at Financial Technnology Year
Please contact them if you have any questions.
Qwilr Proposals from Qwilr
Customizable templates, integrated payment options, real-time tracking and analytics, and collaborative editing. The software allows users to embed videos, images, and other media within proposals to enhance client interaction.
Product analysis by function
Proposal Generation Systems for Business Development and Marketing
Platforms that create customized, professional client proposals including recommended investment strategies, financial planning services, fee structures, and projected outcomes.
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User Interface & Experience
(6 Yes /6 Known /11 Possible features)
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Intuitive Dashboard Central hub that summarizes proposal statuses and quick actions. |
Qwilr features a dashboard summarizing proposal statuses and supports quick actions (reference: Qwilr product demo and documentation). | |
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Mobile Accessibility Capability to use the system via mobile devices (app or responsive web). |
Proposals and editing are accessible via responsive web browser on mobile (reference: Qwilr help center, mobile optimization support). | |
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Customizable Templates Range of editable proposal templates for diverse client needs. |
Product marketing and documentation emphasize a range of modular, customizable proposal templates. | |
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Drag-and-Drop Editor Visual editor allowing drag-and-drop component placement. |
The drag-and-drop editor is highlighted as core to Qwilr's editing experience. | |
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Multi-language Support Ability to present content and interface in multiple languages. |
No information available | |
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Accessibility Compliance Compliance with accessibility standards (e.g., WCAG 2.1). |
No information available | |
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Personalization Options Ability to tailor interface and branding for specific firms or advisors. |
Supports customization for firm branding and client-specific variables (reference: Qwilr brand and template customization). | |
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Response Time Average time to load and interact with proposal editor. |
No information available | |
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Guided Workflows Step-by-step walkthroughs to reduce user error. |
Qwilr offers guided steps for proposal assembly and submission (reference: onboarding experience and UI walkthrough videos). | |
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User Profiles & Roles Role-based access and personalized dashboards. |
No information available | |
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Dark Mode Support Option to switch to dark mode for visual comfort. |
No information available |
Integration Capabilities
(6 Yes /6 Known /10 Possible features)
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CRM Integration Seamless import/export of client data from major CRMs. |
Qwilr integrates with CRMs like HubSpot, Salesforce, and others (reference: integration marketplace and documentation). | |
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Document Management Integration Ability to integrate with document storage systems like SharePoint or Dropbox. |
Can integrate with Google Drive, Dropbox, and similar (file embed and document linking featured on website). | |
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API Availability System provides APIs for custom integrations and process automation. |
API available for integrations (reference: Qwilr API documentation). | |
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Financial Planning Tools Integration Integration with financial planning and portfolio modeling tools. |
No information available | |
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e-Signature Integration Support for digital signatures with platforms like DocuSign or Adobe Sign. |
Digital and e-signature support with DocuSign/other providers documented (e-signature workflow feature). | |
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Email Platform Integration Sync with email clients for sending and tracking proposals. |
Out-of-the-box email integration for sending and tracking proposals. | |
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Calendar Sync Integration with calendar systems for scheduling proposal follow-ups. |
No information available | |
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Single Sign-On (SSO) Support for SSO via enterprise authentication systems. |
SSO via Google/Azure/Okta is listed in Qwilr's enterprise feature set. | |
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Bank Data Connectivity Secure connections to client or advisor bank data sources. |
No information available | |
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Number of Supported Integrations Count of third-party integrations supported out-of-the-box. |
No information available |
Proposal Customization & Content Management
(6 Yes /6 Known /11 Possible features)
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Dynamic Content Blocks Ability to insert live data, charts, or tables that auto-update. |
Qwilr’s 'live blocks' (embed charts, video, tables) feature allows dynamic content. | |
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Conditional Logic Show/hide or customize content based on client profile or responses. |
No information available | |
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Content Library Central library for reusable text, disclaimers, images, and legal clauses. |
Content and asset library for images, blocks, and disclaimers (Qwilr documentation). | |
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Version Control Track changes, roll back, and view past versions of proposals. |
No information available | |
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Automatic Data Merge Auto-populate proposals with client-specific data from CRM. |
Automatic merging of CRM data fields into proposals is available via integrations (API/CRM docs). | |
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Content Approval Workflow Multi-level review and approval process for proposal drafts. |
No information available | |
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Brand Compliance Tools Automated checks to ensure proposals adhere to firm branding. |
Branding compliance checks and controls for proposal templates discussed in marketing collateral. | |
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Media Embedding Support for embedded videos, PDFs, or external media. |
Supports embedded videos, PDFs, and interactive media (demonstrated in product videos and sample proposals). | |
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Multi-currency Support Display financial data in client-preferred currencies. |
Multi-currency support can be configured for financial proposals (see currency selector in product template settings). | |
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Number of Templates Provided Count of ready-to-use templates included. |
No information available | |
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Bulk Proposal Generation Generate multiple proposals simultaneously for marketing campaigns. |
No information available |
Collaboration & Communication
(6 Yes /6 Known /10 Possible features)
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Internal Comments Ability for team members to leave internal notes and discuss specific sections. |
Comments and internal notes feature supported for team collaboration and review. | |
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Task Assignment Assign sections or responsibilities to different team members. |
No information available | |
