AI agents for Qwilr
A Monmo agent works in Qwilr the way a sales coordinator would. After a discovery call it drafts the proposal from your template, builds the quote from the deal's line items, checks which pages were opened but not accepted, and drafts the follow-up. It uses your own Qwilr account and asks before it shares a proposal, changes a price or edits a template.
Updated 2026-11-13 · Free to start. Paid plans from $15 a month.
What agents do in Qwilr
Draft the proposal after a discovery call
It reads your call notes and the HubSpot deal, picks the matching Qwilr template, and writes the problem, scope and timeline in the client's own terms, ready for you to edit.
AskDraft a Qwilr proposal for Harbor Dental from today's call notes, using the Website Retainer template.
Build the quote from the deal
It turns the deal's products and quantities into the quote section, applies the discount you agreed, and checks that the total matches the deal amount before you review the page.
AskBuild the quote for the Harbor Dental proposal from the deal's line items, with the 10 percent first-year discount.
Follow up on proposals that went quiet
Each morning it checks which proposals were opened but not accepted and which were never opened, notes the days since sending, and drafts a short email for each owner to send from Gmail.
AskEvery weekday at 9, list proposals opened but not accepted in the last week and draft a follow-up for each.
Keep templates in step with your prices
When a price or a case study changes, it finds every template that still shows the old version and proposes the edit for each, so nobody sends last year's rates.
AskOur onboarding fee is now 1,200. Find every template that still shows the old fee and propose the change.
Report the proposal pipeline
Every Monday it lists proposals sent, opened, accepted and gone quiet, with values and owners, in a Google Sheet that the sales meeting can read in five minutes.
AskEvery Monday at 8, update the Proposals sheet with last week's sent, opened, accepted and quiet proposals.
Rewrite the summary for a new reader
When the client's finance lead joins the deal, it drafts a version of the opening section that leads with cost, payment terms and return, while the scope and the rest of the page stay unchanged.
AskTheir CFO is now reviewing. Draft a version of the summary that leads with cost and payment terms.
Hand an accepted proposal to delivery
When a proposal is accepted it writes the handover for the delivery team: scope, start date, contacts and anything promised on the call, and prepares the matching CRM update for your approval.
AskHarbor Dental accepted. Write the handover for the delivery team and prepare the deal update in HubSpot.
How it connects
- 1You connect your own Qwilr account once. The agent works with the pages and templates that account can open, and with the role it already has in your Qwilr team.
- 2You choose which agents can use Qwilr. A sales agent that drafts proposals needs it; your Chief of Staff may need only the weekly pipeline sheet.
- 3Drafting pages and reading their activity happen without asking. Sharing a proposal with a client, changing a quote and editing a saved template ask first. Acceptance, and any payment taken on acceptance, stay with your client.
More in Documents and files
Other apps of this kind that agents work in, each with its own page.
Questions people ask
Can an AI agent write Qwilr proposals?
Yes. A Monmo agent drafts the proposal from your Qwilr template, your call notes and the deal record, keeping your layout, pricing and terms. You read it, change what you like and decide when it goes to the client. It works through the Qwilr connection, or in its own browser when the connection does not reach a part of the page.
Will the agent share a proposal or change a price without asking?
No. Sharing a page with a client, changing a quote and editing a template each show a card first with what will change and why. Drafting, reading pages and checking their activity are the parts it does on its own. If a client pays on acceptance through Stripe, the agent takes no part in that payment.
Can it keep Qwilr and HubSpot or Salesforce in step?
It prepares the updates. When a proposal is opened or accepted, the agent drafts the matching change to the deal stage, amount and close date in HubSpot or Salesforce and puts it on one card. The CRM changes only once you allow it, and you can decline any line.
How does the agent decide which proposals need a follow-up?
The AI agent reads each proposal's activity: when it was sent, when it was last opened and whether it was accepted. Pages opened recently but not accepted, and pages never opened after the number of days you set, go on the list with a drafted email for each. Sending those emails waits for you.