Proposal Management Tool for Sales & Marketing that propels your deals forward

Name: proposal-management-tool-for-sales-marketing
Brand: pdfFiller
Rating: 4.3 (4386 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 Sales & Marketing?

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 Sales & Marketing: Generate and manage, 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 Sales & Marketing is here to facilitate and enhance the process of closing your deal.

Though "pdfFiller" might suggest otherwise, our solution works with a number of document formats and comes with different proposal management tools that let you modify existing paperwork or set up ones from scratch. You can also turn them into easy-to-share and -embed fillable documents for smooth data requests. Transform any file into a reusable template, leaving less room for error and process inefficiencies. Follow the guidelines below to start making the most of pdfFiller.

Getting started with Sales & Marketing Proposal Management Tool to set up and collaborate on your first proposal

Head to the pdfFiller website and click Start Free Trial.

Select the best plan and create your account.

In the top right, hit 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 scratch.

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

In the editor, discover a wide variety of dynamic editing and annotation features our Proposal Management Tool for Sales & Marketing has to offer.

Take advantage of the built-in eSignature tools to certify 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 executed copy 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) through native integrations.

You don’t need expensive RFP solutions when you have pdfFiller, a trustworthy Proposal Management Tool for Sales & Marketing, at the ready. It strikes a balance between power and performance, offering a robust toolkit and intuitive interface for streamlined proposal management.

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