Expedience Review: Streamline Your Proposals With AI & Word Integration

Still stuck chasing proposal deadlines?

If you’re evaluating proposal automation software, you probably want to fix slow, manual RFP response processes—and avoid another late-night scramble.

But the real headache is that you keep losing hours fixing manual errors, just to get something out the door. It’s not just frustrating; it’s draining for your whole team.

Expedience approaches this differently by letting you automate proposal and RFP responses right inside Microsoft Office. Its deep Office integration, AI-powered tools, and flexible content library set it apart, so you don’t need to master yet another clunky platform.

That’s what I’ll break down here—in this review, I’ll show you how Expedience simplifies document automation and reduces stress for anyone handling RFPs, proposals, and presentations.

In this Expedience review, you’ll discover how its features work day-to-day, its pricing, setup experience, and how it compares with competitors—so you can see if it actually solves your workflow problems.

You’ll come away knowing the features you need to finally make a confident buying decision.

Let’s get started.

Expedience Overview

Expedience has been laser-focused on proposal automation since its 2015 founding in Boston. From what I’ve seen, their entire mission is making document creation truly efficient right inside Microsoft Office.

They specifically target B2B sales and proposal teams in compliance-heavy industries like finance, healthcare, and legal. What makes them different is their deep native integration with Microsoft Office, letting your team stay in a familiar, highly productive environment you already own and trust.

Recent moves, like integrating with AI tools like Microsoft Copilot, show a firm commitment to innovation. We will explore this impact through this Expedience review.

Unlike competitors that host your content in a separate cloud platform, Expedience lets you keep everything inside your firewall. I find this unique focus on security and familiar workflows feels like it was built by people who actually manage proposals.

You’ll find them working with a broad range of mid-market and enterprise organizations, particularly in asset management, manufacturing, and technology that need consistently accurate, professional-looking proposals.

It’s clear their strategy is to add a powerful automation layer to the Microsoft ecosystem you already pay for. This connects with businesses wanting advanced capabilities without forcing your teams to learn an entirely new platform.

Now let’s examine their core capabilities.

Expedience Features

Proposal creation creation taking too long?

Expedience features focus on automating your business development documents right within Microsoft Office. Here are the five main Expedience features that can transform your proposal and RFP process.

1. RFP and RFI Response Automation

Responding to RFPs feeling like a never-ending chore?

Manually sifting through old documents for answers can eat up precious time. This often leads to inconsistent messaging and missed deadlines.

Expedience streamlines the entire RFP process, letting you import complex RFPs and answer questions using a centralized library. What I found particularly useful is how it pushes answers back into the original Excel format, saving you hours. This feature also allows you to assign ownership and track progress effortlessly.

This means you can cut down response times significantly and ensure every answer is consistent and accurate.

2. Content Library Management

Tired of outdated content ruining your proposals?

Content sprawl means your team might be using old, unapproved information. This can damage your brand credibility and cost you sales.

Expedience’s central content library ensures everyone uses the latest, approved information, from company details to legal clauses. From my testing, the weighted search results make finding content incredibly easy, which is a huge time-saver. This feature eliminates content inconsistencies and keeps your messaging on point.

So you always present professional, up-to-date information, boosting your chances of winning deals.

3. Proposals Done Quickly (PDQs)

Building a new proposal from scratch every time?

Manually assembling proposals, complete with “find and replace” for client details, is error-prone and slow. This impacts your sales team’s productivity.

PDQs transform existing Word templates into powerful proposal generators, letting you select components with simple checkboxes. Here’s what I found: the automated assembly and personalization features are incredibly efficient, almost magic. This feature creates a polished first draft, complete with client-specific information.

What you get is a significant reduction in proposal creation time, freeing up your team to focus on closing.

4. Microsoft Office Integration and Workflow

New software always a struggle for your team?

Forcing teams to learn entirely new interfaces can kill user adoption. This often leads to frustration and wasted investment.

Expedience is built directly into Microsoft Word, Excel, and PowerPoint, meaning your team works in a familiar environment. This is where Expedience shines, as it leverages Office 365’s real-time co-authoring and custom workflows. This deep integration simplifies user adoption and supports your existing processes.

This means less training, faster onboarding, and your team can get productive with the software almost immediately.

5. PowerPoint Presentation Automation

Struggling to create consistent sales presentations?

Manually transferring content from proposals to presentations leads to inconsistencies and wasted effort. This can undermine your sales message.

