SWITCH FROM QWILR
Qwilr to Calisto Proposals
Proposals builds a designed proposal and its quote on one record, sends it by email, text or link, shows each page the client reads, and takes the client’s choice, signature and payment on their own page, with Sign and Payments.
Funktion for funktion
Calisto Proposals ved siden af Qwilr
- 15 I begge
- 5 Kun i Qwilr
| 20 funktioner | Calisto Proposals | Qwilr |
|---|---|---|
| The Quote | ||
| Optional Line ItemsCalisto: lines the client keeps or drops, with the total updating as they choose.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Client-Chosen QuantitiesCalisto: quantities the client edits within the minimum and maximum the sender sets, and a quantity outside them is refused.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Package OptionsCalisto: option tiers the client chooses between, each including the lines the sender ticks.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Recurring PricesCalisto: one-time and recurring subtotals are shown apart, with what is due today as the only combined figure.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Tax RatesCalisto: tax on each line resolved by the platform’s tax engine.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Building | ||
| Personalization VariablesCalisto: merge fields such as the client’s name and the total, filled in for each reader.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Signing | ||
| Accept and Sign on the PageCalisto: the client accepts and signs in place on their page, with Sign.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Audit TrailCalisto: every signature carries an audit trail and a completion certificate, with Sign.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Payment | ||
| Payment at AcceptanceCalisto: a deposit or the full amount paid on the client’s page through the business’s own gateway, with Payments.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Tracking | ||
| Page AnalyticsCalisto: every open and the time spent on each page, read on the proposal’s own page.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| NotificationsCalisto: notices when the client opens, comments, picks an option, signs, pays, declines or counters.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Access | ||
| Password ProtectionCalisto: a link can ask for a password before the proposal opens.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| View LimitCalisto: a link can cap how many people open it.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Link ExpiryCalisto: the client’s link lives as long as the offer, and a link can be given an end date or revoked.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Sending | ||
| PDF DownloadCalisto: a vector PDF rendered on the server, its words selectable in any script.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Gaps | ||
| Videos in the PageVideos from services such as YouTube, Vimeo and Wistia embedded in the page.Kontrolleret 28. okt. 2026Kilde | Nej | Ja |
| Custom DomainPages served on the business’s own domain.Kontrolleret 28. okt. 2026Kilde | Nej | Ja |
| Embedded Third-Party ContentEmbeds such as Google Docs, Typeform, Calendly and other iframes inside the page.Kontrolleret 28. okt. 2026Kilde | Nej | Ja |
| Bulk Page Creation from a CSVMany personalized pages created at once from a spreadsheet.Kontrolleret 28. okt. 2026Kilde | Nej | Ja |
| Outside CRM IntegrationsIntegrations with outside CRMs such as Salesforce, HubSpot, Pipedrive, Zoho and Microsoft Dynamics 365.Kontrolleret 28. okt. 2026Kilde | Nej | Ja |
Hvad der bevæger sig
Flyt dine data fra Qwilr
Dine data læses i din egen browser og sendes til din Calisto-konto. Calisto ser aldrig dit login for det gamle system.
Fra en eksportfil
Eksporter dine data fra Qwilr og drop filen ind. Den læses i din browser og kortlægges på Calisto.
Klienter
Moving from Qwilr
Questions about switching
Can the client sign and pay on the proposal itself?
Yes. The client accepts, signs in place with Sign, and pays a deposit or the full amount through the business’s own gateway in Payments, all on one page.
Can a client choose between options?
Yes. Option tiers, optional lines and quantities within the bounds you set are chosen by the client, and what they chose becomes the quote’s lines when they accept.
What happens after the client accepts?
The deal moves in Deals, and the business’s own rules in Automations can raise the invoice in Ledger, open the order in Orderflow or create a task.
Læs mere
Alt Calisto gør her
Siderne bag denne sammenligning: sektoren, appsene og guiderne.