Proposal Management Software for Custodians 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 Custodians?

With its comprehensive PDF editor, document management tools, and eSignature capabilities, pdfFiller is a robust RFP solution that ensures efficient deal management.
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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.
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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.
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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.
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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.
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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.
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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 Custodians: Create and handle, and track your proposals trouble-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 Custodians is here to smooth out and improve the process of finalizing your deal.

Though "pdfFiller" might suggest otherwise, our solution works with a number of file formats and comes with various proposal management tools that allow you to edit existing documents or create ones from scratch. You can also turn them into straightforward-to-share and -embed fillable forms for frictionless data requests. Transform any file into a reusable template, leaving less room for mistakes and operational inefficiencies. Follow the guidelines below to start benefiting from pdfFiller.

Getting started with Custodians Proposal Management Software to set up and work together on your first proposal

Head to the pdfFiller website and click on Start Free Trial.
Choose the best plan and create your account.
In the top right, click on your profile avatar > hit Invite team members, and set up your collaborative workspace.
Return to the Dashboard and hit Add new to add a file or create one from the ground up.
You can utilize proposal templates from the existing catalog or the US Legal file catalog if you require a headstart.
In the editor, explore a multitude of dynamic editing and annotation features our Proposal Management Software for Custodians provides.
Leverage the incorporated eSignature tools to sign the document.
Prepare your form for data collection by hitting Add Fillable Fields > Add Recipients, and send it through email, fax and SMS or shareable link.
Save the executed copy to your gadget, convert it to a template, or send it to the cloud service of your choosing (DropBox and OneDrive, Google Drive, and Box) via native integrations.

You don’t need expensive RFP tools when you have pdfFiller, a trusted Proposal Management Software for Custodians, at hand. It strikes a balance between power and performance, providing a powerful toolkit and intuitive interface for streamlined proposal management.

Register for your free trial and perfect your document-centric processes now!

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.
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Cloud-native PDF editor

Access pdfFiller from anywhere. No installation needed.
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Top-rated for ease of use

Edit proposals faster with an intuitive UI that only takes minutes to master.
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Unlimited document storage

Securely store any number of documents and templates in the cloud.
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Unmatched cost-to-value

Get an all-in-one RFP solution at a lower price than bigger brands.
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Industry-leading customer service

Enjoy peace of mind with pdfFiller’s highly acclaimed customer support.
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Security & compliance

Protect your data according to the highest security standards.

Proposal Management Software for Custodians: Propel Your Deals Forward

In the fast-paced world of custodianship, keeping track of proposals can be challenging. Our Proposal Management Software helps you manage your deals efficiently, turning potential into success.

Key Features

Centralized proposal storage for easy access
Customizable templates to fit your needs
Real-time collaboration tools for team synergy
Automated notifications for deadlines and updates
Integrated analytics to track proposal performance

Potential Use Cases and Benefits

Manage multiple proposals across clients effortlessly
Improve communication and collaboration among team members
Speed up the proposal creation process to win more contracts
Analyze data to refine future proposals and strategies
Stay organized and compliant with easy access to past proposals

Our software addresses your challenges by streamlining the proposal process. You can minimize errors and save time while keeping your team aligned and informed. With our tools, you can focus on building strong relationships with your clients and advancing your deals effectively.

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.
Your proposal should include at least the following information: Job details (description of tasks) Estimated completion time. Hourly or job rate (whichever your business prefers) Regular cleaning schedule. Total cost.
How to estimate house cleaning jobs Step 1: Visit your customer's home. Step 2: Estimate time required. Step 3: Calculate labor costs… even if it's just you. Step 4: Make sure to factor in taxes. Step 5: Include the expense of supplies. Step 6: Don't forget to factor in overhead. Step 7: Add markup for profit.
There are a few things cleaning businesses should consider when writing a contract, including: Your contact information and license number. A contract or billing number. A detailed list of the services. Your prices per service. A schedule of when you'll perform your services. Payment details. Equipment expectations.
There are a few things cleaning businesses should consider when writing a contract, including: Your contact information and license number. A contract or billing number. A detailed list of the services. Your prices per service. A schedule of when you'll perform your services. Payment details. Equipment expectations.
Your proposal should include at least the following information: Job details (description of tasks) Estimated completion time. Hourly or job rate (whichever your business prefers) Regular cleaning schedule. Total cost.
A cleaning proposal should include a detailed description of the service(s) you'll provide, including the scope of the work, frequency, price quotes, and any applicable deadlines.
How to Write a Window Cleaning Business Proposal? Give a “General Business Overview or Executive Summary” section at the start. Add a “Market Analysis” section next (especially for investors) Explain the “Marketing Strategy” Explain the “Services” in detail. Add “Terms and Conditions” to your business proposal.