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Expedience Software

Expedience Software automates proposals, statements of work, and RFP responses within Microsoft Word.

Place
#20 of 27
Score
5.7
Expedience Software's website

What Expedience Software is

Expedience Software automates proposals, statements of work, and RFP responses within Microsoft Word. Its centralized library holds curated, approved material that teams can search while answering RFPs, RFIs, and security questionnaires. Copilot integration helps users draft with that approved content. Excel Connect brings Excel RFPs into Word, checks answer constraints, and returns responses to the spreadsheet. The workflow also supports Microsoft Teams, SharePoint, OneDrive, and Outlook. Proposal Manager helps teams organize bids by tagging requirements, assigning owners, and tracking completion to support bid/no-bid decisions. Subject matter experts and reviewers can collaborate and co-author without an Expedience license. The company says the software runs behind the customer’s firewall and does not upload proposal content to outside servers. It is available for web and Windows, with CRM integrations and custom branding. Implementation services cover content review, templates and styles, library setup, and tailored training. Pricing is personalized based on users, features, and add-ons; prospects are directed to contact the company.

Good

  • Search approved content from within Word.
  • Excel Connect moves RFP responses between Excel and Word.
  • Reviewers can co-author without an Expedience license.
  • Proposal Manager tracks owners and completion.
  • Implementation includes library setup and tailored training.

Watch out

  • Pricing is available on request.
  • The product is listed for web and Windows only.

Who it suits

It suits proposal and capture teams, bid and pursuit managers, government contractors, professional services firms, and enterprise sales organizations managing proposal work. Teams seeking implementation help can request content, template, library, and training services.

Verdict

Expedience brings proposal content, response drafting, and bid tracking into a Word-centered workflow. The personalized pricing requires contacting the company for a quote.

Plans and prices

From Expedience Software's own pricing page, checked 8 Oct 2026.

All about pricing
PlanPriceWhat it gives you
Custom pricingPriced on requestPrice depends on users, features, and add-ons

The facts

Each one read from Expedience Software's own pages, with the date it was checked.

Where it runs

Approved content
Its library stores curated, approved content and supports searching for responses from within Word.checked 8 Oct 2026

What it does

Copilot
The product integrates with Microsoft Copilot for drafting and working with approved proposal content in Word.checked 8 Oct 2026
CRM integrations
Yeschecked 20 Sep 2026
Custom branding
Yeschecked 20 Sep 2026
Excel automation
Excel Connect imports Excel RFPs into Word, validates answer constraints, and exports responses back to the spreadsheet.checked 8 Oct 2026
Implementation
Implementation services include content review, template and style work, content-library setup, and tailored training.checked 8 Oct 2026
Microsoft 365
The RFP response workflow supports Microsoft Teams, SharePoint, OneDrive, and Outlook.checked 8 Oct 2026
Pricing limit
Pricing is personalized and depends on the number of users, features, and add-ons; the page directs prospects to contact the company.checked 8 Oct 2026
Proposal governance
Proposal Manager can tag RFP requirements, assign owners, track completion, and support bid/no-bid decisions.checked 8 Oct 2026
Purpose
Expedience automates proposals, statements of work, and RFP responses inside Microsoft Word.checked 8 Oct 2026
RFP responses
It helps teams respond to RFPs, RFIs, and security questionnaires using a centralized content library.checked 8 Oct 2026
Security
The company says the software runs behind the customer's firewall and does not upload proposal content to outside servers.checked 8 Oct 2026
SME access
Subject matter experts and reviewers can collaborate and co-author without an Expedience license.checked 8 Oct 2026
Support
Technical support is available by monitored email for North America, the UK and Europe, and APAC.checked 8 Oct 2026
Who it serves
The company identifies proposal and capture teams, bid and pursuit managers, government contractors, professional services firms, and enterprise sales organizations as users of Proposal Manager.checked 8 Oct 2026

The company

Founded
2013checked 28 Sep 2026
Headquarters
Manchester, New Hampshire, United Stateschecked 28 Sep 2026
The full review of Expedience Software

Expedience Software is a proposal and RFP response tool built around Microsoft Word. It is best suited to teams that need controlled content and coordinated reviews across complex bids. Choose it for its Word-and-Excel workflow; custom pricing makes it harder to assess against simpler alternatives.

Overview

Expedience automates proposals, statements of work, and responses to RFPs, RFIs, and security questionnaires. Its central idea is to keep drafting close to the Microsoft tools many bid teams already use, while drawing on a curated library of approved material.

The product’s security approach is notable for sensitive pursuits: Expedience says it runs behind the customer’s firewall and does not upload proposal content to outside servers. The maker, based in Manchester, New Hampshire, was founded in 2013.

Key features

Approved content and drafting

Teams can search a centralized library of curated answers from within Word, reducing the friction of finding approved language while drafting. Microsoft Copilot integration supports drafting and working with that proposal content. This is most useful when an organization keeps its library current; the workflow depends on having material worth reusing.

