Proposal Management Tool for Lead Management that propels your deals forward

Name: proposal-management-tool-for-lead-management
Brand: pdfFiller
Rating: 4.8 (920 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 Tool for Lead 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 Lead Management: Generate and manage, 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 Tool for Lead Management is here to smooth out and streamline the process of finalizing your deal.

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

Getting started with Lead Management Proposal Management Tool to create and work together on your first proposal

Head to the pdfFiller website and click on Start Free Trial.

Select the most suitable plan and create your account.

In the top right, click on 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 create one from scratch.

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

In the editor, explore a wide variety of dynamic editing and annotation capabilities our Proposal Management Tool for Lead Management provides.

Leverage the incorporated eSignature tools to endorse 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 copy 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) through native integrations.

You don’t need costly RFP tools when you have pdfFiller, a reliable Proposal Management Tool for Lead Management, at hand. It strikes a balance between power and performance, providing a robust toolkit and easy-to-use interface for streamlined proposal management.

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