Digitize your workflows for managing sales proposals, quotes, and invoices

With pdfFiller, sales teams increase productivity by setting up digital document workflows. The ability to create fillable templates in minutes, collect signatures online, and store documents in a secure cloud enables companies to close deals faster while increasing accuracy and minimizing paperwork costs.
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Use case overview

A sales manager uploads frequently used forms such as proposals, quotes, and invoices to their pdfFiller account or finds suitable templates in the online library. After adding fillable fields to the forms and converting them to templates, the sales team pre-fills the forms with customer-specific data. Pre-filled proposals, quotes, and invoices are then sent to customers for eSignature. Once all customer signatures are in place, the sales staff receives instant notifications.
Benefits for sales professionals:
Saved up to 40 employee hours per month
Eliminated expenditures for shipping and scanning documents
Secured environment for the safe storage and transmission of customer data
Reduced printing costs by 70%
Eliminated form errors and lost files
Integration with Salesforce, Google Docs & Drive, Gmail, Dropbox, etc.

Learn how pdfFiller customers save money and time

pdfFiller allows us to tap into additional markets and sell the business we might not otherwise have sold because of the speed and ease with which we can produce the forms.
Joe Scaturro
Scaturro Insurance Agency LLC
Using pdfFiller has been a seamless experience for all our managers so far. I would definitely recommend it to any company looking for a reliable tool for collecting service request forms and e-signatures online. A real time-saver!
Pied Piper Termite
Pest & Lawn
Using pdFfiller has saved us 110 hours per year at $35.00 per hour as best we can tell. That was just the beginning of the savings because that time was put to productive, front end, revenue-producing use so the swing was at least triple what we saved in addition.
John Hampton
Green Brick Title

Why sales teams choose pdfFiller

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Edit documents online
Instantly upload your contracts, invoices, and purchase orders in PDF format and edit them on any desktop or mobile device. Fill out forms, rewrite or redact PDFs, add graphics, and more.
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Automate data capturing
Turn your order and request forms into fillable PDFs and make them available on your website for filling out and signing. Once a customer completes your form, it is automatically sent to your inbox.
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Save time preparing documents
pdfFiller allows you to automatically complete up to 1,000 sales agreements, quotes, invoices, or any other uniform documents by using data from a spreadsheet or CRM.
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Manage PDFs inside your CRM
Integrate pdfFiller with Salesforce, Microsoft Dynamics, or other CRMs to seamlessly manage, edit, and eSign PDF documents without switching between apps.
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Get the right sales forms
pdfFiller’s vast online library of over 25 million ready-to-use forms is at your fingertips. Find contract templates, bills of sale, purchase order forms, and more, and edit them in seconds.
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Maintain security and auditability
Manage and store your files securely in the pdfFiller cloud. Track any document’s audit log to ensure its authenticity. pdfFiller maintains industry-leading standards for security and compliance.

Do you have 10+ Team Members co-workers collaborating on documents in your organization? We have a solution for your entire team

Get premium functionality starting from $15/month for up to 10 users – try the best offer on the market.
Contact us for details

Learn how pdfFiller stacks up against the competition

This chart represents a partial list of features available in pdfFiller, PandaDoc, Adobe Acrobat and DocuSign
Adobe Acrobat
PDF Editor & Document Creator
Edit PDF
Add Fillable Fields
Conditional fields
Custom Branding
Create documents and forms
Library of forms
Document Converter
PDF Converter
Merge PDF
Security & Compliance
Protect PDF
Encrypted folders
Audit Trail
HIPAA Compliance
Fillable forms
Host Fillable Forms
Collect Payments
Fill in multiple forms at once
Send to the IRS
Mobile Apps
Offline mode on mobile
Sell forms
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Step by step guide for sales proposal, quote, and invoice management

Register your pdfFiller account. You can try pdfFiller risk-free with a 30-day trial.
Upload a quote, proposal, or invoice form to your pdfFiller account or find its fillable version in the online library.
Open the document in the editor and add fillable fields.
Turn the form into a reusable template.
Pre-fill the template and eSign it.
Pro tip: Save time pre-filling multiple forms using Fill in Bulk. You can pre-fill up to 1,000 documents at a time by adding information from your database or CRM to a table.
Email the document to a customer for eSignature via signNow.
Once the document is filled out and signed, you will find its executed copy in your pdfFiller inbox.

Why do sales sales professionals choose pdfFiller?

Start saving time and money on document routines right now.
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Hassle-free PDF editing
Faster approvals with eSignatures
Annotation tools
Secure cloud storage