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- Funciona dentro de Microsoft Word, Excel y PowerPoint en Windows, no como una aplicación independiente de navegador.
Expedience es una suite de automatización de propuestas nativa de Microsoft Word que ayuda a los equipos de propuestas, RFP y ventas a crear propuestas, SOW y respuestas a RFP con marca y precisas a partir de una biblioteca de contenido aprobado.
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Assemble a complete proposal, SOW or sales document from selections in a Word template
Auto-personalize prospect-specific details such as company and contact names
Enforce branding and formatting with approved content
Categorías: Proposal Management
Mark requirements, ownership items, key terms, win themes, risk indicators and evaluation criteria in an incoming RFP
Export validated requirements to customizable Excel matrices
Assign owners to requirements and sections and track completion
Flag bid/no-bid items and document clarification questions
Categorías: Proposal Management
Store formatted Word content including text, tables, pricing structures, charts, infographics, images and embedded video
Search by keyword or full text and filter by metadata and tags
Browse gallery menus by topic, solution or requirement type with thumbnail and pop-up previews
Insert the selected answer into the proposal with one click
Categorías: Proposal Management
Real-time co-authoring in Word
Integration with SharePoint, OneDrive, Teams and Outlook
Contributors and reviewers need no Expedience license
Assign owners to requirements and sections and monitor progress
Categorías: Proposal Management
PDQs turn Word templates into guided, rules-driven selections that pull the latest approved content
Automated placeholders completed through a single form
Conditional logic that inserts sections by deal, industry or type
SmartLinks connect Excel data, charts and graphs to branded Word templates
Categorías: Proposal Management
Assign review tasks to contributors from the Word ribbon
Flag questions and invite SMEs to contribute and review
Word track changes and comments are preserved in generated proposals
Categorías: Proposal Management
Maintain curated, approved, branded content such as value propositions, product descriptions, past performance and legal language
Search, filter and preview content inside Word
Every proposal pulls the current approved content
Categorías: Sales Enablement
Bid/no-bid decision support combining Copilot analysis, structured requirement data and human judgment
Assign ownership and track progress tied to the original RFP
Categorías: RFP
Highlight an RFP question and surface approved library answers
Insert answers into the live Word document
Supports RFPs, RFIs and security questionnaires
Categorías: RFP
Track completion status of requirements and sections
Monitor proposal progress in real time
Categorías: RFP
Assign review tasks to contributors from the Word ribbon
Invite SMEs to contribute and manage reviews without a separate system
Categorías: RFP
Centralized library of curated, approved response content
Keyword, full-text, metadata and tag search with previews
Prompt library for Copilot prompts to create new responses
Categorías: RFP
Assemble RFP and RFI responses in Word from the approved content library
Apply corporate styles, tables and branding to the final output
Categorías: RFP
Automated placeholders completed through a single form
Pre-formatted tables and master lists
Branded, approved content inserted into Word documents
SmartLinks generate Word documents from Excel data
Categorías: RFP
Categorías: Proposal Management
Experiencias de usuarios, moderadas antes de publicarse.