Proposal & Invoice Management

Add Qwilr to your AI agent

Save time and win more work with smart sales documents. Great for proposals, quotes and more!

Things your agent can do in Qwilr
15

Things your AI can do in Qwilr

Your FormWise AI can handle any of these in Qwilr — on its own, without you needing to click a button.

  • Create Page

    Create a Qwilr page from exactly one template ID or an ordered list of saved blocks; this consumes document-automation credits or usage billing.

  • Create Tax

    Create a quote tax definition with a percentage rate or no rate, optionally using a stable caller-chosen ID.

  • Create Webhook Subscription

    Subscribe a publicly reachable callback URL to one Qwilr page event. Qwilr callbacks are unsigned, must receive HTTP 200 within 30 seconds, and may be retried up to five times before being dropped.

  • Delete Tax

    Permanently delete one quote tax definition by ID.

  • Delete Webhook Subscription

    Permanently cancel one webhook subscription by its subscription ID.

  • Get Page

    Return one full Qwilr page, with optional metadata and real or preview acceptance details.

  • List Pages

    Return one cursor-controlled page of visible Qwilr page summaries, optionally filtered by status, tags, folder, owner, or creation order.

  • List Payment Gateways

    Return configured Qwilr Pay gateways whose IDs can be assigned to page payment settings.

  • List Saved Blocks

    Return saved block IDs, names, and types for constructing or replacing pages.

  • List Taxes

    Return all quote tax definitions and their nullable percentage rates.

  • List Users

    Return account users with IDs, email addresses, roles, and team names for resolving page owner IDs.

  • List Webhook Subscriptions

    Return API-created webhook subscriptions with their IDs, event types, and callback URLs.

Show 3 more things it can do
  • Replace Page Content

    Fully and irreversibly overwrite all content in a Qwilr page with saved blocks as the required primary operation, optionally changing publication, expiry, payments, folder, and additive tags in the same request. This only works for pages originally created from saved blocks. If folder_id is sent, Qwilr moves the page first and does not roll that move back if content replacement or another later change fails.

  • Update Page

    Update a Qwilr page's publication, expiry, payments, folder, or additive tags. This action does not replace page content. Accepted or disabled pages support only folder_id, skip_if_template_default_folder, and add_tags. If folder_id was sent, Qwilr applies the folder move first and does not roll it back when a later requested change fails; inspect the page before retrying.

  • Update Tax

    Change a quote tax definition's name, percentage rate, or both; sending rate null clears the rate.

Built for the way you actually work

No code, no engineers

Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.

Sounds like you, not like a bot

Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.

Plugs into the stack you already use

No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.

Your data stays yours

Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.

What you can do once Qwilr is connected

Onboard new clients without lifting a finger

When someone signs up, your AI greets them, sets up their next step in Qwilr, and keeps the momentum going — even at 2am.

Reply to leads in seconds, not days

Your AI watches Qwilr for new inquiries, answers questions in your voice, and books the call before they cool off.

Get your weekends back

Hand off the repetitive Qwilr work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.

How to connect Qwilr to your agent

  1. 1

    Start using FormWise for free

    Sign up in under a minute.

  2. 2

    Find Qwilr in your connected apps

    Inside FormWise, open Connectors and look for Qwilr.

  3. 3

    Hit "Connect"

    Click "Connect Qwilr" and log in like you normally would. We only ask for the permissions your AI actually needs.

  4. 4

    Tell your AI what to do in Qwilr

    Build a quick AI Agent (it's like writing instructions, not code), and pick the Qwilr actions you want your AI to handle.

  5. 5

    Watch it run

    Send it a real-world task and watch your AI take care of Qwilr for you. Tweak the wording until it feels just right.

Powered by the AI you already trust

Your Qwilr workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.

  • OpenAI
  • Anthropic Claude
  • Google Gemini

Questions other Qwilr users had before signing up

Do I need to know how to code?

Not even a little. If you can use Qwilr today, you can set this up. You'll connect Qwilr, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.

Will my clients know they're talking to an AI?

Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.

Can I make it sound like me?

Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.

What if I want to take over a conversation?

You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.

Is my client data safe?

Yes. Your Qwilr login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Qwilr or delete everything any time.

What happens when Qwilr updates their app?

We handle it. When Qwilr adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.

How fast can I actually get this running?

Most people are up and running the same day they sign up. Connecting Qwilr takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.

What is FormWise?

FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Qwilr — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.

Can I sell AI agents to my clients?

Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.

Can I embed my AI on my website or in my course?

Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.

Do I need to know anything about AI to use this?

No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.

About Qwilr on FormWise

Save time and win more work with smart sales documents. Great for proposals, quotes and more!

Connect Qwilr once and your FormWise AI gets 15 things it can do inside it. That means your AI can handle the Qwilr work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.

You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.

New to Qwilr? Take a look at qwilr.com.

Stop doing the Qwilr work yourself

Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.