Expedience Proposal Software Features

Expedience Proposal Software

Built on MS Word – RFP software you already know how to use.

4.94/5 (16 reviews)

Expedience Proposal Software Feature Summary

  • Automated smart templates for self-service sales proposals
  • Automates Excel RFPs
  • Centralized content library can include videos, pictures, embedded charts, and more
  • Embraces your existing processes
  • Native to Microsoft Office
  • Preserves Word features including track changes and comments
  • Promotes proposal management and collaboration
  • Quickly learned and widely adopted
  • SMEs and contributors don’t need a license
  • Supports complex persuasive proposals
  • Upload nothing to our servers so your competitive content is kept safe

Competitor Feature Comparison

Approval Process Control
Assignment Management
Audit Trail
Automatic Formatting
Bid Management
Charting
Collaboration Tools
Collaborative Review
Collaborative Workspace
Commenting
Configurable Workflow
Contact Management
Content Library
Content Management
Content Repository
Customizable Reporting
Customizable Templates
Data Filtering
Data Format Management
Data Import/Export
Document Automation
Document Management
Document Review
Document Templates
Drag & Drop Interface
Electronic Signature Capture
Email Templates
Filtered Views
Knowledge Base Management
Performance Reports
Permission Management
Productivity Reporting
Progress Reports
Progress Tracking
Promotions Management
Proposal Generation
RFP Creation
Requirements Management
Revision Management
Role-Based Permissions
Search Functionality
Single Sign On
Survey Management
Task Management
Template Management
Third Party Integration
Version Control
Workflow Management
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Approval Process Control
Assignment Management
Audit Trail
Automatic Formatting
Bid Management
Charting
Collaboration Tools
Collaborative Review
Collaborative Workspace
Commenting
Configurable Workflow
Contact Management
Content Library
Content Management
Content Repository
Customizable Reporting
Customizable Templates
Data Filtering
Data Format Management
Data Import/Export
Document Automation
Document Management
Document Review
Document Templates
Drag & Drop Interface
Electronic Signature Capture
Email Templates
Filtered Views
Knowledge Base Management
Performance Reports
Permission Management
Productivity Reporting
Progress Reports
Progress Tracking
Promotions Management
Proposal Generation
RFP Creation
Requirements Management
Revision Management
Role-Based Permissions
Search Functionality
Single Sign On
Survey Management
Task Management
Template Management
Third Party Integration
Version Control
Workflow Management
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Approval Process Control
Assignment Management
Audit Trail
Automatic Formatting
Bid Management
Charting
Collaboration Tools
Collaborative Review
Collaborative Workspace
Commenting
Configurable Workflow
Contact Management
Content Library
Content Management
Content Repository
Customizable Reporting
Customizable Templates
Data Filtering
Data Format Management
Data Import/Export
Document Automation
Document Management
Document Review
Document Templates
Drag & Drop Interface
Electronic Signature Capture
Email Templates
Filtered Views
Knowledge Base Management
Performance Reports
Permission Management
Productivity Reporting
Progress Reports
Progress Tracking
Promotions Management
Proposal Generation
RFP Creation
Requirements Management
Revision Management
Role-Based Permissions
Search Functionality
Single Sign On
Survey Management
Task Management
Template Management
Third Party Integration
Version Control
Workflow Management
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Expedience Proposal Software Feature Reviews

16 reviewers had the following to say about Expedience Proposal Software's features:

Zaki Ousmand

Great solution

2020-02-23

Whilst the tool has been fantastic, i must say that the tool is only as good as how you implement it & customise it to meet your needs.

Pros

integration with MS word makes it extremely user friendly, and a perfect fit for our needs given that most of our tender responses are in MS word on customer RFQ & RFT templates. I love the flexibility and simplicity of the tool where we can make changes quite easily & roll them across the user group.

Cons

No real data analytics available compared to cloud based tools, but we were well aware of this when we selected Expedience.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Allyson Walker

Integrated Directly into Microsoft Word, Simple, Intuitive, Convenient, Excellent Customer Service

2017-09-21

Easy to train new users, seamless workflow process thanks to Word integration.

Pros

Just update the style palette and the new fonts, colors, etc. are automatically applied.

Cons

I think modification of the Style Palette by users could be made easier and more intuitive.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Espen Munch

3 months experience- very good so far!

2017-12-22

Pros

The fact that the user interface is entirely in Word makes it very intuitive and easy to use.

Cons

To my experience bid management somtimes require use of documents that are not in Word.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No
Read more
Fern Shaw

Wow! You are going to love this software.

2017-02-28

Our goal in selecting a new proposal database system was easy to use, easy to update, and easy to manage.

Pros

Everything; it is Word-driven and easy to use.

Cons

I haven't found anything I don't like about this software.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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John Steele

Value for money, without comprising quality

2016-09-29

Coming from one of the market leaders, we have found expedience has changed our experience of content management. So far the product seems flexible and intuitive, the most impressive thing is the speed and consistency compared to our previous solution. its early days for us, but the signs are good.

