QWILR + HUBSPOT

INSTALLATION, TEMPLATE CREATION & USER GUIDE

Qwilr + HubSpot

Setup & User Guide


With Qwilr you will be able to create proposals, quotes, pitch decks, reports and any document as impressive & intelligent webpages (like this one).

In this guide, we'll show you how to setup our HubSpot integration & how to make personalised documents from Qwilr templates in seconds. 

Once you have accounts with both HubSpot & Qwilr, that use the same email address as the username for both, the setup should take 60 seconds. 

See below for help creating Qwilr Templates & the different HubSpot tokens (AKA variable fields). 

Qwilr Overview Video

Integrating Qwilr


Linking Hubspot to Qwilr

Linking the two tools is incredibly simple. Just go to the integrations tab in Qwilr and select Hubspot. 

Once there, click ENABLE and a popup will appear from Hubspot that will link the two accounts. 

To use HubSpot & Qwilr you (and your team) will need to have an account on both platforms. The email address you use for both accounts will need to match.You can update your email address in Qwilr at any time via the Account section of Settings. 

Within Hubspot, Qwilr can be used in any of Contacts, Companies & Deals

Qwilr will be available in a box on the left hand side of any page within the Contact, Company or Account. You can drag and drop this box (via the dots in the top left of the box) to wherever you want it to be on the page. 


Creating your first Qwilr 

Once in the details tab and go to the Qwilrs section >>> click Create Qwilr

Select the template that you want. 

Click Create Qwilr. 

And you're done! 

When you go back to the dashboard you will see your first Qwilr :) 


Note:

  • You will need to have created & tagged templates in Qwilr for any templates to appear in HubSpot. This is very easy to do. More information can be found below in the Creating Templates section. 
  • Under the 'Actions' Tab you will be able to see all of the tokens that are available for this particular contact, company or deal. Conversely, you can see which fields don't have any information, which you can rectify by adding that information to HubSpot. 

This is now ready to be shared with your client! 

Once your client has viewed the document you will be notified and see that the number of views has changed.

The status of your document will also change once it has been published and once it has been accepted - and you will also be notified by email (and by Slack if you have that integration turned on too). 


Qwilr Options

Once you have created one or more Qwilrs you'll see the following dashboard: 


Edit (Top Link) 

To edit your Qwilr simply click on the hyperlinked title at the top of the card (in the example above, this is the link saying 'Hubspot Demo'). 

This will open Qwilr for you and allow you to edit the page directly.

Qwilr has an easy to use WYSIWYG editor that allows you to edit the text directly. You can alter text by highlighting it and using the options available. To add new sections, images or tables simple click the small '+' symbols. 

For more information on editing Qwilr pages you can see the advice at help.qwilr.com or watch the fundamentals video below. 


Preview 

Preview let's you see the Qwilr page that you will send to your customer / client. If you are not using Accept / E-sign / Pay then you can also just use this URL in any communication you have with your client - however, if you are using any of Accept / E-sign / Pay then you will need to Publish the Qwilr (via the Share button). 

Note: Because Qwilr is a URL you can use it in email, SMS, various messenger apps, and any other way you can communicate with your customer. 


Get Link (& Publish Link)

Click Get Link to get the sharable link for your document as shown below.  

If you want your Qwilr to work with Accept, E-sign &/or Pay you will get a screen asking you to publish your document - click 'Let's Do It' to activate your Qwilr. It will now be live for your client to accept & you'll be taken to the main Share page to get the active link. 

Share links also include Security options. You can find out more about our Security Options here


Download PDF

This will allow you to export a PDF in either Portrait or Landscape. Alternatively, you could just grab the URL that allows for the downloading of the PDF. 

Creating Templates


Once you have figured out the list of documents that you want to make as templates the process is very similar to building a normal Qwilr. 


Step one - Create: 

Create a Qwilr that you (& your team) love.

You can start from scratch, from one of our pre-designed templates, or you could work with one of our high quality Qwilr specialists


Step two - Token (AKA Variables):

You can see the available tokens for any given Contact, Company or Deal via the 'Show Tokens' button under Actions button at the bottom of the Qwilr widget. 

Replace the Tokens that you want with the correct variable in two sets of curly braces - such as the examples below. Make sure to use the correct Token & to test them the first time you use this integration. 

See below for a detailed list of HubSpot Tokens, or check the Show Tokens button in the app. 


Step three - Tag: 

If you are using Hubspot, you will now need to tag the project to have it appear in the right locations. 

Important: All tags must be replicated EXACTLY as they are case sensitive. 

1) Tag ALL HubSpot templates with: hubspot 

B) Tag the templates with the location(s) that you wish them to appear - the options are: contact / company / deal. These must be done exactly - if you use 'DEAL' or 'contacts' the system will not link the tag to the correct area in HubSpot. 


Step Four - Test: 

Test the output to make sure that it is working as intended & fix any issues that you have. As always - you can reach out to the friendly Qwilr team to help you in any way needed. 


That's it! All done :) 

Template Limitations

Template Limitations

Text only

Qwilr can only find & replace text (letters and numbers) - we cannot replace images, videos, embedded content, URLs, etc. However, we can do this via the Foundry API. If you'd like to learn more about Foundry reach out to the team via help@qwilr.com

Quote Widget

We cannot replace text, nor numbers, within the functional part of the Quote Block. You can change the Header or other explanatory text at the top, but you will have to edit the quote block normally. 

Again - this does not apply to the Foundry API. If you are interested in that please do get in touch

Tokens

Tokens (sometimes called variable fields) allow you to have replaceable sections within templates. 

This means that you don't have to manually replace things like CUSTOMER NAME or ADDRESS every time you create a new Quote, Proposal, Report or any other type of document. 

For both the HubSpot integration and the BluePrint API you must wrap the token with two curly brackets (AKA braces) - which are: {  } 

Some examples of common tokens include: 

Important Notes:

  1. Any token that does not have any relevant information is automatically defaulted to a blank.
  2. All token fields are case sensitive. 


We have compiled a list of the more common standard Hubspot fields that you might find useful in building your templates. 

For more information please see our Help Center, or reach out to a member of our team via help@qwilr.com

Contact

Contact

Below is a list of all available tokens in HubSpots's Contact object. Be sure to wrap them in two curly brackets. 


Fields:

firstname

lastname

salutation

email

company

phone

fax

mobilephone

jobtitle

website

ipaddress

address

city

state

zip

country

vid

ownerfirstname

ownerlastname

owneremail

industry

noteslastcontacted

message

numuniqueconversionevents

recentdealamount

totalrevenue

Company

Company

Below is the list of tokens available in HubSpots Company object. Be sure to wrap them in two curly brackets. 


Fields:

name

phone

website

description

aboutus

companyid

domain

address

address2

city

zip

country

foundedyear

industry

domain

aboutus

ispublic

noteslastcontacted

recentdealamount

timezone

totalrevenue

type

Deal

Deal

Below is the list of tokens available in HubSpots Deal object. Be sure to wrap them in two curly brackets. 


Fields:

amount

id

name

description

closedate

createdate

dealstage

dealtype

owneremail

ownerfirstname

ownerlastname

noteslastupdated

numassociatedcontacts

In the Qwilr App


Qwilrs that are created from a template in HubSpot are stored in the 'Children' section of that template. This can be found by going to the Template, clicking the down arrow on the right and then selecting Children

From here they can be edited / adjusted / disabled / deleted as any normal Qwilr can be. 

Qwilr Fundamentals Video

QWILR