Average Ratings 34 Ratings
Average Ratings 0 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
Realm serves as an advanced knowledge and workflow platform powered by AI, tailored specifically for revenue teams to facilitate immediate access to organizational knowledge, automate the process of RFPs and questionnaires, and develop custom AI agents that manage various tasks in sales, support, and product workflows. By integrating with existing tools like Slack, Notion, Jira, Confluence, HubSpot, Zendesk, Google Drive, and more, Realm enhances productivity by providing answers, automating responses, and coordinating tasks through a single, cohesive interface. Its notable features include a comprehensive searchable knowledge base, a real-time “Assistant” chat for instant answers, and “RFP AI” for streamlining the automation of RFIs, RFQs, and security questionnaires. Additionally, users can create tailored “Agents” for tasks such as meeting preparations, deal reviews, deal-desk assistance, or resolution of support tickets. Realm also prioritizes secure enterprise architecture with features like single-tenant deployment, data encryption both at rest and in transit, strict permissions enforcement, and routine penetration testing to ensure data security and compliance. With its focus on security and efficiency, Realm is positioned as an essential tool for revenue teams aiming to optimize their workflows and enhance collaboration.
API Access
Has API
No
API Access
Has API
No
Integrations
Azure DevOps
No
Confluence
No
Freshdesk
No
Freshservice
No
GitLab
No
Gong
No
Google Docs
No
Google Sheets
No
HubSpot CRM
No
Intercom
No
Integrations
Azure DevOps
Yes
Confluence
Yes
Freshdesk
Yes
Freshservice
Yes
GitLab
Yes
Gong
Yes
Google Docs
Yes
Google Sheets
Yes
HubSpot CRM
Yes
Intercom
Yes
Pricing Details
Annual subscription priced by module by user.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
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
No
iPad App
No
Android App
No
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
Realm
Country
Finland
Website
www.withrealm.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
Revenue Operations
AI Insights
No
Account Health Dashboard
No
Automatic CRM Updates
No
Contact / Activity Tracking
No
RevOps Automation
No
Revenue Dashboard
No
Revenue Intelligence / Reporting
No
Sales Analytics
No
Sales Forecasting
No
Third-Party Data Aggregation
No
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
