Qwilr

Qwilr

(277)
4.5 out of 5 stars

Save time and win more work by replacing your sales documents with interactive & mobile-friendly webpages that plug into your systems and are as easy to build and reuse as they are beautiful.

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Qwilr Features

Signature Process
Document Signing

Allows signor to easily and intuitively sign documents

100%
(Based on 9 reviews)
Reminders and Expirations

Reminds signors of documents that are waiting to be signed and document expiration dates

70%
(Based on 6 reviews)
Sign-In Process

Process of authenticating is secure and seemless

83%
(Based on 8 reviews)
Mobile

User can easy send and sign documents on mobile devices

81%
(Based on 8 reviews)
Signature Workflow

Sendor/Adminstrators can easily set up and track documents through multiple signature steps

93%
(Based on 9 reviews)
Mass Signatures

Send documents requiring signature to 1000's of signers at once

Not enough data available

Reporting

Provides standard reports and easy creation of custom reports to manage signature process

64%
(Based on 7 reviews)
Signature Document Creation

Easy to create signature blocks on all required electronic document types/formats

91%
(Based on 7 reviews)
Configuration
Product Catalog

Allows users to search, filter, sort and select items to be added to quote

Not enough data available

Guided Selling

Based on answering questions about customers the configurator automatically selects the best fit products

Not enough data available

Configuration Rules

Rules ensure that users select only compatible options and that all required items are included

Not enough data available

Configured Pricing

Pricing is displayed during configuration process so that users can quickly see how configuration changes impact the price

Not enough data available

Visual Configuration

Images can be displayed of options to enable users to visualize product options as it is being configured

Not enough data available

Ease of Use

Configurator guides users through process visually; no significant training required

Not enough data available

Document Creation
Customizability: Variables and Fields

Define fields to pull in dynamic information.

76%
(Based on 227 reviews)
Template Creation and Flexibility

Easily assemble custom fields and variables into reusable templates to automate the proposal creation process.

81%
(Based on 231 reviews)
Rich Media

How well the platform supports images, audio, and video in proposals.

83%
(Based on 219 reviews)
Online Document Creation

Create adaptive online documents for view via browser or mobile device.

89%
(Based on 215 reviews)
PDF Creation

Create attractive PDF versions of proposals.

76%
(Based on 215 reviews)
Custom Branding

Brand proposals and the application's portal with your company's logos and branding.

83%
(Based on 218 reviews)
Contract Management Platform Features
Contract Creation

Users can create new contracts within the platform using built-in document creation features.

94%
(Based on 5 reviews)
Contract Templates

Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields.

Not enough data available

Contract Editing

Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts.

Not enough data available

Contract Attachments

Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources.

Not enough data available

Contract Collaboration

Internal and external users are able to collaborate on contracts through a shared web portal with messaging features.

Not enough data available

Approval Process

Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system.

82%
(Based on 5 reviews)
Notifications & Reminders

Receive notifications and schedule reminders with alerts according to contract milestones.

Not enough data available

Contract Database

Contracts can be stored in a central online repository with built in search capabilities.

Not enough data available

Integrations / APIs

The contract management platform can integrate with CRM software to associate contracts with customer records, and with CPQ software to feed calculated quote details into the contract.

Not enough data available

Reporting & Dashboards

Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities.

Not enough data available

Pricing
Pricing Flexibility

Ability to support multiple pricing models for one-time, recurring, and other items

Not enough data available

Discounting

Ability to manage discounts at quote and line level; ability manage discounts based on volume and customer agreements

Not enough data available

Commerical Rules

Allows rules to be written in commercial process so that users don't make errors in pricing, terms, and other commercial considerations

Not enough data available

Terms and Conditions

Ensure that users automatically include the right terms based on items being quoted

Not enough data available

Approval Workflow

Users can submit quotes, contracts, etc for approval and obtain appropriate approvals quickly

Not enough data available

Renewals

Allows users to renew existing contracts based on contracted pricing and existing assets already owned

Not enough data available

Workflow
Document Builder Interface

Easily search for and add elements to a proposal.

