Expedience

Expedience is a Microsoft Word-native proposal automation suite that helps proposal, RFP and sales teams build branded, accurate proposals, SOWs and RFP responses from an approved content library.

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By Expedience Software

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Overview

Writers highlight an RFP question in Word and the Portfolio content library returns approved answers, with their formatting, tables, charts and images, ready to insert in one click. Proposal Manager tags requirements, assigns owners, tracks progress, supports bid/no-bid decisions and exports requirements to Excel matrices. PDQs turn Word templates into guided, rules-driven proposals and SOWs, and SmartLinks connect Excel data, charts and graphs to branded Word templates. Contributors and reviewers work in Word without an Expedience license, and content stays in the customer's Microsoft environment; Microsoft Copilot can be used for drafting alongside the library. The suite runs inside Microsoft Office on Windows.

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Product

Demo Url: expediencesoftware.com/book-a-demo
Solution Kind: Suite

Who it is for

Industries: Government
Professional services
Healthcare
Financial services
Organization Types: Business

Images

Mark RFP Requirements dialog in a Word window listing search terms such as Shall, Must and Require — Marking RFP requirements from keyword terms in Word (vendor marketing composite)1 / 1

Before you choose

Check before choosing

Runs inside Microsoft Word, Excel and PowerPoint on Windows rather than as a standalone browser application.

Features

Proposal Generation

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

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Enforce branding and formatting with approved content

Categories: Proposal Management

RFP 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

More details & conditions

Assign owners to requirements and sections and track completion

Flag bid/no-bid items and document clarification questions

Categories: Proposal Management

Content Library

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

More details & conditions

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

Categories: Proposal Management

Collaboration Tools

Real-time co-authoring in Word

Integration with SharePoint, OneDrive, Teams and Outlook

More details & conditions

Contributors and reviewers need no Expedience license

Assign owners to requirements and sections and monitor progress

Categories: Proposal Management

Document Automation

PDQs turn Word templates into guided, rules-driven selections that pull the latest approved content

Automated placeholders completed through a single form

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Conditional logic that inserts sections by deal, industry or type

SmartLinks connect Excel data, charts and graphs to branded Word templates

Categories: Proposal Management

Document Review

Assign review tasks to contributors from the Word ribbon

Flag questions and invite SMEs to contribute and review

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Word track changes and comments are preserved in generated proposals

Categories: Proposal Management

Content Management

Maintain curated, approved, branded content such as value propositions, product descriptions, past performance and legal language

Search, filter and preview content inside Word

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Every proposal pulls the current approved content

Categories: Sales Enablement

Bid Management

Bid/no-bid decision support combining Copilot analysis, structured requirement data and human judgment

Assign ownership and track progress tied to the original RFP

Categories: RFP

RFP Responding

Highlight an RFP question and surface approved library answers

Insert answers into the live Word document

More details & conditions

Supports RFPs, RFIs and security questionnaires

Categories: RFP

Progress Tracking

Track completion status of requirements and sections

Monitor proposal progress in real time

Categories: RFP

Document Review

Assign review tasks to contributors from the Word ribbon

Invite SMEs to contribute and manage reviews without a separate system

Categories: RFP

Knowledge Library

Centralized library of curated, approved response content

Keyword, full-text, metadata and tag search with previews

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Prompt library for Copilot prompts to create new responses

Categories: RFP

Show all details (14)

Proposal Generation

Assemble RFP and RFI responses in Word from the approved content library

Apply corporate styles, tables and branding to the final output

Categories: RFP

Document Automation

Automated placeholders completed through a single form

Pre-formatted tables and master lists

More details & conditions

Branded, approved content inserted into Word documents

SmartLinks generate Word documents from Excel data

Categories: RFP

Workflow details

Quote Outputs: DOCX
Categories: Proposal Management

Technical details

Deployment

Client Channels

Desktop app

Client OS

Platform
Windows

Delivery Models

Customer cloud
On premises

Data

Export Formats: Excel workbook

AI

Input Modalities: Text
Output Modalities: Text
Providers Models: Microsoft 365 Copilot
Use Cases: AI content generation
Text improvement
Document summarization

Customization

Supported Scopes: Templates
Branding

Support

Channels: Email

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Expedience

Overview

Product

Who it is for

Images

Before you choose

Check before choosing

Features

Proposal Generation

RFP Management

Content Library

Collaboration Tools

Document Automation

Document Review

Content Management

Bid Management

RFP Responding

Progress Tracking

Document Review

Knowledge Library

Proposal Generation

Document Automation

Workflow details

Technical details

Deployment

Data

AI

Customization

Support

Reviews

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