Proposal Management System for Territory Sales Representatives 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 System for Territory Sales Representatives?
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 Territory Sales Representatives: Generate and handle, and keep an eye on your proposals hassle-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 Territory Sales Representatives 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 features different proposal management tools that let you modify existing paperwork or create ones from scratch. You can also convert them into straightforward-to-share and -embed fillable documents for frictionless data collection. Transform any document into a reusable template, leaving less room for mistakes and process inefficiencies. Follow the steps below to start making the most of pdfFiller.
Getting started with Territory Sales Representatives Proposal Management System to set up and work together on your first proposal
Head to the pdfFiller website and click on Start Free Trial.
Choose the most suitable plan and create your account.
In the top right, click your profile avatar > hit Invite team members, and set up your collaborative admin space.
Return to the Dashboard and click on Add new to add a document or create one from the ground up.
You can use proposal templates from the existing catalog or the US Legal document collection if you need a headstart.
In the editor, discover a wide variety of dynamic editing and annotation capabilities our Proposal Management System for Territory Sales Representatives provides.
Take advantage of the built-in eSignature features to endorse the document.
Prepare your form for data collection by clicking 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 choice (DropBox and OneDrive, Google Drive, and Box) via native integrations.
You don’t need costly RFP tools when you have pdfFiller, a reliable Proposal Management System for Territory Sales Representatives, at the ready. It strikes a balance between power and performance, offering a powerful toolkit and user-friendly interface for streamlined proposal management.
Register for your free trial and perfect your document-driven operations 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 System for Territory Sales Representatives
Streamline your sales process with our Proposal Management System designed specifically for territory sales representatives. This tool propels your deals forward, helping you create, manage, and present proposals more effectively.
Key Features
Centralized proposal templates for quick customization
Real-time collaboration with team members and clients
Integrated CRM functionality for tracking interactions
Automated reminders for follow-ups and deadlines
Analytics dashboard for tracking proposal performance
Potential Use Cases and Benefits
Quickly generate tailored proposals for different clients
Easily collaborate with colleagues on proposal content
Track and analyze proposal success rates to improve strategies
Reduce the time spent on administrative tasks
Increase conversion rates with well-structured presentations
This Proposal Management System addresses the challenges that territory sales representatives face daily. By simplifying the proposal process, you can focus on building relationships and closing deals. Instead of spending hours on paperwork, you can spend more time engaging with your clients and understanding their needs. This tool not only enhances your efficiency but also boosts your sales success.
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 CRM territory management?
In most CRM systems, the term territory management designates a process of lead routing and account management based on a prospect or customer location.
What does Territory Sales manager do?
A territory sales manager is an individual contributor that executes the sales process for an organization in a defined geographic area (or territory). They're required to develop effective sales strategies, meet territory sales quotas, and maintain excellent customer relationships.
What is the primary goal of territory management?
Purpose of Territory Management The ultimate goal of territory management is optimizing sales territories to maximize sales performance. By using the insights gathered from territory management, you can assess and improve the performance of your sales teams.
What is a SWOT analysis for territory planning?
A SWOT analysis is a process that identifies internal and external factors that can affect the organization's performance. When you have a better understanding of your strengths, weaknesses, opportunities and threats, you can develop a stronger sales territory plan.
What is territory management in sales?
Territory management is the process by which sellers prioritize and manage a group of customers and prospects, who are typically organized by segments (such as geography, industry and need).
What is the difference between a sales rep and a territory manager?
A territory sales manager is an individual who supervises the daily sales operations of sales representatives that are assigned to a particular location. Territory sales managers are required to meet sales targets to gain an increase in revenues and must maintain excellent customer relationships.
What is territory management in sales management?
Sales territory management is the process of setting up your territories and assigning your sales teams and/or reps to them in the most efficient way. It minimizes distractions that come with constant switching between geographies. Sales territory management entails: Executing a sales territory mapping process.
How do you create a territory management plan?
How to create a territory sales plan Set overall goals. Before creating your plan, set larger, overall goals for your entire year or quarter. Define variables. Collect data. Conduct a SWOT analysis. Set plan goals. Create a strategy. Prepare your document.