Proposal Management Solution for Investment Managers 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 Solution for Investment Managers?
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 Solution for Investment Managers: Generate and manage, and track your proposals hassle-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 Solution for Investment Managers is here to facilitate and improve the process of finalizing your deal.
Though "pdfFiller" might hint otherwise, our solution works with a variety of file formats and features different proposal management features that allow you to modify existing paperwork or create ones from the ground up. You can also convert them into straightforward-to-share and -embed fillable documents for frictionless data collection. Transform any document 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 Investment Managers Proposal Management Solution to set up and work together on your first proposal
Head to the pdfFiller website and click Start Free Trial.
Choose the best plan and create your account.
In the top right, select your profile avatar > select Invite team members, and set up your collaborative workspace.
Return to the Dashboard and click on Add new to add a document or set up one from the ground up.
You can use proposal templates from the existing catalog or the US Legal file catalog if you need a headstart.
In the editor, discover a multitude of dynamic editing and annotation features our Proposal Management Solution for Investment Managers has to offer.
Take advantage of the incorporated eSignature features to sign the document.
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 tools when you have pdfFiller, a trusted Proposal Management Solution for Investment Managers, at the ready. It strikes a balance between power and performance, providing a robust toolkit and user-friendly interface for streamlined proposal management.
Register for your free trial and redefine 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.
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 Solution for Investment Managers
Transform how you manage investment proposals with our Proposal Management Solution. This powerful tool is designed to propel your deals forward by streamlining processes and enhancing collaboration.
Key Features
Centralized dashboard for easy tracking of proposals
Customizable templates to speed up proposal creation
Real-time collaboration features for team input and feedback
Automated notifications for deadlines and updates
Analytics and reporting tools to measure proposal success
Use Cases and Benefits
Investment firms seeking to enhance proposal efficiency
Teams needing to collaborate on documents seamlessly
Managers looking to track proposal performance effectively
Organizations that want to automate repetitive tasks
Firms aiming to present professional, polished proposals
Our Proposal Management Solution addresses critical challenges in the proposal process. It eliminates confusion and delays by providing a clear view of all activities related to your proposals. You can easily share documents, gather team feedback, and ensure everyone is on the same page. This not only saves time but also increases the chances of securing investment deals. Experience the difference as your proposals move from draft to approval faster than ever.
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 the purpose of an RFP?
A request for proposal (RFP) is a project announcement posted publicly by an organization indicating that bids for contractors to complete the project are sought. The RFP defines the project for the company that issues it as well as the companies that respond to it.
What is investment management solution?
Investment Management Solutions (IMS) from Avantax is a fee-based advisory platform that provides you access to multiple advisory programs supported by well-defined investment beliefs, intellectual rigor, research and asset allocation models developed by Avantax and its accomplished strategic advisors.
What is the RFP for investment managers?
An investment management request for proposal (RFP) is a standardized, formal questionnaire used by institutional investors to gather information, evaluate options and select the right financial services partner to manage their funds.
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 the meaning of RFP solution?
A request for proposal (RFP) is both the process and documentation used in soliciting bids for potential business or IT solutions required by an enterprise or government agency.
What is RFP software used for?
In a nutshell, a Request for Proposal (RFP) software is a computer program that lets you manage your proposals. If you're a service provider or a vendor, you'll use RFP software to respond to RFPs and track proposals. Conversely, as a buyer, RFP software makes it easy for you to request RFPs and respond to them.
What is RFP solutions?
In a nutshell, a Request for Proposal (RFP) software is a computer program that lets you manage your proposals. If you're a service provider or a vendor, you'll use RFP software to respond to RFPs and track proposals. Conversely, as a buyer, RFP software makes it easy for you to request RFPs and respond to them.
What is an RFP sample?
A request for proposal (RFP) is a written announcement designed to collect bids from vendors for a specific project. A good RFP clearly outlines the project details for both parties including what needs to be delivered, when, and for how much.