Proposal Management Tool for Account Management that propels your deals forward

Name: proposal-management-tool-for-account-management
Brand: pdfFiller
Rating: 4.8 (8413 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.

Start free trial

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 Tool for Account Management?

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 Tool for Account Management: Generate and manage, and track your proposals hassle-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 Tool for Account Management is here to smooth out and streamline the process of closing your deal.

Though "pdfFiller" might suggest otherwise, our platform works with a variety of document formats and features various proposal management features that let you modify existing paperwork or set up ones from the ground up. You can also convert them into straightforward-to-share and -embed fillable forms for smooth data collection. Transform any document into a reusable template, leaving less room for error and operational inefficiencies. Follow the steps below to start benefiting from pdfFiller.

Getting started with Account Management Proposal Management Tool 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, select your profile avatar > select Invite team members, and set up your collaborative admin space.

Go back to the Dashboard and hit Add new to add a document or set up one from scratch.

You can use proposal templates from the existing catalog or the US Legal document collection if you need a headstart.

In the editor, explore a multitude of dynamic editing and annotation functionalities our Proposal Management Tool for Account Management has to offer.

Leverage the built-in eSignature features to certify 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 executed file to your device, turn it to a template, or send it to the cloud service of your choice (DropBox and OneDrive, Google Drive, and Box) via native integrations.

You don’t need costly RFP solutions when you have pdfFiller, a reliable Proposal Management Tool for Account Management, at hand. It strikes an equilibrium between power and performance, offering a robust toolkit and intuitive interface for streamlined proposal management.

Sign up for your free trial and redefine your document-driven operations today!