Expedience Proposal Software

von Expedience Software

Wer verwendet Expedience Proposal Software?

Expedience Software dient Finanzdienstleistungen, Vermögensverwaltung, Gesundheitswesen, Recht, Unternehmensdienstleistungen, Fertigung und Technologie-Organisationen.

Was ist Expedience Proposal Software?

Expedience RFP und Proposal Software hilft deinem Team, schnell und einfach schöne Angebote und Antworten auf RFPs zu erstellen. Die Implementierung ist vollständig in Microsoft Word entwickelt und enthalten, ohne fremde Software über Word-native Komponenten und Strukturen. Expedience Software wurde von den Machern von Pragmatechs RFP Machine und Proposal SmartDocs entwickelt. Buche noch heute eine Demo, um zu erfahren, warum unsere Kunden Expedience RFP und Angebots-Automatisierungslösungen genießen.

Expedience Proposal Software – Details

Expedience Software

https://www.expediencesoftware.com

Gegründet 2012

Expedience Proposal Software – Kostenübersicht

Expedience Proposal Software bietet keine Gratisversion, aber eine kostenlose Testversion.

Kostenlose Version

Nein

Gratis Testen

Ja

Einsatz

Cloud, SaaS, Web

Installiert - Windows

Training

Persönlich

Live Online

Webinare

Dokumentation

Kundenbetreuung

Support während der Geschäftszeiten

Online

Expedience Proposal Software Funktionen

  • Dokumentenmanagement
  • Elektronische Unterschrift
  • Inhalt-Bibliothek
  • Kollaboration
  • Kontaktmanagement
  • Pipeline-Management
  • Prüfpfad
  • RFP-Management
  • Versionskontrolle
  • Vorlagen
  • Wissensbasis-Management
  • Workflow-Management

Siehe die vollständige Angebotsmanagement Software Liste

  • Anforderungsmanagement
  • Antwort auf Angebotsanfragen
  • Aufgabenmanagement
  • Content-Management
  • Daten-Import / -Export
  • Fortschrittsverfolgung
  • Fälligkeits-Tracking
  • Gebot-Management
  • Kollaboration
  • Lieferanten-Management
  • RFP-Erstellung
  • Vorlagen
  • Wissensbibliothek

Siehe die vollständige Ausschreibungsprogramme Liste

Expedience Proposal Software Alternativen

Mehr Alternativen zu Expedience Proposal Software

Expedience Proposal Software – Nutzerbewertungen

Zeigt 5 von 16 Nutzerbewertungen

Gesamt
4,9/5
Benutzerfreundlichkeit
4,9/5
Kundenservice
5/5
Funktionen
4,9/5
Preis-Leistungs-Verhältnis
5/5
Jason S.
RFP Solution Expert Team Lead
Computer-Software, 1.001-5.000 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
  • Gesamtbewertung
    5/5
  • Benutzerfreundlichkeit
    5/5
  • Eigenschaften & Funktionalitäten
    5/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    5/5
  • Wahrscheinlichkeit der Weiterempfehlung
    10/10
  • Quelle des Nutzers 
  • Bewertet am 23.1.2018

"Indispensable tool for our organization's proposal responses process"

Vorteile: process & ensure accurate and current content. The activation and deployment project was well-managed by their staff, and the ongoing support is impeccable. Documentation is easy-to-understand and well-thought out. Updates and new features are added regularly, and new features are added based on customer feedback. I feel that my voice matters in the development process of new versions. The adoption rate of my staff has been amazing. As an organization that responds to over 450 RFPs and RFIs per year in our division alone, this solution has returned lost time to my team to respond to focus on creating new content and refreshing existing content proactively. Expedience's automation tools are outstanding, and we're implementing the Expedience Automation tool to create additional efficiencies and new proposal documents and templates for our sales team. With the automation tools, we will be able to produce customized, professional proposals and detailed, impressive product documents at a moment's notice without compromising quality.

