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Average Ratings 34 Ratings

Total
ease
features
design
support

Average Ratings 1 Rating

Total
ease
features
design
support

Description

EXPEDIENCE AUTOMATES MICROSOFT WORD PROPOSALS Use Microsoft Word to craft business proposals, RFP responses, or Statements of Work (SOWs)? Expedience delivers unmatched efficiency, flawless branding consistency, and 100% document accuracy – without ever leaving Microsoft Word! THE MICROSOFT ADVANTAGE Native to Microsoft Word, Expedience leverages the best of Microsoft 365: • Use Rich Content (tables, charts, videos, PowerPoint slides, etc) • Consistent Corporate Branding • Copilot Generative AI • Excel Data Integration • Realtime Collaboration AUTOMATED SALES PROPOSALS & SOWs Create complete Microsoft Word document proposals, sales documents, and SOWs in just a few clicks - even from Excel spreadsheets! Consistent, accurate, and perfectly formatted every time. TRUSTED CONTENT Expedience stores your curated, branded, approved content in a library for quick reuse. This means that your team will have trusted content at their fingertips directly within Microsoft Word.

Description

Dynamic proposals, along with integrated document management and next-day turnarounds for CAD and engineering, enhance the sales process, ultimately improving both deal closure rates and overall efficiency. Our solar and roofing software simplifies access to your proposals, enabling quick customization from any location. With features ranging from personalized company branding to integrated lending options directly within the proposals, our software effectively streamlines operations for better deal closure and efficiency. Are your proposals adequately addressing the needs of your sales representatives? In a world that demands rapid responses, consumers expect real-time adjustments. The Solo solar proposal software empowers you to make live changes using our dynamic and interactive features. Our emphasis on speed and precision allows your sales team to request and receive a proposal in mere minutes while engaging with the customer at their home. Additionally, our comprehensive design team collaborates with you to develop a professional proposal template tailored to your specific branding and sales requirements, ensuring that your presentations resonate with potential clients. This level of customization not only enhances the professionalism of your proposals but also increases the likelihood of successful sales outcomes.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Clipboard for Microsoft Outlook Yes 
Docusign No 
Enerflo No 
Microsoft 365 Yes 
Microsoft 365 Copilot Yes 
Microsoft 365 Copilot for Sales Yes 
Microsoft Copilot Yes 
Microsoft Excel Yes 
Microsoft PowerPoint Yes 
Microsoft Word Yes 
Mosaic No 
Nearmap No 
Podium No 
SPOTIO No 
SalesRabbit No 
SmartCallz No 

Integrations

Clipboard for Microsoft Outlook No 
Docusign Yes 
Enerflo Yes 
Microsoft 365 No 
Microsoft 365 Copilot No 
Microsoft 365 Copilot for Sales No 
Microsoft Copilot No 
Microsoft Excel No 
Microsoft PowerPoint No 
Microsoft Word No 
Mosaic Yes 
Nearmap Yes 
Podium Yes 
SPOTIO Yes 
SalesRabbit Yes 
SmartCallz Yes 

Pricing Details

Annual subscription priced by module by user.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based No 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Expedience Software

Founded

2012

Country

United States

Website

www.expediencesoftware.com

Vendor Details

Company Name

Solo

Founded

2018

Country

United States

Website

gosolo.io

Product Features

AI RFP

Experience seamless automated RFP replies right in Microsoft Word. Your responses will be professional, well-structured, and precise! Maximize the potential of Microsoft Copilot AI using Expedience!

Document Generation

Expedience streamlines the creation of Microsoft Word documents by automating branding and formatting, utilizing a curated library of approved content.

Batch Processing Yes 
Collaboration Yes 
Digital Signature No 
Interaction Tracking Yes 
Multiple Output Formats Yes 
Templates Yes 

Forms Automation

Streamline your proposal creation process with integrated automation in Microsoft Word. Unlock the full potential of Microsoft Copilot to enhance your proposal writing experience!

Approval Process Control Yes 
Archiving & Retention No 
Collaboration Yes 
Document Indexing Yes 
Drag & Drop No 
Full Text Search Yes 
Remote Document Access Yes 
Rules-Based Workflow Yes 
Text Editing Yes 
Version Control Yes 

Proposal Management

Streamline your proposal creation and process management right inside Microsoft Word. Maximize the benefits of Microsoft Copilot for your proposal needs!

Automatic Formatting Yes 
Calendar Management Yes 
Collaboration Yes 
Contact Management Yes 
Content Repository Yes 
Document Management Yes 
Electronic Signature No 
Knowledge Library Yes 
Pipeline Management No 
RFP Management Yes 
Requirements Management Yes 
Revision Management Yes 
Task Management Yes 
Templates Yes 
Version Control Yes 

RFI

Receive automated RFI replies directly in Microsoft Word. Maximize the potential of Microsoft Copilot AI with Expedience!

RFP

Seamlessly create automated RFP replies directly in Microsoft Word. Ensure your documents are branded, well-formatted, and precise! Maximize the capabilities of Microsoft Copilot AI with Expedience!

Bid Management Yes 
Collaboration Yes 
Content Management Yes 
Data Import / Export Yes 
Due Date Tracking Yes 
Knowledge Library Yes 
Progress Tracking Yes 
RFP Creation No 
RFP Responding Yes 
Requirements Management Yes 
Task Management Yes 
Templates Yes 
Vendor Management No 

Product Features

Proposal Management

Automatic Formatting No 
Calendar Management No 
Collaboration No 
Contact Management No 
Content Repository No 
Document Management No 
Electronic Signature No 
Knowledge Library No 
Pipeline Management No 
RFP Management No 
Requirements Management No 
Revision Management No 
Task Management No 
Templates No 
Version Control No 

Roofing

Aerial Measurement No 
Billing & Invoicing No 
Checklists & Inspections No 
Commercial / Industrial No 
Dispatch Management No 
Lead Management No 
Photo Capture No 
Quotes / Estimates No 
Scheduling No 
Work Order Management No 

Solar

2D/3D Drawing No 
Analytics / Reporting No 
Bill of Materials No 
CMMS No 
Estimating No 
Field Service Management No 
PV Animation No 
Permitting No 
Preventive Maintenance No 
Proposal Management No 
Solar Design No 
Solar Maintenance Management No 
Solar Monitoring No 
Solar Project Management No 
Solar Sales / CRM No 

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