Qwilr Features
What are the features of Qwilr?
Document Creation
- Customizability: Variables and Fields
- Template Creation and Flexibility
- Rich Media
- Online Document Creation
- PDF Creation
- Custom Branding
Workflow
- Document Builder Interface
- Collaborative Creation
Analytics
- Engagement Tracking
- Proposal Effectiveness Reporting
- Reporting and Dashboards
Administration and Platform
- User, Role, and Access Management
- Alerts and Notifications
- CRM Integration
- E-Signature Integration
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Technology Glossary Features
View definitions of the features and discover new technology terms.
Qwilr Categories on G2
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Platform
Custom Branding | Based on 123 Qwilr reviews and verified by the G2 Product R&D team. Custom branding can be applied through signature process | 86% (Based on 123 reviews) | |
User, Role, and Access Management | Based on 120 Qwilr reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 88% (Based on 120 reviews) | |
Internationalization | Based on 99 Qwilr reviews and verified by the G2 Product R&D team. | 88% (Based on 99 reviews) | |
Performance and Reliability | Based on 123 Qwilr reviews and verified by the G2 Product R&D team. | 91% (Based on 123 reviews) | |
Integration APIs | Based on 98 Qwilr reviews and verified by the G2 Product R&D team. | 83% (Based on 98 reviews) | |
To which systems have you integrated this product | Not enough data | ||
CRM Integration | Based on 40 Qwilr reviews and verified by the G2 Product R&D team. CRM integration is flexible and easy to maintain | 79% (Based on 40 reviews) | |
Integration API | Based on 32 Qwilr reviews and verified by the G2 Product R&D team. System provides API's that can be used to easily integrate to financial and other 3rd party systems | 82% (Based on 32 reviews) | |
Internationalization | Based on 34 Qwilr reviews and verified by the G2 Product R&D team. System support multiple currencies and languages to enable business in multiple countries | 86% (Based on 34 reviews) | |
Scalability | Based on 45 Qwilr reviews and verified by the G2 Product R&D team. Provides ability for very large quotes, number of products, users, rules, required by enterprise level customers | 83% (Based on 45 reviews) | |
Reporting and Dashboards | Based on 45 Qwilr reviews and verified by the G2 Product R&D team. Easily generate desired reports and dashboard on configurations, pricing, and quoting | 78% (Based on 45 reviews) | |
ERP Integration | ERP integration is flexible and easy to maintain | Not enough data | |
E-Signature | Allows the signor to easily and intuitively sign documents. | Not enough data | |
Proposals | Allows users to easily assemble custom fields and variables into reusable templates to automate the proposal creation process. | Not enough data | |
CPQ | Provides users with configure, price and quote capabilties. | Not enough data | |
Video Proposals | Allows users to attach video proposals within the virtual sales room. | Not enough data | |
Content Sharing | Allows users to share relevant marketing content such as whitepapers, studies, and demos within the virtual sales room. | Not enough data | |
Content Management | Provides users with a repoistory of relevant content to share with clients. | Not enough data | |
Video Conferencing | Allows users to run video calls within the browser. | Not enough data | |
Chat | Allows users to chat with prospects within the virtual sales room. | Not enough data |
Signature Process
Document Signing | See feature definition | Based on 181 Qwilr reviews and verified by the G2 Product R&D team. Allows signor to easily and intuitively sign documents | 92% (Based on 181 reviews) |
Reminders and Expirations | Based on 147 Qwilr reviews and verified by the G2 Product R&D team. Reminds signors of documents that are waiting to be signed and document expiration dates | 83% (Based on 147 reviews) | |
Sign-In Process | Based on 166 Qwilr reviews and verified by the G2 Product R&D team. Process of authenticating is secure and seemless | 89% (Based on 166 reviews) | |
