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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

Build your pricing and statement of work in one simple step. The ScopeStack platform allows you to easily pick and choose features across different technology towers for a simple scoping process. No more long hours behind the computer, managing word templates and editing grammar. The ScopeStack platform automatically builds the scope while you are choosing features and functions. Visually determine which projects are more profitable and use key business metrics to auto approve projects.

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Not Supported
On-Premises Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

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

Audience

Professional services, technology services, managed services, cloud services

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

Annual subscription priced by module by user.
Free Version Not Supported
Free Trial Supported

Pricing

$500 per month
Free Version Not Supported
Free Trial Supported

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

This software hasn't been reviewed yet. Be the first to provide a review:

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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.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

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

Company Information

ScopeStack
Founded: 2017
United States
scopestack.io

Alternatives

tenderOS

tenderOS

Webisoft

Alternatives

Scope

Scope

The Virtu Group

Categories

AI RFP Supported

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.

Forms Automation Supported

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

Generative AI Supported

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

RFI Supported

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

RFP Supported

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

Categories

CPQ Supported
IT Service Supported
Job Costing Supported
RFP Supported
Sales Enablement Supported

Document Generation Features

Batch Processing Supported
Collaboration Supported
Digital Signature Not Supported
Interaction Tracking Supported
Multiple Output Formats Supported
Templates Supported

Proposal Management Features

Automatic Formatting Supported
Calendar Management Supported
Collaboration Supported
Contact Management Supported
Content Repository Supported
Document Management Supported
Electronic Signature Not Supported
Knowledge Library Supported
Pipeline Management Not Supported
Requirements Management Supported
Revision Management Supported
RFP Management Supported
Task Management Supported
Templates Supported
Version Control Supported

RFP Features

Bid Management Supported
Collaboration Supported
Content Management Supported
Data Import / Export Supported
Due Date Tracking Supported
Knowledge Library Supported
Progress Tracking Supported
Requirements Management Supported
RFP Creation Not Supported
RFP Responding Supported
Task Management Supported
Templates Supported
Vendor Management Not Supported

Forms Automation Features

Approval Process Control Supported
Archiving & Retention Not Supported
Collaboration Supported
Document Indexing Supported
Drag & Drop Not Supported
Full Text Search Supported
Remote Document Access Supported
Rules-Based Workflow Supported
Text Editing Supported
Version Control Supported

Document Generation Features

Batch Processing Supported
Collaboration Not Supported
Digital Signature Supported
Interaction Tracking Not Supported
Multiple Output Formats Supported
Templates Supported

Proposal Management Features

Automatic Formatting Not Supported
Calendar Management Not Supported
Collaboration Supported
Contact Management Supported
Content Repository Not Supported
Document Management Supported
Electronic Signature Supported
Knowledge Library Supported
Pipeline Management Supported
Requirements Management Not Supported
Revision Management Not Supported
RFP Management Supported
Task Management Not Supported
Templates Supported
Version Control Supported

RFP Features

Bid Management Not Supported
Collaboration Supported
Content Management Supported
Data Import / Export Supported
Due Date Tracking Not Supported
Knowledge Library Supported
Progress Tracking Supported
Requirements Management Supported
RFP Creation Supported
RFP Responding Supported
Task Management Supported
Templates Supported
Vendor Management Not Supported

CPQ Features

2D Drawing Not Supported
3D Modeling Not Supported
Approval Workflow Supported
eCommerce Not Supported
Guided Selling Not Supported
Product Configurator Supported
Proposal Generation Supported
Quotes / Estimates Supported
Renewal Management Not Supported
Self Service Portal Not Supported

IT Project Management Features

Bug Tracking Not Supported
Issue Management Not Supported
Milestone Tracking Not Supported
Percent-Complete Tracking Not Supported
Portfolio Management Not Supported
Prioritization Not Supported
Product Roadmapping Not Supported
Requirements Management Supported
Resource Management Supported
Status Tracking Supported
Supports Agile Not Supported
Supports Scrum Not Supported
Task Management Supported
Testing / QA Management Not Supported
Time & Expense Tracking Supported

IT Service Features

Contract Management Not Supported
Incident Management Not Supported
IT Asset Management Not Supported
Knowledge Management Not Supported
Release Management Not Supported
Self Service Portal Not Supported
Service Catalog Supported
Service Reporting Supported
Ticket Management Not Supported

Job Costing Features

Bills of Material Not Supported
Budgeting & Forecasting Supported
Change Orders Supported
Cost-to-Completion Tracking Not Supported
Invoice Management Not Supported
Overrun Reporting Not Supported
Percent-Complete Tracking Not Supported
Production Cost Tracking Not Supported
Purchase Order Management Not Supported
Quotes / Estimates Supported
Time Tracking Not Supported
Work Order Management Supported

Sales Enablement Features

Collaboration Supported
Contact Management Not Supported
Content Management Supported
Document Management Supported
Goals / Quota Management Not Supported
Lead Management Not Supported
Meeting Management Not Supported
Performance Management Not Supported
Presentation Management Not Supported
Proposal Management Supported
Territory Management Not Supported
Training Management Not Supported

Integrations

Clipboard for Microsoft Outlook Supported
HubSpot CRM Not Supported
HubSpot Customer Platform Not Supported
Microsoft 365 Supported
Microsoft 365 Copilot Supported
Microsoft 365 Copilot for Sales Supported
Microsoft Copilot Supported
Microsoft Excel Supported
Microsoft PowerPoint Supported
Microsoft Word Supported

Integrations

Clipboard for Microsoft Outlook Not Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
Microsoft 365 Not Supported
Microsoft 365 Copilot Not Supported
Microsoft 365 Copilot for Sales Not Supported
Microsoft Copilot Not Supported
Microsoft Excel Not Supported
Microsoft PowerPoint Not Supported
Microsoft Word Not Supported
Claim ScopeStack and update features and information
Claim ScopeStack and update features and information