Expedience can automatically push content from a completed proposal into a master PowerPoint template, removing unnecessary slides. From my evaluation, the ability to generate a companion presentation with just a few clicks is incredibly useful. This feature ensures brand consistency across all your sales collateral.

So you can effortlessly create impactful presentations that reinforce your proposal’s message and branding.

You’ll quickly see how these Expedience features work together to create a cohesive document automation system that streamlines your entire business development process.

Expedience Pricing

What will Expedience pricing cost your business?

Expedience pricing is based on custom quotes tailored to your specific needs, offering flexibility but requiring direct contact to get detailed cost information.

1. Pricing Model & Cost Factors

Understanding their pricing approach.

Expedience’s pricing is not publicly listed and operates on a custom quote model, common for B2B solutions serving mid-market and enterprise clients. What I found regarding pricing is that it depends heavily on your specific requirements, including the number of users and the features you need, ensuring you only pay for what you use.

This means your budget gets a solution perfectly aligned with your operational scale rather than an oversized package.

2. Value Assessment & ROI

Is this pricing worth it?

Expedience integrates deeply with Microsoft Office, which can significantly reduce user adoption time and training costs, leading to a quicker ROI. What stands out is how their approach leverages existing infrastructure so your team can work in a familiar environment, minimizing disruption and boosting efficiency.

This helps you avoid the hidden costs of retraining and ensures your investment delivers immediate productivity gains.

3. Budget Planning & Implementation

Prepare for total cost of ownership.

Since Expedience offers a free product demonstration, you can thoroughly evaluate its capabilities before committing to an investment. Budget-wise, what I found is that understanding your exact needs upfront will optimize the custom quote process and help you manage your total cost of ownership effectively.

So for your business, planning for implementation services and potential integration costs is crucial for accurate budgeting.

My Take: Expedience pricing prioritizes customization, making it ideal for mid-size to enterprise B2B organizations seeking a tailored proposal and RFP automation solution integrated with Microsoft Office.

The overall Expedience pricing reflects value aligned with your specific business requirements.

Expedience Reviews

What do real customers actually think?

This section dives into real Expedience reviews, analyzing user feedback from various sources to give you a balanced view of what actual customers think and experience.

1. Overall User Satisfaction

Users express high satisfaction.

From my review analysis, Expedience generally garners positive feedback, especially for its intuitive nature within Microsoft Office. What I found in user feedback is how the familiar environment significantly reduces adoption friction, making it a well-received solution for most users.

This suggests you can expect a smooth transition and quick ramp-up for your team.

2. Common Praise Points

Its ease of use truly shines.

Users consistently highlight the intuitive interface and seamless integration with Microsoft Word, making it remarkably user-friendly. Review-wise, the ability to work directly within MS Word is a recurring theme, praised for cutting down on learning curves and boosting efficiency.

This means your existing team can leverage their Microsoft Office skills immediately.

3. Frequent Complaints

Pricing transparency is a concern.

While praise is common, the lack of publicly available pricing is a frequent complaint I noted in my analysis of user feedback. What stands out is how potential users want upfront cost comparison, which isn’t readily available, creating some initial friction for buyers.

This issue might require direct engagement with Expedience for a detailed quote.

Overall, Expedience reviews reflect strong user satisfaction rooted in usability, despite minor frustrations with pricing transparency.

Best Expedience Alternatives

Seeking alternatives to your current solution?

The best Expedience alternatives include several strong options, each better suited for different business situations and priorities, from cloud-native platforms to broader document management suites.

1. Responsive (formerly RFPIO)

Need advanced AI and a dedicated cloud platform?

Responsive excels if your organization prioritizes a dedicated, cloud-native RFP management platform with robust AI capabilities for content recommendations and detailed RFP evaluation. From my competitive analysis, Responsive offers superior AI-driven content suggestions over Expedience’s Office-centric approach, though it tends to be pricier.

Choose Responsive if budget is less of a concern and you prefer a robust, AI-powered cloud solution.

2. Loopio

Focused purely on intuitive RFP and DDQ content?

Loopio is ideal if your primary need is a highly intuitive content management system specifically for RFPs, DDQs, and security questionnaires, with strong automation for FAQs. What I found comparing options is that Loopio provides excellent content organization and quick FAQ responses as an alternative, while Expedience offers broader document automation.

Consider this alternative when a streamlined content library for questionnaires is your top priority.

3. PandaDoc

Looking for a complete document workflow suite?

