App Spotlight: Qwilr for Zoho CRM

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Qwilr for Zoho CRM

Create beautiful, interactive sales documents with e-sign and payment options, directly from Zoho CRM.

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Business needs

While good sales content means more closed deals, a lot of time gets sucked up in creating documents to send to prospects. These documents also have to be created quickly, as speed when responding to leads matters too. 

Solution

Qwilr natively integrates with Zoho CRM to make sales follow-ups automated and consistent. Get personalized material in the hands of your leads in just a few clicks.

  • Sales reps can choose from a list of templates and, in a few clicks, a web document is generated and attached to a deal record. Qwilr documents pull in deal variables like company name, contact name, and more, to personalize every document instantly.
  • Get deals over the line and track who is yet to sign with Qwilr’s native e-sign feature.
  • Jump on buyers who want to act now by providing the option to pay right away.
Benefits
  • Generate proposals, contracts, and sales documents quickly.
  • Know what interests your buyers most through document analytics. Gauge purchase intent through the total number of views and buyer viewing patterns.
Get the extension

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