AI TOOL PROFILE
Expedience Software: RFP and Proposal Automation
- Sales
- Sales Enablement
- Sales teams
- Proposal management teams
- Subject matter experts
- Small and medium-sized businesses
Pricing
Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
At a glance
- Best for
- Sales teams, Proposal management teams, Subject matter experts, Small and medium-sized businesses
- Key use cases
- RFP and RFI Response Automation, Sales Proposal and SOW Generation, Excel-Based Bid Management
- Integrations
- Microsoft Word, Microsoft Teams, OneDrive, SharePoint, Excel
- Official website
- Visit expedience software official website
How AI is used
Expedience Software is a proposal automation platform designed to work within the Microsoft Word ribbon interface. It allows users to maintain a centralized content library of branded, curated assets—including tables and images—that can be searched and inserted directly into documents.
The tool is designed for sales teams, proposal managers, and subject matter experts who handle complex bid responses. By integrating with the Microsoft 365 ecosystem, it supports co-editing in real time through Teams, OneDrive, and SharePoint.
One specific functionality is the Excel Connect feature, which is designed to import Excel-based RFPs into Word and export the final answers back into the original spreadsheet while maintaining character limits.
Buyers should confirm that while primary proposal writers need licenses, the platform allows outside contributors to provide input within Word without requiring their own subscriptions.
Key Features
Microsoft Word Integration
Operates within the Word ribbon interface, allowing users to manage proposals within the application.
Centralized Content Library
A searchable repository of branded and curated content records that can be inserted into documents.
Excel Connect
Imports Excel RFP data into Word tables and exports completed answers back to Excel.
AI-powered Copilot
Integrates with Microsoft Copilot to help create or evolve proposal content.
Collaboration Support
Supports co-editing in real time via Microsoft Teams, OneDrive, and SharePoint.
Contributor Access
Allows subject matter experts to contribute to documents in Word without needing an Expedience license.
Use Cases
RFP and RFI Response Automation
Searching a content library to find and insert answers for formal requests for proposals.
Sales Proposal and SOW Generation
Using curated assets and placeholders to create branded sales documents and Statements of Work.
Excel-Based Bid Management
Importing Excel RFPs into Word to use grammar and spell-checking before exporting answers back to the spreadsheet.
Integrations
- Microsoft Word
- Microsoft Teams
- OneDrive
- SharePoint
- Excel
FAQ
Do all team members need a license for Expedience Software?
- No, the software is designed so that subject experts and contributors can participate in the document process within Microsoft Word without requiring an Expedience subscription.
How does the software handle Excel-based RFPs?
- Through a feature called Excel Connect, the tool imports Excel RFPs into Word tables for editing and then exports the completed answers back into the original Excel file.
Is the software secure for sensitive proposal data?
- Expedience is native to Microsoft Word and is designed to run behind the user's firewall, meaning content is not uploaded to outside servers.
Source category: Sales
Source subcategory: Sales Enablement
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