First of all, welcome! Whether you’re switching from Qwilr because you find the editor confusing or you can’t adapt it to your more complex deals, it’s great to have you on board. You’re in the right place if you want to level up your business documents or if you’re particular about your branding, but can’t justify the Qwilr Enterprise plan.
Qwilr’s editor can be tough to work with, the template range they offer is limited, and creating one from scratch is not as easy as it should be. In some ways, while their pages are web-based, creating them is similar to “making it all fit on one page” problems you’d encounter in a Word Doc. And if you’ve ever tried putting your heading text in bold only to have the entire section automatically enlarged to strange proportions with no way of fixing it, you know what we’re talking about.
With Better Proposals, designing your documents doesn’t feel like you’re supposed to fit them to a specific size. Similarly to Qwilr, Better Proposals works on a simple section and block system with one small, but crucial difference - you actually get a section menu on the left so the proposals are easier to navigate. This eliminates 90% of the formatting frustrations you’d face with Qwilr because you don’t have to constantly scroll up and down to see which sections you’ve already put in.
Your sections are parts of your proposal like the Introduction, Services, Pricing, Contract, etc. These are added down the left of the proposal viewer. This is also how you identify which section your potential client is looking at in the Analytics once the proposal’s been opened - no matter which plan you’re on.
You have your different block types, say Content, Image, Video, Pricing, etc. You can simply add them by clicking on the plus sign between blocks.
There are two ways to get your templates copied from Qwilr into Better Proposals. The first option is by copying and pasting your content into Better Proposals.
The second is by speaking to one of our friendly customer success advisors and getting them to help you using our template import service. Once you’ve upgraded your account, this workaround will be made available to you.
If you’re giving it a go yourself though, here’s some guidance. You’ve been through setting everything up in Qwilr, so you’ll already have a half decent structure and the migration should be fairly simple.
In essence, you count up your sections in Qwilr and add them into Better Proposals down the left like this:
Once you’ve done that, count out a few natural breaks for each section, add the correct number of blocks, and copy and paste the content. A 15-page proposal with 8 sections shouldn’t take much longer than 10 minutes to copy in.
That should get your basic structure in place. Now you’ll want to read this guide which will guide you through copy and pasting your template into Better Proposals.
Qwilr doesn’t let you export analytics, but it does have a PDF export function for each proposal. So, as time-consuming as it is, you can export all the relevant proposals as PDFs so you have them on file. Once you’ve done that and started sending new proposals from Better Proposals, you are free to cancel your Qwilr account.
If you have any questions about this process or how to go about switching in the most hassle-free way, just reach out to us. You can get in touch with our customer support team at almost any time of the day by using the chat in the bottom right. They will help guide you through the transition and know the answers to all questions related to the Better Proposals platform.
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