What's new in Qwilr
Learn more about our latest product releases
NEW: Get notified when a buyer interacts with your Qwilr pages
NEW: Update deal fields with acceptor responses
NEW in Analytics: Interactions, a new timeline, and see who is viewing your pages
Introducing Interactions ✨
- Identifying buyers: Monitor who is interacting with your Qwilr pages (note that only on Enterprise plans can you enable identity and identity verification)
- Pricing and acceptance analytics: Identify friction in your buyer's journey
- Content analytics: Monitor how buyers engage with your content
- When the page was first created
- Page status changes (when the page goes from draft to live and is ultimately accepted or declined)
- Pages viewed, who is viewing them (and where they're located)
- Engagement level changes
- More specific activity, such as whether or not a viewer interacted with a pricing quote or clicked on an ROI calculator
- A detailed timeline that shows what each person has done during a session
NEW: Identify page viewers with name and email
Identifying who is viewing your Qwilr pages just got simpler. Just ask for a name and email - no need for an account anymore.
- When you set up identification, you can see who is looking at your page.
- This is really helpful, especially when someone shares your page without telling you.
- With analytics you can see what each viewer is interested in, and the details of their sessions.
Announcing: New automations to the HubSpot Automations library
- HubSpot customers can now sync line items that are imported from HubSpot via the products token. Sync discount, quantity and price data for better accuracy in your proposals and quotes.
Announcing: A refresh for page analytics
- How analytics looks for each Qwilr page got the biggest upgrade.
- We’ve added page views, most recently viewed, average time spent viewing, and the ability to track interactions (more on interactions soon) to the top of the analytics page.
- A new tab for viewers helps you track the people who view a page and how often. Before this was based on the location of each viewer, not the person.
- Click into individual sessions and see all the session details, including the last action the viewer has taken.
- Filter by the last week, last month, or 12 months of data to see the views over time.
Introducing: HubSpot Automations BETA
- Move a deal to closed won when a Qwilr is accepted
- Move a deal to closed lost when a Qwilr expires
- Update deal close date when a Qwilr is accepted
- Update deal amount when a Qwilr is accepted
- Sync accepted line items back HubSpot (coming soon)
- Sync custom form data back to HubSpot deal when a Qwilr is accepted (coming soon)
- …And more!
Announcing: 3 new updates to Qwilr's editor
- 1.Flexible image resizing: drag and bend anything you drop in to the size you desire.
- 2.Updated colour picker: drag and select colours on the page.
- 3.Strike-through text: similar to what you're used to in Word docs, strikeout text anywhere on a Qwilr page.
Announcing: Set engagement levels for Templates
Introducing: Our new and improved Embed Widget
- Embed a bunch more online tools that we've added support for,
- Rather than only embedding something with our embed block, you can now embed anything within a text block. Yay for more flexibility!
- Embed spreadsheets and presentations. Bring all the relevant information from Google Sheets and presentations and have it displayed within your proposals and Qwilr pages.
- Capture data from buyers and customers. Embed forms from providers like Typeform, Google Forms, HubSpot forms and any online form tool your team uses to collect information.
- Make scheduling less hassle. Let prospects book a meeting with you effortlessly by embedding calendars from Calendly or HubSpot.
- Create mutual action plans with buyers. Keep all the collaboration and back and forth within a Qwilr page by embedding project management tools like Asana, monday.com and Clickup.
Introducing: We’ve made it easier for your buyers to accept pages, and retain their records.
- Accepted pages automatically save to Springboard: If your buyer is logged into their Springboard account when they accept a page, this page will be automatically saved to their Springboard account, making it really easy for them to find and refer back to pages they have previously accepted.
Introducing: New Customizable Engagement Levels - focus on the right deals with your sales teams
- Real-time view at a glance: Engagement algorithm analyzes real time user interactions and provides insights into how your content is performing. You’ll see the dials right on your dashboard immediately when you log in giving your team the opportunity to discuss the progress without wasting time.
