Proposal Management System for Consulting Teams 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 Consulting Teams?
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 Consulting Teams: Create and handle, and track 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 System for Consulting Teams is here to facilitate and streamline the process of finalizing your deal.
Though "pdfFiller" might hint otherwise, our platform works with a variety of file formats and features various proposal management tools that let you modify existing paperwork or set up ones from scratch. You can also convert them into easy-to-share and -embed fillable documents for frictionless data requests. Transform any file into a reusable template, leaving less room for mistakes and process inefficiencies. Follow the guidelines below to start taking advantage of pdfFiller.
Getting started with Consulting Teams Proposal Management System to set up and collaborate on your first proposal
Head to the pdfFiller website and hit Start Free Trial.
Choose the most suitable plan and create your account.
In the top right, click on your profile avatar > select Invite team members, and set up your collaborative workspace.
Return to the Dashboard and hit Add new to upload a document or set up one from scratch.
You can use proposal templates from the existing catalog or the US Legal document catalog if you require a headstart.
In the editor, explore a wide variety of dynamic editing and annotation capabilities our Proposal Management System for Consulting Teams has to offer.
Leverage the built-in eSignature tools to sign 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 device, 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 tools when you have pdfFiller, a trustworthy Proposal Management System for Consulting Teams, at the ready. It strikes a balance between power and performance, offering a powerful toolkit and user-friendly interface for efficient proposal management.
Sign up for your free trial and perfect 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 System for Consulting Teams
Enhance your consulting team's efficiency and effectiveness with our Proposal Management System. This tool streamlines the proposal process, helping you create compelling proposals that engage clients and drive success.
Key Features
User-friendly interface that simplifies proposal creation
Collaboration tools for team input and feedback
Templates for quick proposal setup
Version control to track changes
Analytics for monitoring proposal performance
Potential Use Cases and Benefits
Accelerate proposal turnaround time for faster client engagements
Improve proposal quality through standardized templates
Enhance team collaboration to produce cohesive content
Boost win rates with data-driven insights on past proposals
Facilitate client communication with organized document sharing
Our Proposal Management System addresses common challenges faced by consulting teams, such as disorganized documents and slow proposal approvals. By centralizing your proposal efforts, it helps you maintain consistency, saves time, and improves the chances of winning deals. Ultimately, this system empowers your team to focus on what truly matters: 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.
What is the RFP for consulting services?
An RFP for consulting services is a document that covers all of the project's details, as well as the expectations and requirements of the customer. It's a crucial component of the selection process since it gives consultants a clear scope of work and helps them decide whether or not they want to work on this project.
What is proposal management software?
Proposal software is designed to streamline and automate the proposal process, enabling you to quickly generate and share documents, as well as track their success.
What is RFP in management?
In project management, RFP stands for request for proposal. An RFP is a formal request sent from a buyer to potential vendors seeking a product, service or solution. The RFP document asks all vendors the same questions.
How to make a consultancy proposal?
How to Write a Consulting Proposal [Templates & Examples] Table of Contents. Scope of Work. Client Details. Consultant Details. Project Summary. Milestones, Tasks, Process, and Timeline. Project Exclusions. Investment and Payment Terms.
How do you write an RFP for a consultant?
When writing and RFP for consulting services, follow these seven tips: Provide Background Information. Outline the Project. Describe Your Scope of Work. Define Goals, Metrics and Current Roadblocks. Define Your Budget. Include Submission Requirements. Review and Send.
How do you write an RFP for a service?
Here are the steps for writing a clear, professional and compelling RFP: Define your project and needs. Write an introduction. Explain your company's and project's history. Describe your project's requirements. Explain how vendors should respond. Outline your selection criteria. Note your timelines.
How to write a consulting RFP?
Write an executive summary. Briefly describe why you're the best for the job. Specify what the client can expect from the project. Establish what your deliverables will be. Confirm and outline the costs. Specify any other contract terms and conditions. Keep the proposal concise. Ask for feedback.
What is the RFP for management consulting services?
An RFP for consulting services is a document that contains all the information about the project, client's expectations, and requirements. It is an important part of the selection process because it provides a clear scope of work to consultants and helps them decide if they want to take on this particular project.