AI Agent Workflow Automation for Qwilr

Qwilr has transformed how sales teams create and deliver proposals by turning static PDFs into interactive, analytics-powered web documents. But even with Qwilr, teams often struggle to keep track of proposal status, share insights, and collaborate efficiently. By integrating Qwilr with a Runbear AI agent, your team gains real-time access to Qwilr workflows—directly from Slack, Teams, or Discord. The result: AI-driven automation and conversational access to all your Qwilr sales data, making your team's proposal process faster, smarter, and more collaborative.

About Qwilr

Qwilr is an innovative platform tailored for sales teams aiming to impress clients with dynamic, interactive web-based proposals, quotes, and business documents. Instead of static PDFs or Word files, Qwilr lets users craft multimedia-rich, fully-branded web pages. Core features include the ability to embed videos or images, interactive pricing tables, built-in e-signature and payment functionality, and deep analytics that reveal how prospects engage with every element. Qwilr also offers native CRM integrations, ensuring that sales materials remain consistent and standardized across the organization. Teams adopt Qwilr to boost engagement, reduce proposal turnaround times, and close deals more efficiently, making it a favorite in fast-paced sales environments focused on client experience and operational excellence.

Use Cases in Practice

Let’s dive into four game-changing ways your team can supercharge Qwilr workflows by adding a Runbear AI agent to your chat channels. These use cases show how AI agents make Qwilr data accessible through natural language, automate routine proposal reporting, and empower team members to take action from within their favorite collaboration tools.

Consider a sales leader who needs a daily summary of all open Qwilr proposals—rather than logging in, they just ask the AI agent in Slack for an instant overview. A team member seeking details on the latest version of a client proposal can retrieve and discuss it with a single message. Need to edit or generate a new proposal based on Slack discussions? The AI agent can use your team’s chat context to draft a Qwilr doc—no switching tabs or copy-pasting required. Meanwhile, analytics requests that once took time-consuming report pulls are now answered by the AI agent with up-to-date engagement stats, all visible to the team in Slack.

These workflows echo the transformation seen in our Instantly Query Excel Reports in Slack—No More Manual Data Checks and How to Automate KPI Reporting use cases, where AI agents turn manual data retrieval and reporting into streamlined, chat-first experiences. With Qwilr and Runbear, the same seamless automation can power your proposal and sales content workflows.

Qwilr vs Qwilr + AI Agent: Key Differences

Using Qwilr alone empowers sales teams to build visually engaging, trackable proposals, but often requires context-switching and manual updates. By integrating Qwilr with a Runbear AI agent, your team transforms passive document workflows into interactive, conversational experiences. AI-powered automation, summaries, and intelligent search mean your team stays focused in Slack or Teams—gaining proposal insights, analytics, and content generation in real time without leaving chat.

Implementation Considerations

When teams rely solely on Qwilr, they face hurdles like manual tracking, scattered workflows, and the constant need to jump between Qwilr, email, chat, and CRM tools. Training team members to use Qwilr’s deeper features, such as analytics or embedding dynamic elements, can add friction—especially if processes aren’t automated. Change management efforts are required to unify proposal workflows and reporting practices. There’s also setup time in connecting Qwilr to other apps, ensuring data governance, and managing user access and permissions. By adopting Qwilr with Runbear, teams must be prepared to map which data is synced, configure AI agent permissions for retrieving proposal content, and provide basic training on using chat-triggered automations. Security reviews are important to ensure document confidentiality within team channels. Budgeting for both Qwilr and AI agent services is essential, but the productivity ROI can far outweigh the combined investment when processes are streamlined and reporting is automated. Teams should appoint a champion to oversee adoption, guide users, and refine AI prompts to best fit their workflows.

Get Started Today

Integrating Qwilr with a Runbear AI agent empowers your sales team to turn every chat conversation into a launchpad for smarter, faster proposal management. With AI-driven automation handling routine updates, natural language search unlocking Qwilr insights, and analytics just a message away, teams move from manual workflows to real-time collaboration. Ready to unlock the full potential of Qwilr and turbocharge your team’s productivity? Try the Qwilr-Runbear integration and experience the next generation of AI-powered sales workflows today!