Proposal Management Software for Counselors that propels your deals forward
Discover an easy way to create professional proposals in PDF format, share them with your customers for review and signature, and track the progress of your deals. pdfFiller is an effective RFP tool that takes the hassle out of your workday.
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What makes pdfFiller an excellent Proposal Management Software for Counselors?
With its comprehensive PDF editor, document management tools, and eSignature capabilities, pdfFiller is a robust RFP solution that ensures efficient deal management.
Easy-to-use editing tools
Create, edit, and customize your proposals with ease. Add text, highlight important sections, insert images or graphics, and even add watermarks or sticky notes to your RFP documents.
Reusable templates
Create and save proposal templates for future use. Streamline the process of creating new RFPs to reclaim working hours and ensure the consistency of your documents.
Electronic signatures
Speed up the approval process by sending proposals for review and eSignature directly from your RFP solution. Ensure the efficiency and legality of your business agreements.
Proposal tracking
Track the status of your RFP documents with email notifications and instant updates in the dashboard to ensure you always have a handle on your RFP process.
Collaborative features
Work on proposals together with your teammates and easily share them with internal and external stakeholders to facilitate better communication and faster decision making.
Available on mobile
pdfFiller offers mobile apps for iOS and Android, enabling you to edit, manage, and share proposals from anywhere and at any time.
Trusted RFP management software
Check our most up-to-date pdfFiller stats.
64M+
users worldwide
420+
Fortune 500 companies using pdfFiller
4.6/5
average user rating
3.9M
PDFs edited per month
pdfFiller’s Proposal Management Software for Counselors: Create and handle, and track your proposals hassle-free
Whether you’re putting together a Request for Proposal (RFP) or find yourself on the other side of a review and negotiation process, pdfFiller’s Proposal Management Software for Counselors is here to facilitate and simplify the process of finalizing your deal.
Though "pdfFiller" might suggest otherwise, our solution works with a variety of document formats and features different proposal management features that let you edit existing paperwork or create ones from scratch. You can also convert them into straightforward-to-share and -embed fillable documents for frictionless data requests. Transform any file into a reusable template, leaving less room for mistakes and operational inefficiencies. Follow the steps below to start taking advantage of pdfFiller.
Getting started with Counselors Proposal Management Software to set up and work together on your first proposal
Go to the pdfFiller website and click Start Free Trial.
Choose the most suitable plan and register your account.
In the top right, click on your profile avatar > select Invite team members, and set up your collaborative admin space.
Go back to the Dashboard and click on Add new to add a file or set up one from the ground up.
You can utilize proposal templates from the existing catalog or the US Legal document library if you need a headstart.
In the editor, discover an array of dynamic editing and annotation capabilities our Proposal Management Software for Counselors has to offer.
Take advantage of the incorporated eSignature features to certify the form.
Prepare your form for data collection by clicking Add Fillable Fields > Add Recipients, and send it via email, fax and SMS or shareable link.
Save the executed copy to your device, turn it to a template, or send it to the cloud service of your choice (DropBox and OneDrive, Google Drive, and Box) via native integrations.
You don’t need costly RFP tools when you have pdfFiller, a trusted Proposal Management Software for Counselors, at hand. It strikes a balance between power and performance, offering a robust toolkit and intuitive interface for streamlined proposal management.
Register for your free trial and redefine your document-driven processes today!
Video guide about Proposal Management Software for Counselors
Every proposal management tool you need to close deals fast
100% paperless workflows
Enhanced productivity & collaboration
Reduced paperwork and labor costs
Why pdfFiller wins
Try the RFP software that respects your budget and time.
Cloud-native PDF editor
Access pdfFiller from anywhere. No installation needed.
Top-rated for ease of use
Edit proposals faster with an intuitive UI that only takes minutes to master.
Unlimited document storage
Securely store any number of documents and templates in the cloud.
Unmatched cost-to-value
Get an all-in-one RFP solution at a lower price than bigger brands.
Industry-leading customer service
Enjoy peace of mind with pdfFiller’s highly acclaimed customer support.
Security & compliance
Protect your data according to the highest security standards.
Proposal Management Software for Counselors
Streamline your counseling practice with our Proposal Management Software. This powerful tool helps you manage proposals efficiently, ensuring every deal moves forward smoothly.
Key Features
Customizable proposal templates
Collaboration tools for team input
Tracking and analytics for proposal performance
Digital signature capabilities
Automated reminders for follow-ups
Potential Use Cases and Benefits
Counselors can create professional proposals quickly, saving time and effort
Teams can collaborate on proposals, enhancing communication and input
Analytics provide insights into proposal effectiveness, helping to refine strategies
Digital signatures speed up the approval process, closing deals faster
Automated reminders ensure no follow-up is missed, increasing conversion rates
Our software addresses common challenges faced by counselors in proposal management. By providing a simple and efficient way to create, track, and follow up on proposals, you can focus more on your clients and less on paperwork. This efficiency not only enhances your workflow but also boosts your success rate in closing deals.
pdfFiller streamlines the proposal process across industries
Our user reviews speak for themselves.
Ready to get started?
Jump in and try our proposal management system hands-on!
Edit proposals in PDF format
Send proposals for approval
Track your proposals in real-time
Questions & answers
Below is a list of the most common customer questions.
If you can’t find an answer to your question, please don’t hesitate to reach out to us.
What is proposal management software?
Proposal software is designed to streamline and automate the proposal process, enabling you to quickly generate and share documents, as well as track their success.
What is proposify used for?
Proposify is the online proposal software that gives sales leaders the control and visibility you need to better manage your sales document process and double your close rates. Create, send, track, and close quotes, contracts, and proposals with confidence.
What does Proposify do?
Proposify offers a simple, streamlined workflow using pre-approved content which allows your reps to send out winning proposals with just few clicks.
Is Proposify worth it?
Proposify is a great option for freelancers who don't send out a lot of proposals during the month. Can we in good consciousness recommend it to sales teams? Unfortunately not. A big downside of Proposify is the fact that their solution is not optimized for mobile.
What are the values of proposify?
Our values. We honour the sales profession. We respect the craft of sales and those who make it their career. We recognize that sales is a tough job, and we strive to elevate the profession.
What is the purpose of the proposal?
A proposal tries to convince its reader that the proposed plan or project is worth doing – that it's worth the time, energy, and expense necessary to see it through; that you represent the best candidate for implementing the idea; and that the recommended action will result in tangible benefits.