Proposal Management Tool for Strategic Account Managers 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 Strategic Account Managers?
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 Strategic Account Managers: Generate and handle, and track 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 Strategic Account Managers is here to facilitate and streamline the process of finalizing your deal.
Though "pdfFiller" might hint otherwise, our platform works with a number of file formats and features various 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 smooth data collection. Transform any document into a reusable template, leaving less room for mistakes and process inefficiencies. Follow the guidelines below to start taking advantage of pdfFiller.
Getting started with Strategic Account Managers Proposal Management Tool to create and work together on your first proposal
Head to the pdfFiller website and hit Start Free Trial.
Choose the most suitable plan and register your account.
In the top right, click on your profile avatar > select Invite team members, and set up your collaborative workspace.
Go back to the Dashboard and click Add new to upload a document or set up one from the ground up.
You can utilize proposal templates from the existing catalog or the US Legal file collection if you need a headstart.
In the editor, explore a wide variety of dynamic editing and annotation features our Proposal Management Tool for Strategic Account Managers has to offer.
Leverage the incorporated eSignature tools to sign the document.
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 completed file to your gadget, convert it to a template, or send it to the cloud service of your preference (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 Strategic Account Managers, at hand. It strikes an equilibrium 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 operations 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 Strategic Account Managers
Elevate your deal-making with our Proposal Management Tool, designed specifically for Strategic Account Managers. This tool helps you streamline your proposal process and drive your deals forward with confidence.
Key Features
Centralized proposal repository for easy access and collaboration
Intuitive template creation for consistent branding and messaging
Automated approval workflows to reduce delays
Real-time tracking to monitor proposal status and engagement
Seamless integration with CRM systems for better data management
Potential Use Cases and Benefits
Create customized proposals that resonate with client needs
Collaborate with team members to enhance proposal quality
Track client interactions to refine follow-up strategies
Reduce manual errors and save time on repetitive tasks
Improve overall proposal success rates and close deals faster
This tool addresses your challenge of managing multiple proposals efficiently. By providing a structured approach to proposal creation and tracking, it empowers you to respond quickly to client requests. Enhance your team's productivity while maintaining the quality of your proposals. With our Proposal Management Tool, turn your strategic insights into winning 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.
What is strategic account management?
Strategic account management is the process of identifying and building mutually beneficial relationships with your most important accounts. It allows you to foster customer loyalty, increase profitability, and deepen existing relationships.
How to manage a team of account managers?
One of the first steps to ensure consistent performance from your team of account managers is to set clear expectations and goals for each account and each team member. You should communicate the vision, mission, and values of your company, as well as the specific objectives, strategies, and metrics for each client.
What should be included in an account management plan?
Include the following in your plan template: What do they want to achieve and by when? What are their plans to achieve those goals? What metrics and KPIs are they using to know when they get there? How are their competitors performing? What could get in the way of achieving these goals?
What are the objectives of strategic account management?
The overall goal of strategic account management is simple: building relationships and increasing revenue. However, you'll need more detailed objectives along the way. In line with the SMART goal-setting methodology, your sales goals should be: Specific.
What to include in a strategic account plan?
To help with your strategic account planning process, create a comprehensive account plan template that includes the following sections: An overview of your customer's business. Awareness of your customer's goals, objectives and KPIs. Details of the account landscape. Competitor information. Preparing your Plan of Action.
What is a strategic account management plan?
What is Strategic Account Planning? Account Planning for Strategic Accounts or Strategic Account Management is building value-driven relationships with your key customers that can help in long-term development and retention, thereby maximizing the revenue potential. It is a synonym for Key Account Planning.
What tools can a KAM use to ensure success?
Plus, these tools facilitate continuous revision and execution of account plans. SWOT Analysis. One of the most important tools for a KAM is the SWOT analysis. Voice of Customer (VOC) Identifying and tracking customer goals. Preparing Account Plans. Conducting Engaging Quarterly Business Reviews (QBRs)
What are the 5 key account management processes?
5 Steps to Great Account Management Step 1: Profile your accounts. Step 2: Identify the Decision-making Group. Step 3: Target opportunities with greatest Return on Time Invested. Step 4: Put your action plan together. Step 5: Execute against the plan.