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Qwilr - Create PDF, Word, Excel Documents
Qwilr works with Documentero to turn accepted proposals into ready-to-use documents in formats like PDF, DOCX, or XLSX. When a client accepts a Qwilr page, Documentero can instantly generate contracts, invoices, or reports based on your templates. This saves time by moving from client approval to professional documentation without manual steps. The integration can be set up through API, Make, or Zapier depending on your workflow.
Qwilr
Documentero
Triggers
Watch Accepted Page — Triggers when a page is accepted.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Qwilr using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Qwilr using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate a signed contract from an accepted Qwilr proposal
Create a branded invoice in PDF format after Qwilr page approval
Export client acceptance details from Qwilr into an XLSX report with Documentero
Produce a ready-to-send onboarding document when a Qwilr page is accepted
Automatically create a project scope document in DOCX from Qwilr approvals
Generate a financial summary report in PDF from accepted Qwilr sales pages
Create a client handover document after Qwilr proposal acceptance
Export accepted Qwilr pages into structured templates with Documentero
Produce a progress tracking spreadsheet from Qwilr approvals
Automatically generate a renewal agreement when a Qwilr page is accepted
How you can use Qwilr + Documentero
Generate Contract After Proposal Acceptance
When a client accepts a Qwilr proposal, Documentero creates a contract in DOCX format using your legal template.
Create Invoice Automatically
Trigger Documentero to produce a PDF invoice as soon as a Qwilr page is accepted by a customer.
Build Project Kickoff Document
After a sales page is approved, Documentero generates a customized project kickoff document in PDF.
Produce Internal Report
Use Documentero to compile an XLSX report summarizing accepted Qwilr proposals for your internal team.
Send Welcome Pack
Once a client accepts a Qwilr page, Documentero can generate a branded welcome pack in PDF format.
Setup Guides
Zapier Tutorial: Integrate Qwilr with Documentero
- Create a new Zap in Zapier.
- Add Qwilr to the zap and choose one of the triggers (Watch Accepted Page). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Qwilr trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Qwilr with Documentero
- Create a new scenario in Make.
- Add Qwilr to the scenario and choose one of the triggers (Watch Accepted Page). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Qwilr trigger.
- Run or schedule your scenario and verify the output.
