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 bredvid Qwilr
- 15 I båda
- 5 Endast 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.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Client-Chosen QuantitiesCalisto: quantities the client edits within the minimum and maximum the sender sets, and a quantity outside them is refused.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Package OptionsCalisto: option tiers the client chooses between, each including the lines the sender ticks.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Recurring PricesCalisto: one-time and recurring subtotals are shown apart, with what is due today as the only combined figure.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Tax RatesCalisto: tax on each line resolved by the platform’s tax engine.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Building | ||
| Personalization VariablesCalisto: merge fields such as the client’s name and the total, filled in for each reader.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Signing | ||
| Accept and Sign on the PageCalisto: the client accepts and signs in place on their page, with Sign.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Audit TrailCalisto: every signature carries an audit trail and a completion certificate, with Sign.Kontrollerat 28 okt. 2026Källa | 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.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Tracking | ||
| Page AnalyticsCalisto: every open and the time spent on each page, read on the proposal’s own page.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| NotificationsCalisto: notices when the client opens, comments, picks an option, signs, pays, declines or counters.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Access | ||
| Password ProtectionCalisto: a link can ask for a password before the proposal opens.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| View LimitCalisto: a link can cap how many people open it.Kontrollerat 28 okt. 2026Källa | 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.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Sending | ||
| PDF DownloadCalisto: a vector PDF rendered on the server, its words selectable in any script.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Gaps | ||
| Videos in the PageVideos from services such as YouTube, Vimeo and Wistia embedded in the page.Kontrollerat 28 okt. 2026Källa | Nej | Ja |
| Custom DomainPages served on the business’s own domain.Kontrollerat 28 okt. 2026Källa | Nej | Ja |
| Embedded Third-Party ContentEmbeds such as Google Docs, Typeform, Calendly and other iframes inside the page.Kontrollerat 28 okt. 2026Källa | Nej | Ja |
| Bulk Page Creation from a CSVMany personalized pages created at once from a spreadsheet.Kontrollerat 28 okt. 2026Källa | Nej | Ja |
| Outside CRM IntegrationsIntegrations with outside CRMs such as Salesforce, HubSpot, Pipedrive, Zoho and Microsoft Dynamics 365.Kontrollerat 28 okt. 2026Källa | Nej | Ja |
Vad som rör sig
Flyttar dina data från Qwilr
Dina data läses i din egen webbläsare och skickas till ditt Calisto-konto. Calisto ser aldrig ditt inloggningsnamn för det gamla systemet.
Från en exportfil
Exportera dina data från Qwilr och släpp in filen. Den läses in i din webbläsare och kartläggs mot 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.
Lär dig mer
Allt Calisto gör här
Sidorna bakom denna jämförelse: sektorn, apparna och guiderna.