- Decisions backed by real data: Make informed decisions by understanding which elements of your content are engaging with your audience the most. Know when to tweak the proposals and when to leave them alone waiting to close.
- Customize algorithms to meet your needs: each business is unique. You can set the engagement algorithm to align with what you see is important and how you define engaged customers. This way you’re only measuring what matters most to you. For example, as a Sales or Ops Leader, do you want your sales team to focus on engaged deals or make sure they close? This feature allows you to define your specific focus and effectively systemize it for the rest of your sales team using our custom algorithms
Announcing: Revamped page navigation to make it even easier for your buyers to accept your proposals
- More customisation options: change the layout of your navigation bar, the background colour and much more.
- Drive your buyers towards a decision: by including Quote totals and an Accept call to action in the navigation bar, your buyers will know exactly what to do next and make that decision to purchase.
Introducing: Revamped Page Creation with Templates
- Simplified template categories: We have re-organized our pre-made templates into simplified categories, making it faster and easier to find the perfect template for your needs.
- Improved page creation flow: Once you select a template, our improved page creation flow will guide you through the process. You'll be prompted to give your page a title, assign it to a folder and fill in any account tokens if required.
- Template overview: Our template library now includes an overview and a list of key sections included in each template. This allows you to quickly gauge if a template is suitable for your specific purpose.
- Custom sorting and filtering: Choose the right template to create your page from with sorting and filtering options for all users. When creating a page from a template, you can filter templates based on whether they contain an accept or quote block, are linked to a CRM, or based on their page creator. Sorting is made simple with a choice of last created or edited, or arrange templates in alphabetical order.
Announcing: New and improved way to manage your templates
- Create blank templates effortlessly: Create templates from scratch rather than needing to create a page and convert it to a template - saving you time and simplifying your workflow.
- Organize with ease: Clone, archive and delete templates effortlessly. You’ll have access to a dedicated folder for archived and deleted templates, or restore items that you’ve accidentally archived. Blueprint templates cannot be deleted.
- Quick insights: Each template tile will display key details in the dashboard, including CRM and object (if linked), last edited, creator.
- Custom sorting and filtering: Navigating through templates has never been easier. Search by CRM, creation date, creator, last edited or sort search results by alphabetical order.
- Admin empowerment: the new templates dashboard is admin only and designed to help you manage templates as smoothly as possible making the whole creative journey more efficient.
Announcing: Qwilr’s Pipeline Report: powerful insights and clarity on what makes deals close
- Qwilr’s new pipeline report gives sales teams a complete view of their page funnel. Use the insights in team meetings to analyse and act on draft, live, accepted and declined proposals.
- The funnel view calculates the average time from when a page goes from draft, to live, to then closed. Whereas status gives you a snapshot of how many pages are draft, live, accepted, or declined.
- Report filtering and collection: a collection is a group of pages with predefined filters that allows you to view your pipeline by different use cases. Filter by how many pages are live that have a quote on them, or how many pages are live that still need to be signed and accepted. Or simply filter by ‘Value’ to understand which pages that are collecting money are accepted or declined.
- Drill into further detail: track improvements over time using the history charts: understand whether you’re selling at more volume one month over another. You can also report on page count and page value.
- Within the more detailed sales velocity graph, you’ll understand how sales velocity changes over time and use it as a data point to investigate further.
Introducing: our new and improved Pipedrive integration 🚀
- Streamlined workflow: no more switching between different platforms, create and view pages directly from Pipedrive CRM with our marketplace app. This will keep everything you need contained within your CRM allowing you to focus on impressing your buyers
- Dynamic fields: tokens enable you to pull in standard and custom fields from Pipedrive, dynamically populating your Qwilr pages with relevant information. Create personalised proposals and save time on administrative tasks
- Customisable templates: Qwilr’s beautifully designed templates are now available within Pipedrive. You can drag and drop content for quick customization from a library of content blocks that catch your buyer’s attention.
- Enhanced sales visibility: gain valuable insights and track the progress of your Qwilr pages to make data driven decisions. Our new analytics section will help you truly optimise for success
Introducing: Our new Zoho integration with Qwilr!