RFP and spreadsheet workflow

Excel Connect imports Excel RFPs into Word, checks answer constraints, and exports completed responses back to the spreadsheet. That round trip can help teams preserve spreadsheet-based client formats while drafting in Word. Microsoft Teams, SharePoint, OneDrive, and Outlook also support the response workflow, making Expedience a natural fit for Microsoft 365 environments rather than teams seeking a tool-agnostic process.

Governance and collaboration

Proposal Manager lets teams tag requirements, assign owners, and track completion, and supports bid/no-bid decisions. Subject matter experts and reviewers can collaborate and co-author without an Expedience license, which can ease participation across departments. CRM integrations and custom branding are also supported.

Implementation services cover content review, template and style work, library setup, and tailored training. Technical support is available by monitored email for North America, the UK and Europe, and APAC. These services are relevant for organizations that need help establishing a governed process, though the buyer should weigh implementation needs alongside the software’s custom-priced model.

Pricing

Expedience is paid software with custom pricing. The quote depends on the number of users, features, and add-ons, so teams should contact the company to assess the cost for their intended scope. There is no published plan comparison or seat and usage allowance to weigh before that conversation.

This approach may suit larger teams that need a tailored combination of workflow and implementation services. Smaller groups or buyers who want to compare fixed monthly costs upfront may find the lack of a public price a drawback.

Platforms

Expedience is available on web and Windows. Its workflow also connects with Microsoft Teams, SharePoint, OneDrive, Outlook, Word, and Excel; the product is especially compelling for teams already organized around Microsoft 365.

Who it's for

The maker identifies proposal and capture teams, bid and pursuit managers, government contractors, professional services firms, and enterprise sales organizations as users of Proposal Manager. It is a stronger match for groups handling substantial, repeatable responses that benefit from approved content, requirement ownership, and review coordination. Teams with occasional proposals or no established content library may have less reason to adopt a specialized workflow.

Pros and cons

Pros

  • Drafting stays close to Word. Searchable approved content and Copilot integration support reuse in the document environment at the center of the product.
  • Excel RFPs have a defined round trip. Import, constraint validation, and export address a specific spreadsheet-heavy response need.
  • Reviewers need no Expedience license. Subject matter experts can contribute without requiring a seat for every collaborator.
  • Response governance is built in. Requirement tagging, owner assignment, completion tracking, and bid/no-bid support help organize complex pursuits.

Cons

  • Pricing requires a quote. Costs vary with users, features, and add-ons, limiting upfront budget comparison.
  • The workflow is Microsoft-centered. That is an advantage for Microsoft 365 users, but a less natural fit for teams whose response process relies on other platforms.
  • The content library needs upkeep. Reuse is valuable only when approved answers remain relevant and curated.

Alternatives

For a broader category comparison, browse RFP Response Software, Proposal Management Software, or Proposal Software.

1up is worth considering if a free plan and a published monthly MCP option matter more than Expedience’s Microsoft Word-centered workflow. Its Free plan includes one admin, 50 knowledge uploads, and 50 answers per month; MCP costs $50 a month plus automation usage.

Presel may appeal to buyers who want to explore a free toolkit after a seven-day Pro trial, while Expedience is geared toward governed proposal and RFP work in Microsoft tools.

Upland Qvidian is another paid option for teams comparing proposal software, though it also requires buyers to request pricing.

Ombud is a paid alternative with custom pricing for teams considering a demo-led buying process.

RFP Response Builder may suit buyers who want to compare a published $39 a month Business option or a 14-day free trial; its Business Plan has a five-user minimum.

Tribble is an alternative for teams considering an RFP, DDQ, and security questionnaire response workflow.

AIRFP is a paid, self-hosted or web option for buyers evaluating another RFP product.

Tenderbolt is another custom-priced option, with pricing tailored to team size and RFP volume.

Verdict

Expedience is a strong candidate for proposal and capture teams that work in Microsoft 365 and need approved content, Excel response handling, and clear ownership across complex pursuits. Its strongest reason to choose is the joined-up Word, Excel, and governance workflow, with license-free SME collaboration easing cross-team review. Look elsewhere if you need transparent pricing before contacting a vendor, or if your team does not want its proposal process centered on Microsoft tools.

Getting started

  1. Visit the Expedience Software website
  2. Contact the company to request personalized pricing
  3. Discuss users, features, and add-ons for a custom plan
  4. Arrange implementation services for content, templates, library setup, or training
  5. Use the web or Windows product with Microsoft Word and connected Microsoft 365 services

Limits worth knowing

Pricing varies with users, features, and add-ons; the company directs prospects to contact it. Subject matter experts and reviewers can collaborate without an Expedience license.

Questions

How is Expedience priced?

Pricing is personalized and depends on the number of users, features, and add-ons. The company directs prospects to contact it.

Which platforms does it support?

Expedience is available on the web and Windows.

What Microsoft 365 services are supported?

The RFP response workflow supports Microsoft Teams, SharePoint, OneDrive, and Outlook, and the product integrates with Microsoft Copilot.

Can people without licenses contribute?

Subject matter experts and reviewers can collaborate and co-author without an Expedience license.

Does Expedience provide CRM integrations and branding?

Yes. CRM integrations and custom branding are listed capabilities.

Where does the software run and send proposal content?

The company says it runs behind the customer’s firewall and does not upload proposal content to outside servers.

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