Agency Service Primer for Qwilr + HubSpot

Interested in expanding your service offerings? Learn more about the services you can offer your clients with Qwilr and its HubSpot integration.


By partnering with Qwilr, your agency can offer:

  • Design services for proposals and other sales documents
  • Reusable templates for the sales process

Plus, it will all be integrated with your client's HubSpot CRM. 

What is the service?

Proposal and Sales Collateral DesignAs an agency, you can provide added value to Qwilr's software by offering design, copywriting, and content creation services for proposal and sales templates, setting your clients up to close more deals. Businesses that regularly send proposals as part of their new business acquisition process know how tedious it can be to create them, and how difficult it is to make them look good without a design background and knowledge of tools like InDesign.

By partnering with Qwilr, agencies can design beautiful templates for proposals, quotes, contracts, etc and allow clients to simply clone them each time they’re working a new deal. Proposals can include video, full screen images, interactive pricing calculators, spreadsheets, Calendly calendars and more.

Who is an ideal client?

Businesses that send proposals, quotes, and other sales documents as part of their new business acquisition process. Qwilr can help them win more business by making those proposals quick to produce, and easy to read on mobile devices, as well as giving them real-time notifications when the proposals are viewed.

Qwilr is a particularly good fit for businesses that understand the importance of making those proposals and documents seriously impressive. It allows them to include full screen images, videos, interactive pricing calculators, and more. Creative companies like those in Media, Software, Design, etc particularly love Qwilr, as do those whose products are better sold by the inclusion of beautiful visuals (like those in Real Estate, Construction, Architecture, etc).

How does it complement Inbound?

By having a truly customer focussed buying process. Agencies that partner with Qwilr can not only help clients generate more leads through Inbound Marketing, but help them close more deals by designing beautiful, reusable proposal templates in Qwilr. More leads means more proposals and sales documents. Therefore, businesses need an efficient way to create beautiful, compelling documents so they can close prospects at a rate that's just as effective for them as converting leads.  

By implementing Qwilr alongside Inbound services, agencies can not only help their clients increase website visitors and leads, but help to turn more of them into customers and revenue.

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Interested in other agency services?

Find the integration partners and agency services that are right for your clients.

Read more Agency Service Primers
Qwilr + HubSpot Integration

Use HubSpot data to instantly create personalised proposals, and see when leads open and interact with your proposal inside HubSpot.

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Enable Your Sales Team with Dynamic Proposals

Create beautiful proposals, quotes and sales documents as responsive webpages.

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