Mobile Signatures | Based on 144 Qwilr reviews and verified by the G2 Product R&D team. User can easy send and sign documents on mobile devices | 86% (Based on 144 reviews) | |
Signature Workflow | Based on 146 Qwilr reviews and verified by the G2 Product R&D team. Sendor/Adminstrators can easily set up and track documents through multiple signature steps | 88% (Based on 146 reviews) | |
Bulk Digital Signatures | Based on 87 Qwilr reviews and verified by the G2 Product R&D team. Send documents requiring signature to 1000's of signers at once | 80% (Based on 87 reviews) | |
Reporting | Provides standard reports and easy creation of custom reports to manage signature process This feature was mentioned in 135 Qwilr reviews. | 81% (Based on 135 reviews) | |
Signature Document Creation | Based on 155 Qwilr reviews and verified by the G2 Product R&D team. Easy to create signature blocks on all required electronic document types/formats | 89% (Based on 155 reviews) |
Security and Scalability
Regulatory Compliance | Based on 129 Qwilr reviews and verified by the G2 Product R&D team. Meets required regulartory compliances | 88% (Based on 129 reviews) | |
Signature History and Audit | Based on 156 Qwilr reviews and verified by the G2 Product R&D team. Tracks all document signing history to comply with required regulations | 89% (Based on 156 reviews) | |
Enterprise Scalability | Based on 118 Qwilr reviews and verified by the G2 Product R&D team. Provides features to allow scaling for large organizations | 87% (Based on 118 reviews) |
Configuration - cpq
Product Catalog | Based on 24 Qwilr reviews and verified by the G2 Product R&D team. Allows users to search, filter, sort and select items to be added to quote | 82% (Based on 24 reviews) | |
Guided Selling | Based on 20 Qwilr reviews and verified by the G2 Product R&D team. Based on answering questions about customers the configurator automatically selects the best fit products | 79% (Based on 20 reviews) | |
Configuration Rules | Based on 21 Qwilr reviews and verified by the G2 Product R&D team. Rules ensure that users select only compatible options and that all required items are included | 85% (Based on 21 reviews) | |
Price Configuration | Based on 25 Qwilr reviews and verified by the G2 Product R&D team. Pricing is displayed during configuration process so that users can quickly see how configuration changes impact the price | 85% (Based on 25 reviews) | |
Visual Configuration | Based on 28 Qwilr reviews and verified by the G2 Product R&D team. Images can be displayed of options to enable users to visualize product options as it is being configured | 86% (Based on 28 reviews) |
Pricing
Pricing Flexibility | Based on 32 Qwilr reviews and verified by the G2 Product R&D team. Ability to support multiple pricing models for one-time, recurring, and other items | 86% (Based on 32 reviews) | |
Discounting | Based on 29 Qwilr reviews and verified by the G2 Product R&D team. Ability to manage discounts at quote and line level; ability manage discounts based on volume and customer agreements | 84% (Based on 29 reviews) | |
Commerical Rules | Allows rules to be written in commercial process so that users don't make errors in pricing, terms, and other commercial considerations This feature was mentioned in 26 Qwilr reviews. | 85% (Based on 26 reviews) | |
Terms and Conditions | Ensure that users automatically include the right terms based on items being quoted 30 reviewers of Qwilr have provided feedback on this feature. | 92% (Based on 30 reviews) | |
Approval Workflow | See feature definition | Based on 27 Qwilr reviews and verified by the G2 Product R&D team. Users can submit quotes, contracts, etc for approval and obtain appropriate approvals quickly | 88% (Based on 27 reviews) |
Renewals | Based on 19 Qwilr reviews and verified by the G2 Product R&D team. Allows users to renew existing contracts based on contracted pricing and existing assets already owned | 90% (Based on 19 reviews) |
Quoting
Grouping | Based on 24 Qwilr reviews. Ability to easily group items on quotes; apply and manage discounts and pricing by group | 84% (Based on 24 reviews) | |
