Linking Salesforce to Qwilr

To use Salesforce & Qwilr you'll need to have an account on both platforms. Your Salesforce admin will be able to set this up for you.

Your Salesforce admin will also have decided where Qwilr will live. Qwilr can be turned on for any / all of: Leads, Opportunities, Contacts & Accounts.

In Lightning you will need to head to the Details tab of the relevant Lead / Opportunity / Account / Contact section.

In Classic it will be on the main page of the section.

When you find the Qwilr Section will see the Connect Now button. Click it - and we will match your Salesforce email ID with your Qwilr email ID and enable your account.

Creating your first Qwilr

Once in the details tab and go to the Qwilr section & click Create New.

Select the template that you want (your account admin should have already set up the relevant templates for each Salesforce object). Click Use Template.

Success! You've created a Qwilr Page.

From here you can see if it is live, the view count, the Edit Button (Pencil), the View Button (Eye) and the Share Link Button (Link).

You can also access the Analytics, Download a PDF version and Delete the document here.

View Button

View let's you see the Qwilr page that you will send to your customer / client.

Note: Because Qwilr is a URL you can use it in email, SMS, various messenger apps, and any other way you can communicate with your customer.

Edit Button

Opens Qwilr for you and allow you to edit the page directly.

Qwilr is a simple WYSIWYG Web editor that allows you to edit the text directly. You can alter text by highlighting it and using the options available. To add new sections, images or tables simple click the small '+' symbols.

For more information on editing Qwilr pages you can see the advice at help.qwilr.com, watch the fundamentals video below or reach out to the team at [email protected].

Share Link Button

Click Share to get the sharable link for your document.

You will also be able to alter the name, add security, add identity verification and more.

Sharing panel view:

Security & Identity Verification view:

PDF Button

This will allow you to export a portrait or landscape PDF.

Delete Button

Deletes the Qwilr page.

Download CSV Button

This allows you to download a CSV file with the name & URLs of all of the documents in the list. In the example shown above it would generate three listings in the CSV to match the three shown in the dashboard. This can be especially useful if you want to use Qwilr for marketing activities and you wish to send a personalised link to hundreds of people via email.

Activity Feed

All of the activity that is done on your account will be tracked - including the first view of the document and when it is accepted.

PDFs

The PDFs of your Qwilr pages can be added to the Notes & Attachments section of Salesforce.