Proposal Management Tool for Intake Specialists 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.
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 Intake Specialists?
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 Intake Specialists: Create and handle, and keep an eye on 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 Intake Specialists is here to facilitate and improve the process of closing your deal.
Though "pdfFiller" might suggest otherwise, our solution works with a variety of file formats and features different proposal management tools that let you modify existing paperwork or create ones from the ground up. You can also transform them into easy-to-share and -embed fillable documents for frictionless data collection. Transform any file into a reusable template, leaving less room for mistakes and operational inefficiencies. Follow the guidelines below to start taking advantage of pdfFiller.
Getting started with Intake Specialists Proposal Management Tool to set up and work together on your first proposal
Go to the pdfFiller website and click Start Free Trial.
Select the best plan and create your account.
In the top right, select your profile avatar > hit Invite team members, and set up your collaborative admin space.
Return to the Dashboard and click on Add new to upload a document or create one from the ground up.
You can use proposal templates from the existing catalog or the US Legal document library if you need a headstart.
In the editor, discover a wide variety of dynamic editing and annotation features our Proposal Management Tool for Intake Specialists provides.
Leverage the incorporated eSignature tools to sign the form.
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 copy to your device, 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 expensive RFP solutions when you have pdfFiller, a trusted Proposal Management Tool for Intake Specialists, at hand. It strikes a balance between power and performance, offering a powerful toolkit and easy-to-use interface for streamlined proposal management.
Sign up for your free trial and perfect your document-centric operations now!
Video guide about Proposal Management Tool for Intake Specialists
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 Tool for Intake Specialists
The Proposal Management Tool is designed specifically for intake specialists who need to streamline their workflow and drive deals forward. This tool simplifies your proposal process, allowing you to focus on what matters: closing deals.
Key Features
Centralized proposal repository for easy access
Customizable templates to fit your needs
Collaboration tools for team input and feedback
Progress tracking to monitor deal status
Integration with existing CRM systems
Use Cases and Benefits
Create and manage proposals efficiently for various client needs
Enhance team collaboration to ensure strong input from all stakeholders
Track proposal progress to keep projects on schedule
Reduce time spent on repetitive tasks with customizable templates
Improve client engagement with professional and tailored proposals
This tool addresses common challenges intake specialists face, such as disorganization and communication gaps. By centralizing your proposals and enabling team collaboration, you can minimize delays and maximize your chance of success. Simplifying the proposal process ensures that you can focus on building relationships and closing deals.
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.
How to manage a proposal?
Project management for proposals can be broken down into five steps: Initiate. Receive and evaluate the RFP request and conduct a bid or no bid analysis. Plan. Outline the proposal process and all of the involved contributors, reviewers and stakeholders. Execute. Monitor and control. Close.
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.
What is a management proposal?
What Is a Management Proposal? Management proposals are documents used to detail various undertakings such as construction projects, events, and even the management of entire businesses. These are then presented to prospective clients for their approval.
What is proposal in software project management?
A software development proposal is a written document that outlines how the work will be completed for a specific software development project including pricing information.
How do you manage project intake process?
Project Intake Management Once an organization has a project intake process in place, it will need tools and strategies to manage project requests. Experts suggest using dashboards, setting up automatic alerts, and clearly defining roles. “Our company uses a dashboard to manage our project intake process,” says Farkas.
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.