Proposal Management System for Client Relationship 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 System for Client Relationship 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 Client Relationship Managers: Create and handle, and keep an eye on your proposals hassle-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 System for Client Relationship Managers is here to facilitate and simplify the process of finalizing your deal.
Though "pdfFiller" might suggest otherwise, our solution works with a number of document formats and features different proposal management features that let you modify existing documents or create ones from the ground up. You can also turn them into easy-to-share and -embed fillable forms for smooth data collection. Transform any file into a reusable template, leaving less room for error and operational inefficiencies. Follow the guidelines below to start taking advantage of pdfFiller.
Getting started with Client Relationship Managers Proposal Management System to create and work together on your first proposal
Head to the pdfFiller website and hit Start Free Trial.
Select the most suitable plan and register your account.
In the top right, select your profile avatar > hit Invite team members, and set up your collaborative workspace.
Go back to the Dashboard and click Add new to upload a file or create one from the ground up.
You can utilize proposal templates from the existing catalog or the US Legal file collection if you require a headstart.
In the editor, explore a wide variety of dynamic editing and annotation functionalities our Proposal Management System for Client Relationship Managers provides.
Leverage the incorporated eSignature tools to certify 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 executed copy to your gadget, turn 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 expensive RFP solutions when you have pdfFiller, a reliable Proposal Management System for Client Relationship Managers, at hand. It strikes a balance between power and performance, offering a robust toolkit and easy-to-use interface for efficient proposal management.
Sign up 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 System for Client Relationship Managers
The Proposal Management System empowers Client Relationship Managers to enhance their deal-making process. This tool brings organization and clarity to proposal creation, tracking, and management. You can propel your deals forward with confidence.
Key Features
Centralized proposal repository
Customizable templates for various industries
Integrated collaboration tools for team input
Automated tracking of proposal status
Real-time analytics to assess proposal performance
Potential Use Cases and Benefits
Streamline the proposal process for faster submissions
Enhance team collaboration with shared access
Increase win rates with data-driven insights
Reduce errors through templated proposals
Improve client engagement with personalized proposals
This system addresses common challenges faced by Client Relationship Managers, such as disorganized proposal management and tedious collaboration. By utilizing this tool, you can simplify your workflow, enhance communication with your team, and present tailored proposals that resonate with your clients.
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 a management approach in a proposal?
Key areas to include in the Management Approach: The management section must address all requirements and any business processes preferred by the customer and should outline the overall management concepts and the specific type of management you will provide for the proposed contract.
What skills do you need for RFP?
It takes a combination of creativity, attention to detail, sales savvy and marketing know-how. Consequently, an effective RFP proposal writer embodies all of these attributes and leverages them to help their business win RFP opportunities.
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 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.
How do you write a management plan example?
How to create an effective management plan Step 1: Outline vision and mission statements. Step 2: Set goals. Step 3: Allocate resources. Step 4: Define roles. Step 5: Create a timeline. Step 6: Conduct a situational analysis. Step 7: Share your management plan. Step 8: Create an executive summary.
What is a management plan in a proposal?
The Proposal Management Plan (PMP) documents the roles, responsibilities, tasks, schedules, and deadlines before contributors start developing proposal sections, volumes, and ultimately the complete proposal. The plan becomes the “evergreen” guide to keep the team on track and accountable.
What are the 5 steps to create a management plan?
The 5 most common steps to creating a project management plan include: Set your objectives. The first step in building a project management plan is to set objectives for the project. Define your scope. Prepare your schedule. Implement quality assurance plans. Monitor and track your progress.
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.