Expedience Proposal Software 2026: Benefits, Features & Pricing

Wondering if Expedience Proposal Software is right for your organization?

Our Sales Enablement Software selection experts can help you in 15 minutes or less.

On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Expedience Proposal Software

4.8

(26)

Pricing

Pricing available upon request

About Expedience Proposal Software

Expedience is proposal automation that doesn’t require leaving Microsoft Office! Expedience automates sales proposals, SOWs, contracts, RFP responses, and other branded business documents from directly within Microsoft Word. Today, Microsoft is at the forefront of the AI revolution and has brought cutting-edge Generative AI technology to Word, Excel, PowerPoint, and Outlook with Copilot. Being native to Word allows Expedience to fully embrace Copilot, the leading secure Generative AI solution for businesses. Expedience delivers a suite of functionality to increase the speed, accuracy, and branding consistency of every MS Word business document your team creates. The core of Expedience is a content library where you can lock down your best, branded, vetted, and approved content for quick, consistent, and accurate reuse. The Expedience suite also enables your proposal professionals to assess incoming RFPs, make bid/no-bid decisions, assign owners, track completion progress, etc.

Expedience Proposal Software Screenshots

Expedience Proposal Software Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

Confused about pricing? We've got you covered.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

Expedience Proposal Software Features

Popular features found in Sales Enablement
Collaboration Tools
Content Library
CRM Integration
Email Management
Engagement Tracking
Lead Scoring
Performance Management
Process/Workflow Automation
Sales Planning
More features of Expedience Proposal Software
Access Controls/Permissions
Approval Process Control
Audit Trail
Automatic Formatting
Bid Management
Configurable Workflow
Contact Management
Content Management
Contract/License Management
Customizable Reports
Customizable Templates
Data Import/Export
Document Automation
Document Management
Document Review
Document Templates
Due Date Tracking
Electronic Signature
Generative AI
Knowledge Base Management
Knowledge Library
Pipeline Management
Progress Tracking
Proposal Generation
Requirements Management
RFP Creation
RFP Management
RFP Responding
Task Management
Template Management
Templates
Third-Party Integrations
Vendor Management
Version Control
Workflow Management

Expedience Proposal Software Integrations

Microsoft Excel

Microsoft PowerPoint

Expedience Proposal Software User Reviews

Overall Rating

4.8

Ratings Breakdown

77%

23%

Secondary Ratings

Ease of Use

4.7

Value for money

4.9

Customer support

5.0

Functionality

4.7

Andreas H.

Verified reviewer

Information Technology and Services

10000+ employees

Used weekly for more than 2 years

Review source

Reviewed September 2022

Expedience eases your life and takes care of your proposal

Beside the technical aspects of the software especially also the effort and support was marvelous. Whenever we wanted to have something optimized or something was required the support was there to get all things sorted.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

With the tool you can define the topics you need in each proposal centrally and then roll that out to the people who need to work with that. But the software is not static and you are bound to a special order of your template. Each proposal can be sorted according to the customer wish / RFP, so that the customer gets an individual offer without loosing important parts of our necessary content.

Cons:

Due to the switch of Microsoft Office (in various versions) to Office 365 we had some troubles at the beginning to use the complete functionality, but the team around Melissa (lead developer) did a great job to support whenever needed.

Reasons for switching to Expedience Proposal Software

To get independent from a single developer in the company

Antoine S.

Verified reviewer

Information Technology and Services

201-500 employees

Used daily for less than 2 years

Review source

Reviewed December 2020

Easy to use, great Customer Support, based on proven technology

We use it to create our proposals. In Europe the tender-process is a bit different than the American way, but Expedience Proposal Software is helping us on a daily base to outline our proposal, according to our corporate identity. Creating a winning proposal is realized in half the time it would take normally.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

This tool is intuitive and because it is mostly/completely based on MS Office functionality, it is future-proof. Especially the customer support is excellent. We are located in the Netherlands and despite of the time difference, our questions and support-request are always timely and quickly answered. We always experienced great flexibility with the support. We had it implemented within weeks.

Cons:

It is necessary to overthink really good the structure to be used in the text-blocks. But again the costumer-support will help you with that.

