Proposal Management System for Asset 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.
Based on 12500+ reviews
G2 recognizes pdfFiller as one of the best tools to power your paperless office
4.6/5
— from 710 reviews
What makes pdfFiller an excellent Proposal Management System for Asset 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 System for Asset 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 System for Asset Managers is here to smooth out and enhance the process of finalizing your deal.
Though "pdfFiller" might suggest otherwise, our platform works with a number of file formats and features various proposal management features that allow you to modify existing documents or set up ones from scratch. You can also transform them into straightforward-to-share and -embed fillable forms for smooth data requests. Transform any document into a reusable template, leaving less room for mistakes and process inefficiencies. Follow the steps below to start benefiting from pdfFiller.
Getting started with Asset Managers Proposal Management System to set up and collaborate on your first proposal
Head to the pdfFiller website and click Start Free Trial.
Select the most suitable plan and create your account.
In the top right, select your profile avatar > hit Invite team members, and set up your collaborative admin space.
Return to the Dashboard and click on 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 need a headstart.
In the editor, explore a wide variety of dynamic editing and annotation capabilities our Proposal Management System for Asset Managers provides.
Leverage the built-in eSignature tools to certify 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 executed copy to your device, 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 reliable Proposal Management System for Asset Managers, at the ready. It strikes a balance between power and performance, offering a robust toolkit and user-friendly interface for efficient proposal management.
Register for your free trial and perfect your document-driven operations now!
Video guide about Proposal Management System for Asset Managers
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.
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 does RFP stand for in asset management?
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 asset management system?
What is an asset management system? In the simplest, most straightforward terms, it's any process a company or organization uses to keep track of the equipment and inventory vital to the day-to-day operation of their business.
What is proposal management?
Proposal management is creating, submitting, and tracking a sales proposal or bid submitted in response to a request for proposal (RFP). It requires an organized approach to ensure that all necessary information is included in a proposal and that any changes made during the review process are tracked.
What is proposal management software?
In simple terms, proposal management software is a technology-based program that allows for real-time creating, organizing, and archiving business proposal contracts.