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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 SELF-SERVE SALES PROPOSALS Create proposals, sales documents, and SOWs in just a few clicks - even from Excel spreadsheets! Consistent, accurate, and perfectly formatted every time. TRUSTED CONTENT Curated, branded, approved content that you can trust, at your fingertips inside Microsoft Word. No proofing required.

About

Jetbuilt is the premier project platform for integrators and facility designers. Nurture leads, estimate, propose, and manage projects in the audio visual industry, along with all things low voltage. Pull from over 2 million items in the Jetbuilt database. Connect to your vendors and keep your dealer pricing updated for fast and confident quoting. Get project approvals faster as your clients easily grasp complex proposals through Jetbuilt's clear organization and graceful presentation. All with near-zero training time for your team. Built on the cloud, remotely collaborate with your team and clients on projects large and small. Track your inventory of items from the warehouse shelf to the van, temporary on-site storage and final installed location. As you estimate, see what stock you have available to drop into a project. From lead-tracking, project quoting, to installation, Jetbuilt provides power and efficiency to help you close more projects faster.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

B2B organizations with complex offerings that create formal proposals and respond to RFPs.

Audience

Companies searching for a solution to remotely collaborate with their team

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

Annual subscription priced by module by user.
Free Version
Free Trial

Pricing

$62.00/month/user
Free Version
Free Trial

Reviews/Ratings

Overall 4.8 / 5
ease 4.7 / 5
features 4.7 / 5
design 4.8 / 5
support 5.0 / 5

Reviews/Ratings

Overall 1.0 / 5
ease 4.0 / 5
features 2.0 / 5
design 1.0 / 5
support 1.0 / 5

Pros from Real Users

Pros

  • I have been using this proposal automation software for a few years now and really appreciate the efficiencies gained in the often cumbersome complex proposal process. The major selling point of this software is that it is integrated into Microsoft Office, so if you even have a basic knowledge of Word, you will be off and running with it. I compared this software to other proposal automation tools when exploring options and our firm went with this program as we found it far less clunky to navigate then other options. And the other options did not handle graphics particularly well due to them not being integrated into Microsoft Office. The support at Expedience is also top notch! Every time I have an issue it is promptly resolved and we are not charged additional fees for them to help fix minor bugs.
  • It is all fairly simple and works off the MS Word platform. All info is also under our control and is not kept on outside server/cloud.
  • Ease of installation; ease of use; simple and intuitive library building and organizing; ease of editing/updating content and library structure quickly; ability to share/review content across others in the organization without license/training in software; flexible search options with quality results; ease of incorporation into live RFP documents; flexibility to customize to suit our business and how we work; quality and reliability of software performance; outstanding client service and support team; quick and accurate response to questions/issues.
  • -I love how it stores all of our approved answers in an easy-to-use database -I love how easy it is to update responses -I love how I can grab the approved response directly in my Word doc -I love how the formatting is already set up: My finished products always look so clean and presentable, without extra work! -I love the reporting feature, and how I can easily download and send marked-up Word docs to managers to review - the Customer service is the BEST
  • Expedience is flexible, saves time, and ensures consistent formatting for all our proposals. By streamlining the proposal creation process, Expedience allows our team to quickly assemble documents that adhere to standard templates, minimizing manual errors and improving overall efficiency. As a result, we are able to respond to government requirements promptly while maintaining the professional appearance and structure that evaluators expect. This consistency not only enhances our credibility but also helps us manage multiple submissions with greater ease and accuracy.
  • Expedience has been a tremendous asset to our team. Because it works directly within Microsoft Word, we can keep our existing workflows without learning a new interface. Our subject matter experts can easily contribute without worrying about the full library’s organization, which they truly appreciate. We also love seeing the final output as we go—no more waiting until the end and spending days reformatting. Hosting it on our own location gives us peace of mind, knowing we’re not dependent on outside companies’ security policies or outages. Another key benefit is the ability to serve as gatekeepers for our content library. We can prevent duplicates or overwrites, keeping our content clean and reliable over the long term.

Pros & Cons from Real Users

Pros

  • Very basic project management software. At first the price was good but they raised it less than a month after we signed up.

Cons

  • From the start it looks to be good software but once you start using it you realize it is very clunky and they have a lot of work to do. Every suggestion it seems they write down and then toss away. The designer portion of the software is similar to using “paint.” Also, they raised the price on us a month after signing up. My last issue they still haven’t replied to.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Expedience Software
Founded: 2012
United States
www.expediencesoftware.com

Company Information

Jetbuilt
Founded: 2014
United States
Jetbuilt.com

Alternatives

Alternatives

PSQuote

PSQuote

CLD Partners
QuoteRobot.com

QuoteRobot.com

QuoteRobot
Ascend

Ascend

Mindbox Studios
LumaQuote

LumaQuote

CodeMasters Agency

Categories

Automated RFP responses directly within Microsoft Word. Branded, formatted, and accurate! Get the most from Microsoft Copilot AI with Expedience!

Expedience automates branded & formatted Microsoft Word documents with a vetted content library.

Proposal automation directly within Microsoft Word. Get the most from Microsoft Copilot for proposals!

Proposal automation and process management directly within Microsoft Word. Get the most from Microsoft Copilot for proposals!

RFI

Automated RFI responses directly within Microsoft Word. Get the most from Microsoft Copilot AI with Expedience!

RFP

Automated RFP responses directly within Microsoft Word. Branded, formatted, and accurate! Get the most from Microsoft Copilot AI with Expedience!

Categories

Proposal Management Features

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

RFP Features

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

Document Generation Features

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Forms Automation Features

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 Features

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

RFP Features

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

Quoting Features

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Integrations

Acumatica Cloud ERP
Clipboard for Microsoft Outlook
ConnectWise Automate
Docusign
Google Sheets
Microsoft 365
Microsoft 365 Copilot
Microsoft 365 Copilot for Sales
Microsoft Copilot
Microsoft Excel
Microsoft PowerPoint
Microsoft Word
MindCloud
QuickBooks Online
Sage BusinessWorks
Vectorworks Designer
Woo

Integrations

Acumatica Cloud ERP
Clipboard for Microsoft Outlook
ConnectWise Automate
Docusign
Google Sheets
Microsoft 365
Microsoft 365 Copilot
Microsoft 365 Copilot for Sales
Microsoft Copilot
Microsoft Excel
Microsoft PowerPoint
Microsoft Word
MindCloud
QuickBooks Online
Sage BusinessWorks
Vectorworks Designer
Woo
Claim Jetbuilt and update features and information
Claim Jetbuilt and update features and information