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About

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

Realm is an AI-powered knowledge and workflow platform designed for revenue teams, enabling instant access to company knowledge, automation of RFPs and questionnaires, and creation of bespoke AI agents that handle tasks across sales, support, and product workflows. It connects to tools your team already uses, such as Slack, Notion, Jira, Confluence, HubSpot, Zendesk, Google Drive, and more, to surface answers, automate responses, and orchestrate tasks from a single unified interface. Key features include a searchable knowledge base, “Assistant” chat for real-time answers, “RFP AI” for automating RFIs, RFQs, and security questionnaires, and customizable “Agents” that can be built for meeting prep, deal reviews, deal-desk support, or support-ticket resolution. Realm emphasizes secure enterprise architecture, single-tenant deployment, data encryption at rest and in transit, permissions enforcement, and regular penetration testing.

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

Revenue teams in B2B companies requiring a tool to turn dispersed company knowledge into instant answers and create AI-agents to streamline workflows

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

No information available.
Free Version
Free Trial

Pricing

No information available.
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 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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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

Realm
Finland
www.withrealm.com

Alternatives

Alternatives

Vendorful AI

Vendorful AI

Vendorful

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

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

Integrations

Clipboard for Microsoft Outlook
Coda
Confluence
Freshdesk
GitHub
GitLab
Gong
Google Docs
Google Sheets
Intercom
Jira Service Management
Linear
Microsoft Excel
Microsoft OneDrive
Microsoft PowerPoint
Microsoft Teams
Notion
Salesforce
Slack
Zendesk

Integrations

Clipboard for Microsoft Outlook
Coda
Confluence
Freshdesk
GitHub
GitLab
Gong
Google Docs
Google Sheets
Intercom
Jira Service Management
Linear
Microsoft Excel
Microsoft OneDrive
Microsoft PowerPoint
Microsoft Teams
Notion
Salesforce
Slack
Zendesk
Claim Realm and update features and information
Claim Realm and update features and information