Version Control | Based on 20 Qwilr reviews and verified by the G2 Product R&D team. Provides abilty for versions to expire, allows users to create new versions, revert to old versions and track changes from version to version | 80% (Based on 20 reviews) | |
Quote Document Generation | Based on 28 Qwilr reviews and verified by the G2 Product R&D team. Generate professional proposals with desired branding, product descriptions, pricing, terms, and visuals in desired format (pdf, xls, word) | 89% (Based on 28 reviews) | |
Ordering | Based on 22 Qwilr reviews and verified by the G2 Product R&D team. Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration | 90% (Based on 22 reviews) | |
Contracts | Based on 25 Qwilr reviews and verified by the G2 Product R&D team. Ability to convert accepted quotes into contracts; set up of required assets and contracts | 89% (Based on 25 reviews) |
Admin
Configuration Ease of Admin | Based on 52 Qwilr reviews. Easily build and maintain configurator; flexibility to easily embed all desired business logic | 85% (Based on 52 reviews) | |
Pricing Administration | Based on 50 Qwilr reviews and verified by the G2 Product R&D team. Can easily build and maintain pricing logic required by business | 86% (Based on 50 reviews) | |
Workflow Management | Based on 46 Qwilr reviews and verified by the G2 Product R&D team. Easily build and maintain workflows, misc commercial fields, commercial rules | 83% (Based on 46 reviews) | |
Document Management | Based on 46 Qwilr reviews and verified by the G2 Product R&D team. Ability to easily build, update, customize, and maintain quotes, contracts, and other document outputs | 86% (Based on 46 reviews) |
Channels
Mobile User Support | Based on 23 Qwilr reviews and verified by the G2 Product R&D team. Supports users working on a mobile devide (phone and/or tablet) | 83% (Based on 23 reviews) | |
Channel Partner Support | Based on 16 Qwilr reviews and verified by the G2 Product R&D team. Provides functionality for channel partners to configure, price, quote and buy products in a self service environment | 82% (Based on 16 reviews) | |
eCommerce | Based on 14 Qwilr reviews and verified by the G2 Product R&D team. End customer users can configure, price, and buy products in a self service environment online | 86% (Based on 14 reviews) |
Document Creation
Customizability: Variables and Fields | Based on 490 Qwilr reviews and verified by the G2 Product R&D team. Define fields to pull in dynamic information. | 79% (Based on 490 reviews) | |
Template Creation and Flexibility | Based on 504 Qwilr reviews and verified by the G2 Product R&D team. Easily assemble custom fields and variables into reusable templates to automate the proposal creation process. | 82% (Based on 504 reviews) | |
Rich Media | Based on 476 Qwilr reviews and verified by the G2 Product R&D team. How well the platform supports images, audio, and video in proposals. | 83% (Based on 476 reviews) | |
Online Document Creation | Based on 475 Qwilr reviews and verified by the G2 Product R&D team. Create adaptive online documents for view via browser or mobile device. | 88% (Based on 475 reviews) | |
PDF Creation | Based on 466 Qwilr reviews and verified by the G2 Product R&D team. Create attractive PDF versions of proposals. | 76% (Based on 466 reviews) | |
Custom Branding | Based on 483 Qwilr reviews and verified by the G2 Product R&D team. Brand proposals and the application's portal with your company's logos and branding. | 84% (Based on 483 reviews) |
Workflow
Document Builder Interface | See feature definition | Based on 457 Qwilr reviews and verified by the G2 Product R&D team. Easily search for and add elements to a proposal. | 82% (Based on 457 reviews) |
Collaborative Creation | Based on 412 Qwilr reviews and verified by the G2 Product R&D team. Multiple users can edit a single document. | 80% (Based on 412 reviews) | |
Assembly and Approval Workflows | Based on 238 Qwilr reviews and verified by the G2 Product R&D team. Automate workflows by routing documents to the correct individuals for adding content and approval. | 83% (Based on 238 reviews) |
Analytics
Engagement Tracking | Based on 450 Qwilr reviews and verified by the G2 Product R&D team. Track who is looking at proposals and how often or for how long. | 82% (Based on 450 reviews) | |