PandaDoc makes sense if your primary need extends beyond just proposal automation to include a complete document workflow, e-signatures, and contract management. From my analysis, PandaDoc delivers a comprehensive sales and legal document platform, unlike Expedience which focuses mainly on Microsoft Office-based proposal generation.

Choose PandaDoc when you need an all-in-one solution for documents, signatures, and contract lifecycle management.

4. Conga Composer

Heavily integrated with Salesforce for document generation?

Conga Composer is a strong choice if your organization heavily uses Salesforce and needs to generate a wide variety of documents directly from your CRM data. Alternative-wise, Conga Composer specializes in CRM-driven document creation more than Expedience’s Office-first approach, though it’s typically enterprise-focused.

When your workflow is deeply tied to Salesforce for all document generation, Conga Composer is a powerful option.

The best Expedience alternatives depend on your existing tech stack and specific document needs rather than a generic feature list.

Expedience Setup

Ready for Expedience deployment?

This section provides realistic guidance on what to expect during your Expedience review and setup, covering the practicalities of implementation and adoption for your business.

1. Setup Complexity & Timeline

Thinking about setup difficulty?

Expedience implementation is generally straightforward due to its Microsoft Office integration, which streamlines the learning curve significantly for users. What I found about deployment is that configuring your content library and templates will be the main time commitment, allowing for rapid deployment.

You’ll need to plan for content migration and customization to align with your specific branding and proposal needs.

2. Technical Requirements & Integration

What about the tech side of things?

Technical requirements are minimal, primarily revolving around having Microsoft Office installed, as the software builds directly into those applications. From my implementation analysis, the cloud/hybrid model keeps content secure while offering flexible deployment options without extensive IT overhead.

Your IT team will primarily focus on ensuring Office compatibility and setting up secure content storage locations.

3. Training & Change Management

How will your team adapt to new software?

User adoption is high given the familiar Microsoft Office interface, significantly reducing the need for extensive training and easing change management. From my analysis, salespeople often adopt quickly due to workflow enhancement, making the transition intuitive for most users.

Invest in focused training on new features and content library navigation to maximize efficiency gains and reinforce consistent messaging.

4. Support & Success Factors

Will you get the support you need?

Expedience offers strong implementation support and services for partners, with users praising the responsiveness and expertise of their team. What I found about deployment is that their support team acts like a dedicated resource, often helping with customizations and providing tips for optimization.

Plan to leverage their support actively; their willingness to assist can significantly accelerate your team’s proficiency and overall success.

Overall, Expedience setup emphasizes ease of use and rapid adoption, especially for teams already comfortable with Microsoft Office workflows.

Bottom Line

Should you invest in Expedience for proposals?

This Expedience review evaluates its fit for your business, assessing its strengths and limitations to help you confidently decide if it’s the right proposal automation solution.

1. Who This Works Best For

Mid-market and enterprise B2B organizations.

Expedience is ideal for companies with sales, proposal, and bid teams that frequently create complex proposals, RFPs, and SOWs within the Microsoft Office ecosystem. From my user analysis, businesses heavily reliant on Microsoft Word will find Expedience a seamless and intuitive extension of their existing workflows.

You’ll succeed if your organization aims to standardize content, reduce document creation time, and ensure consistent branding.

2. Overall Strengths

Seamless Microsoft Office integration.

The software excels through its native integration with Word, Excel, and PowerPoint, enabling rapid content assembly from a centralized library while ensuring brand consistency. From my comprehensive analysis, its user-friendly interface minimizes the learning curve and accelerates adoption for teams already comfortable with Microsoft Office applications.

These strengths translate into significant efficiency gains, allowing your teams to produce more quality bids faster and with greater accuracy.

3. Key Limitations

Pricing transparency is a notable concern.

The lack of publicly available pricing information requires direct engagement with their sales team, which can complicate initial budget assessments for potential users. Based on this review, you cannot quickly compare costs upfront against competitors without a consultation.

I find these limitations are a managed trade-off for the deep Office integration, rather than a deal-breaker for the right user profile.

4. Final Recommendation

Expedience is highly recommended for specific needs.

You should choose this software if your organization needs robust proposal automation that integrates directly into your existing Microsoft Office workflow, focusing on efficiency and content consistency. From my analysis, this solution shines for B2B companies creating numerous complex documents like RFPs and sales proposals.

My confidence level is high for organizations prioritizing Office integration and streamlining their proposal creation process.

This Expedience review demonstrates strong value for Office-centric organizations, offering powerful proposal automation that will significantly boost your team’s productivity and proposal quality.