# Expedience Proposal Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Expedience Proposal Software - reviews, pricing plans, popular comparisons to other RFP products and more. Source: https://www.capterra.com/p/141108/Expedience-Software-Suite --- # Expedience Proposal Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Expedience Proposal Software ## What is Expedience Proposal Software? Streamline proposal creation with the smartest AI, best content, seamless integration with Microsoft Word, and unmatched efficiency. THE MICROSOFT ADVANTAGE Native to Microsoft Word, Expedience leverages the best of Microsoft 365: • Copilot Generative AI • Excel Data Integration • Realtime Collaboration • Corporate Branding 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. RFP RESPONSES Expedience manages the entire RFP process. Capture every requirement, flag bid/no-bid items, create ownership assignments, and more. SECURITY Expedience runs behind your firewall. No External hosting. With Expedience, your content is 100% secure. ## What is Expedience Proposal Software used for? [Proposal Management](https://www.capterra.com/proposal-management-software/)[RFP](https://www.capterra.com/rfp-software/)[Sales Enablement](https://www.capterra.com/sales-enablement-software/) Overall rating Based on 27 user reviews Reviews sentiment Positive 100% Neutral 0% Negative 0% Starting price Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## Expedience Proposal Software alternatives [4.7 (679)](https://www.capterra.com/p/162588/HoneyBook/reviews/) Starting price $36.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars Highest Rated [Docusign](https://www.capterra.com/p/121506/Docusign/) [4.7 (9,305)](https://www.capterra.com/p/121506/Docusign/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/121506/Docusign/) [PandaDoc](https://www.capterra.com/p/131735/PandaDoc/) [4.5 (1,244)](https://www.capterra.com/p/131735/PandaDoc/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/131735/PandaDoc/) [WBudget](https://www.capterra.com/p/10007297/WBudget/) [4.7 (59)](https://www.capterra.com/p/10007297/WBudget/reviews/) Starting price $30.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10007297/WBudget/) [View all alternatives](https://www.capterra.com/p/141108/Expedience-Software-Suite/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Templates 4.5 (6) 66.67% of 6 reviewers that rated this feature as important or highly important Sample files or documents that could be customized as needed or used as is Content Management 4.8 (4) 50.00% of 4 reviewers that rated this feature as important or highly important Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Document Management 5.0 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Document Review 4.7 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Review and analyze existing information across documents Knowledge Library 4.3 (3) 33.33% of 3 reviewers that rated this feature as important or highly important A repository of previously used/received RFP questions with responses Customizable Templates 4.5 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Pre-designed layouts that can be customized to match preferences and requirements Expedience Proposal Software 37 features Define levels of authorization for access to specific files or systems Manage the process of evaluating documents or requests submitted for approval A record of all activities within the system, including user access, changes made, etc. Automatically formats data in a predetermined way Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison Provides a channel for team members to share media files, communicate, and work together Configure existing workflows to meet your organization's needs Manage, organize, and store contact information Centralized repository to store content and assets Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Track, store, and access client contracts or licenses Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Import and export data to and from software applications Automated or logic-based workflows that assist in the creation of electronic documents Store, manage, and track all electronic documents in a centralized location Review and analyze existing information across documents Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken Digitally sign online documents Use AI to generate content in the form of text, images, videos, etc. Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support A repository of previously used/received RFP questions with responses Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Reporting on how each user, task or process has advanced since its initiation Create proposals based on costs of labor and materials Enables creation, management, and tracking of product requirements & features during product production/development The process of creating a questionnaire and submitting it to prospective vendors. Manage and process incoming documents detailing requests for proposals The process of creating proposals in response to requests received from potential clients Create, manage and track all task activities and progression Create, save, and re-purpose templates for emails, forms, etc. Sample files or documents that could be customized as needed or used as is Set up connections to third-party platforms to improve business processes Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. Track revisions and updates made to files and navigate between different versions Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.7 (25) 4.7 Based on 25 reviews ## Pricing Value for money 4.9 (23) Free Trial Free Version [View pricing plan details](https://www.capterra.com/p/141108/Expedience-Software-Suite/pricing/) Expedience Proposal Automation Suite $0.00 It includes: - Palette and Portfolio - Assembler - Excel Connect - Proposal Manager - Finishing Steps - SmartLinks - Checkbox Logic - PowerPoint Publisher - PowerPoint Mapping Value for money 4.9 (23) 4.9 Based on 23 reviews ## Integrations [ Microsoft PowerPoint](https://www.capterra.com/p/141633/PowerPoint/)[ Microsoft Excel](https://www.capterra.com/p/176574/Excel/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (27) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (27) 5.0 Based on 27 reviews ## User reviews