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...


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Supported Operating System(s):

Windows 7, Windows Vista, Windows XP, Web browser (OS agnostic), Windows 2000, Windows 8, Windows 10

12 Reviews of Expedience Proposal Software

Average User Ratings

Overall

4.92 / 5 stars

Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

Ratings Snapshot

5 stars

(12)

12

4 stars

(1)

1

3 stars

(0)

0

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 12 results

January 2018

Jason from Ultimate Software

Company Size: 1,001-5,000 employees

Industry: Computer Software

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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.

September 2017

Allyson from Legacy

Company Size: 51-200 employees

Industry: Telecommunications

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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.

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!

September 2017

David from Schroder Adveq Management AG

Company Size: 51-200 employees

Industry: Financial Services

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

September 2017

Simple but powerful

Expedience helped us a lot. It helps streamline our RFP process, ultimately making the process more efficient and scalable. It also helped us to think about how we want to structure our information and what would work best for us. What we also found useful, was how easy it was to share the information with other colleagues within the firm. And as Expedience is supported directly in Word, there was no new software to install and everyone could be up and running on it relatively quickly and painlessly.

Pros

it is directly installed in Word, there are no additional software needed. As such, the learning curve is not that extreme, as you are using Word. Support - the team at Expedience are the embodiment of excellent client service, they really do go above and beyond to ensure that all your needs at met. I cannot praise them highly enough. Style Palette - I really loved this element of the Expedience software. 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

I have found no cons so to speak. The software is intuitive to use, is integrated into a piece of software that we are all familiar with and the support is excellent. If there was one con, and to me this was not a con, it may be that the software is not as "powerful" as some clients would like. 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. As it is, Expedience is powerful enough for the majority of users.

December 2017

Espen from Kredinor

Company Size: 501-1,000 employees

Industry: Financial Services

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

December 2017

3 months experience- very good so far!

Pros

The fact that the user interface is entirely in Word makes it very intuitive and easy to use. The Expedience team that is in charge for the implementation is also highly recommended. We get full attention to our work and valuable and appreciated input from the Expedience-team.

Cons

To my experience bid management somtimes require use of documents that are not in Word. Such documents are to be handled manually and outside Expedience.

December 2017

Crawford from Revere Control Systems

Company Size: 51-200 employees

Industry: Industrial Automation

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

December 2017

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

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

There are very few cons that come to mind. 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. The team does great training, but it can be a lot to wrap your mind around at first. The only other con isn't actually an Expedience con so much as a Word limitation, but not being able to insert store and insert PDFs directly into the document is the biggest issue we've run across. There are workarounds, but it would be nice if Word allowed Expedience to do that.