Pros

Its so simple to use.

Cons

I would love similar functionality available in PowerPoint to store a bank of images.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Brent O'Neil

Very pleased with Expedience Software solutions

2015-02-23

The team at Expedience was very responsive and readily available to help us build out the database according to our needs, and having used it now for several months, it is a fun, easy-to-use tool for preparing RFPs and questionnaires.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from Expedience Software


Thank you Brent!

It has been a pleasure working with this wonderful team at Keeley Asset Management and seeing the successes realized through your implementation of the Expedience solution.

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Jason Stoltenburg

Indispensable tool for our organization's proposal responses process

2018-01-23

Pros

Expedience's automation tools are outstanding, and we're implementing the Expedience Automation tool to create additional efficiencies and new proposal documents and templates for our sales team. With the automation tools, we will be able to produce customized, professional proposals and detailed, impressive product documents at a moment's notice without compromising quality.

Cons

I wish that it was native to MS Office on all platforms including MS Office for MacOS and iOS. Currently it works with Office for Windows; however, with the assistance of Parallels for Mac, my team successfully uses this with a Windows environment on our MacBook Pros. I knew this when we purchased this solution, and I would choose still choose Expedience over the other options we viewed.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Barbara Esmedina

So fun to use!

2015-10-02

I especially like the automation features that let you make blueprints to automatically generate updates for documents like FAQs and admin manuals.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Jamie Novetsky

Game changer for our proposal operations

2020-02-27

The software itself is great, but the true stars of the show are the Expedience team--they are experienced proposal writers and Microsoft Word experts who understand the RFP response process. My support team is always looking for ways to improve the user and administrator experience, and they just love sharing pro tips and tricks. They have been amazing to work with, I always get a quick response when I have a question, and they always leave me better off than before I asked! The true value in the product is their expertise and flexibility. They're so invested in improving the user experience that it's like having a team of developers customize a solution for our company--the value is incredible, and the possibilities and features are limitless.

Pros

As long as the content has been added to the portfolio, it's easy to either navigate via drop downs or use the search feature to drop it in.

Cons

The users do fine if they are given a branded template that requires almost no additional content insertion, but they struggle with using the Style Palette ribbon.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Michelle Dopps

Great RFP tool for small teams

2018-02-05

Pros

The Expedience RFP tool is very well designed and focused on making the RFP writer's job easier.

Cons

The only thing we did not like about the software was the way you have to manage portfolio updates. We had challenges with how to ensure our teams were updating the ribbon files and ensure info was up to date at all times. I recommend finding a way to automate this process in new versions.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Occasionally

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Sara Nedelkoska

Bid Writing Has Never Been So Easy!

2020-02-12

Pros

Expedience is extremely user-friendly and a huge plus is that it sits directly in MS Word, meaning no strenuous training is required to learn the tool. Having all of our content in one place in an easy-to-view layout makes us save so much time!

Cons

Having to take the portfolio offline to make updates.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Alice DeLuca

Expedience lives up to its name

2016-09-27

One noteworthy comment came from a writer who had spent vast amounts of time entering library materials in to one of the largest competitor RFP database products and then found extracting the answers almost impossible.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
David Byrne

Simple but powerful

2017-09-25

What we also found useful, was how easy it was to share the information with other colleagues within the firm.

Pros

Styles get so little said about them, however, Style Palette makes the formatting of a document so much easier and saves you so much time in the process.

Cons

However, in our assessment of RFP software, we found that some of the software out there is too feature rich, too powerful if you want and you end up paying for features that you do not use.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Holly Karleskint

Easy to Use, Very little training needed and will help save a lot of time!

2017-09-26

Pros

The ability to enter information that can be used in RFP's and presentations that will be consistent and precise and in efficient manner to a team of people nationwide.

Cons

I would like for the styles to be easier to work with.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Occasionally

Source: Capterra
Helpful?   Yes   No
Read more
Shannon Smith, CP APMP

Love the software and the team!

2020-03-18

I use it for RFP Responses, EOI Statements, Plans, and the Style Pallet for helping with our branding.

Pros

Easy to use, install, and train employees on.

Cons

It is more of a Microsoft issue and that is being able to use it on Mac's.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Crawford Rogers

We've been extremely pleased with Expedience to this point; powerful, simple, and extremely useful

2017-12-26

Pros

We recently completed the implementation phase of the software, and are beginning to use it fully. We work in various fields and with various types of customers, so the flexibility that Expedience provides is extremely valuable for us. With the number of proposals we push, we can trust Expedience to ensure that our proposals consistent and high quality. The implementation team at Expedience has been beyond helpful, and has made what could have been an extremely painful process pretty smooth and methodical. Also, they just released a major update to the software, so they aren't resting on their already well-developed software laurels, but working to continually innovate.

Cons

One is that the software, while extremely intuitive once you understand it, can take a bit of time to learn, as it deals with a level of Microsoft Word customisabilty most people never get into.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more