{"schemaVersion":"ready-scan.resource-sources.v1","locale":"zh-Hant","path":"/zh/sources/source-88032cdf9f3142ce","canonicalUrl":"https://readyscan.ai/zh/sources/source-88032cdf9f3142ce","machineUrl":"https://readyscan.ai/zh/discovery/sources/source-88032cdf9f3142ce.json","page":1,"pageSize":48,"totalCount":1,"totalPages":1,"previous":null,"next":null,"kind":"source","source":{"id":"source-88032cdf9f3142ce","url":"https://qwilr.com/industry/proposal-software-for-financial-services/","title":"Qwilr: /industry/proposal-software-for-financial-services/","publisher":"qwilr.com","publicationCount":1,"modifiedOn":"2026-10-22","path":"/zh/sources/source-88032cdf9f3142ce","canonicalUrl":"https://readyscan.ai/zh/sources/source-88032cdf9f3142ce","machineUrl":"https://readyscan.ai/zh/discovery/sources/source-88032cdf9f3142ce.json"},"items":[{"key":"subject:Q93324097","citations":[{"id":"source-88032cdf9f3142ce","url":"https://qwilr.com/industry/proposal-software-for-financial-services/","title":"Qwilr: /industry/proposal-software-for-financial-services/","publisher":"qwilr.com","accessedOn":"2026-10-22"}],"editions":[{"language":"en","title":"Qwilr","description":"Australian web services company.","path":"/entities/qwilr-q93324097","canonicalUrl":"https://readyscan.ai/entities/qwilr-q93324097","machineUrl":"https://readyscan.ai/discovery/entities/qwilr-q93324097.json","modifiedOn":"2026-10-22"}],"subject":{"slug":"qwilr-q93324097","name":"Qwilr","questions":[{"question":"What is proposal software for financial services?","path":"/entities/qwilr-q93324097#company-answer-content-native-digital-agencies-0e91c2cf73b1e169-a-0a753bb4dd768fdf50bf"},{"question":"What record do we get when a client accepts?","path":"/entities/qwilr-q93324097#company-answer-content-native-digital-agencies-0e91c2cf73b1e169-a-1b9c306e773f051c806d"},{"question":"Can we stop a document being forwarded or reused?","path":"/entities/qwilr-q93324097#company-answer-content-native-digital-agencies-0e91c2cf73b1e169-a-17c90bcc0fcf0e662a43"}],"facts":[{"id":"content-native-digital-agencies-0e91c2cf73b1e169-a-0a753bb4dd768fdf50bf","label":"What is proposal software for financial services?","value":"“Proposal software for financial services produces the documents a firm sends before work starts: the recommendation, the fee schedule and the engagement letter, with the signature inside the same page. Financial advisers, wealth managers, insurance brokers and mortgage brokers all send a version of it.”","path":"/entities/qwilr-q93324097#company-fact-content-native-digital-agencies-0e91c2cf73b1e169-a-0a753bb4dd768fdf50bf","questionPaths":["/entities/qwilr-q93324097#company-answer-content-native-digital-agencies-0e91c2cf73b1e169-a-0a753bb4dd768fdf50bf"]},{"id":"content-native-digital-agencies-0e91c2cf73b1e169-a-1b9c306e773f051c806d","label":"What record do we get when a client accepts?","value":"“The audit trail records the acceptor's name, email and company, and any answers to your custom acceptance form also appear in it and in the acceptance email. Once a page has been accepted it can't be reversed, deleted or edited.”","path":"/entities/qwilr-q93324097#company-fact-content-native-digital-agencies-0e91c2cf73b1e169-a-1b9c306e773f051c806d","questionPaths":["/entities/qwilr-q93324097#company-answer-content-native-digital-agencies-0e91c2cf73b1e169-a-1b9c306e773f051c806d"]},{"id":"content-native-digital-agencies-0e91c2cf73b1e169-a-17c90bcc0fcf0e662a43","label":"Can we stop a document being forwarded or reused?","value":"“Up to a point. You can restrict a page to approved email domains, require email verification, set a view limit and set the link to expire after a number of days. Together those keep an unsigned letter from being opened by people you didn't send it to, or sitting live indefinitely.”","path":"/entities/qwilr-q93324097#company-fact-content-native-digital-agencies-0e91c2cf73b1e169-a-17c90bcc0fcf0e662a43","questionPaths":["/entities/qwilr-q93324097#company-answer-content-native-digital-agencies-0e91c2cf73b1e169-a-17c90bcc0fcf0e662a43"]},{"id":"content-native-digital-agencies-0e91c2cf73b1e169-a-facb293b796d17de166a","label":"Qwilr","value":"“Qwilr is sales document software for creating interactive, branded proposals, quotes and sales collateral, with built-in analytics, e-signatures and payments.”","path":"/entities/qwilr-q93324097#company-fact-content-native-digital-agencies-0e91c2cf73b1e169-a-facb293b796d17de166a","questionPaths":[]}]},"selected":{"language":"en","title":"Qwilr","description":"Australian web services company.","path":"/entities/qwilr-q93324097","canonicalUrl":"https://readyscan.ai/entities/qwilr-q93324097","machineUrl":"https://readyscan.ai/discovery/entities/qwilr-q93324097.json","modifiedOn":"2026-10-22"}}],"versionId":"fnv1a64:4063d50c12fab67c"}