Reasons for choosing Expedience Proposal Software

The easiness to use, the integration/based on MS Office functionality, the lack of databases or webbased framework, the friendly and willingness of the customer support.

Judy C.

Verified reviewer

Information Technology and Services

201-500 employees

Used daily for less than 12 months

Review source

Reviewed September 2022

Expedience User Evaluation

The greatest impact of this solution on our productivity is our ability to find and easily use pre-written content. Reports allow us to keep the content updated, and track its owner. Although the product is easy to access from a user standpoint, management is much more technical than we would prefer, and issues outside of our understanding have impacted its stability.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The solution allows our team to separate information for quick access.

Cons:

The solution is impacted by "glitches" that cause portions of the knowledge base to disconnect and user privileges to be changed without notice or explanation. The impact is a delay of access to the knowledge base and involvement by our IT and your company support to reconnect. The problem persists and have not been fixed in the 8 months we have used the solution.

Reasons for choosing Expedience Proposal Software

It's integration with Microsoft was a primary reason we chose this solution. Second, the ability to manipulate excel documents has greatly improved quality where applicable.

Reasons for switching to Expedience Proposal Software

The former solution was unstable.

Megan K.

Verified reviewer

Telecommunications

201-500 employees

Used weekly for more than 2 years

Review source

Reviewed January 2024

Expedience expedites!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The time and effort Expedience has saved us are truly remarkable. Crafting responses to RFPs used to be a more cumbersome task, but with Expedience, the process has become much more streamlined. The user interface is intuitive, making it simple for anyone on the team to navigate and contribute. Another of the key benefits we've experienced is the ability to maintain consistency across our proposals. The software ensures that our messaging and formatting remain cohesive, providing a professional and polished look to all our submissions. This has not only saved us time but has also enhanced the overall quality of our proposals. The content library is another standout feature. It's incredibly user-friendly, allowing us to easily access and incorporate relevant content into our responses. On top of that the customer service is fantastic! I've never not been able to get in touch with someone from Expedience and they are quick and thorough in troubleshooting and resolution.

Cons:

Whenever there is a Word update Expedience seems to have some issues with integrating seamlessly and we often have to send in tickets for repair. There are also so many features and some of them are not as intuitive as others.

Jamie N.

Verified reviewer

Telecommunications

501-1000 employees

Used daily for less than 2 years

Review source

Reviewed February 2020

Game changer for our proposal operations

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

There is a "placeholder form" that allows the user to update fields throughout the document with content customized to the customer/bid. No more find/replace and accidentally leaving the wrong customer name or customer information in our proposals! Plus, having all the variable content in one form saves a ton of time for us--some of our proposals take fewer than five minutes to prepare because we open a template, update the placeholder form, and it's ready to go! The other feature that I rely on heavily is the content portfolio. It's great to be able to have all of the proposal content seemingly living in the open document. No more opening up three different proposals because, "...I know that I answered a question like this in the proposal I did for Customer X...or was it Customer Y...?" 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. And finally, styles and number lock. My company ends up working with a lot of proposals that have to be converted from PDFs to Word Documents. The custom styles in our style palette streamline the clean-up process and keep proposals branded and professional. I use the number lock feature all the time--it allows the user to freeze the numbering in the original proposal text so we don't inadvertently have auto-numbering/outlining make cascading changes throughout the document.

Cons:

The reason I gave four stars and not five for Ease of Use is that my users with weak Word skills do not take full advantage of the software's features. 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. This isn't the fault of the software--it's definitely easy to use if you routinely use Word--but it's worth factoring in the need for additional Word training on styles and formatting, depending on your user group. The reason I would only recommend it in nine out of ten cases is that Mac users have to emulate Windows machines to use Expedience. We don't have too many Mac people, and the people who won't give up their MacOS are used to having to change over, so it isn't a huge issue for us, but if the software could be used in the Mac version of Word, I'd recommend it to any one who asked!

Allyson W.

