Proposal Management Tool for Matchmakers 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 Matchmakers?
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 Matchmakers: Create and handle, 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 Matchmakers is here to smooth out and simplify the process of closing your deal.
Though "pdfFiller" might hint otherwise, our platform works with a number of file formats and comes with various proposal management features that allow you to modify existing documents or create ones from scratch. You can also convert them into straightforward-to-share and -embed fillable documents 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 Matchmakers Proposal Management Tool to set up and work together on your first proposal
Head to the pdfFiller website and click Start Free Trial.
Select the most suitable plan and create your account.
In the top right, hit your profile avatar > select Invite team members, and set up your collaborative workspace.
Return to the Dashboard and click on Add new to upload a document or create one from scratch.
You can utilize proposal templates from the existing catalog or the US Legal document library if you require a headstart.
In the editor, discover a multitude of dynamic editing and annotation functionalities our Proposal Management Tool for Matchmakers has to offer.
Leverage the incorporated eSignature tools to sign the document.
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 executed file to your device, 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 solutions when you have pdfFiller, a trusted Proposal Management Tool for Matchmakers, at hand. It strikes an equilibrium between power and performance, providing a powerful toolkit and user-friendly interface for efficient proposal management.
Register for your free trial and perfect your document-centric 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.
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 Matchmakers
The Proposal Management Tool for Matchmakers helps you streamline your deal-making process. It allows you to manage proposals efficiently, ensuring you stay organized and focused on your clients' needs. By using this tool, you can increase your chances of closing deals successfully.
Key Features
Centralized proposal management system
Customizable templates for various scenarios
Real-time collaboration with clients and team members
Track proposal status and client feedback
Automated reminders and follow-ups
Potential Use Cases and Benefits
Create tailored proposals for individual clients quickly
Collaborate with team members to refine your offerings
Manage multiple clients and proposals simultaneously
Enhance client satisfaction with timely feedback
Reduce administrative tasks and increase focus on key activities
This tool addresses common challenges faced by matchmakers. By simplifying proposal creation and tracking, it allows you to focus on meaningful interactions with clients. With improved organization, you can respond to client needs more effectively, resulting in more successful partnerships.
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.
What is the management plan of a proposal?
The Proposal Management Plan (PMP) documents the roles, responsibilities, tasks, schedules, and deadlines before contributors start developing proposal sections, volumes, and ultimately the complete proposal. The plan becomes the “evergreen” guide to keep the team on track and accountable.
What is the Shipley method of proposal writing?
The Shipley method encompasses a full spectrum of business development processes, from opportunity identification to proposal submission and post-submission review. It's designed to create proposals that are not only compliant but also strategically aligned with the client's needs.
What is the proposal management process flow?
A proposal management process lays out the planning, writing, and quality assurance checkpoints. A good proposal management process lays them out with clever, objective ways to assess progress against the plan.
What is a proposal tracker?
Proposal tracking helps you pinpoint exactly where you are in the sales process with each client. It tells you if your proposal is waiting to be reviewed, has already been seen by multiple or, even better, already been digitally signed.
What is the management approach in proposal?
A management approach is a document that explains to the customer what you will do to ensure that they get what you've promised. It is not simply a set of operational plans. A lot of people find writing the management approach for a proposal to be boring and uninspiring.
How do you 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.
How do you manage a request for proposal?
The RFP process explained in 8 steps Identify sourcing potential with spend analysis. Scope and specification. RFP preparation. Await the RFP responses. Evaluation and supplier selection. Negotiation and contracting. Implementation and handover. Lessons learned.
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.