Nachteile: I wish that it was native to MS Office on all platforms including MS Office for MacOS and iOS. Currently it works with Office for Windows; however, with the assistance of Parallels for Mac, my team successfully uses this with a Windows environment on our MacBook Pros. I knew this when we purchased this solution, and I would choose still choose Expedience over the other options we viewed.

  • Quelle des Nutzers 
  • Bewertet am 23.1.2018
Jamie N.
Director, Sales Operations
Telekommunikation, 501-1.000 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
  • Gesamtbewertung
    5/5
  • Benutzerfreundlichkeit
    4/5
  • Eigenschaften & Funktionalitäten
    5/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    5/5
  • Wahrscheinlichkeit der Weiterempfehlung
    9/10
  • Quelle des Nutzers 
  • Bewertet am 27.2.2020

"Game changer for our proposal operations"

Kommentare: The software itself is great, but the true stars of the show are the Expedience team--they are experienced proposal writers and Microsoft Word experts who understand the RFP response process. My support team is always looking for ways to improve the user and administrator experience, and they just love sharing pro tips and tricks. They have been amazing to work with, I always get a quick response when I have a question, and they always leave me better off than before I asked! The true value in the product is their expertise and flexibility. They're so invested in improving the user experience that it's like having a team of developers customize a solution for our company--the value is incredible, and the possibilities and features are limitless.

Vorteile: There is a "placeholder form" that allows the user to update fields throughout the document with content customized to the customer/bid. No more find/replace and accidentally leaving the wrong customer name or customer information in our proposals! Plus, having all the variable content in one form saves a ton of time for us--some of our proposals take fewer than five minutes to prepare because we open a template, update the placeholder form, and it's ready to go! The other feature that I rely on heavily is the content portfolio. It's great to be able to have all of the proposal content seemingly living in the open document. No more opening up three different proposals because, "...I know that I answered a question like this in the proposal I did for Customer X...or was it Customer Y...?" As long as the content has been added to the portfolio, it's easy to either navigate via drop downs or use the search feature to drop it in. And finally, styles and number lock. My company ends up working with a lot of proposals that have to be converted from PDFs to Word Documents. The custom styles in our style palette streamline the clean-up process and keep proposals branded and professional. I use the number lock feature all the time--it allows the user to freeze the numbering in the original proposal text so we don't inadvertently have auto-numbering/outlining make cascading changes throughout the document.

Nachteile: The reason I gave four stars and not five for Ease of Use is that my users with weak Word skills do not take full advantage of the software's features. The users do fine if they are given a branded template that requires almost no additional content insertion, but they struggle with using the Style Palette ribbon. This isn't the fault of the software--it's definitely easy to use if you routinely use Word--but it's worth factoring in the need for additional Word training on styles and formatting, depending on your user group. The reason I would only recommend it in nine out of ten cases is that Mac users have to emulate Windows machines to use Expedience. We don't have too many Mac people, and the people who won't give up their MacOS are used to having to change over, so it isn't a huge issue for us, but if the software could be used in the Mac version of Word, I'd recommend it to any one who asked!

  • Quelle des Nutzers 
  • Bewertet am 27.2.2020
Espen M.
Head of Bid Management
Finanzdienstleistungen, 501-1.000 Mitarbeiter
Verwendete die Software für: 1-5 Monate
  • Gesamtbewertung
    4/5
  • Benutzerfreundlichkeit
    5/5
  • Eigenschaften & Funktionalitäten
    4/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    5/5
  • Wahrscheinlichkeit der Weiterempfehlung
    Nicht bewertet
  • Quelle des Nutzers 
  • Bewertet am 22.12.2017

"3 months experience- very good so far!"

Vorteile: The fact that the user interface is entirely in Word makes it very intuitive and easy to use. The Expedience team that is in charge for the implementation is also highly recommended. We get full attention to our work and valuable and appreciated input from the Expedience-team.

Nachteile: To my experience bid management somtimes require use of documents that are not in Word. Such documents are to be handled manually and outside Expedience.