83%
(Based on 215 reviews)
Collaborative Creation

Multiple users can edit a single document.

78%
(Based on 180 reviews)
Assembly and Approval Workflows

Automate workflows by routing documents to the correct individuals for adding content and approval.

78%
(Based on 39 reviews)
Quoting
Grouping

Ability to easily group items on quotes; apply and manage discounts and pricing by group

Not enough data available

Versioning

Provides abilty for versions to expire, allows users to create new versions, revert to old versions and track changes from version to version

Not enough data available

Quote Document Generation

Generate professional proposals with desired branding, product descriptions, pricing, terms, and visuals in desired format (pdf, xls, word)

Not enough data available

Document Customization

Users can customize quote with supporting documents, comments, cover letters for each customer.

Not enough data available

Ordering

Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration

Not enough data available

Contracts

Ability to convert accepted quotes into contracts; set up of required assets and contracts

Not enough data available

Analytics
Engagement Tracking

Track who is looking at proposals and how often or for how long.

80%
(Based on 203 reviews)
Proposal Effectiveness Reporting

Find out which pieces of content are performing best.

80%
(Based on 182 reviews)
Reporting and Dashboards

Access pre-built and custom reports and dashboards on proposal volume and acceptance.

78%
(Based on 190 reviews)
Admin
Configuration Ease of Admin

Easily build and maintain configurator; flexibility to easily embed all desired business logic

Not enough data available

Pricing Administration

Can easily build and maintain pricing logic required by business

Not enough data available

Workflow Management

Easily build and maintain workflows, misc commercial fields, commercial rules

Not enough data available

Document Admin

Ability to easily build and maintain quotes, contracts, and other document outputs

Not enough data available

Administration and Platform
User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

84%
(Based on 177 reviews)
Alerts and Notifications

Program in-app and email notifications for approval milestones or actions.

84%
(Based on 193 reviews)
CRM Integration

Push and pull data from CRM to build proposals and update statuses with clients.

73%
(Based on 94 reviews)
E-Signature Integration

Couple accepting proposals and signing contracts together in one workflow.

86%
(Based on 116 reviews)
API / Integrations

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

80%
(Based on 88 reviews)
CPQ Integration

Push and pull data from quote applications to build proposals.

81%
(Based on 62 reviews)
Security and Scalability
Regulatory Compliance

Meets required regulartory compliances

94%
(Based on 5 reviews)
Signature History and Audit

Tracks all document signing history to comply with required regulations

96%
(Based on 7 reviews)
Enterprise Scalability

Provides features to allow scaling for large organizations

Not enough data available

Channels
Mobile User Support

Supports users working on a mobile devide (phone and/or tablet)

Not enough data available

Offline Support

Provides ability to enable sales rep to use Configure, Price and Quote while disconnected from the internet

n/a
Channel Partner Support

Provides functionality for channel partners to configure, price, quote and buy products in a self service environment

Not enough data available

eCommerce

End customer users can configure, price, and buy products in a self service environment online

Not enough data available

Platform
Custom Branding

Custom branding can be applied through signature process

73%
(Based on 5 reviews)
User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

91%
(Based on 5 reviews)
Internationalization

Not enough data available

Performance and Reliability

94%
(Based on 5 reviews)
Integration APIs

Not enough data available

To which systems have you integrated this product

Not enough data available

Platform
CRM Integration

CRM integration is flexible and easy to maintain

Not enough data available

Integration API

System provides API's that can be used to easily integrate to financial and other 3rd party systems

Not enough data available

Internationalization

System support multiple currencies and languages to enable business in multiple countries

Not enough data available

Performance and Reliability

System is consistently available (uptime) and system's speed doesn't impact productivity

Not enough data available

Scalability

Provides ability for very large quotes, number of products, users, rules, required by enterprize level customers

Not enough data available

Reporting and Dashboards

Easily generate desired reports and dashboard on configurations, pricing, and quoting

Not enough data available

Qwilr
(277)