Case Study: TravelBank streamlines document creation and saves 87% with Qwilr

TravelBank integrated Salesforce with Qwilr for efficient document generation

TravelBank, a travel and expense software company, needed a better way to keep its marketing, sales, and transactional documents current as product and pricing data changed frequently. Before Qwilr, their documents were built in Word and PowerPoint, stored in Google Drive, and often contained outdated pricing, product details, and imagery.

TravelBank implemented Qwilr as a single document system integrated with Salesforce to manage leave-behinds, customer reports, presentations, proposals, and contracts. With reusable branded templates and automatic data pulls from Salesforce, Qwilr cut document creation time by 30% and delivered 87% cost savings compared with separate content and contract management tools.

TravelBank

Connor Lawrence

Director of Revenue Operations