Write a Qwilr Proposal Page
Help the user write and structure a Qwilr proposal page — from section planning through copy and interactive element configuration. Qwilr replaces static PDF proposals with interactive web-based pages that include quote blocks, embedded content, and real-time engagement tracking.
Step 1 — Gather context
Ask the user:
- What are you proposing? (product/service, scope, price range)
- Who is the buyer? (title, company, industry, company size)
- Where is this deal?
- A) Early — they're evaluating options
- B) Mid — they've seen a demo, now need a formal proposal
- C) Late — verbal yes, need the paperwork
- D) Renewal or expansion of existing deal
- Which Qwilr features do you want to use?
- A) Quote block with pricing table (interactive line items, optional add-ons)
- B) Simple text-based proposal (no interactive pricing)
- C) Full deal room with multiple pages (route to instead)
- D) Not sure — recommend what fits
If the user's request already provides most of this context, skip directly to the relevant step. Lead with your best-effort answer using reasonable assumptions (stated explicitly), then ask only the most critical 1-2 clarifying questions at the end — don't gate your response behind gathering complete context.
Step 2 — Generate page blueprint
Design a section-by-section page structure mapped to Qwilr block types. A strong Qwilr proposal typically follows this flow:
| Section | Qwilr Block Type | Purpose |
|---|
| Cover / Hero | Splash block | First impression, prospect's name/logo, one-line value prop |
| Executive Summary | Text + Image block | Why this matters to them specifically (2-3 paragraphs max) |
| Problem & Solution | Text block or Accordion | Frame the pain, present your solution mapped to their needs |
| Scope of Work | Text block or Accordion | What's included, deliverables, timeline |
| Pricing | Quote block | Interactive pricing table with line items |
| Timeline & Milestones | Text block | Key dates, phases, dependencies |
| About Us / Team | Text + Image block | Credibility — relevant team members, case study snippets |
| Next Steps / CTA | Accept block | Clear call to action — accept the proposal, sign, or book a call |
Adapt this structure based on the deal context:
- Early-stage deals: Lead heavier on problem/solution, lighter on detailed scope
- Late-stage deals: Lead with scope and pricing, lighter on problem framing
- Renewals/expansions: Lead with results achieved, then expansion scope and pricing
- Technical buyers: Add a technical architecture or integration section
- Executive buyers: Add an ROI/business case section
Step 3 — Write the copy
Write actual copy for each section, not just placeholders. Follow these principles:
- Executive Summary: 2-3 paragraphs max. Lead with their problem, not your product. Reference specific things from their situation (company name, goals they mentioned, pain points from discovery).
- Problem & Solution: Mirror their language back to them. Map each pain point to a specific capability.
- Scope: Use clear deliverables with enough detail that both sides know what "done" looks like, but not so much that it reads like a contract.
- Pricing copy: Write the framing text above the quote block — this is where you anchor value before they see numbers.
- CTA: Be specific about what happens after they accept (kickoff call within 48 hours, implementation begins week of X, etc.).
Use
syntax for any fields the user might want to auto-populate via the Qwilr API later (e.g.,
,
,
).
Step 4 — Configure interactive elements
If the proposal includes a quote block, design the pricing structure:
Quote block configuration
- Sections: Group line items logically (e.g., "Platform License", "Implementation", "Add-Ons")
- Line items: Each item needs a name, description, and price
- Use type for most items
- Mark add-ons as so the buyer can select/deselect
- Set ranges where buyers should choose volume (seats, units)
- Apply discounts where appropriate (percentage or fixed amount)
- Billing: Specify or (monthly/quarterly/annual) per item
- Tax: Include tax configuration if applicable
Interactive features to consider
- Optional line items: Let buyers self-select add-ons — this increases deal size while giving them control
- Quantity selectors: For per-seat or per-unit pricing, let buyers adjust quantity
- Discount display: Show the discount visibly to reinforce the deal they're getting
- Section subtotals: Help buyers understand cost breakdown by category
- Features lists: Add feature descriptions to line items for context
Step 5 — Generate API payload (optional)
If the user wants to create the page programmatically via the Qwilr API, generate the
JSON payload:
json
{
"name": "Proposal for {{company_name}}",
"isPublished": false,
"tags": ["proposal", "{{deal_stage}}"],
"blocks": [
{
"savedBlockId": "<from GET /blocks/saved>",
"tokens": {
"company_name": "Acme Corp",
"contact_first_name": "Jane"
}
}
],
"quoteSections": [
{
"title": "Platform License",
"items": [
{
"title": "Annual Platform License",
"description": "Full access to all features",
"type": "fixedCost",
"fixedCost": { "amount": 24000, "currency": "USD" },
"isOptional": false,
"billing": { "type": "recurring", "frequency": "annual" }
}
]
}
]
}
Notes for the user:
- Run first to discover available block IDs
- Set to review before sending
- Use to substitute CRM data into the template
- Auth:
Authorization: Bearer <your-jwt-token>
- Base URL:
Gotchas
- Don't generate walls of text. Qwilr is a visual, web-based platform — not a Word doc. Use Qwilr block types (Splash, Accordion, Quote blocks) to break up content. If a section runs longer than 3 paragraphs, restructure it into an Accordion or split it into sub-sections.
- Don't forget the interactive pricing/quote block. Claude defaults to writing pricing as plain text. Qwilr's quote block is the product's key differentiator — use it for any proposal that includes pricing. Configure line items, optional add-ons, and quantity selectors.
- Don't skip the CTA. Every proposal needs a clear call to action using Qwilr's Accept block. Don't end with "let us know your thoughts" — end with "Accept this proposal" or "Book your kickoff call."
- Don't make the proposal too long. Web proposals are not PDFs. Buyers skim. A strong Qwilr proposal is 5-8 sections. If it's longer, consider moving detailed content to a deal room () instead.
- Don't forget placeholders. If the proposal might be auto-generated via API later, use , , etc. throughout — not hardcoded values.
Related skills
/sales-proposal-analytics
— Track engagement after sending (who viewed, which sections, when to follow up)
- — Automate proposal creation from CRM data via the Qwilr API
- — For complex multi-stakeholder deals that need multiple pages
- — Design reusable templates for your whole team
- — For general (non-Qwilr) proposal strategy and pricing
- — Not sure which skill to use? The router matches any sales objective to the right skill. Install:
npx skills add sales-skills/sales --skills sales-do