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Average Ratings 34 Ratings

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Average Ratings 0 Ratings

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Description

EXPEDIENCE AUTOMATES MICROSOFT WORD PROPOSALS Use Microsoft Word to craft business proposals, RFP responses, or Statements of Work (SOWs)? Expedience delivers unmatched efficiency, flawless branding consistency, and 100% document accuracy – without ever leaving Microsoft Word! THE MICROSOFT ADVANTAGE Native to Microsoft Word, Expedience leverages the best of Microsoft 365: • Use Rich Content (tables, charts, videos, PowerPoint slides, etc) • Consistent Corporate Branding • Copilot Generative AI • Excel Data Integration • Realtime Collaboration AUTOMATED SALES PROPOSALS & SOWs Create complete Microsoft Word document proposals, sales documents, and SOWs in just a few clicks - even from Excel spreadsheets! Consistent, accurate, and perfectly formatted every time. TRUSTED CONTENT Expedience stores your curated, branded, approved content in a library for quick reuse. This means that your team will have trusted content at their fingertips directly within Microsoft Word.

Description

Our specialized Agentic AI Sales Operating System is designed specifically for enterprises engaging in consultative sales to enhance their sales workflows and achieve improved results more swiftly. Featuring three robust and seamlessly integrated modules—accountOS, knowledgeOS, and rfpOS—OrbitShift supports the entire deal cycle effectively. It enables sales and pre-sales teams to pinpoint high-value accounts, acquire pertinent insights about accounts and contacts, craft highly personalized messages and emails, create relevant content for discussions and presentations, and automate responses to RFPs and RFIs. Ultimately, OrbitShift revolutionizes the methods by which sales teams develop their pipelines, nurture leads and deals, and finalize sales. Our platform delivers remarkable results—achieving 2-3 times the pipeline growth, a 1.5-2 times increase in deal participation rates, and a 20-30% enhancement in win rates, all while providing exceptional efficiency gains of 60-70% in areas such as account and people research and RFP response generation through its agentic workflow. Moreover, the comprehensive capabilities of OrbitShift ensure that sales processes are not only efficient but also scalable, allowing teams to adapt and thrive in a competitive environment.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Clipboard for Microsoft Outlook Yes 
Microsoft 365 Yes 
Microsoft 365 Copilot Yes 
Microsoft 365 Copilot for Sales Yes 
Microsoft Copilot Yes 
Microsoft Excel Yes 
Microsoft PowerPoint Yes 
Microsoft Word Yes 

Integrations

Clipboard for Microsoft Outlook No 
Microsoft 365 No 
Microsoft 365 Copilot No 
Microsoft 365 Copilot for Sales No 
Microsoft Copilot No 
Microsoft Excel No 
Microsoft PowerPoint No 
Microsoft Word No 

Pricing Details

Annual subscription priced by module by user.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based No 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Expedience Software

Founded

2012

Country

United States

Website

www.expediencesoftware.com

Vendor Details

Company Name

OrbitShift

Founded

2023

Country

United States

Website

www.orbitshift.ai/

Product Features

AI RFP

Experience seamless automated RFP replies right in Microsoft Word. Your responses will be professional, well-structured, and precise! Maximize the potential of Microsoft Copilot AI using Expedience!

Document Generation

Expedience streamlines the creation of Microsoft Word documents by automating branding and formatting, utilizing a curated library of approved content.

Batch Processing Yes 
Collaboration Yes 
Digital Signature No 
Interaction Tracking Yes 
Multiple Output Formats Yes 
Templates Yes 

Forms Automation

Streamline your proposal creation process with integrated automation in Microsoft Word. Unlock the full potential of Microsoft Copilot to enhance your proposal writing experience!

Approval Process Control Yes 
Archiving & Retention No 
Collaboration Yes 
Document Indexing Yes 
Drag & Drop No 
Full Text Search Yes 
Remote Document Access Yes 
Rules-Based Workflow Yes 
Text Editing Yes 
Version Control Yes 

Proposal Management

Streamline your proposal creation and process management right inside Microsoft Word. Maximize the benefits of Microsoft Copilot for your proposal needs!

Automatic Formatting Yes 
Calendar Management Yes 
Collaboration Yes 
Contact Management Yes 
Content Repository Yes 
Document Management Yes 
Electronic Signature No 
Knowledge Library Yes 
Pipeline Management No 
RFP Management Yes 
Requirements Management Yes 
Revision Management Yes 
Task Management Yes 
Templates Yes 
Version Control Yes 

RFI

Receive automated RFI replies directly in Microsoft Word. Maximize the potential of Microsoft Copilot AI with Expedience!

RFP

Seamlessly create automated RFP replies directly in Microsoft Word. Ensure your documents are branded, well-formatted, and precise! Maximize the capabilities of Microsoft Copilot AI with Expedience!

Bid Management Yes 
Collaboration Yes 
Content Management Yes 
Data Import / Export Yes 
Due Date Tracking Yes 
Knowledge Library Yes 
Progress Tracking Yes 
RFP Creation No 
RFP Responding Yes 
Requirements Management Yes 
Task Management Yes 
Templates Yes 
Vendor Management No 

Product Features

RFI

RFP

Bid Management No 
Collaboration No 
Content Management No 
Data Import / Export No 
Due Date Tracking No 
Knowledge Library No 
Progress Tracking No 
RFP Creation No 
RFP Responding No 
Requirements Management No 
Task Management No 
Templates No 
Vendor Management No 

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