Expedience Proposal Software

RATING:

4.8

(26)

About Expedience Proposal Software

Expedience is proposal automation software that works where you do – Microsoft Word, Excel, and PowerPoint. The solution emphasizes ease of use while streamlining proposals, RFP responses, sales letters, DDQs, RFI responses, security questionnaires, compliance reviews, and more. With Expedience’s "Content Portfolio Ribbon", users never have to leave MS Word to find and insert content that is formatted, curated, and optimized for re-use. The "Style Palette Ribbon" feature ensures branding compliance and provides pre-formatted headers, footers, cover pages and other components that ensure consistent proposal presentation. The "Assembler Ribbon" automates end-to-end proposal documents from MS Word templates by linking recent content to the needed proposal output....

Expedience Proposal Software Pricing

Request Pricing To give you the best possible experience with Expedience, we need to understand your specific needs. Please contact us today for a personalized overview of the solution and associated pricing.

Starting price: 

$1.00 per year

Free trial: 

Available

Free version: 

Available

Expedience Content Search
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Expedience Proposal Software Reviews

Overall Rating

4.8

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

5

Value for money

5

Functionality

4.5

Most Helpful Reviews for Expedience Proposal Software

1 - 5 of 26 Reviews

User Profile

Jason

Verified reviewer

Computer Software, 1,001-5,000 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed January 2018

Indispensable tool for our organization's proposal responses process

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.

Antoine

Information Technology and Services, 201-500 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

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.

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.

Reason 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

Information Technology and Services, 201-500 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

3

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

3

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.

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.

Reason 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.

Cary

Information Technology and Services, 51-200 employees

Used weekly for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed February 2024

Helpful product

Positive. Easy to use; easy to configure

PROS

customized repository; uploading content, storing graphics and logos for easy retrieval

CONS

I don't really use the placeholders functionality

Yolan

Civil Engineering, 201-500 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

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.

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.

Reason 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.