Expedience Software
Expedience Software: A strong fit for complex proposal teams built around Microsoft 365. Ranked #86 of 133 in Proposal Software by our editors (6.9/10); pricing: Pricing on request; best for microsoft-centric enterprise proposal operations.
At a glance
- Editor score6.9 / 10
- PricingPricing on request
- Best forMicrosoft-centric enterprise proposal operations
- Founded2013 · Manchester, New Hampshire, United States
- Facts checked20 Sep 2026
Where it wins
- Automates proposals and RFP responses directly inside Microsoft Word
- Links Excel tables, charts, graphs, and data to sales documents
- Combines content libraries, requirements tracking, and Microsoft 365 collaboration
Where it doesn't
- Pricing requires a sales conversation and depends on users, features, and add-ons
- Its strongest workflows depend on Microsoft Word, Excel, and Microsoft 365
- Customer-facing signatures, tracking, and payments are not part of its listed capabilities
Our verdict on Expedience Software
Expedience Software is proposal operations software for sales, proposal, capture, and professional services teams managing complex, regulated, or high-value documents. Its Word- and Excel-based approach covers proposals, statements of work, RFP responses, RFIs, branding, and requirements ownership. The product is available on web and Windows, with Microsoft Copilot integration and collaboration through SharePoint, OneDrive, and Teams. Contributors can review and edit documents without an Expedience license.
The main strength is document automation within a familiar Microsoft environment. Rules-driven checkbox templates, curated content libraries, and proposal formatting controls help teams standardize how content is selected and presented. Statement of Work generation can use Word and Excel templates, while Excel-linked tables, charts, graphs, and data support proposals that rely on structured commercial or operational information. Requirements identification and ownership tracking add a layer of process control for coordinated responses. Microsoft Dynamics is also listed among the integrations, extending the product's fit for organizations already working across Microsoft business systems.
Pricing is handled through sales and depends on users, features, and add-ons, so buyers should expect an evaluation based on their operating model rather than a self-serve plan comparison. Expedience Software is a strong choice for Microsoft-centric enterprises that need repeatable proposal production, controlled content, and collaboration across Word, Excel, SharePoint, OneDrive, Teams, and Copilot. It is less suitable for teams seeking a proposal tool centered on customer-facing signatures, tracking, or payments, or for organizations that do not want their workflow anchored in the Microsoft ecosystem.
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Expedience Software pricing
Expedience Software fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Built-in e-signatures | Not verified |
| Client activity tracking | Not verified |
| Online payment collection | Not verified |
| CRM integrations | Yes |
| Custom branding | Yes |
| Included team seats | Not verified |
| Analytics and reporting | Not verified |
| Deployment | Cloud, Desktop |
| Platforms | Web, Windows |
| Support | |
| Built for | Mid-market, Enterprise (editorial estimate) |
| Integrations | 9 integrations: Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Copilot, Microsoft 365, Microsoft Teams … |
| Pricing | Pricing on request (source) |
| Website | expediencesoftware.com |
| Facts checked | 20 Sep 2026 |
Expedience Software integrations
Expedience Software lists 9 integrations on its own site.
- Microsoft Word
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Copilot
- Microsoft 365
- Microsoft Teams
- Microsoft SharePoint
- Microsoft OneDrive
- Microsoft Dynamics
Alternatives to Expedience Software
- PandaDocA broad proposal workflow platform spanning documents, signatures, payments, and CRM integrations.9.4
- ProposifyA structured proposal workspace with quoting, approvals, signatures, and analytics.9.2
- AnchorA broad proposal-to-payment platform with free access and transaction-based pricing.9.0
See all Expedience Software alternatives →
Also Ranked In
Expedience Software is ranked in 4 of our directories.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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