Qwilr for Zoho CRM helps sales teams close deals faster with automation. Speed up your sales cycle by creating beautiful, personalized proposals, contracts, quotes, customer onboarding documents, and more with only a few clicks in Zoho CRM. Your buyers will be wowed by the beautiful, web-based documents that are personalized uniquely for them.
Key Features:
Electronic signatures + payment options: 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.
Deal variables to personalize every document: Qwilr can pull data from the Contact, Account, Leads, Quotes, or Deal object.
Engage and upsell buyers with pricing: Qwilr content is all built on the web, engaging buyers with interactivity and the ability to upsell with extra products or services using our interactive quote and pricing feature.
Template library: Shorten the time it takes to create sales material. Qwilr’s ready-made templates let sales reps generate pages instantly from Zoho CRM.
Sorry to hear this hasn't worked as expected! I know our team have been in touch regarding your product line items being embedded in a subform rather than in the products module which explains the product information not pulling through. We'll keep chatting via support and hope to get it solved for you.
Great software that is highly integrated to CRM. I highly recommend this for anyone seeking tailored proposals or other documents, using existing information from CRM.
I've been using Qwilr for over 7 years now and it's a favorite software of mine. As a Sales Leader, the templates and CRM integrations are outstanding! We recently switched from HubSpot to Zoho CRM and Zoho was selected because it had Qwilr integrations which was a must. I have to say, I thought Qwilr was good in HubSpot but it's even better in Zoho!
We've been using the Qwilr integration with Zoho CRM very easily at Contact and Deal level + it's quite flexible in what you can do with templates and map or re-map fields to be populated with CRM data into your proposals.
Sorry to hear this didn't work as expected! We'd love to help troubleshoot and get the integration working for you. Please contact help@qwilr.com and our friendly support team will be in touch.
Qwilr is the tool of choice for scaling B2B sales teams. Qwilr makes it easy to create differentiated, visually compelling sales and marketing collateral, at speed. You can deliver a better, faster buyer experience by combining content, price quotes and sales transactions into a single, mobile-friendly webpage. It’s the ultimate productivity boost for sales and marketing teams, with automation, analytics, code-free design and collaboration capability, all in one platform.
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I would recommend you to try Qwilr for Zoho CRM. It would add a lot more value to your CRM account.
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Sorry to hear this hasn't worked as expected! I know our team have been in touch regarding your product line items being embedded in a subform rather than in the products module which explains the product information not pulling through. We'll keep chatting via support and hope to get it solved for you.
Team Qwilr