- Templates: sales reps choose from a list of pre-approved templates and in a few clicks a web document is generated and attached to a deal record.
- Personalization: Qwilr documents pull in deal variables like company name, contact name, and more to personalize every document instantly.
- Page insights: read the digital body language of your buyers and see what they’re interacting with. Tailor your follow-up email or conversation based on these insights.
- Esignature and payments: get deals over the line and track who is yet to sign with Qwilr’s native esign feature. Jump on buyers who want to act now by providing the option to pay on the spot.
Introducing: 5 new updates to drive sales consistency
- Set a time frame for your page to be live with our new Link Expiry. When it expires, the page declines automatically.
- Enterprise accounts can even set expiry on templates, so every page automatically follows a consistent process.
- Easily control how long a page is available and who can access it with a refreshed menu.
- Use our two new deal stages. Craft your page safely in draft, and if a deal falls through, mark it as Declined to clear out your pipeline.
- Our new Collaborator link is now available for all accounts. Use it to encourage sales reps to collaborate without triggering analytics or notifications.
Announcing: New e-sign experience
- New embedded e-sign: Once it was separate but it’s now embedded within the Qwilr page itself. Sellers can capture a legally-binding electronic signature, without interrupting the buyer’s experience.
- Updated multiple signature view: With our update, it’s now clear which signatures have given approval and which you’re waiting on to close the deal. Each signature is also time-stamped with a downloadable audit trail.
- New ways to add a signature: we’ve added more flexibility to allow buyers to draw, type, or upload their signatures.
- Extra security: we’ve also added email security verification, generating a code the buyer enters to confirm their sign-off and prevent fraudulent activity.
- Editable terms & conditions: Finally, we’ve also added checkbox approvals for Terms & Conditions (T&C) so buyers know exactly what’s included, excluded, and expected. This is all completely editable, so you can customize your terms and conditions statement to suit your business.
Announcing: Control how Products display in your Qwilr pages
- Control how the Products token displays: In-line filtering lets you control which product line items import into different quote sections. Before, the Products token used to grab all the Products and relied on you to edit the page after it generated from a template.
- Add Products token to pricing plans: In March, we introduced tiered pricing plans, and gave our quote table a refresh. Now you can use your Hubspot or Salesforce Products token and generate beautiful proposals that include our new pricing plans.
- Create quotes or plans with recurring charges: If you have line items in HubSpot that are recurring charges, the recurrences will be pulled into your Qwilr quote with this update.
Introducing: Guide buyers to the next step with our new redirect feature
- Direct buyers to an onboarding page
- Direct buyers to a payment page
- Direct buyers to a second Qwilr page they need to read and accept
- Create a personalized thank you page with a video
Introducing: Pitch your price right with our new pricing suite
- Present your price with flexibility
- Get price conscious buyers over the line with discounts
- Upsell high-spending buyers with add-ons using the quote table
- Help buyers make the right choice with recommended options
Introducing: Personalize every proposal with Account Tokens
Announcing: Improve buyer engagement with these quote block upgrades
- Quote block visual refresh: Design matters. You'll notice the quote block looks and functions better, to enhance the buyer experience and provide more clarity in your pricing.
- Call-out quantities: Editable quantities now stand out more, simplifying the process for buyers to select options.
- Clearer quote selections: Clearer quote selections make it easy for buyers to take the next step.
Introducing: Recurring pricing
Announcing: Add repeating tokens to your tables with our API ✨
- Generate inventories and delivery plans, personalized to every customer
- Display service listings
- Generate detailed travel itineraries
Introducing: A new way to demonstrate ROI with an interactive calculator ✨
- Time savings
- Cost savings
- Resource efficiency
- New leads generated
- + anything else you can dream of!
Introducing: Accordions ✨
Introducing: Qwilr's new API ✨
- Automatically create high-frequency documents, like proposals, quotes and contracts – straight from within a company’s data source.
