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Average Ratings 34 Ratings

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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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

SalesDoc Architect (SDA) simplifies and automates the entire sales workflow for your team. By leveraging SDA's automation features, your sales personnel can work together more efficiently, generating tailored proposals, statements of work, and various sales documents that help reduce errors and prevent scope creep, which can negatively impact profit margins well after the deal has been closed. SDA employs Excel formulas to establish rules and logic for workflows right from the initial setup phase. It also allows for the automatic inclusion of frequently overlooked products and services in sales documentation. Solutions can be configured based on responses to qualification and discovery inquiries, which can then be integrated into output documents like proposals and statements of work. Moreover, workflow parameters can enforce the necessity of approvals from engineers or management depending on various factors such as margin, overall sale price, product configurations, or different conditions. This comprehensive approach not only enhances productivity but also ensures that all aspects of the sales process are thoroughly managed.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

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 No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
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) No 
Online Support Yes 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Expedience Software

Founded

2012

Country

United States

Website

www.expediencesoftware.com

Vendor Details

Company Name

Cors Productivity Solutions

Founded

2003

Website

www.corspro.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

Proposal Management

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

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