Proposal Management Solution for Transaction 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 Transaction 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 Transaction Managers: Generate and manage, 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 Solution for Transaction Managers is here to smooth out and improve the process of closing your deal.
Though "pdfFiller" might suggest otherwise, our platform works with a number of document formats and comes with different proposal management features that allow you to modify existing documents 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 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 Transaction Managers Proposal Management Solution to set up and collaborate on your first proposal
Head to the pdfFiller website and click on Start Free Trial.
Select the most suitable plan and register your account.
In the top right, select your profile avatar > select Invite team members, and set up your collaborative admin space.
Go back to the Dashboard and hit Add new to add a file or set up one from the ground up.
You can use 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 functionalities our Proposal Management Solution for Transaction Managers has to offer.
Leverage the built-in eSignature features to endorse the document.
Prepare your form for data collection by clicking Add Fillable Fields > Add Recipients, and send it through 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 preference (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 Solution for Transaction Managers, at the ready. It strikes an equilibrium between power and performance, offering a robust toolkit and user-friendly interface for streamlined proposal management.
Register for your free trial and redefine your document-driven operations 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 Transaction Managers
Streamline your deal-making process with our Proposal Management Solution designed specifically for transaction managers. With this tool, you can enhance collaboration, maintain clarity, and ensure your proposals propel your business forward. Our system simplifies the management of proposals, allowing you to focus on building strong relationships and closing deals efficiently.
Key Features
Centralized proposal repository for easy access and organization
Real-time collaboration tools for team members
Customizable templates for quick proposal generation
Tracking and analytics tools to monitor engagement
Integration with CRM systems for seamless workflow
Potential Use Cases and Benefits
Optimize proposal creation for faster turnaround times
Improve team communication and alignment on proposals
Analyze proposal effectiveness to refine strategies
Enhance client interactions with clear and professional documents
Simplify version control to avoid confusion and errors
Our Proposal Management Solution addresses your challenges by providing an organized, user-friendly platform that improves your proposal processes. Solving issues like miscommunication, data loss, and inefficient workflows, this tool positions you to win more deals with confidence and clarity. Let us help you move your business forward with ease.
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 role of a bid proposal manager?
Bid managers focus on securing contracts through competitive bidding, while procurement managers handle broader procurement activities. They oversee the entire procurement function, including sourcing, negotiation and purchasing goods and services.
What is the difference between a bid manager and a proposal manager?
Bid Manager Contrary to popular belief, bid managers and proposal managers are two different roles. Although both jobs handle proposals from the pre-RFP phase to execution, a bid manager (unlike a proposal manager) is not actively involved in writing/editing.
How to write a management plan for a proposal?
Steps to write a project management proposal and the key elements to include Understand the client's needs and objectives. Define the scope of the project. Detail your approach and methodology. Outline the project timeline. Present a detailed budget. Highlight your team's expertise.
What does a proposal manager do?
A Proposal Manager's core duty is to ensure that the all of the company's proposals are fully executed from start to finish. This involves coordinating the proposal process, preparing the actual proposals and presenting them to clients.
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 are the responsibilities of a proposal manager?
Proposal Managers are responsible for proposal development, including maintaining schedules, organising resources, coordinating inputs and reviews, ensuring bid strategy implementation, ensuring compliance, resolving internal team issues, and providing process leadership.
What is the Shipley method of proposal writing?
The Shipley method encompasses a full spectrum of business development processes, from opportunity identification to proposal submission and post-submission review. It's designed to create proposals that are not only compliant but also strategically aligned with the client's needs.
What is the role of a proposal capture manager?
A big part of a capture manager's job is negotiating and persuading people within their own company. A capture manager has to know pricing and contracts well enough to negotiate terms and win. A capture manager has to know enough about proposals to anticipate the information required to write the winning proposal.