Proposal Management System for Finance 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.
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What makes pdfFiller an excellent Proposal Management System for Finance 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 Finance Teams: Create and handle, 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 System for Finance Teams is here to smooth out and improve the process of finalizing your deal.
Though "pdfFiller" might suggest otherwise, our solution works with a variety of document formats and comes with various proposal management tools that allow you to modify existing paperwork or set up ones from the ground up. You can also turn them into easy-to-share and -embed fillable documents for smooth data collection. Transform any file into a reusable template, leaving less room for error and operational inefficiencies. Follow the steps below to start making the most of pdfFiller.
Getting started with Finance Teams Proposal Management System to set up and work together on your first proposal
Head to the pdfFiller website and hit Start Free Trial.
Select the best plan and create your account.
In the top right, hit your profile avatar > select Invite team members, and set up your collaborative admin space.
Return to the Dashboard and click Add new to add a document or create one from scratch.
You can use proposal templates from the existing catalog or the US Legal file catalog if you require a headstart.
In the editor, explore a multitude of dynamic editing and annotation capabilities our Proposal Management System for Finance Teams provides.
Leverage the incorporated eSignature features to endorse the document.
Prepare your form for data collection by hitting Add Fillable Fields > Add Recipients, and send it via email, fax and SMS or shareable link.
Save the completed copy to your device, turn 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 solutions when you have pdfFiller, a trustworthy Proposal Management System for Finance Teams, at the ready. It strikes a balance between power and performance, offering a robust toolkit and easy-to-use interface for efficient proposal management.
Register for your free trial and perfect your document-centric operations 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 Finance Teams
Our Proposal Management System offers a streamlined approach for finance teams to handle deals efficiently. This tool helps you manage proposals with ease, ensuring that your team is always a step ahead.
Key Features
Centralized proposal repository for easy access and collaboration
Intuitive templates to create professional proposals quickly
Automated tracking of deadlines and tasks
Seamless integration with existing financial software
Real-time analytics to monitor proposal performance
Potential Use Cases and Benefits
Accelerate deal closure by reducing proposal preparation time
Improve team collaboration through shared access to documents
Enhance proposal accuracy with automated data entry and templates
Easily adapt proposals to different clients and projects
Gain insights into proposal success rates for better decision making
This system directly addresses common challenges finance teams face, such as disorganization and slow turnaround times. By adopting our Proposal Management System, you can eliminate inefficiencies, foster collaboration, and focus on winning deals. Propel your financial proposals forward and achieve your goals with confidence.
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 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 I organize my RFP?
The key to successful proposals—and to winning more opportunities with them—is to go into the writing process with a plan. Hook the decision-maker with reassurance. Open up about what the buyer can expect. Make your RFP response a cohesive story. Build a great Content Library and repurpose.
What do RFP teams do?
Besides triaging requests for proposals (RFPs) for huge contracts, strong proposal teams craft compelling narratives, soothe collaboration woes with proposal color team reviews, and even proactively seek new business through capture planning.
What is an RFP system?
A request for proposal (RFP) is an open request for bids to complete a new project proposed by the company or other organization that issues it. It is meant to open up competition and to encourage a variety of alternative proposals that might be considered by the project's planners.
How do I format an RFP?
What are the 7 steps in writing an RFP? Introduce the company and project. Outline project background. Provide bid deadline and proposal timeline. Specify budget. Outline project scope. Express concerns or roadblocks. Explain evaluation criteria.
What are the 5 parts of RFP?
5 steps to an ideal RFP process. Step 1: Identify stakeholders. The selection step of the RFP process isn't a one-person show. Step 2: Create a project plan and scope. Step 3: Prepare your RFP document. Step 4: Review and evaluate RFP responses. Step 5: Contract negotiation. Frequently asked questions.
What is the typical structure of a RFP?
The document should include an executive summary outlining the project, background and context, scope of work, requirements, budget, timeline, evaluation criteria, proposal format and submission instructions, and contact information.
What are the 7 steps in an RFP?
Here at Hudson Succeed, we think the RFP process can be broken down into seven steps: Make sure you're ready to bid. Find your NAICS code. Identify your business size. Find a contract for your business. Understand the buyer's requirements. Produce your RFP response. Submit your bid.