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.


You can make Qwilr visible from the LeadContactOpportunity, and/or  Account areas of Salesforce.


You'll perform the same setup process in each Salesforce area you want to use.

  • Setup for Lightning

  • Setup for Classic

  • 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:

  • Adding branding (colors & fonts) to your Qwilr account
  • Adding content to your template
  • Adding or updating styling on your template
  • 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.


    Some examples:

  • When your client views but hasn't accepted your Qwilr Page, you can send them a reminder email a few days later.
  • When your client accepts your Qwilr Page, Salesforce can notify your whole sales team.
  • When your client accepts a Qwilr Page, Salesforce can create an Account record automatically, or schedule a follow-up call.
  • To learn more about Process Builder, check out this article from our help center.

    Questions?

    Feel free to email us at help@qwilr.com, or click the ? Help button in your Qwilr account.