Sending a document to your client
There are two major differences in sending a document in Qwilr vs Better Proposals. The first one is the fact that, in Better Proposals, you'll first get to choose whether you're sending the document to a new contact or an existing one. Since Better Proposals remembers who you’ve sent documents to before, all previously entered company names will appear in a dropdown menu, saving you the hassle of typing them in manually. Once you're happy with your content, all you need to do is press Send and you're done.
With Qwilr, you'll first create a new document (Qwilr Page) and then decide who you're sending it to. However, you won't be able to create and send the document directly from Qwilr. Qwilr doesn't store contacts, so you'll have to manually fill in information every time you send a document. What's more, once you set the link to your document live, you'll then have to copy it and change platforms to send it to your client in an email or a message.
Another difference between sending documents through Qwilr and Better Proposals is in the expiry date settings. With Qwilr, you can set the link expiry to a number of days after setting it live. Once the expiration date is within a week from expiring, your client will see a pre-set message letting them know in how many days the document expires.
Better Proposals, on the other hand, gives you more flexibility here as well. In addition to being able to set documents to expire a certain number of days after sending, you can also set the expiry to a specific date. What's more, the message your client will see is completely customizable.
Qwilr’s Account Tokens vs Better Proposals’ Merge Tags
Both Qwilr and Better Proposals offer automatic fields to help you personalize your documents faster. We also both have default fields based on common use while allowing you to create custom ones. That said, there are differences in how the automatic fields are used that stem from the document creation process itself.
You can set Qwilr's Account Tokens once across your template, save it, and reuse it for future clients to automatically populate information. This part of the process is the same with Better Proposals's Merge Tags - simply set the placeholders and populate them automatically later.
That said, the main difference here is that Better Proposals saves contact information, while Qwilr doesn't. In practical terms, this means you'll need to manually fill in what each Account Token stands for every time you want to populate a document. What's more, their Account Token feature currently doesn't work with their CRM integrations. This means that, even if you take the time to add Account Tokens into your template, you won't be able to automatically pull data from your CRM into the fields.
With Better Proposals’ Merge Tags, there's more automation to the process. For example, your client's name automatically populates from the database, and sender information is pulled from your account settings. You can also use our Merge Tags in more than just your documents for fast and easy personalization. They work in all customizable messages, on cover pages, in client emails, and on the payment page. And yes, they also work with our CRM integrations.