Average Ratings 34 Ratings
Average Ratings 56 Ratings
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
PandaDoc document management software allows you to create and manage all types of business documents. PandaDoc document management software is powerful, secure, and integrated. It allows business users to create, track, track, and sign documents quickly and easily. PandaDoc is a powerful tool that can help you manage organizational documents like proposals, quotes and contracts, HR documents, and many more.
API Access
Has API
No
API Access
Has API
Yes
Integrations
AppManager
No
ChatGPT
No
Cognito Forms
No
FlowMate
No
Kizen
No
Micromerce
No
Microsoft Excel
Yes
Nimble
No
PayPal
No
Rentroom
No
Integrations
AppManager
Yes
ChatGPT
Yes
Cognito Forms
Yes
FlowMate
Yes
Kizen
Yes
Micromerce
Yes
Microsoft Excel
No
Nimble
Yes
PayPal
Yes
Rentroom
Yes
Pricing Details
Annual subscription priced by module by user.
Free Trial
Yes
Free Version
No
Pricing Details
Free
Free eSign - $0 per user per month
Essentials - $19 per user per month
Business - $49 per user per month
Enterprise - price on request
Essentials - $19 per user per month
Business - $49 per user per month
Enterprise - price on request
Free Trial
Yes
Free Version
Yes
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
Yes
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
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Expedience Software
Founded
2012
Country
United States
Website
www.expediencesoftware.com
Vendor Details
Company Name
PandaDoc
Founded
2011
Country
United States
Website
demo.pandadoc.com/
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
Billing and Invoicing
Billing Portal
No
Contact Database
Yes
Contingency Billing
No
Customer Portal
No
Customizable Invoices
Yes
Dunning Management
Yes
Hourly Billing
No
Invoice History
Yes
Mobile Payments
Yes
Multi-Currency
Yes
Online Invoicing
Yes
Online Payments
Yes
Payment Processing
Yes
Project Billing
No
Recurring/Subscription Billing
Yes
Service Ticket Billing
No
Tax Calculator
Yes
Contract Management
Buy Side (Suppliers)
No
Completion Tracking
Yes
Compliance Tracking
No
Contract Lifecycle Management
Yes
Electronic Signature
Yes
Full Text Search
No
Government Contracts
No
Pre-built Templates
Yes
Sell Side (Customers)
No
Specialty Contracts
No
Version Control
Yes
Workflow Management
Yes
CPQ
2D Drawing
No
3D Modeling
No
Approval Workflow
Yes
Guided Selling
Yes
Product Configurator
Yes
Proposal Generation
Yes
Quotes / Estimates
Yes
Renewal Management
Yes
Self Service Portal
Yes
eCommerce
No
Digital Signature
Audit Trail
Yes
Authentication
Yes
Auto Reminders
Yes
Customizable Templates
Yes
Document Analytics
Yes
Mobile Signature
Yes
Multi-Party Signing
Yes
Progress Tracking
Yes
Task Progress Tracking
Yes
Document Management
Access Controls
Yes
Archiving & Retention
Yes
Collaboration Tools
Yes
Compliance Tracking
Yes
Document Archiving
Yes
Document Assembly
Yes
Document Capture
No
Document Conversion
Yes
Document Delivery
Yes
Document Indexing
Yes
Document Retention
Yes
Electronic Signature
Yes
Email Management
Yes
File Recovery
Yes
File Type Conversion
Yes
Forms Management
Yes
Full Text Search
No
Offline Access
Yes
Optical Character Recognition
Yes
Print Management
No
Version Control
Yes
Proposal Management
Automatic Formatting
Yes
Calendar Management
No
Collaboration
Yes
Contact Management
Yes
Content Repository
Yes
Document Management
Yes
Electronic Signature
Yes
Knowledge Library
Yes
Pipeline Management
Yes
RFP Management
Yes
Requirements Management
Yes
Revision Management
Yes
Task Management
Yes
Templates
Yes
Version Control
Yes
Quoting
Automated Quoting
Yes
Catalog Management
Yes
Client Portal
Yes
Contact Management
Yes
Customer Accounts
No
Customizable Branding
Yes
Discount Management
Yes
Forms Creation
Yes
Pricing Management
Yes
Product Configurator
Yes
Proposal Management
Yes
Sales Enablement
Collaboration
Yes
Contact Management
Yes
Content Management
Yes
Document Management
Yes
Goals / Quota Management
No
Lead Management
No
Meeting Management
No
Performance Management
Yes
Presentation Management
Yes
Proposal Management
Yes
Territory Management
No
Training Management
No
Workflow Management
Access Controls/Permissions
Yes
Approval Process Control
Yes
Business Process Automation
Yes
Calendar Management
No
Compliance Tracking
No
Configurable Workflow
Yes
Customizable Dashboard
Yes
Document Management
Yes
Forms Management
Yes
Graphical Workflow Editor
No
Mobile Access
Yes
No-Code
Yes
Task Management
No
Third Party Integrations
Yes
Workflow Configuration
Yes
