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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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Interested in purchasing pdfFiller for your entire organization? Share your details, and our sales reps will help you get started. For small teams, explore our pricing page to choose the most suitable plan.

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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

5.0

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

5.0

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

5.0

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

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.

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.

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.

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.

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.

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.

Check out the most popular sales forms

Do you have 10+ 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

Send PDFs for signature in a role-based order

Share documents and folders within organizations

Collect data & payments with fillable forms

Maintain enterprise-grade security and compliance

Fill out up to 1,000 forms at once

Extract data in bulk

Automate document workflows

Learn how pdfFiller stacks up against the competition

This chart represents a partial list of features available in pdfFiller, PandaDoc, Adobe Acrobat and DocuSign

PandaDoc

Adobe Acrobat

DocuSign

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

Integrations

API

Send to the IRS

Mobile

Mobile Apps

Offline mode on mobile

Notarize

Sell forms

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Step by step guide for sales proposal, quote, and invoice management

1.

Register your pdfFiller account. You can try pdfFiller risk-free with a 30-day trial.

2.

Upload a quote, proposal, or invoice form to your pdfFiller account or find its fillable version in the online library.

3.

Open the document in the editor and add fillable fields.

4.

Turn the form into a reusable template.

5.

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.