Proposal Management System for Agents 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.
Based on 12500+ reviews
G2 recognizes pdfFiller as one of the best tools to power your paperless office
4.6/5
— from 710 reviews
What makes pdfFiller an excellent Proposal Management System for Agents?
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 System for Agents: Generate and manage, 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 System for Agents is here to facilitate and enhance the process of finalizing your deal.
Though "pdfFiller" might suggest otherwise, our solution works with a number of file formats and comes with various proposal management tools that allow you to edit existing paperwork or create ones from scratch. You can also transform 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 operational inefficiencies. Follow the guidelines below to start making the most of pdfFiller.
Getting started with Agents Proposal Management System to create and work together on your first proposal
Head to the pdfFiller website and click on 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 workspace.
Return to the Dashboard and hit Add new to upload a document or create one from scratch.
You can use proposal templates from the existing catalog or the US Legal document catalog if you need a headstart.
In the editor, explore a wide variety of dynamic editing and annotation features our Proposal Management System for Agents provides.
Take advantage of the incorporated eSignature features to endorse 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 copy to your gadget, 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 tools when you have pdfFiller, a trustworthy Proposal Management System for Agents, at hand. It strikes an equilibrium between power and performance, providing a robust toolkit and easy-to-use interface for streamlined proposal management.
Sign up for your free trial and perfect your document-centric operations now!
Video guide about Proposal Management System for Agents
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.
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 does a proposal manager do?
A proposal manager is responsible for responding to requests for proposals (RFPs). They manage the proposal process including task delegation, response editing and submission. In some businesses, the proposal manager may go by other titles including proposal coordinator, RFP analyst, bid manager and RFP manager.
What is the management plan of a proposal?
The Proposal Management Plan (PMP) documents the roles, responsibilities, tasks, schedules, and deadlines before contributors start developing proposal sections, volumes, and ultimately the complete proposal. The plan becomes the “evergreen” guide to keep the team on track and accountable.
What is proposal management system?
Proposal Management is the process of preparing a business proposal, submitting it, and tracking its progress after submission. In business operations, proposal management plays a very important role, especially in companies that have large-scale projects.
Can you send proposals through HubSpot?
Meet Your Deal-Closing Dream Team Deliver proposals smarter and close deals faster by unlocking an entire proposal editor right in HubSpot. Integrate HubSpot + Proposify to create, edit, send, and track your proposals and other sales documents without ever leaving your CRM.