- Connect document events, like ‘Quote Accepted’, directly to your custom CRM, to trigger the next step in the buyer journey.
- Book in a call with our team to get a demo of what's possible!
Announcing: Clone quote sections ✨
Introducing: Button links ✨
- Help navigate buyers to the information they need, including FAQ pages, terms & conditions, or link to relevant pages on your website
- If you prefer to route customers to a separate billing portal, use the button link to navigate buyers to the right place.
Announcing: Folders for saved blocks ✨
- Keep all your saved blocks organized by team, or project to create new collateral at speed.
Announcing: Drag and drop images ✨
February 2021
— Introducing: Block Library Sidebar ✨
- Block controls: Moving blocks up and down is now easier and more accessible. Plus, the new "Clone block" button allows you to duplicate a block immediately.
- Folders drop-down menu: Added a drop-down menu for folders to simplify the way you work with folders.
Explore our past product updates
November 2020
— Announcing: Compact PDF download!
- Compact PDF download comes with better page break rules, so your documents are shorter and your blocks and pages are smartly spaced out for a more polished presentation.
- Updated download option controls for easier navigation and improved UI contrast for better readability.
- Font scaling: Fonts that previously displayed as abnormally large in downloads have been downsized.
- Quote Block overflow: Now, column headers follow Quote Block sections over multiple pages.
October 2020
— Updates to the saved block library
- Access and manage Saved Blocks from the Dashboard 🗃
The Saved Block Library is now accessible from the Dashboard — You can now search, create and edit Saved Blocks via the "Blocks" link in the navigation bar. Learn more →
- Menu clarity: "Insights" has been renamed to "Analytics" in the Dashboard.
June 2020
— folders and more 🗂
- Folders: File and find your pages easily with folders! Now you can create folders and nested folders, then drag your pages into them to organize your Dashboard. Learn more →
- Image search: You can now search your uploads and rename images so they’re even easier to find.
- Template deletion: Get rid of all the pages you don’t use for a clearer, cleaner view of your work. You won’t be able to delete CRM templates with child pages just yet, but we’re working on it — stay tuned for more to come.
- Type command/control and "P" to open the PDF overlay in the editor
April 2020
— updates to CRM templates and more for smoother navigation ⛵️
- Improvements to CRM templates to make creating and managing them easier
- New Tokens icon
- Instantly create CRM templates — first choose your CRM and object, then click to convert. You'll no longer need to tag your templates for them to work.
- Quickly add tokens to your pages by dragging and dropping them from the menu. No more typing tokens or worrying about formatting.
- Easily change your template from one CRM object to another. By changing the object, you'll also change your options for tokens.
- Existing templates will still work normally with your original tokens, but you may choose to update them for the sake of convenience.
- Holding command/control and clicking will now open a page from the dashboard in a new tab
- Cloning a page from the dashboard now keeps you in the dashboard instead of opening the cloned page
February 2020
— 2 Columns and more ✌️
- Introducing 2 Columns: Previously, you could only stack content vertically on a Qwilr Page by adding new blocks or rows. Now you can arrange things horizontally by placing content into columns. Add content, adjust sizing, and swap columns to create the perfect format for getting your point across. Learn more →
January 2020
— a big new way to collaborate
- @mentions: Need a specific teammate to see your comment? Get their attention with an @mention. Type an "@" symbol in your comment, followed by the name of the person you want to alert.
- Image Frames: Go outside the box with a circular frame. Click an image to open the toolbar, then click the frame icon. From there, you can reposition and scale your image for the perfect fit.
November 2019
— find what you need faster with an updated dashboard 🗃️
- We've made some updates to the dashboard to make it more intuitive and easier to navigate. It's now faster than ever to scan your pages and find what you need. Learn more →
- 1.Quickly browse through updated page cards that focus on status and view count
- 2.Find the right page fast with a better search panel that gives you all results in one view
- 3.Narrow in on what you're looking for with simpler, more direct filters and sort options
October 2019
- New sharing options to make it easier to quickly invite someone on your team to a page.