Telecommunications

51-200 employees

Used daily for less than 2 years

Review source

Reviewed September 2017

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

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Integration with Microsoft Word - The software simply installs a ribbon at the top of Microsoft Word, so you don't need to switch between windows or programs and use is very intuitive for those who already know how to use Word. Excellent Support - Our questions are always answered in a timely and thorough way. Everyone on their team is extremely knowledgeable and goes to great lengths to research and look into problems BEFORE the call/meeting; they come already prepared with solutions. If they need to do anything to fix your ribbons, the turnaround time to get them back is great. Their team is always looking for ways to improve their product and come up with new tools that make things even easier and more effective. They are great at actually listening to their clients, making them feel valued, and taking their feedback into consideration when further developing the product. Flexibility - Because of how the software is designed, there is great flexibility for you to decide how you want your content to look and function. Style Palette - Love that the formatting/style components are integrated directly into Word. It makes it very easy to create a corporate style with approved fonts, colors, etc. This also makes it easy to apply the styles to any document you are working on that does not have it already. And it is extremely easy to change your corporate styling in the future... Just update the style palette and the new fonts, colors, etc. are automatically applied.

Cons:

Organizations considering Expedience should note that it takes quite a bit of planning and careful thought during the implementation process to decide how you would like to organize and categorize your content, how placeholders should work, etc. I personally think this is a pro and not a con because I love having this level of flexibility and control over these aspects, but it does require that you have a member of your staff that can dedicate themselves to the task and think carefully about how to lay a solid foundation before moving forward with implementation. I think modification of the Style Palette by users could be made easier and more intuitive. I have heard that they are about to release an update that improves this, though, so this should soon not be an issue at all!

Yolan H.

Verified reviewer

Civil Engineering

201-500 employees

Used daily for more than 2 years

Review source

Reviewed January 2024

So easy to use

It saves a lot of time finding content and pre-created branded documents by using automation capabilities and gives me the assurance that content is the latest.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

There are a couple of pros for me personally: Saves time - you have instant access to the content you need in MS Word. One source of truth - it contains only the latest approved content Correct branding - consistent pre-formatted content with corporate branding Automation - quick self-serve menus from which you can choose Placeholder - personalisation using placeholders that can be defined directly in the document. Collaborations - easy to collaborate with SMEs and other team members Content Library - templates, branding, formatting and content management are all in one place An add-on for Word smoothly blending into Word by launching within its ribbon.

Cons:

Only one author can work in a specific portfolio at a time. It needs to be maintained regularly, as content can get outdated fairly quickly. With regards to layout, you can only add columns after you assemble the document.

Reasons for choosing Expedience Proposal Software

Overall, it saves a lot of time finding content, pre-created branded documents, and automation capabilities and gives me the assurance that content is the latest.

Jason S.

Verified reviewer

Computer Software

1001-5000 employees

Used daily for less than 2 years

Review source

Reviewed January 2018

Indispensable tool for our organization's proposal responses process

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

process & ensure accurate and current content. The activation and deployment project was well-managed by their staff, and the ongoing support is impeccable. Documentation is easy-to-understand and well-thought out. Updates and new features are added regularly, and new features are added based on customer feedback. I feel that my voice matters in the development process of new versions. The adoption rate of my staff has been amazing. As an organization that responds to over 450 RFPs and RFIs per year in our division alone, this solution has returned lost time to my team to respond to focus on creating new content and refreshing existing content proactively. 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.

Mary C.

Verified reviewer

Mechanical or Industrial Engineering

10000+ employees

Used daily for less than 2 years

Review source

Reviewed January 2024

This library that runs on Microsoft Word is Genuis

Implementing this software forced us to create a starting boilerplate library and stop "cutting and pasting" from the last proposal. It really has helped our productivity. Can't recommend it enough.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love that this runs right on Word. It's easy and intuitive. Their customer service is wonderful.

Cons:

I just wish I had more time to keep our content updated. I do get nervous about archiving and updating our files and am not that proficient in it but practice makes perfect.

Shannon S.

Verified reviewer

Utilities

201-500 employees

Used daily for more than 2 years

Review source

Reviewed March 2020

Love the software and the team!

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for choosing Expedience Proposal Software

I reviewed approximately 10 software options with my team and everyone loved Expedience from the very beginning due to how simple it was to use. I have team members with all levels of technical skills and Expedience was the easiest to roll out to them and train. Also, we love the interaction with the Expedience Team.

Showing 1 - 10 of 26 Reviews

See All Reviews