Automate Proposals in Microsoft Word

Consistent. Accurate. Perfectly Formatted.

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

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

Built for Your Entire Proposal Team

Proposals Done Quickly (PDQs)

Empower Sales to Generate Approved Proposals Faster.

Eliminate proposal bottlenecks and the risk of outdated documents. Expedience empowers your sales team to instantly generate pre-approved proposals directly inside Microsoft Word. Using a custom checkbox menu, reps select the components they need, and with one click, Expedience assembles a perfectly formatted, 100% brand-compliant proposal ready to send.

The Content Portfolio

Everything You Need is Right Inside Word.

Build winning proposals without ever leaving Microsoft Word. Expedience lets you instantly insert pre-approved text, tables, and graphics directly into your active document. Simply highlight an RFP question to auto-search answers, or visually browse thumbnails. You can also co-edit in real-time with subject matter experts via Microsoft Cloud Collaboration to keep the process moving.

Frictionless SME Collaboration

Get Answers Faster Without Forcing Experts into a New Portal.

Eliminate "portal fatigue" by keeping Subject Matter Experts (SMEs) in the tools they already use. Proposal managers can highlight a question in Word and route it directly to an SME's Outlook. The expert simply replies to the email with their answer. No new software, web portals, or Expedience licenses are required for your SMEs.

Proposal Process Management

Manage the Entire Lifecycle Directly Within Microsoft Word.

Expedience brings proposal management directly into Microsoft Word, eliminating external tools. Easily flag RFPs for bid decisions and team assignments, or automatically "shred" them into Excel or Word tables to extract key requirements. Built natively in Office 365, it adapts to your workflow—leveraging real-time co-authoring, Teams integration, and inline @Mentions to instantly engage subject matter experts.

Visual Excellence

The End of Formatting Hell

Every proposal writer knows the pain of the "Frankenstein Document"—spending hours fixing mismatched fonts and broken margins from multiple contributors. Expedience’s Style Palette acts as a branding automation ribbon built directly into Word. Your approved formatting styles—colors, headings, and callouts—are presented in simple dropdown menus and applied with a single click. But it goes far beyond simple text.

Excel RFPs

Manage the Entire Lifecycle Directly Within Microsoft Word.

Expedience brings proposal management directly into Microsoft Word, eliminating external tools. Easily flag RFPs for bid decisions and team assignments, or automatically "shred" them into Excel or Word tables to extract key requirements. Built natively in Office 365, it adapts to your workflow—leveraging real-time co-authoring, Teams integration, and inline @Mentions to instantly engage subject matter experts.

SOW Automation

Manage the Entire Lifecycle Directly Within Microsoft Word.

Expedience brings proposal management directly into Microsoft Word, eliminating external tools. Easily flag RFPs for bid decisions and team assignments, or automatically "shred" them into Excel or Word tables to extract key requirements. Built natively in Office 365, it adapts to your workflow—leveraging real-time co-authoring, Teams integration, and inline @Mentions to instantly engage subject matter experts.

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

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