Proposal Management Tool for Board Members 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.
Stars
Based on 12500+ reviews
G2 Badge
G2 recognizes pdfFiller as one of the best tools to power your paperless office
4.6/5
— from 710 reviews
Users Most Likely To Recommend - Summer 2025
Grid Leader in Small-Business - Summer 2025
High Performer - Summer 2025
Regional Leader - Summer 2025
Easiest To Do Business With - Summer 2025
Best Meets Requirements- Summer 2025
Best Support - Summer 2025
Easiest Setup- Summer 2025

What makes pdfFiller an excellent Proposal Management Tool for Board Members?

With its comprehensive PDF editor, document management tools, and eSignature capabilities, pdfFiller is a robust RFP solution that ensures efficient deal management.
Screen
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.
Screen
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.
Screen
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.
Screen
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.
Screen
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.
Screen
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 Board Members: Create and manage, 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 Tool for Board Members is here to smooth out and streamline the process of closing your deal.

Though "pdfFiller" might hint otherwise, our solution works with a variety of file formats and comes with various proposal management tools that let you edit existing paperwork or create ones from scratch. You can also transform them into straightforward-to-share and -embed fillable documents for smooth data requests. Transform any document into a reusable template, leaving less room for error and operational inefficiencies. Follow the steps below to start taking advantage of pdfFiller.

Getting started with Board Members Proposal Management Tool to create and collaborate on your first proposal

Head to the pdfFiller website and click Start Free Trial.
Choose the most suitable plan and register your account.
In the top right, click on 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 document or create one from the ground up.
You can utilize proposal templates from the existing catalog or the US Legal document library if you need a headstart.
In the editor, explore a multitude of dynamic editing and annotation functionalities our Proposal Management Tool for Board Members has to offer.
Leverage the incorporated eSignature features to sign the form.
Prepare your form for data collection by clicking Add Fillable Fields > Add Recipients, and send it via email, fax and SMS or shareable link.
Save the completed copy to your gadget, convert 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 trusted Proposal Management Tool for Board Members, at hand. It strikes a balance between power and performance, offering a robust toolkit and intuitive interface for efficient proposal management.

Register for your free trial and perfect your document-driven processes today!

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.
Card icon

Cloud-native PDF editor

Access pdfFiller from anywhere. No installation needed.
Card icon

Top-rated for ease of use

Edit proposals faster with an intuitive UI that only takes minutes to master.
Card icon

Unlimited document storage

Securely store any number of documents and templates in the cloud.
Card icon

Unmatched cost-to-value

Get an all-in-one RFP solution at a lower price than bigger brands.
Card icon

Industry-leading customer service

Enjoy peace of mind with pdfFiller’s highly acclaimed customer support.
Card icon

Security & compliance

Protect your data according to the highest security standards.

Proposal Management Tool for Board Members

Transform your proposal process with our Proposal Management Tool designed specifically for board members. This tool simplifies collaboration and enhances decision-making efficiency, ultimately propelling your deals forward. When you use our solution, you ensure clarity, streamline communication, and facilitate informed decisions.

Key Features

Centralized document management for easy access and organization
Real-time collaboration tools to engage your team seamlessly
Automated reminders and notifications for important deadlines
Intuitive dashboards for tracking proposal progress and status
Customizable templates for consistent branding and messaging

Use Cases and Benefits

Speed up proposal reviews and approvals to close deals faster
Enhance clarity and transparency within your board
Reduce email chains and improve communication with a centralized platform
Equip members with up-to-date information at their fingertips
Generate insights through performance analytics for better future strategies

Overall, our Proposal Management Tool addresses common challenges faced by board members, such as time constraints and information overload. By streamlining the proposal process and providing the tools needed for effective collaboration, you can focus on what matters most – making timely and informed decisions that lead to successful outcomes.

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.
Board management software is a secure shared digital space for directors to access information to empower board governance. Also known as board portal, it facilitates effective collaboration among board members and management while eliminating paper-based board workflows.
Board management software is a secure shared digital space for directors to access information to empower board governance. Also known as board portal, it facilitates effective collaboration among board members and management while eliminating paper-based board workflows.
Board management should encourage boards to remember they serve their stakeholders. To do that, directors need to act. For example, 89% of investors consider a company's environmental, social and governance (ESG) posture before buying shares, while an estimated 4 in 10 employees care about ESG.
Zeck is a cloud-based software platform that is transforming the board meeting.
Diligent Corporation, known as Diligent, is a software as a service company that enables groups to share and collaborate information for board meetings.
Pricing Comparison - Board Portals Board Portal VendorPer User/Year Diligent Boardbooks $650.00 BoardEffect $500.00 Azeus Convene $250.00 BoardCloud $96.00
Onboard at a glance NamePrice Enterprise Starting at $999.00Per Month Contact Us Free Trial $0.00 Free Trial Scale Starting at $399.00Per Month Free Trial
BoardDocs is the easiest and most powerful software on the market for school boards. Our solutions help support the current remote connectivity needs of your school district or community college so you can focus on ensuring your student's success.
Boardmanagement. Aprio. Directorpoint. OnBoard. BoardDocs. Huddle. DocSend. BoardPro. BoardPro is an easy-to-use board software platform that allows board members quickly automate repetitive manual tasks, increase productivity, optimize board meetings, and store meeting documents — all in one place.
BoardDocs is the easiest and most powerful software on the market for school boards. Our solutions help support the current remote connectivity needs of your school district or community college so you can focus on ensuring your student's success.