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Real-time Coauthoring Multiple users can simultaneously edit a proposal document. |
Multiple collaborators can edit a proposal in real-time (Qwilr Help Center, 'Collaborate' article). | |
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Client Collaboration Portal Dedicated area for clients to review, comment, and request changes. |
No information available | |
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Integrated Messaging Built-in chat or messaging for swift communications. |
Team chat/comments are present within proposal editing interface for communication. | |
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Change Notifications Notify users of updates, comments, or required actions. |
Automated and manual notifications on proposal views, comments, and required actions in-app or via email. | |
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Comment Resolution Tracking System tracks and displays resolved/unresolved comments. |
Comment threads can be marked as resolved or unresolved for revision tracking. | |
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Collaboration Permissions Granular control over who can view/edit/comment/review proposals. |
Role- and user-based editing/commenting/reviewing permissions are supported. | |
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Shared Analytics Dashboard Collaborative access to metrics related to proposals’ performance. |
No information available | |
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Maximum Simultaneous Editors The highest number of users who can co-author simultaneously. |
No information available |
Compliance & Security
(2 Yes /2 Known /11 Possible features)
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Regulatory Compliance Tools Built-in features for financial compliance (SEC, FINRA, GDPR, etc.). |
No information available | |
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Audit Logs Comprehensive logging of who did what and when for each proposal. |
Audit trails for edits/proposal views are available to admins. | |
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Document Encryption End-to-end encryption for all stored and transmitted proposal documents. |
Proposals are encrypted at rest and in transit (see Qwilr security documentation). | |
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Role-Based Security Security enforced depending on user function and access level. |
No information available | |
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Data Residency Controls Configure where proposal data is physically stored. |
No information available | |
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Multi-factor Authentication Require two or more authentication methods for access. |
No information available | |
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Third-party Penetration Testing System is tested against vulnerabilities by external security experts. |
No information available | |
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Retention Policy Management Set automatic proposal retention/deletion policies. |
No information available | |
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Redaction Tools Ability to redact sensitive information from proposals before sharing. |
No information available | |
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Time to Detect Unusual Activity Average latency in flagging suspicious actions. |
. | No information available |
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Automated Compliance Checks System automatically flags compliance risks or incomplete information. |
No information available |
Analytics & Reporting
(7 Yes /7 Known /11 Possible features)
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Proposal Tracking Track report on status (sent, opened, signed, declined). |
Proposal status (sent, opened, signed, declined) tracked with dashboards and notifications. | |
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Conversion Rate Analytics Monitor proposal acceptance ratios over time. |
Conversion data and analytics are available in reporting dashboard. | |
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Time to Close Track and analyze proposal turnaround time. |
No information available | |
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Engagement Analytics Track which sections clients spend time reviewing. |
Analytics dashboard shows clients’ time on sections and interaction with content (engagement analytics). | |
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Custom Report Builder User-defined reports based on custom fields or filters. |
No information available | |
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Export to Excel/CSV Export analytics and proposal data for offline analysis. |
Proposals and analytics dashboards can be exported to PDF and Excel/CSV. | |
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Real-time Data Updates Analytics are up-to-date with the latest activity. |
Reporting updates in near real-time as proposals are viewed and signed. | |
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KPI Dashboards Visual dashboards tracking key proposal and team KPIs. |
There is a visual dashboard showing key KPIs and proposal pipeline metrics. | |
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Customizable Notifications Set notification triggers for proposal milestones or deadlines. |
No information available | |
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Number of Built-in Reports Count of pre-defined, ready to use analytics reports. |
No information available | |
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Proposal Pipeline Visualization Graphical representation of proposal progress through sales stages. |
Sales and proposal pipeline visualization with stages is part of the analytics suite. |
Automation & Workflow
(4 Yes /4 Known /10 Possible features)
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Automated Proposal Assembly Proposal content is automatically populated based on client or opportunity profile. |
Client and CRM data auto-populate proposals using rules and merge fields (automation documented in marketing material). | |
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Workflow Automation Automate actions, approvals, and notifications at specific workflow stages. |
Workflow automation (notifications, approvals, sending) is available and configurable. | |
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Automated Reminders Automatic reminders for tasks, deadlines, or outstanding approvals. |
Automatic reminders for deadlines and actions are part of workflow feature set. | |
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Template Selection Rules System recommends templates based on opportunity details. |
No information available | |
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Automatic Data Validation System checks entries for completeness/correctness before advancing workflow. |
No information available | |
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Bulk Actions Update, send, or archive multiple proposals at once. |
Bulk send and archive actions supported for marketing campaigns. | |
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Approval Workflow Stages Number of sequential reviews/approvals a proposal can require. |
No information available | |
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Assignment Automation Proposals automatically assigned to team members based on rules. |
No information available | |
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Automated Scheduling Schedule proposal sending or follow-ups automatically. |
No information available | |
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Integration with Robotic Process Automation (RPA) Supports integration with enterprise RPA systems for advanced automation. |
No information available |
Client Experience
(6 Yes /6 Known /10 Possible features)