Overall rating 4.8 Based on 27 reviews Filter by rating 5(21) 4(6) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent KM Karen M. Operations Manager Management Consulting ### "Exceptional Proposal Software Backed by Outstanding Support" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 27, 2026 Our overall experience has been extremely positive. From procurement through implementation and ongoing use over the past two and a half years, Expedience has consistently met and exceeded our expectations. The implementation process was smooth, training was effective, and the platform was easy for our team to adopt. Since then, the software has significantly improved our efficiency, reduced manual effort, and helped us produce more consistent, higher-quality proposals. What truly sets Expedience apart is the ongoing support. The team is highly responsive and invested in our success. \[sensitive content hidden\], in particular, has been a standout partner, providing thoughtful guidance and consistently going the extra mile to support our team. Pros The biggest strengths of Expedience are its ease of use, time savings, overall value, and exceptional customer support. From a value perspective, Expedience stands out compared to other proposal management tools we evaluated. It provides robust functionality at a more competitive price point, and the return on investment has been clear through the significant time savings and process improvements we’ve experienced. The software has streamlined our entire proposal development process. It makes it simple to create, update, and manage content, apply global changes, and ensure consistency across documents. The content library is particularly effective and far easier to maintain than other solutions we have used in the past and also others that we evaluated when making a purhase decision. Equally important is the level of support we have received. From initial purchase through implementation and ongoing use, the Expedience team has been outstanding. In particular, \[sensitive content hidden\] has been an exceptional partner. She consistently goes above and beyond, is incredibly responsive, and truly operates as an extension of our internal team. Cons The only area where we have not fully realized value is the RFP Manager. This is likely due to our limited use of the feature rather than a shortcoming of the tool itself. Alternatives considered [Loopio for Salesforce](https://www.capterra.com/p/211472/Avnio-RFx/) [Responsive](https://www.capterra.com/p/148054/Responsive/) [PandaDoc](https://www.capterra.com/p/131735/PandaDoc/) Reasons for choosing Expedience Proposal Software It was the easiest to use of all the ones we evaluated and more importantly, it was the easiest for use to use for our collaboration process with the other non licensed contributors. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. CP Cary P. VP Information Technology and Services ### "Helpful product" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 26, 2024 Positive. Easy to use; easy to configure Pros customized repository; uploading content, storing graphics and logos for easy retrieval Cons I don't really use the placeholders functionality Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SD shawn d. Director of Health Internal Administration Management Consulting ### "Worth the investment!" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 26, 2024 Expedience has resulted in better proposals. The automation allows teams to focus more on writing and resulted in a more collaborative process. Pros Expedience saves time - really appreciate the ability to automate workplans and templates. It has saved my team a lot of time! And it's intuitive - having it based in word has made user adoption so much easier. Cons It can be quirky, however, the support that is offered is top notch. Any issue we have had, the Expedience team has been really responsive. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AT Annette T. Sales Operations Manager Information Services ### "Time-Saving capabilities and great Customer Service" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 January 25, 2024 My overall experience has been very good. I really liked working with everyone at Expedience. They are knowledgeable and very helpful when you need assistance. Pros Expedience accelerated our SOW and Contract document creation process. Investing in this product made contract generation a lot smoother for our sales team. like the customization features that captured our unique business offerings. Not to mention my emails were always responded to and any tickets I opened they quickly resolved. Cons To maintain and update content took a lot longer than I had the bandwidth for. Although Expedience has a portal with lots of training available and reference guides, there still is a lot to learn for the Author to maintain everything. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. YH Yolan H. Bid Writer Civil Engineering ### "So easy to use" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 January 24, 2024 It saves a lot of time finding content and pre-created branded documents by using automation capabilities and gives me the assurance that content is the latest. Pros There are a couple of pros for me personally: Saves time - you have instant access to the content you need in MS Word. One source of truth - it contains only the latest approved content Correct branding - consistent pre-formatted content with corporate branding Automation - quick self-serve menus from which you can choose Placeholder - personalisation using placeholders that can be defined directly in the document. Collaborations - easy to collaborate with SMEs and other team members Content Library - templates, branding, formatting and content management are all in one place An add-on for Word smoothly blending into Word by launching within its ribbon. Cons Only one author can work in a specific portfolio at a time. It needs to be maintained regularly, as content can get outdated fairly quickly. With regards to layout, you can only add columns after you assemble the document. Reasons for choosing Expedience Proposal Software Overall, it saves a lot of time finding content, pre-created branded documents, and automation capabilities and gives me the assurance that content is the latest. