Using Qwilr and Hubspot to build smashing proposals
Our HubSpot integration lets you build compelling proposals instantly.
...And it also streamlines your whole sales process.
In this guide, you'll learn how to install and set up the integration, build your first proposal template, and use it to build a personalized proposal for a client.
We'll also look at how Qwilr connects to extra HubSpot features like Products and Workflows, making you even more efficient.
Let's get started!
Step 1: Installation & Setup
It only takes a moment to connect Qwilr to HubSpot.
The video below will walk you through the steps. Or if you prefer text instructions, we have those here.
A quick note: To use the integration, your Qwilr and HubSpot accounts should be under the same email address. If you need to, you can change your Qwilr account email.
Step 2: Building a Qwilr Template
Your template is the foundation of the Qwilr Pages you'll create in HubSpot.
You can create as many templates as you need. Each template can operate in one type of HubSpot record: Contact, Company, or Deal.
The video below will show you how to create a template. If you’re a fan of text instructions, we have them here.
If you’d like to learn more about creating pages in Qwilr, check out these articles:
Step 3: Creating Qwilr Pages in HubSpot
Now you can put your template to work creating instant Qwilr Pages.
The video below will show you how, or if you’d rather have text instructions, you’ll find them here.
Going Deeper: HubSpot Products and Workflows
Adding HubSpot Products to Your Quotes
Build customized quotes in your Qwilr pages instantly.
To learn more about using Products, see this page from our help center.
Saving Steps with HubSpot Workflows
Qwilr + HubSpot Workflows help you automate repetitive tasks and get more done.
To learn more about Workflows, check out this article from our help center.