Creating smashing proposals
with Qwilr and Salesforce
Our Salesforce 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 Salesforce features like PriceBooks and Process Builder, making you even more efficient.
LET'S GET STARTED!
Step 1: Installation & Setup
It only takes a moment to connect Qwilr and Salesforce.
As a Salesforce Super Admin, you'll first install Qwilr from the Salesforce App Exchange.
Then, select Install for All Users.
Step 2: Building a Qwilr Template
Your template is the foundation of the Qwilr Pages you'll create in Salesforce.
You can create as many templates as you need. Each template can operate in one area of Salesforce: Account, Lead, Contact or Opportunity.
The video below will show you how to create your first template. If you prefer text instructions, we have those here.
If you’d like to learn more about creating pages in Qwilr, check out these articles:
Step 3: Creating Qwilr Pages in Salesforce
Now you can put your template to work creating instant Qwilr Pages.
From the widget, click the Create New button to start a new page.
Choose your template, and that's all there is to it!
To learn more about creating pages, see this page from our help center.
Using Salesforce Price Books to Automate Your Quotes
Build customized quotes in your Qwilr pages instantly.
To learn more about using Price Books, see this page from our help center.
Saving Steps with Salesforce Process Builder
Qwilr + Process Builder help you automate repetitive tasks and get more done.
To learn more about Process Builder, check out this article from our help center.