Proposal Management Tool for Agency Managers 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 Tool for Agency Managers?

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 Agency Managers: 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 Tool for Agency Managers is here to smooth out and improve the process of finalizing your deal.

Though "pdfFiller" might hint otherwise, our solution works with a number of document formats and comes with various proposal management features that allow you to modify existing documents or set up ones from the ground up. You can also transform them into straightforward-to-share and -embed fillable forms for frictionless data requests. Transform any file into a reusable template, leaving less room for error and operational inefficiencies. Follow the guidelines below to start benefiting from pdfFiller.

Getting started with Agency Managers Proposal Management Tool to set up and work together on your first proposal

Head 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 workspace.

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

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

In the editor, discover a multitude of dynamic editing and annotation capabilities our Proposal Management Tool for Agency Managers has to offer.

Take advantage of the built-in eSignature tools to sign 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 executed file to your gadget, convert 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 tools when you have pdfFiller, a reliable Proposal Management Tool for Agency Managers, at hand. It strikes an equilibrium between power and performance, offering a powerful toolkit and user-friendly interface for efficient proposal management.

Sign up for your free trial and redefine your document-driven 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 Tool for Agency Managers: Propel Your Deals Forward

Enhance your agency's workflow with our Proposal Management Tool, specifically designed for managers who aim to drive deals forward efficiently. This tool streamlines your proposal processes, ensuring that you spend less time managing paperwork and more time closing deals. Experience a centralized hub where collaboration, tracking, and reporting happen seamlessly.

Key Features

Collaborative proposal creation to engage your team in real time

Customizable templates that align with your agency's branding

Version control to keep track of changes and access the latest documents

Analytics dashboard to monitor proposal performance and engagement

Seamless integration with existing CRM systems for better workflow

Potential Use Cases and Benefits

Team members can collectively work on proposals from any location, enhancing productivity

Marketing teams can create brand-consistent proposals quickly and efficiently

Sales teams can use data insights to tailor proposals for better client engagement

Management can oversee the proposal pipeline in real time, ensuring timely follow-ups

Agencies can respond faster to client requests, leading to increased win rates

Our Proposal Management Tool addresses your challenges by simplifying complex processes. It reduces time spent on proposal creation and ensures you have all the necessary resources for informed decision-making. With this tool, you can easily maintain consistency across proposals, track progress, and ultimately enhance your agency's performance. Propel your deals forward and transform how your agency manages proposals.

pdfFiller streamlines the proposal process across industries

Our user reviews speak for themselves.

5.0

pdfFiller has saved us at least 1000 hours, no joke!

I cannot tell you how much time this has saved us, especially while submitting proposals. If there is one tool that has given us a 100x return on our investment, it is pdfFiller.

Thomas Bibby V.

Digital Marketing Expert & CEO

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5.0

pdfFiller works well with all documents

pdfFiller allows us to make our bid proposals look great, avoid hand writing in documents, setting us apart from the rest. I also can share a file with my staff, making it even better.

This has made processing forms a breeze and eliminated the waste of printing

This program saves time, ensures more accuracy for your documents, keeps files stored neatly and makes them easy to access in the future. This is a must when preparing any proposals.

Jason M.

Service Manager

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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

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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 are the responsibilities of a proposal manager?

Proposal Managers are responsible for proposal development, including maintaining schedules, organising resources, coordinating inputs and reviews, ensuring bid strategy implementation, ensuring compliance, resolving internal team issues, and providing process leadership.

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.

Can HubSpot generate proposals?

You can even create and edit proposals directly from your HubSpot deal, so you can send proposals—and close deals—faster.

How to write a management plan for a proposal?

Steps to write a project management proposal and the key elements to include Understand the client's needs and objectives. Define the scope of the project. Detail your approach and methodology. Outline the project timeline. Present a detailed budget. Highlight your team's expertise.

Does Proposify integrate with HubSpot?

Proposify's integration with HubSpot allows you to cut out one extra tab in your browser to create, send, sign, and track your Proposify Document directly from the HubSpot deal. Check out this video for more information on Proposify x HubSpot!

Can HubSpot send contracts?

This is also easy thanks to Juro's HubSpot integration. All you need to do is check that the signatory information is correct and select 'Prepare signing request'. From here, the contract will be automatically sent out to your chosen contact, where they can eSign it and send it back using Juro.

Proposal Management Tool for Agency Managers that propels your deals forward

What makes pdfFiller an excellent Proposal Management Tool for Agency Managers?

Trusted RFP management software

pdfFiller’s Proposal Management Tool for Agency Managers: Create and handle, and track your proposals trouble-free

Getting started with Agency Managers Proposal Management Tool to set up and work together on your first proposal

Every proposal management tool you need to close deals fast

Why pdfFiller wins

Cloud-native PDF editor

Top-rated for ease of use

Unlimited document storage

Unmatched cost-to-value

Industry-leading customer service

Security & compliance

Proposal Management Tool for Agency Managers: Propel Your Deals Forward

Key Features

Potential Use Cases and Benefits

pdfFiller streamlines the proposal process across industries

Ready to get started?

Related searches to proposal Management Tool for Agency Managers

Questions & answers

Related features

List of extra features