Proposal Management Software for Direct Sales Representatives 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 Direct Sales Representatives?
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 Direct Sales Representatives: Create and handle, and keep an eye on your proposals trouble-free
Whether you’re assembling a Request for Proposal (RFP) or find yourself on the other side of a review and negotiation process, pdfFiller’s Proposal Management Software for Direct Sales Representatives is here to facilitate and simplify the process of closing your deal.
Though "pdfFiller" might hint otherwise, our platform works with a number of document formats and comes with different proposal management features that let you edit existing paperwork or create ones from the ground up. You can also turn them into easy-to-share and -embed fillable documents for smooth data collection. 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 Direct Sales Representatives Proposal Management Software to create and work together on your first proposal
Go to the pdfFiller website and click Start Free Trial.
Choose the most suitable plan and create your account.
In the top right, hit your profile avatar > hit Invite team members, and set up your collaborative workspace.
Go back to the Dashboard and click Add new to add a document or create one from scratch.
You can utilize proposal templates from the existing catalog or the US Legal file collection if you require a headstart.
In the editor, discover a wide variety of dynamic editing and annotation features our Proposal Management Software for Direct Sales Representatives provides.
Leverage the built-in eSignature tools 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 completed copy to your gadget, convert 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 expensive RFP solutions when you have pdfFiller, a trustworthy Proposal Management Software for Direct Sales Representatives, at hand. It strikes an equilibrium between power and performance, offering a robust toolkit and easy-to-use interface for streamlined proposal management.
Register for your free trial and perfect your document-driven operations 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.
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 Direct Sales Representatives
In today's competitive market, direct sales representatives need tools that streamline their workflow and enhance their efficiency. Our Proposal Management Software does just that by propelling your deals forward with its innovative features and user-friendly design.
Key Features
Customizable proposal templates for a professional touch
Real-time collaboration tools to engage your team
Integrated analytics to track proposal performance
Automated follow-up reminders to keep you on track
Centralized document storage for easy access
Use Cases and Benefits
Create persuasive proposals that stand out to clients
Collaborate with your team to refine ideas and close deals faster
Use data insights to refine your sales approach and boost conversion rates
Stay organized and never miss an opportunity with set reminders
Access all your proposals and documents anytime, anywhere
Imagine overcoming the challenges of proposal management with effective solutions at your fingertips. This software not only saves time but also makes the process more efficient, enabling you to focus on what truly matters—growing your sales. Empower yourself with the tools that drive results.
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.
How do I create a sales proposal template?
No matter how specific your prospect's needs are, your proposal will include most or all of these standard building blocks: Title, front page and cover letter. Your company name. About us (company background) Challenges and goals/outcomes. Proposed solutions. Pricing. Timeline with key dates. Case studies.
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 a proposal management system?
Proposal management is the process of overseeing and facilitating the completion of a proposal with the goal of winning new projects or contracts. It involves coordinating various tasks, such as understanding client requirements, developing a tailored solution, and presenting it in a clear, compelling manner.
What is a management proposal?
What Is a Management Proposal? Management proposals are documents used to detail various undertakings such as construction projects, events, and even the management of entire businesses. These are then presented to prospective clients for their approval.
What is proposal in software project management?
A software development proposal is a written document that outlines how the work will be completed for a specific software development project including pricing information.
What is a sales proposal software?
Proposal software, or sales proposal software, is a type of software that helps salespeople create and submit sales proposals to potential customers. This type of software can include templates for creating proposals, built-in calculators, and other tools to help salespeople close deals.