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.
Feature by feature
Calisto Proposals beside Qwilr
- 15 In both
- 5 Only in Qwilr
| 20 features | Calisto Proposals | Qwilr |
|---|---|---|
| The Quote | ||
| Optional Line ItemsCalisto: lines the client keeps or drops, with the total updating as they choose.Checked 28. okt. 2026Source | Yes | Yes |
| Client-Chosen QuantitiesCalisto: quantities the client edits within the minimum and maximum the sender sets, and a quantity outside them is refused.Checked 28. okt. 2026Source | Yes | Yes |
| Package OptionsCalisto: option tiers the client chooses between, each including the lines the sender ticks.Checked 28. okt. 2026Source | Yes | Yes |
| Recurring PricesCalisto: one-time and recurring subtotals are shown apart, with what is due today as the only combined figure.Checked 28. okt. 2026Source | Yes | Yes |
| Tax RatesCalisto: tax on each line resolved by the platform’s tax engine.Checked 28. okt. 2026Source | Yes | Yes |
| Building | ||
| Personalization VariablesCalisto: merge fields such as the client’s name and the total, filled in for each reader.Checked 28. okt. 2026Source | Yes | Yes |
| Signing | ||
| Accept and Sign on the PageCalisto: the client accepts and signs in place on their page, with Sign.Checked 28. okt. 2026Source | Yes | Yes |
| Audit TrailCalisto: every signature carries an audit trail and a completion certificate, with Sign.Checked 28. okt. 2026Source | Yes | Yes |
| Payment | ||
| Payment at AcceptanceCalisto: a deposit or the full amount paid on the client’s page through the business’s own gateway, with Payments.Checked 28. okt. 2026Source | Yes | Yes |
| Tracking | ||
| Page AnalyticsCalisto: every open and the time spent on each page, read on the proposal’s own page.Checked 28. okt. 2026Source | Yes | Yes |
| NotificationsCalisto: notices when the client opens, comments, picks an option, signs, pays, declines or counters.Checked 28. okt. 2026Source | Yes | Yes |
| Access | ||
| Password ProtectionCalisto: a link can ask for a password before the proposal opens.Checked 28. okt. 2026Source | Yes | Yes |
| View LimitCalisto: a link can cap how many people open it.Checked 28. okt. 2026Source | Yes | Yes |
| Link ExpiryCalisto: the client’s link lives as long as the offer, and a link can be given an end date or revoked.Checked 28. okt. 2026Source | Yes | Yes |
| Sending | ||
| PDF DownloadCalisto: a vector PDF rendered on the server, its words selectable in any script.Checked 28. okt. 2026Source | Yes | Yes |
| Gaps | ||
| Videos in the PageVideos from services such as YouTube, Vimeo and Wistia embedded in the page.Checked 28. okt. 2026Source | No | Yes |
| Custom DomainPages served on the business’s own domain.Checked 28. okt. 2026Source | No | Yes |
| Embedded Third-Party ContentEmbeds such as Google Docs, Typeform, Calendly and other iframes inside the page.Checked 28. okt. 2026Source | No | Yes |
| Bulk Page Creation from a CSVMany personalized pages created at once from a spreadsheet.Checked 28. okt. 2026Source | No | Yes |
| Outside CRM IntegrationsIntegrations with outside CRMs such as Salesforce, HubSpot, Pipedrive, Zoho and Microsoft Dynamics 365.Checked 28. okt. 2026Source | No | Yes |
What moves
Bringing your data from Qwilr
Your data is read in your own browser and sent to your Calisto account. Calisto never sees your login for the old system.
From an export file
Export your data from Qwilr and drop the file in. It is read in your browser and mapped onto Calisto.
Clients
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.
Learn more
Everything Calisto does here
The pages behind this comparison: the sector, the apps and the guides.