Proposal Effectiveness Reporting | Based on 403 Qwilr reviews and verified by the G2 Product R&D team. Find out which pieces of content are performing best. | 81% (Based on 403 reviews) | |
Reporting and Dashboards | Based on 410 Qwilr reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards on proposal volume and acceptance. | 79% (Based on 410 reviews) | |
Reporting | Reports created by the user, custom or otherwise, that report on prospect interaction and helpfulness of the collateral This feature was mentioned in 54 Qwilr reviews. | 84% (Based on 54 reviews) | |
Alerts | Based on 53 Qwilr reviews. Notification as to when a prospects interacts with a piece of collateral | 84% (Based on 53 reviews) | |
Account-Based Engagement | The level of engagement for a specific account based on the presented collateral This feature was mentioned in 48 Qwilr reviews. | 75% (Based on 48 reviews) | |
Content Utilization | How frequently sales teams use a particular piece of content and its effectiveness 50 reviewers of Qwilr have provided feedback on this feature. | 84% (Based on 50 reviews) |
Administration and Platform
User, Role, and Access Management | Based on 406 Qwilr reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 84% (Based on 406 reviews) | |
Alerts and Notifications | Based on 436 Qwilr reviews and verified by the G2 Product R&D team. Program in-app and email notifications for approval milestones or actions. | 83% (Based on 436 reviews) | |
CRM Integration | Based on 276 Qwilr reviews and verified by the G2 Product R&D team. Push and pull data from CRM to build proposals and update statuses with clients. | 76% (Based on 276 reviews) | |
E-Signature Integration | Based on 322 Qwilr reviews and verified by the G2 Product R&D team. Couple accepting proposals and signing contracts together in one workflow. | 87% (Based on 322 reviews) | |
CPQ Integration | Based on 205 Qwilr reviews and verified by the G2 Product R&D team. Push and pull data from quote applications to build proposals. | 79% (Based on 205 reviews) | |
API / Integrations | Based on 249 Qwilr reviews and verified by the G2 Product R&D team. 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. | 78% (Based on 249 reviews) |
Contract Management Platform Features
Contract Creation | Based on 118 Qwilr reviews and verified by the G2 Product R&D team. Users can create new contracts within the platform using built-in document creation features. | 90% (Based on 118 reviews) | |
Contract Templates | Based on 113 Qwilr reviews and verified by the G2 Product R&D team. Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields. | 87% (Based on 113 reviews) | |
Contract Editing | Based on 112 Qwilr reviews and verified by the G2 Product R&D team. Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts. | 89% (Based on 112 reviews) | |
Contract Attachments | Based on 96 Qwilr reviews and verified by the G2 Product R&D team. Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources. | 85% (Based on 96 reviews) | |
Contract Collaboration | Based on 94 Qwilr reviews and verified by the G2 Product R&D team. Internal and external users are able to collaborate on contracts through a shared web portal with messaging features. | 86% (Based on 94 reviews) | |
Approval Process | Based on 112 Qwilr reviews and verified by the G2 Product R&D team. Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system. | 87% (Based on 112 reviews) | |
Notifications & Reminders | Based on 102 Qwilr reviews and verified by the G2 Product R&D team. Receive notifications and schedule reminders with alerts according to contract milestones. | 87% (Based on 102 reviews) | |
Contract Database | Based on 95 Qwilr reviews and verified by the G2 Product R&D team. Contracts can be stored in a central online repository with built in search capabilities. | 82% (Based on 95 reviews) | |
Integrations / APIs | Based on 90 Qwilr reviews and verified by the G2 Product R&D team. 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. | 82% (Based on 90 reviews) | |
Reporting & Dashboards | Based on 99 Qwilr reviews and verified by the G2 Product R&D team. Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities. | 82% (Based on 99 reviews) |
