Qwilr vs Ploomes CRM

Salesforce Sales Cloud

Pipedrive

PandaDoc

Pipefy

Proposify

Wethos

Compare Qwilr and Ploomes CRM based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

PandaDoc is a cloud-based document management solution that streamlines the creation, approval, tracking, and electronic signing of business documents. The platform offers document generation capabilities that allow users to create custom agreements and proposals using a drag-and-drop editor and pre-built templates. Its Configure Price Quote (CPQ) feature enables the generation of error-free, personalized quotes tailored to each buyer's needs.

Proposify is a cloud-based proposal management solution that helps businesses streamline the sales process from conversation to close. The software provides professional branded proposals, quotes, and contracts that help businesses close deals faster. Its proposal automation feature allows users to create interactive quotes, legally binding e-signatures, and payments within the platform.

On Wethos, you can take your proposal creation time from hours to minutes, create and send invoices to clients, and get paid - without ever having to switch tabs. Leverage Wethos' template library to scope your work and get paid.

Qwilr is a document design and automation tool for sales teams, including e-sign, analytics and integrations with CRM and business software.

Access Controls/Permissions

Accounting Integration

Archiving & Retention

Audit Trail

Authentication

Automated Quoting

Collaboration Tools

Content Library

Customizable Branding

Customizable Templates

Discount Management

Document Management

Document Storage

Electronic Payments

Electronic Signature

File Sharing

Knowledge Base Management

Price and Cost Calculations

Pricing and Cost Calculations

Pricing Management

Product Configurator

Proposal Generation

Quotes/Estimates

RFP Management

Templates

Workflow Management

Qwilr

Web-based

Director

My experience with Qwilr has been great. The software allows the creation of stunning pitches, documents, or proposals which themselves are highly customizable.

Thanks for the great customer service and helping me with my needs, great customers service from Alona and the whole team.

Founder

Really great for our teams uses, the customizations are great, and it is super quick to setup, create a doc and get it sent off. The tracking features are SUPER helpful.

Executive

An excellent software for generating sales documents. Saved me an enormous amount of time and the end-product looked professional and beautiful.

President

I love the integration with HubSpot, and I love how easy it is to create professional looking digital proposals.

Owner

The quality of our presentations have been amazing. This increased our new business revenue.

The person from Qwilr then just deleted the appointment without ever communicating with me. That may have just been a one-off mistake, but it was weird.

Account Executive

Proposals made via Qwilr have empowered me to be confident in my pitches and proposals with top tier clients. I enjoy customizing each and every proposal.

Copywriter

Amazing, love this platform. Quick response from support team as well.

The builder is intuitive and the templates allow you to put in place a very nice looking solution very quickly.

Its easy to use, looks amazing and very professional, plus there is no need to resend when a proposal is updated.

Business Development Lead

Style controls are also really nice, and ensure that all of our branding is consistent throughout our proposals and NDAs.

Booking Agent

Overall - I am very happy and once set up, I can send out my proposals very quick.

Co-Founder

Qwilr by far has been our best proposal tool for getting those signatures from clients and money in the bank faster.

I am missing some specific features, a refererral scheme etc.

Consultant

Hard to read on the customers end. Too small and slightly difficult to read.

Really like the widgeted approach to building components for a proposal that others on the team could use and the integrations with other platforms, most notably Stripe.

Growth Engineer

Sometimes the customization available to make on documents is tight to the software possibilities and there is no much possibility to make custom designs.

Qwilr screenshot: Create impressive sales documents, at speed.

Qwilr screenshot: Look impressive with Qwilr's free and expansive image library.

Qwilr screenshot: No design skills needed - Use our simple editor to create polished documents fast and hassle-free.

Qwilr screenshot: Collaborate with your team to perfect the proposal, before sending to your client.

Qwilr screenshot: Interactive quoting moves the deal through faster. Clients can choose, accept, e-sign, and pay all in one flow, from any device – click, sign, and done.

Qwilr screenshot: Look professional and wow your prospects, from anywhere. Add your own images and color palette to stay on brand.

Qwilr screenshot: Get smart with analytics, which give you insight into how and when prospects are interacting with your documents.

Qwilr screenshot: Integrate with your favorite tools, like HubSpot, Salesforce, Xero and more.

Freelancers

Large Enterprises

Mid Size Business

Non Profit

Public Administrations

Small Business

Pipefy increase efficiency and integrate end-to-end operations on a secure, low-code workflow and business process automation (BPA) platform for teams in IT, Procurement, Finance, HR, and more.

Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. The platform combines human sales professionals with AI-powered automation, data, and intelligence. This integrated solution is designed to help businesses of all sizes and industries.

Pipedrive is a web-based sales CRM solution that helps sales teams of all sizes and industries close more deals. Pipedrive lets salespeople, business owners and everyone in between focus on selling with its customizable sales pipelines, real-time insights and AI-based features.

Ploomes is a cloud-based CRM that automates sales, workflows, and proposals in one platform—helping teams save time, reduce errors, and close more deals.

Activity Dashboard

Activity Tracking

Alerts/Notifications

Approval Process Control

Approval Workflow

Audit Management

Automatic Formatting

Bills of Material

Business Process Automation

Calendar Management

Calendar Sync

Call Recording

Catalog Management

Commenting/Notes

Configurable Workflow

Contact Management

Content Management

Contract/License Management

Customer Database

Customer Segmentation

Customizable Dashboard

Customizable Fields

Customizable Forms

Customizable Reports

Dashboard

Data Import/Export

Data Management

Data Visualization

Deal Management

Document Automation

Document Generation

Document Templates

Drag & Drop

Email Management

Email Templates

Forms Automation

Forms Management

Lead Capture

Lead Management

Lead Qualification

Mobile Access

Mobile App

Monitoring

Multi-Currency

No-Code

Opportunity Management

Order Management

Performance Management

Performance Metrics

Pipeline Management

Price/Margin Management

Process Modeling & Designing

Process/Workflow Automation

Progress Tracking

Project Workflow

Real-Time Data

Reminders

Renewal Management

Reporting & Statistics

Reporting/Analytics

Role-Based Permissions

Rules Engine

Rules-Based Workflow

Sales Activity Management

Sales Automation

Sales Pipeline Management

Sales Reports

Search/Filter

Secure Data Storage

Segmentation

Softphone

Tagging

Task Management

Territory Management

Third-Party Integrations

User Management

Version Control

Visual Configuration

Web-based Deployment

Workflow Configuration

Ploomes CRM

Android

Linux

Windows

iPad

iPhone

Product Manager

Ploomes its an amazing software, the highlight are the organization tools that revolutionized the operations team.

Presidente

And besides that fact, it has the options to integrate other tools which is perfect because you don't have to adapt anything in your company and generates by its automation documents and report.

It's very visual and helps understanding the sales funnel. In a small team, it works very well.

The features are very limited for analytics, it's way below market average for reports.

Qwilr vs Ploomes CRM Comparison (2026)

Qwilr

Ploomes CRM

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives