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- Funciona dentro do Microsoft Word, Excel e PowerPoint no Windows, e não como aplicativo independente de navegador.
O Expedience é uma suíte de automação de propostas nativa do Microsoft Word que ajuda equipes de propostas, RFP e vendas a criar propostas, SOWs e respostas a RFP com a marca e precisas a partir de uma biblioteca de conteúdo aprovado.
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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
Categorias: 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
Categorias: 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
Categorias: 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
Categorias: 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
Categorias: 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
Categorias: 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
Categorias: 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
Categorias: RFP
Highlight an RFP question and surface approved library answers
Insert answers into the live Word document
Supports RFPs, RFIs and security questionnaires
Categorias: RFP
Track completion status of requirements and sections
Monitor proposal progress in real time
Categorias: RFP
Assign review tasks to contributors from the Word ribbon
Invite SMEs to contribute and manage reviews without a separate system
Categorias: 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
Categorias: RFP
Assemble RFP and RFI responses in Word from the approved content library
Apply corporate styles, tables and branding to the final output
Categorias: 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
Categorias: RFP
Categorias: Proposal Management
Experiências dos utilizadores, moderadas antes da publicação.