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Digital Signature Clients can review and sign documents online securely. |
Proposals are reviewed and signed online using secure links. | |
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Interactive Proposal Viewer Clients can interact with proposal sections, e.g., exploring what-if scenarios. |
Clients can interact with pricing, packages, and optional proposal components (interactive block examples). | |
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Proposal Co-browsing Advisor and client can jointly view and discuss the proposal in real time. |
No information available | |
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Client Feedback Capture Clients can leave feedback or questions directly inside the platform. |
Clients can comment and ask questions directly on the proposal (review/collaborate section). | |
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Mobile-friendly Client Portal Clients can easily access and review proposals via mobile. |
Proposals render responsively and mobile portal is supported. | |
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Multi-factor Access for Clients Clients authenticate using secure multi-factor methods. |
No information available | |
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Track Document Views System records when and how clients viewed the proposal. |
Analytics and audit log track viewing history for each client. | |
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Branded Experience Firm’s logos and color schemes appear throughout the client journey. |
Firm's colors/logo branding is customizable and rendered throughout proposals. | |
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Automated Welcome/Thank You Messages Automatic personalized communications at key milestones. |
No information available | |
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Client Access Expiry Controls Set expiration dates for client access to sensitive proposals. |
No information available |
Scalability & Performance
(2 Yes /2 Known /10 Possible features)
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Maximum Concurrent Active Users How many users can work simultaneously with strong performance. |
No information available | |
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Proposal Generation Throughput Number of proposals that can be generated per hour. |
No information available | |
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System Uptime SLA Guaranteed uptime commitment from the vendor. |
No information available | |
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Geographic Data Center Distribution System is backed by multi-region or global data centers for speed and redundancy. |
Cloud infrastructure is globally distributed for performance and redundancy (see Qwilr security/About page). | |
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Elastic Resource Scaling Automatically scales infrastructure resources with demand. |
No information available | |
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Max Proposal Document Size Supported Maximum file size (including embedded media) supported for a single proposal. |
No information available | |
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Bulk User Onboarding System can onboard hundreds or thousands of new users programmatically. |
Onboarding large numbers of users via CSV or SSO is supported (admin documentation). | |
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Performance Monitoring Tools In-built tools for system performance visibility. |
No information available | |
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Disaster Recovery RTO Maximum recovery time objective in case of a critical failure. |
No information available | |
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Concurrent Proposal Edits Supported Number of proposals that can be edited concurrently without degradation. |
No information available |
Support & Onboarding
(7 Yes /7 Known /10 Possible features)
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24/7 Support Availability Technical support is reachable any time, globally. |
Support available globally with broad coverage; 24/7 listed on support plans. | |
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Multi-channel Support Support can be reached via phone, email, chat, or ticket system. |
Support via phone, email, chat (listed on the Qwilr contact/support page). | |
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Dedicated Account Manager Each client has an assigned account representative. |
No information available | |
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Training Materials Provided Comprehensive videos, walkthroughs, and documentation. |
A library of videos, guides, and documentation is available on their help portal. | |
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Custom Onboarding Plans Tailored adoption and migration plans for large clients. |
Custom onboarding for enterprise/large teams is advertised. | |
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Onboarding Time Typical duration to onboard a standard advisory team. |
No information available | |
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User Community/Forum Access Access to an online community for sharing best practices. |
Qwilr user forum and community access are mentioned in support offerings. | |
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Knowledge Base Extensive searchable help articles and FAQs. |
Extensive searchable help center with guides and FAQs. | |
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Live Training Sessions Regular instructor-led group or private onboarding sessions. |
Frequently hosts live training and webinars for onboarding. | |
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Average Support Response Time Vendor’s typical first-response time for support tickets. |
No information available |
Cost & Licensing Model
(7 Yes /7 Known /10 Possible features)
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Transparent Pricing All costs, optional add-ons, and overage charges are clearly disclosed. |
Pricing page clearly shows structure, add-ons, and overages. | |
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Flexible Licensing (per user, per proposal, enterprise) Choice of pricing schemes to match organization size and need. |
Pricing can be per user/month, by proposal volume, or via enterprise license (flexible in signup options). | |
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No Long-term Contract Required Option for monthly, cancel-anytime plans. |
Monthly billing and cancel-anytime plan can be selected. | |
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Scalable Pricing Cost increases only as usage or user count rises. |
Tiered pricing based on feature usage and user count. | |
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Free Trial Availability Trial period offered with full or partial features. |
Available free trial with partial or full features, per Qwilr signup page. | |
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Included Support Levels How many support/escalation tiers are included in base price. |
No information available | |
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Bulk Discounting/Volume Pricing Discounts available at higher usage or user thresholds. |
Discounts/offers for volume/enterprise contracts are available via inquiry. | |
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Cost per User/Month Specific minimum price for a single advisor or user. |
No information available | |
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Cost per Proposal Generated Variable or overage fee per generated proposal, if charged. |
No information available | |
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Free Feature Upgrades New features rolled out without added cost. |
Product updates and upgrades are included at no additional cost per documentation. |
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