cost $5 or $2.50 each depending on tier.

### Who founded Qwilr and where is it based?

Qwilr was founded in Sydney, Australia in 2014 by Dylan Baskind and Mark Tanner. It is venture-backed, having raised around $10M including a US$7.5M Series A led by AirTree Ventures, and third-party estimates put headcount at roughly 100 people in 2026.

## Editorial verdict

Qwilr makes the strongest sales documents in this category and it is not close: the block editor, interactive quoting, ROI calculators, embedded payment, and section-level analytics add up to a genuinely different artifact than a tracked PDF. The problem is who can afford it. Starter is workable for a one or two person team, but the moment you want automations, custom branding, or Salesforce, you are looking at $275 or $750 a month on an annual contract, and the trial will not let you evaluate any of it. Buy Qwilr when the proposal is part of the pitch and the deals are large enough that a few points of win rate pays for the tier; otherwise Better Proposals delivers eighty percent of the outcome for a third of the money.

## SaaSTracker awards

- Innovation (Proposals & E-signature, Summer 2026): "Turned the proposal into a tracked web page with quoting, e-sign, and payment inside it, replacing the PDF entirely."

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Source: SaaSTracker (https://saastracker.org), an independent editorial project. This profile is compiled from public information, carries no peer reviews or paid placement, and was last reviewed 2026-08-22. Awards are judged on published criteria: https://saastracker.org/methodology