Proposal Management Solution for Sales Field 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 Solution for Sales Field 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 Solution for Sales Field Representatives: Generate and handle, and keep an eye on 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 Solution for Sales Field Representatives is here to smooth out and simplify the process of finalizing your deal.
Though "pdfFiller" might suggest otherwise, our platform works with a variety of document formats and features various proposal management tools that let you edit existing paperwork or set up ones from scratch. You can also turn them into straightforward-to-share and -embed fillable documents for smooth data collection. Transform any document into a reusable template, leaving less room for error and operational inefficiencies. Follow the steps below to start taking advantage of pdfFiller.
Getting started with Sales Field Representatives Proposal Management Solution to create and work together on your first proposal
Head to the pdfFiller website and click on Start Free Trial.
Select 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 admin space.
Return to the Dashboard and hit Add new to upload a document or set up one from scratch.
You can utilize proposal templates from the existing catalog or the US Legal document catalog if you require a headstart.
In the editor, discover a wide variety of dynamic editing and annotation features our Proposal Management Solution for Sales Field Representatives has to offer.
Leverage the incorporated eSignature tools to endorse 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 file 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) through native integrations.
You don’t need costly RFP solutions when you have pdfFiller, a reliable Proposal Management Solution for Sales Field Representatives, at the ready. It strikes an equilibrium between power and performance, providing a powerful toolkit and user-friendly interface for efficient proposal management.
Sign up for your free trial and redefine your document-driven processes today!
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 Sales Field Representatives
Streamline your sales process with our Proposal Management Solution designed specifically for sales field representatives. This tool helps you craft compelling proposals that drive your deals forward. With its user-friendly interface and powerful features, you can focus more on building relationships and closing deals.
Key Features
Customizable proposal templates for quick creation
Collaborative tools for team input and feedback
Tracking and analytics to monitor proposal engagement
Integration with CRM systems for seamless data management
Automated reminders to follow up with clients
Potential Use Cases and Benefits
Accelerate proposal turnaround time, improving client responsiveness
Enhance team collaboration to produce higher-quality proposals
Gain insights on client interests through proposal analytics
Automate repetitive tasks, allowing focus on strategic selling
Build consistent branding across all proposals
This solution addresses the common challenges faced by sales representatives, such as time constraints and lack of collaboration. By using our Proposal Management Solution, you can create professional proposals quickly, work with your team more effectively, and ultimately increase 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.
How to write an effective sales proposal?
How to write a winning sales proposal Keep it simple. Stay accurate to previous discussions. Use templates. Keep it clean. Do your research. Include a new CTA. Add testimonials. Customize your proposal content.
What does a proposal manager do?
As a proposal manager, your primary responsibilities involve preparing company proposals and working to ensure you meet goals on time. Your duties require you to collaborate with marketing, operations, business development, and other departments to review information and assess the most efficient and effective plan.
Is proposal management stressful?
The work can be stressful and demanding: Proposal managers often work under tight deadlines and may be responsible for managing large, complex proposals that involve multiple teams and stakeholders.
Is proposal management a good career?
Consequently, the proposal manager role requires a unique set of skills. However, for those who can balance the responsibilities of the role, becoming a proposal manager is a rewarding job. It is a great career starting point for some, while others make it a satisfying life-long career.
What are RFP tools?
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.
What is proposal management?
To sum it up, proposal management is the ability of a business or a company to develop a comprehensive proposal that represents its capabilities to handle the given project, while at the same time ensuring the visibility of the proposal and letting the business know about the risks involved.
What is the meaning of proposal management?
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.