  • Quelle des Nutzers 
  • Bewertet am 22.12.2017
Allyson W.
Director of Proposals
Telekommunikation, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
  • Gesamtbewertung
    5/5
  • Benutzerfreundlichkeit
    5/5
  • Eigenschaften & Funktionalitäten
    5/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    5/5
  • Wahrscheinlichkeit der Weiterempfehlung
    10/10
  • Quelle des Nutzers 
  • Bewertet am 21.9.2017

"Integrated Directly into Microsoft Word, Simple, Intuitive, Convenient, Excellent Customer Service"

Kommentare: Easy to train new users, seamless workflow process thanks to Word integration.

Vorteile: Integration with Microsoft Word - The software simply installs a ribbon at the top of Microsoft Word, so you don't need to switch between windows or programs and use is very intuitive for those who already know how to use Word. Excellent Support - Our questions are always answered in a timely and thorough way. Everyone on their team is extremely knowledgeable and goes to great lengths to research and look into problems BEFORE the call/meeting; they come already prepared with solutions. If they need to do anything to fix your ribbons, the turnaround time to get them back is great. Their team is always looking for ways to improve their product and come up with new tools that make things even easier and more effective. They are great at actually listening to their clients, making them feel valued, and taking their feedback into consideration when further developing the product. Flexibility - Because of how the software is designed, there is great flexibility for you to decide how you want your content to look and function. Style Palette - Love that the formatting/style components are integrated directly into Word. It makes it very easy to create a corporate style with approved fonts, colors, etc. This also makes it easy to apply the styles to any document you are working on that does not have it already. And it is extremely easy to change your corporate styling in the future... Just update the style palette and the new fonts, colors, etc. are automatically applied.

Nachteile: Organizations considering Expedience should note that it takes quite a bit of planning and careful thought during the implementation process to decide how you would like to organize and categorize your content, how placeholders should work, etc. I personally think this is a pro and not a con because I love having this level of flexibility and control over these aspects, but it does require that you have a member of your staff that can dedicate themselves to the task and think carefully about how to lay a solid foundation before moving forward with implementation. I think modification of the Style Palette by users could be made easier and more intuitive. I have heard that they are about to release an update that improves this, though, so this should soon not be an issue at all!

  • Quelle des Nutzers 
  • Bewertet am 21.9.2017
David B.
Head of Marketing
Finanzdienstleistungen, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
  • Gesamtbewertung
    5/5
  • Benutzerfreundlichkeit
    5/5
  • Eigenschaften & Funktionalitäten
    5/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    5/5
  • Wahrscheinlichkeit der Weiterempfehlung
    10/10
  • Quelle des Nutzers 
  • Bewertet am 25.9.2017

"Simple but powerful"

Kommentare: Expedience helped us a lot. It helps streamline our RFP process, ultimately making the process more efficient and scalable. It also helped us to think about how we want to structure our information and what would work best for us. What we also found useful, was how easy it was to share the information with other colleagues within the firm. And as Expedience is supported directly in Word, there was no new software to install and everyone could be up and running on it relatively quickly and painlessly.

Vorteile: it is directly installed in Word, there are no additional software needed. As such, the learning curve is not that extreme, as you are using Word.
Support - the team at Expedience are the embodiment of excellent client service, they really do go above and beyond to ensure that all your needs at met. I cannot praise them highly enough.
Style Palette - I really loved this element of the Expedience software. Styles get so little said about them, however, Style Palette makes the formatting of a document so much easier and saves you so much time in the process.

Nachteile: I have found no cons so to speak. The software is intuitive to use, is integrated into a piece of software that we are all familiar with and the support is excellent. If there was one con, and to me this was not a con, it may be that the software is not as "powerful" as some clients would like. However, in our assessment of RFP software, we found that some of the software out there is too feature rich, too powerful if you want and you end up paying for features that you do not use. As it is, Expedience is powerful enough for the majority of users.

  • Quelle des Nutzers 
  • Bewertet am 25.9.2017