- Admins now can change the invite permissions settings to allow non-admins on their account to invite other users. You can change these settings under "Settings" > "Account".
- Fixed multi-accept accept flow causing an error if Salesforce is enabled.
- Fixed comments bug with text selection changing when a comment marker is clicked.
September 2019
— a focus on more intuitive collaboration with your team 💬
- Introducing Comments: A step towards better collaboration. With Qwilr, your team can work in one spot to refine pitches and add details to important client documents. Sharing feedback internally is the best way to make sure your team is completely aligned—and we’ve now made it faster to do with comments. Note: We’re rolling out this feature in waves to customers over the next few weeks as we make more improvements. You'll be notified once it hits your account.
- 1.Leave comments on text by clicking the ‘post comment’ button in the toolbar.
- 2.Get viewing information and see who's currently viewing a page. Look out for the initials now appearing in the top right corner of your page.
- 3.Edit your comment by clicking the options menu and then ‘edit’ and delete your comment by clicking ‘delete’
- 4.Anyone can resolve or reply to your comment. Click the yellow marker to open a thread to access these actions.
- 5.Resolve a comment by checking the ‘Mark as resolved’ box. You can also unresolve a comment to reopen the thread by checking the same box.
- 6.Receive email notifications for all updates, including any replies and resolved comments.
- We've made it easier to add and remove seats from your account under your 'Manage Team' settings page.
- Adds slide-in transition for comment submission
- Changes to the hover/selected resolved comment marker state
- Added the Shift-Enter keyboard shortcut to submit a comment
- Fixed old project card error when the project had been moved across accounts
- Improving search on Share page to be case insensitive
- Fixed credit card summary not showing in the audit trail overlay
- Fixed Google fonts not loading on Brand Setup page
- Bug fix for Quote Line Items which was preventing the toolbar from showing up when highlighting text in the line item description
August 2019
— speedy shortcuts to make editing faster and more intuitive ⚡
- Paste images directly into your pages. Try copying and pasting an image from your web browser or desktop files.
- Explore the new options in your quick-add menu. Type "+" to bring up your menu in a new line or tap the "+" icon to add inline images, videos, maps, and more. Learn more →
- Our Salesforce integration now supports Communities. With Salesforce Communities, partners who view your Salesforce portal pages can use the Qwilr widget to build their own pages. Learn more →
- Added a placeholder image for videos in PDF view
- Inline content adder now has a small border
- Block Styles now generates slightly faster
- Updated plan and seat changes when starting or upgrading a subscription
- Some UI updates on the Zapier integration page
- Fixed table copying and pasting
- Fixed quote section description not updating when section is moved
- The inline content adder now operates better with centered content
- Fixed collaborative editing bug
- Fixed the alignment of the price column in the Quote Block on PDFs
- Fixed an IE bug which was preventing the Accept block button from rendering
- Fixed Maps link text styling
- Hide placeholder on quote line items if the value is non-empty
- Fixed table styling
July 2019
— some fun additions to the way you style your pages ✨
- Add beautiful animations to your blocks in a few clicks. Perfect for presentations and proposals, and impressing clients with your ideas.
- Try out these keyboard shortcuts # and ## when changing to Heading 1 and Heading 2.
- You've always been able to add emojis using your Mac or PC shortcuts, but we'll now convert some popular ones to make it faster for you to add them.
- Released our new Brand Editor, allowing you to see your brand at a glance and add more colors to your pallete.
- Notice an update to your navigation bar when editing pages? It's clearer and easier to read. We've also added the Accept button in there, so it's faster for your clients to sign the dotted line.
- Fixed some PDF formatting issues for tables and lists styling issues.
- Fixed Tokens Template tagger dropdown selection
- Fixed item and quantity columns being hidden by default on existing quote blocks.
- Allow undoing of lists added through text shortcuts.
- Add block padding when screen size is small.
- Fixed opening of disabled projects.
- Restoring ordered lists font size back to how they were previously.
- Clicking on the title in HubSpot should take the user to the project view.
