Proposal Management System for Sales Account Executives that propels your deals forward

Name: proposal-management-system-for-sales-account-executives
Brand: pdfFiller
Rating: 4.3 (3731 reviews)

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 Sales Account Executives?

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 Sales Account Executives: Generate and handle, and keep an eye on 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 Sales Account Executives is here to smooth out and improve the process of closing your deal.

Though "pdfFiller" might suggest otherwise, our platform works with a number of document formats and features different proposal management features that allow you to edit existing documents or create ones from the ground up. You can also turn them into straightforward-to-share and -embed fillable documents for smooth data collection. Transform any document into a reusable template, leaving less room for mistakes and process inefficiencies. Follow the steps below to start taking advantage of pdfFiller.

Getting started with Sales Account Executives Proposal Management System to create and work together on your first proposal

Go to the pdfFiller website and hit Start Free Trial.

Choose the best plan and register your account.

In the top right, select your profile avatar > select Invite team members, and set up your collaborative admin space.

Go back 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 library if you require a headstart.

In the editor, discover an array of dynamic editing and annotation capabilities our Proposal Management System for Sales Account Executives has to offer.

Take advantage of the built-in eSignature tools to sign the form.

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 completed file 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 solutions when you have pdfFiller, a trustworthy Proposal Management System for Sales Account Executives, at the ready. It strikes an equilibrium between power and performance, offering a robust toolkit and intuitive interface for efficient proposal management.

Sign up for your free trial and redefine 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

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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 Sales Account Executives

Harness the power of a dedicated proposal management system designed specifically for sales account executives. This solution streamlines your proposal processes, allowing you to focus on closing deals.

Key Features

Centralized proposal repository for easy access and management

Customizable templates to fit your unique needs

Collaboration tools for seamless teamwork

Real-time tracking of proposal status and client engagement

Automated reminders to keep your proposals on track

Use Cases and Benefits

Create proposals quickly, allowing for faster response times to clients

Collaborate with team members to refine proposals before submission

Track client interactions to improve follow-up strategies

Reduce errors and inconsistencies with templated content

Improve win rates through timely and well-structured proposals

The Proposal Management System addresses common challenges faced by sales account executives. It minimizes the time spent on administrative tasks, enhances collaboration, and provides valuable insights on client engagement. By using this system, you can spend more time on what matters most: closing deals.