Proposal Management System for Field Sales 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 System for Field Sales 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 System for Field Sales Representatives: Create and manage, 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 Field Sales Representatives is here to facilitate and enhance 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 allow you to modify existing paperwork or create ones from the ground up. You can also convert them into straightforward-to-share and -embed fillable forms for frictionless data collection. Transform any file into a reusable template, leaving less room for error and process inefficiencies. Follow the guidelines below to start taking advantage of pdfFiller.
Getting started with Field Sales Representatives Proposal Management System to set up and work together on your first proposal
Go to the pdfFiller website and click Start Free Trial.
Select the most suitable plan and register your account.
In the top right, hit your profile avatar > hit Invite team members, and set up your collaborative admin space.
Go back to the Dashboard and hit 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 catalog if you need a headstart.
In the editor, explore an array of dynamic editing and annotation functionalities our Proposal Management System for Field Sales Representatives provides.
Take advantage of the built-in eSignature tools to endorse the document.
Prepare your form for data collection by hitting Add Fillable Fields > Add Recipients, and send it through email, fax and SMS or shareable link.
Save the completed 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) via native integrations.
You don’t need expensive RFP tools when you have pdfFiller, a trustworthy Proposal Management System for Field Sales Representatives, at hand. It strikes a balance between power and performance, providing a robust toolkit and intuitive interface for streamlined proposal management.
Sign up for your free trial and perfect your document-driven processes now!
Video guide about Proposal Management System for Field Sales Representatives
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 Field Sales Representatives
The Proposal Management System empowers field sales representatives to streamline their workflow and close deals more effectively. By centralizing proposal creation and management, this system helps you save time and boost your productivity.
Key Features
Customizable proposal templates to fit your brand
Real-time collaboration tools for team input
Automated follow-up reminders to keep deals on track
Analytics dashboard for tracking proposal performance
Integration with CRM systems for seamless data flow
Use Cases and Benefits
Create proposals quickly for various clients in different industries
Collaborate with team members while working remotely
Monitor which proposals are viewed and responded to
Generate insights to enhance future proposals
Reduce approval times with centralized management
This system solves common problems faced by field sales representatives, such as disorganized proposals and lengthy approval processes. By using our Proposal Management System, you can ensure that your proposals are not only polished but also delivered on time. Ultimately, this leads to increased efficiency and higher close rates.
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 field sales CRM?
Utilize a CRM system: Employing a Customer Relationship Management (CRM) system enables field sales managers to track field sales reps' activities and performance, providing visibility into their operations and facilitating accurate assessment.
What is proposal in software project management?
A software development proposal is a written document that outlines how the work will be completed for a specific software development project including pricing information.
What is field sales management?
Field sales manager is a manager, a planner, and an excellent seller themselves. This individual oversees a team of sales professionals that work in outside sales – or, out in the field.
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 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.
How do you manage a field sales team?
How to Manage Field Sales Teams? Communicate Transparently. One of the most crucial steps in managing a remote sales team is properly communicating with them. Use Team Management Tools. Managing field staff is almost impossible without using tools and software. Get the Right Candidates. Provide Feedback. Train & Reward.
What is a management proposal?
What Is a Management Proposal? Management proposals are documents used to detail various undertakings such as construction projects, events, and even the management of entire businesses. These are then presented to prospective clients for their approval.