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MK Megan K. Business Development Telecommunications ### "Expedience expedites! " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 January 23, 2024 Pros The time and effort Expedience has saved us are truly remarkable. Crafting responses to RFPs used to be a more cumbersome task, but with Expedience, the process has become much more streamlined. The user interface is intuitive, making it simple for anyone on the team to navigate and contribute. Another of the key benefits we've experienced is the ability to maintain consistency across our proposals. The software ensures that our messaging and formatting remain cohesive, providing a professional and polished look to all our submissions. This has not only saved us time but has also enhanced the overall quality of our proposals. The content library is another standout feature. It's incredibly user-friendly, allowing us to easily access and incorporate relevant content into our responses. On top of that the customer service is fantastic! I've never not been able to get in touch with someone from Expedience and they are quick and thorough in troubleshooting and resolution. Cons Whenever there is a Word update Expedience seems to have some issues with integrating seamlessly and we often have to send in tickets for repair. There are also so many features and some of them are not as intuitive as others. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MC Mary C. Senior Proposal Manager Mechanical or Industrial Engineering ### "This library that runs on Microsoft Word is Genuis" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 23, 2024 Implementing this software forced us to create a starting boilerplate library and stop "cutting and pasting" from the last proposal. It really has helped our productivity. Can't recommend it enough. Pros I love that this runs right on Word. It's easy and intuitive. Their customer service is wonderful. Cons I just wish I had more time to keep our content updated. I do get nervous about archiving and updating our files and am not that proficient in it but practice makes perfect. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JC Judy C. RFP Manager Information Technology and Services ### "Expedience User Evaluation" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 September 8, 2022 The greatest impact of this solution on our productivity is our ability to find and easily use pre-written content. Reports allow us to keep the content updated, and track its owner. Although the product is easy to access from a user standpoint, management is much more technical than we would prefer, and issues outside of our understanding have impacted its stability. Pros The solution allows our team to separate information for quick access. Cons The solution is impacted by "glitches" that cause portions of the knowledge base to disconnect and user privileges to be changed without notice or explanation. The impact is a delay of access to the knowledge base and involvement by our IT and your company support to reconnect. The problem persists and have not been fixed in the 8 months we have used the solution. Reasons for choosing Expedience Proposal Software It's integration with Microsoft was a primary reason we chose this solution. Second, the ability to manipulate excel documents has greatly improved quality where applicable. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Andreas H. Head of Global Managed Services SD&C MCS Region WEE Information Technology and Services ### "Expedience eases your life and takes care of your proposal" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 6, 2022 Beside the technical aspects of the software especially also the effort and support was marvelous. Whenever we wanted to have something optimized or something was required the support was there to get all things sorted. Pros With the tool you can define the topics you need in each proposal centrally and then roll that out to the people who need to work with that. But the software is not static and you are bound to a special order of your template. Each proposal can be sorted according to the customer wish / RFP, so that the customer gets an individual offer without loosing important parts of our necessary content. Cons Due to the switch of Microsoft Office (in various versions) to Office 365 we had some troubles at the beginning to use the complete functionality, but the team around Melissa (lead developer) did a great job to support whenever needed. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AS Antoine S. Tenderdesk Consultant Information Technology and Services ### "Easy to use, great Customer Support, based on proven technology" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 December 14, 2020 We use it to create our proposals. In Europe the tender-process is a bit different than the American way, but Expedience Proposal Software is helping us on a daily base to outline our proposal, according to our corporate identity. Creating a winning proposal is realized in half the time it would take normally. Pros This tool is intuitive and because it is mostly/completely based on MS Office functionality, it is future-proof. Especially the customer support is excellent. We are located in the Netherlands and despite of the time difference, our questions and support-request are always timely and quickly answered. We always experienced great flexibility with the support. We had it implemented within weeks. Cons It is necessary to overthink really good the structure to be used in the text-blocks. But again the costumer-support will help you with that. Alternatives considered [Responsive](https://www.capterra.com/p/148054/Responsive/) [QorusDocs](https://www.capterra.com/p/126738/Qorus-for-proposal-management/) Reasons for choosing Expedience Proposal Software The easiness to use, the integration/based on MS Office functionality, the lack of databases or webbased framework, the friendly and willingness of the customer support. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/141108/Expedience-Software-Suite/reviews/) Popular comparisons [Docusign vs Expedience Proposal Software](https://www.capterra.com/compare/121506-141108/Docusign-vs-Expedience-Software-Suite)  Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)