Proposal Management Tool for Outside Sales Representatives 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 Outside Sales Representatives?
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 Outside Sales Representatives: Generate and manage, and keep an eye on your proposals hassle-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 Outside Sales Representatives is here to smooth out and enhance the process of closing your deal.
Though "pdfFiller" might hint otherwise, our solution works with a number of file formats and comes with various proposal management features that let you edit existing documents or set up ones from the ground up. You can also transform them into straightforward-to-share and -embed fillable documents for frictionless data requests. Transform any document into a reusable template, leaving less room for error and process inefficiencies. Follow the guidelines below to start benefiting from pdfFiller.
Getting started with Outside Sales Representatives Proposal Management Tool to create 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, click your profile avatar > hit Invite team members, and set up your collaborative admin space.
Go back to the Dashboard and click on Add new to add a document or create one from the ground up.
You can utilize proposal templates from the existing catalog or the US Legal file library if you need a headstart.
In the editor, explore a wide variety of dynamic editing and annotation functionalities our Proposal Management Tool for Outside Sales Representatives has to offer.
Leverage the incorporated eSignature features to endorse the form.
Prepare your form for data collection by hitting Add Fillable Fields > Add Recipients, and send it through email, fax and SMS or shareable link.
Save the executed file to your device, turn 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 trusted Proposal Management Tool for Outside Sales Representatives, at hand. It strikes a balance between power and performance, offering a robust toolkit and easy-to-use interface for streamlined proposal management.
Sign up for your free trial and redefine your document-centric processes now!
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 Outside Sales Representatives
The Proposal Management Tool is designed specifically for outside sales representatives looking to streamline their proposal process. This tool empowers you to create, manage, and track your proposals with ease, helping you secure more deals effectively.
Key Features
Easy proposal creation with customizable templates
Real-time collaboration with team members
Automated follow-ups and notifications
Analytics dashboard to track proposal performance
Integration with popular CRM platforms
Potential Use Cases and Benefits
Generate professional proposals quickly, saving time for more sales activities
Improve team collaboration, ensuring everyone stays aligned and informed
Analyze tracking data to refine your approach and increase closing rates
Manage client communication seamlessly with reminders and notifications
Integrate with your existing tools for a unified workflow
This tool addresses your challenges by simplifying the proposal process. It provides clarity and efficiency, allowing you to focus on what matters—closing deals. With its features, you will find that you can navigate the complexities of proposal management with confidence.
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 excel at outside sales?
By fully understanding the nuances of outside sales, managing your autonomy effectively, forging strong customer relationships, mastering the sales process in the field, leveraging modern tools and technology, and tackling the unique challenges that come your way, you can truly excel in your role as a field sales
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 to track outside sales reps?
GPS Location Tracking Timeero is the best GPS tracking app for sales reps, for good reasons. The app uses GPS technology to track the rep's location and updates the details every other minute. When you open the “Who's working” tab, you'll see each sales rep's location in real time.
How to manage outside sales reps?
Once you have the right team in place, you need an effective management strategy. Assign territories strategically. Set clear activity and performance goals. Automate sales sequences. Track rep activity and performance. Integrate your sales and CRM workflows. Enable communication with prospects across multiple channels.
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 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.
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.