10 Questions to Ask Before Buying SOW Automation Software

Vendor Responses: Expedience Software

For background on what matters most in contract-grade SOW automation, review how to evaluate proposal software for SOWs before using this checklist.

1: Describe your solution and its primary use cases.

Expedience Software Response:
Expedience Software is a proposal, RFP response, and Statement of Work (SOW) automation platform built natively within Microsoft Word, Excel, and Microsoft 365. The solution is designed for organizations that create complex, high-value business documents where accuracy, consistency, and governance are critical.

Primary use cases include automating SOWs, sales proposals, contracts, and formal RFP responses—especially documents that require modular scope, reusable content, Excel-based data, and strict branding and compliance controls.

2: How does your solution support the creation of Statements of Work (SOWs)?

Expedience Software Response:
Expedience is purpose-built to automate Statements of Work. Users create SOWs by selecting pre-approved scope components, assumptions, exclusions, and deliverables through guided checkboxes inside Microsoft Word or Excel.

Expedience assembles the full SOW automatically using the latest approved content, ensuring accuracy, consistency, and adherence to organizational standards as a standard Microsoft Word document. This means interacting with team members and customers using standard tools such as track changes, comments, and highlights are perfectly supported. Complex SOW elements such as pricing tables, KPIs, RACI matrices, timelines, and charts can be dynamically integrated from Microsoft Excel.

3: Explain how your solution uses Microsoft Word and Excel.

Expedience Software Response:
Expedience operates directly inside Microsoft Word through a native ribbon interface—no web editor or external platform is required. Users work in the same Word environment they already use, while Expedience automates document assembly, formatting, and controlled content insertion.

Microsoft Excel can be used not only as a data source, but also as a control mechanism. Excel spreadsheets can drive which services, pricing models, scope elements, charts, and sections appear in a Word document, allowing users to generate complete SOWs and proposals from structured Excel inputs.

4: How does your solution manage reusable content and version control?

Expedience Software Response:
Expedience includes a centralized content library that stores approved, branded, and vetted content at the clause, section, and document level. Content managers control what is available to users, ensuring only current and approved language is used.

When content is updated in the library, future documents automatically use the latest version, eliminating outdated language and reducing legal and contractual risk. Version control and auditability are built into the system.

5: How does your solution reduce risk and prevent common SOW errors?

Expedience Software Response:
Expedience reduces risk by eliminating manual copy-and-paste workflows. Users assemble documents from controlled building blocks instead of editing free-form text.

Smart logic can enforce dependencies between sections (for example, ensuring that selected services automatically include the correct assumptions, responsibilities, and pricing). Branding, formatting, and required sections are locked down to prevent inconsistent or incomplete SOWs.

6: Describe your support for collaboration and multi-user workflows.

Expedience Software Response:
Expedience supports collaboration through Microsoft Word’s native collaboration features, including track changes, comments, and real-time co-authoring via Microsoft 365 and Microsoft Teams.

The platform also includes tools for assigning responsibility, tracking progress, and coordinating subject-matter expert input—without requiring every contributor to hold a full software license.

7: How does your solution support sales self-service while maintaining governance?

Expedience Software Response:
Expedience enables safe sales self-service by guiding users through structured selections rather than free-form editing. Sales teams can generate SOWs and proposals quickly while the system enforces approved language, pricing structures, and scope rules in the background.

This approach increases speed and scalability without sacrificing accuracy, compliance, or legal oversight.

8: What integrations does your solution support?

Expedience Software Response:
Expedience integrates natively with Microsoft Word, Excel, PowerPoint, Outlook, Microsoft Dynamics 365, and Microsoft Copilot. Excel is commonly used to drive pricing, configurations, and data-heavy SOW elements.

Additional integrations are supported through structured data inputs and standard Microsoft ecosystem tools, minimizing the need for custom development.

9: Describe your implementation approach and time to value.

Expedience Software Response:
Expedience implementations focus on configuring templates and content using the organization’s existing Word and Excel documents. Because the system works inside familiar Microsoft tools, user adoption is rapid and training requirements are minimal.

Most organizations see value quickly once core SOW and proposal templates are automated and the approved content library is established.

10: What types of organizations are best suited for your solution?

Expedience Software Response:
Expedience is best suited for organizations that produce complex, high-risk, or high-value proposals and SOWs, including professional services firms, technology providers, AEC organizations, government contractors, and regulated industries.

The solution is used by mid-market and enterprise organizations that require accuracy, consistency, and scalability across sales, delivery, and proposal teams.

For a comparison to other software platforms, see our SOW software comparison.