Proposal Management Tool for Strategy 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 Strategy 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 Strategy Account Managers: Generate and handle, 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 Strategy Account Managers is here to smooth out and improve the process of finalizing your deal.
Though "pdfFiller" might hint otherwise, our solution works with a number of file formats and comes with different proposal management tools that let you modify existing paperwork or create ones from scratch. You can also turn them into easy-to-share and -embed fillable forms for frictionless data collection. Transform any document into a reusable template, leaving less room for error and process inefficiencies. Follow the steps below to start taking advantage of pdfFiller.
Getting started with Strategy Account Managers Proposal Management Tool to set up and collaborate on your first proposal
Go to the pdfFiller website and click Start Free Trial.
Choose the best 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 create one from scratch.
You can use proposal templates from the existing catalog or the US Legal file library if you need a headstart.
In the editor, discover an array of dynamic editing and annotation features our Proposal Management Tool for Strategy Account Managers provides.
Take advantage of the built-in eSignature tools to certify the form.
Prepare your form for data collection by hitting 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 choice (DropBox and OneDrive, Google Drive, and Box) via native integrations.
You don’t need expensive RFP solutions when you have pdfFiller, a trustworthy Proposal Management Tool for Strategy Account Managers, at the ready. It strikes a balance between power and performance, offering a robust toolkit and intuitive interface for efficient proposal management.
Register for your free trial and redefine your document-driven 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 Strategy Account Managers
Boost your deals with our Proposal Management Tool, designed specifically for strategy account managers. This tool makes it easier to create, manage, and track proposals effectively. Let us help you streamline your workflow and propel your deals forward.
Key Features
Intuitive proposal templates for quick setup
Collaborative editing for team efficiency
Real-time tracking of proposal status
Automated reminders for follow-ups
Customizable analytics for performance insights
Potential Use Cases and Benefits
Enhance communication among team members during proposal creation
Reduce proposal turnaround time with ready-made templates
Increase win rates through improved tracking and analysis
Simplify client interactions with automated follow-up reminders
Optimize proposal designs to align with client expectations
This tool addresses key challenges faced by strategy account managers, such as time-consuming proposal creation and poor tracking of client engagement. By providing structured templates and advanced tracking features, it allows you to focus on building relationships and closing deals, rather than getting lost in administrative tasks.
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 succeed as an account manager?
Here we are giving you few tips on how to be a highly effective Strategic Account Manager. Identifying stakeholders. Grabbing win-win opportunities. Making a plan of action. Effective communication and collaboration. Build dependency. Being innovative and futuristic.
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.
How do you create an account management strategy?
Strategic account management best practices Assign dedicated strategic account managers. Develop selection criteria for key accounts. Polish the handoff from sales. Create a comprehensive customer profile. Conduct a needs assessment. Draft a strategic plan and proposal. Set a cadence for contacts, meetings, and follow-ups.
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.
What makes a successful key account manager?
A successful Key Account Manager is: Empathetic – deeply understand the goals, drivers, and needs of others. Service-oriented – ready to go the extra mile for their clients. Strategic – doesn't get trapped in the weeds, understands the bigger picture. Proactive – doesn't wait to take action, is in charge.
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 are the key steps to successfully implementing a KAM program?
To create a successful key account program, start by following these steps. Change Your Perspective. KAM is an organizational perspective shift, not a sales technique. Identify Which Accounts Are the Highest Priority. Select and Train Key Account Managers. Assess and Monitor Your Success.