Content Management
Content Import | Ability to import sales and marketing collateral built outside of the solution This feature was mentioned in 53 Qwilr reviews. | 86% (Based on 53 reviews) | |
Content Creation | Based on 60 Qwilr reviews. Overall functionality of building unique sales and marketing collateral within the product | 87% (Based on 60 reviews) | |
Templates | Pre-built templates for fast and simple content creation 59 reviewers of Qwilr have provided feedback on this feature. | 84% (Based on 59 reviews) | |
Advanced Search | Based on 49 Qwilr reviews. Ability to search through all content to easily find necessary collateral | 78% (Based on 49 reviews) | |
Content Storage | As reported in 51 Qwilr reviews. Overall storage and organziation capabilities | 84% (Based on 51 reviews) |
Presentation
Live Presentation | Ability to present to a prospect in-person 48 reviewers of Qwilr have provided feedback on this feature. | 88% (Based on 48 reviews) | |
Screenshare | Based on 46 Qwilr reviews. Virtual presentation capabilities via sharing screens | 87% (Based on 46 reviews) | |
Mobile Presentation | The option to present live on a mobile device 49 reviewers of Qwilr have provided feedback on this feature. | 84% (Based on 49 reviews) |
Data Sources
Software | As reported in 62 Qwilr reviews. Integrate with software such as ERP or CRM to use data for document generation | 84% (Based on 62 reviews) | |
Spreadsheets | Allows users to generate documents using information from spreadsheets This feature was mentioned in 46 Qwilr reviews. | 74% (Based on 46 reviews) | |
Documents | Ability to generate new documents using other documents in multiple formats This feature was mentioned in 66 Qwilr reviews. | 83% (Based on 66 reviews) |
Generation
Templates | Based on 82 Qwilr reviews. Include templates for various types of documents such as invoices or quotes | 85% (Based on 82 reviews) | |
Automation | Based on 70 Qwilr reviews. Automate document generation based on customizable rules | 83% (Based on 70 reviews) | |
Branding | Based on 79 Qwilr reviews. Allow users to personalize documents for branding purposes | 86% (Based on 79 reviews) |
Delivery
Workflow | As reported in 63 Qwilr reviews. Define and manage workflows for document distribution | 86% (Based on 63 reviews) | |
Schedule | As reported in 51 Qwilr reviews. Create a schedule to deliver documents at predefined times | 82% (Based on 51 reviews) | |
Batch | Provide the ability to generate and deliver documents by batch This feature was mentioned in 45 Qwilr reviews. | 80% (Based on 45 reviews) |
Deal Analytics
Engagement Tracking | Track who is looking at proposals and how often or for how long. | Not enough data | |
Reporting and Dashboards | Access pre-built and custom reports and dashboards on proposal volume and acceptance. | Not enough data | |
Proposal Effectiveness Reporting | Find out which pieces of content are performing best. | Not enough data |
Administration and Security
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | Not enough data | |
Alerts and Notifications | Program in-app and email notifications for approval milestones or actions. | Not enough data | |
Regulatory Compliance | Meets required regulartory compliances. | Not enough data |
Integrations
CRM Integration | Provides features to intregate with CRM software. | Not enough data | |
Internal Messaging Systems Integration | Provides features to integrate with internal messaging systems. | Not enough data | |
Video Conferencing Integration | Provides features to integrate with vidoe conferencing software. | Not enough data |
Generative AI - cpq
Dynamic Quoting | Generate personalized quotes and proposals that corresponds with each customer's tailored preferences and buying behavior | Not enough data | |
Dynamic Pricing | Analyzes data to suggest price adjustments instantly based on competitor pricing, demand, market prices, production costs, and other factors | Not enough data | |
Personalized Sale Recommendations | Enhances guided selling by learning customer preferences and suggesting the most suitable products and services based on their individual needs | Not enough data |