- Aligned radio buttons to the left.
- Update template flow styling.
June 2019
— some extra styling additions so you can match your brand style 🎨
- Whether you're asking clients to confirm, buy, reserve, or book, you can now directly edit your Accept Button with text that's relevant to your sell.
- Customize your lists. links, and pull quotes with different styles and your brand colors.
- Style your tables and change your row color and border styles to create tables that work for different types of content.
- All new signups will be able to use Tokens alongside Salesforce or HubSpot.
- Grouped contextual styles when they share the same color
- Fix custom forms being usable on Pro
- Fix bug on updating styles where it would show a fail even if it had succeeded
- Fix edge case in Block Styles page conversion
- Remove silver as an option for Splash Block and add quote section grey color
- Fix default grey on quote section appearing as brand
- Fix link widget to be visible inside a table
- Block fold section now has the background color of the block
- Fix block CSS editor losing focus while typing
- Limit the number of brand colors in the new Brand Editor
- Fix explainer in the teams page
- Add new block level styling for the Embed Block
- Fix Embed Block failures on style conversion
May 2019
— introducing the biggest change to the way you customize blocks and pages 🌈
- Block Styles is here 🎨 We're starting the roll out for our all new styling customization options. Read more →
- Allow for multi-line description in CSV upload
- Remove automatic industry filter when visiting the Template Library
- Using description and discount fields from Salesforce pricebooks
- Add Style Shortcuts to the Video Blocks
- Rename block spacing options and blend fill types on Splash
- Fix name issue in combined post-signup data collection screen
- Fix PDF styling issue page number, font alignment, font color
- Fix Block options disappearing on Chrome
- Fix extra padding being added to foldable blocks
- Only convert account styles once
- Guarantee style menus appear on top when editing a saved block
- Fix some wild copy on Text Shortcut description
- Fix blend mode switch on white tint
April 2019
— improved search and the first steps for Block Styles 🔎
- New users will automatically be added to the Block Styles beta, giving them powerful styling controls.
- Search is now more powerful so you can find exactly what you're looking for.
- Changed button text when you're creating a new page from “Start from scratch” to “Blank page”.
- Added some new stock videos to your add to your pages.
- Added PDF links to all acceptance emails.
- Fixed wider currency symbols overlapping with input text in quote line items.
- Fix block width on videos.
- Fix Splash Block custom backgrounds.
- Fixed the print formatter attempting to split the ‘Accept’ button over two pages when generating a PDF.
March 2019
— extra polish details to your acceptance flow 💳
- We introduced a referral program so you can invite your network and clients to Qwilr. Try it out →
- Every time a new accept is made in a multi-accept flow, a new email will be sent to both the acceptor and page owner.
- Updated the description and discount fields from Salesforce and Pricebooks.
- Allow for multi-line description in a CSV upload.
- Refreshed our in-app integration options and added more detail for how you can pair Qwilr with your existing tools.
- Protected your pages from unexpected changes and faulty saves by stopping users from editing a page if they open that page in another tab, browser, or computer.
- All data that auto-saves—except for block content—will now automatically retry the save up to 10 times if the save fails.
- Added a subtle transition for the borders of quote item inputs.
- Fixed 'Total discounts' label not adhearing to language overrides.
- Fixed custom domain setting being stuck on the checking spinner.
- Fixed Qwilr logo being really big in some iOS email clients.
Announcing: Upgrades to Qwilr's API
- Pricing Plans: Present your pricing options in an attractive and clear format. Learn more about creating pricing cards.
- Flexible Recurring Billing: Setting up recurring charges for your plans or tables. This update gives you the flexibility to manage billing frequencies. Find out how to add a recurring charge to a quote.
- Single Select Option for Quotes: Introduce a single select option for line items in your plans or quote tables. Learn more here.
- Add Images and Videos. You can now dynamically set the splash block image or video through the API. Explore more here.
- Collaborator Link: Collaborating on Qwilr pages is now easier. After creating a page via the API, you can now use the collaborator link. Learn about collaborating on pages.