Proposal Management Tool for Territory 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 Territory 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 Territory Account Managers: Generate 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 Territory Account Managers is here to smooth out and enhance the process of finalizing your deal.
Though "pdfFiller" might hint otherwise, our platform works with a number of document formats and features different proposal management features that allow you to modify existing paperwork or set up ones from scratch. You can also turn them into straightforward-to-share and -embed fillable documents for frictionless data requests. Transform any file into a reusable template, leaving less room for mistakes and process inefficiencies. Follow the steps below to start taking advantage of pdfFiller.
Getting started with Territory Account Managers Proposal Management Tool to create and work together on your first proposal
Head to the pdfFiller website and hit 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 admin space.
Return to the Dashboard and hit 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 document catalog if you require a headstart.
In the editor, explore an array of dynamic editing and annotation functionalities our Proposal Management Tool for Territory Account Managers provides.
Leverage the built-in eSignature features to certify the document.
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 completed 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) via native integrations.
You don’t need expensive RFP solutions when you have pdfFiller, a reliable Proposal Management Tool for Territory Account Managers, at the ready. It strikes an equilibrium between power and performance, providing a powerful toolkit and intuitive interface for efficient proposal management.
Sign up for your free trial and perfect your document-centric 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 Territory Account Managers
Streamline your sales process with our Proposal Management Tool designed specifically for Territory Account Managers. This tool helps you organize and present your proposals efficiently, making it easier to move deals forward. With a focus on collaboration and clarity, you can engage your clients more effectively.
Key Features
Centralized proposal storage for easy access and management
Customizable templates to match your branding
Real-time collaboration with team members
Status tracking to monitor proposal progress
Integration with CRM systems for seamless workflow
Use Cases and Benefits
Create proposals quickly for multiple clients
Maintain consistency in proposal quality across your team
Track client interactions and feedback in one place
Enhance collaboration within your sales team
Speed up the review process with real-time notifications
This Proposal Management Tool addresses common challenges faced by Territory Account Managers, such as scattered information and lengthy proposal cycles. By using our tool, you can reduce the time spent on proposal creation, keep all stakeholders informed, and ultimately close deals faster. Empower your sales approach and ensure you're always a step ahead.
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 difference between a territory manager and an account manager?
The territory manager often occupies a management position. The territory manager gets involved with the marketing, logistics and engineering departments to determine how to better grow revenue for her territory. The account manager is not a management position, but rather a client development position.
How do you manage an account?
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 is key account management a an ________________ approach?
Key Account Management (KAM) is a strategic approach within businesses, particularly in the B2B sector, focusing on building and maintaining long-term relationships with key clients who are of significant value to the company.
What is the role of a territory account manager?
As a Territory Account Manager, you will be responsible for preparing a full-proof sales plan. You will also be responsible for preparing training sessions for all the sales staff in your assigned territory. In addition to this, you should be recording all the details of the account holders.
What are the methods of account management?
Account Management Process : A Workflow for Account Management Identifying Key Accounts. Developing Valuable Account Relationships. Nurturing Key Account Relationships. Building long-term Account Relationships. Growing Key Accounts. Global account management for the global customer. Account management for the long haul.
What is account management tool?
Account management software organizes and automates work to help account managers establish, maintain, and grow customer relationships to increase retention and revenue.
What is account management tool?
Account management software organizes and automates work to help account managers establish, maintain, and grow customer relationships to increase retention and revenue.