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Average Ratings 33 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

Primedocs serves as a comprehensive platform for managing templates and creating documents, seamlessly integrated with Microsoft 365, aimed at facilitating the production of professional documents and presentations that align with brand standards with ease. By automating the document creation process, it enhances efficiency and cuts costs while guaranteeing that all teams utilize only centrally-approved text modules, ensuring legal and content uniformity. The platform allows for immediate application of corporate design elements—such as logos, fonts, colors, layouts, and formatting—across various Microsoft applications like Word, Excel, PowerPoint, Outlook, Teams, and SharePoint, thus maintaining strict adherence to brand guidelines. Furthermore, it integrates smoothly within your existing system architecture, enabling the import of selected data from third-party software (such as CRM, ERP, DAM, and DMS) for automatic document insertion, which significantly minimizes the need for manual entry and reduces the likelihood of errors. Additionally, users can process data either locally or through a SaaS model, providing complete control over sensitive information while fostering a secure content management environment. This versatility not only streamlines workflows but also empowers teams to focus on their core tasks without the distraction of formatting concerns.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

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

Integrations

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

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Expedience Software

Founded

2012

Country

United States

Website

www.expediencesoftware.com

Vendor Details

Company Name

PrimeSoft

Country

Germany

Website

www.primedocs.io

Product Features

Document Generation

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

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

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
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

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
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

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
Collaboration
Content Management
Data Import / Export
Due Date Tracking
Knowledge Library
Progress Tracking
RFP Creation
RFP Responding
Requirements Management
Task Management
Templates
Vendor Management

Product Features

Document Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Email Signature

Auto Update
Campaign Specific Signature
Content Creation
Image Management
Legal Disclaimer
Signature Management
Social Media
Templates

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