Automate Proposals in Microsoft Word

Create beautiful, professional proposals, SOWs, and RFP responses.
Curated, branded, approved content that you can trust, at your fingertips.

Formatted Word Documents from Excel

Automate Accurate SOWs & Proposals Directly from Excel Including Data, Charts, & Graphs.

Stop copying, pasting, and rechecking Excel data every time you build an SOW, proposal, or sales document. Expedience SmartLinks connects your Excel spreadsheets directly to fully branded Microsoft Word templates, so your team can generate accurate, consistent, client-ready documents in seconds—with the right data, charts, and graphs already in place. Move faster, reduce risk, and deliver polished documents with confidence.

Create Complete Proposals in Seconds

Generate Accurate, On-Brand Proposals, SOWs, and Sales Documents Directly inside Microsoft Word

Stop building costly complex sales proposals manually, risking errors and inconsistencies. Expedience PDQs connect your Microsoft Word templates to the latest approved content in the Expedience library, guiding reps through simple selections with a rules-driven interface that helps prevent omissions and keeps every proposal branded, accurate, and ready to send. Move faster, reduce risk, and give your sales team the confidence to create complete proposals in seconds.

A Library of Curated & Accurate Content

Eliminate copy/paste errors & AI guesswork with a curated content library of your best proposal content.

Stop wasting time hunting for the right proposal language, recycling outdated answers, or relying on AI guesswork. Expedience Portfolio puts your latest vetted and approved content directly inside Microsoft Word. Writers can highlight an RFP question, click search, and instantly find the most relevant response from your curated content library. Move faster, reduce proofing, and give every proposal writer the confidence to use accurate, consistent, customer-ready content every time.

Globally trusted for secure AI proposal automation

COS Australia
Cogstone
First Data
Lenovo
Keefe Group
Teladoc
Resolution Capital
QBT
Deloitte
Lexicon
Keeley Teton
Open Line
Ultimate Software
Legacy Inmate
Wilmington Trust
COS Australia
Cogstone
First Data
Lenovo
Keefe Group
Teladoc
Resolution Capital
QBT
Deloitte
Lexicon
Keeley Teton
Open Line
Ultimate Software
Legacy Inmate
Wilmington Trust

Find Trusted Content

Compliant. Risk free. No extra proofing or formatting required.

Automate Complex Sales Documents

Create complete proposals, sales documents, and SOWs in just a few clicks – even from Excel spreadsheets!

Expedience Software FAQs

Seamless Microsoft Copilot Integration

Being native to Microsoft Word, Expedience has industry-leading business generative AI at our fingertips. Use Copilot to create new proposal content or evolve existing proposal content in Expedience. Best of all, its behind your firewall and 100% secure.

Industry-leading AI for business

How does Expedience Manage RFP responses?

Expedience helps you manage the entire RFP response process from within Microsoft Word. Capture every customer requirement, flag bid/no-bid items, create ownership assignments, document clarification questions, and more.

Capture RFP Requirements

Do contributors need a license or training?

Even with dedicated proposal personnel, many others contribute to the final document. With Expedience, contributors never leave Microsoft Word and don’t need an Expedience subscription. This means less change, less to learn, and greater participation and collaboration.

Microsoft Word User

Is Expedience Secure? Is my proposal content safe?

Expedience is native to Microsoft Word and runs behind your firewall. This means that there are no new solutions for your IT team to support and you don’t upload your content to outside servers. With Expedience, your content is 100% secure.

Expedience Secure

Ask the AI Assistant