Accelerating Microsoft Office with Expedience Accelerators

Expedience Accelerators like Excel SmartLinks, CRM Connect, Copilot Prompt Library, and PPT Mapping, are purpose-built add-ins that automate complex Word and Excel proposals and SOWs, and PPT Sales presentations.

What Are Expedience Accelerators?

Accelerators are lightweight automation add-ins that extend the Expedience PDQ (Proposals Done Quickly) solution. They work along these automated Word and Excel templates, and follow your existing templates, data models, and approved workflows.

Unlike generic document automation tools, Expedience Accelerators are designed for complex, structured, and tailored business content, such as:

  • Statements of Work (SOWs)
  • Proposals and sales documents
  • Client-ready PowerPoint decks
  • Contractual Word documents
  • Excel-driven pricing and scope models

Each Accelerator solves a specific automation problem—and all of them can be deployed independently or together.

Excel SmartLinks® Accelerator

Automated Word & Excel Content and Data Integration

SmartLinks is Expedience’s flagship Accelerator for automated linking between Excel and Word. It ensures that numbers, clauses, tables, and narrative text stay synchronized across documents—automatically.

What SmartLinks Enables

  • Links Excel-based data directly into Word documents
  • Inserts relevant modules from the content library.
  • Maintains formatting, numbering, and clause integrity
  • Eliminates version drift across drafts and revisions

SmartLinks is widely used in SOW automation, where pricing, scope, timelines, and service descriptions must remain aligned throughout negotiations.

Perfect Formatting of Tables and Charts

SmartLinks manages formatting so Excel tables and charts appear in Word exactly as intended. You can refresh them in Word after updating Excel and keep the same formatting. Excel SmartLinks ensures charts, tables, and other elements are always current, properly updated, and consistently formatted.

Driving PDQ Checkboxes and Placeholders

Integrate SmartLinks with Expedience PDQs to automatically fill custom placeholders. Pair it with the Custom Logic module in a Checkbox PDQ to automate checkbox selections to support proposal and SOW content assembly.

PPT Mapping Accelerator

PowerPoint Automation from Trusted Sources

The PPT Mapping Accelerator automates the population of PowerPoint slides from authoritative data sources such as Excel or Word.

What PPT Mapping Enables

  • Automatically updates slides with approved data
  • Maintains branding, layouts, and slide structure
  • Reduces manual slide creation and copy-paste work
  • Ensures proposal decks stay aligned with SOWs and pricing

The PowerPoint Accelerator links some or all slides in a deck to checkbox options in a PDQ template. When you generate the presentation, it includes the slides that match the selections made in the Checkbox PDQ.

Finishing Steps Accelerator

Automated Document Finalization

Even well-automated documents often stall at the finish line. The Finishing Steps Accelerator automates the last mile of document production.

What Finishing Steps Enables

  • Renumbering sections and tables
  • Updating cross-references and tables of contents
  • Applying final formatting and styles
  • Enforcing document standards before submission

This Accelerator ensures documents are client-ready, compliant, and consistent, even under tight deadlines.

Expedience Prompt Tool Accelerator

Scalable AI Prompting Inside Microsoft Copilot

The Expedience Prompt Tool Accelerator enables organizations to standardize, scale, and govern the use of generative AI prompts within Microsoft Copilot—directly inside Microsoft Word.

This Accelerator solves one of the biggest challenges with Copilot adoption: inconsistent prompt quality across users. Instead of relying on individuals to invent prompts on the fly, the Prompt Tool provides a centralized, reusable prompt library aligned with your proposal, SOW, and document workflows.

What the Prompt Tool Enables

Centralized storage of approved Copilot prompts

  • Categorized prompts aligned to prompt-engineering models (e.g., context, role, action, format, target)
  • One-click insertion of prompts into Microsoft Copilot chats
  • Prompt stacking to build sophisticated AI instructions
  • Consistent tone, structure, and analysis across users and teams

Prompts live directly in Microsoft Word via the Quick Access Toolbar, allowing users to copy pre-approved prompts straight into Copilot with no disruption to their workflow.

Common Use Cases

  • RFP analysis and bid / no-bid assessments
  • Rewriting SME content to align with corporate voice
  • Standardized executive summary generation
  • Consistent proposal section drafting
  • AI-assisted review and refinement of long documents

The Prompt Tool Accelerator turns Copilot from a personal assistant into an enterprise-ready capability—governed, repeatable, and aligned with your content standards.

Library Navigator Accelerator

AI-Enabled Access to Enterprise Content Libraries

Library Navigator simplifies how teams access, reuse, and govern content stored in Microsoft SharePoint and OneDrive—directly from within Microsoft Word.

Unlike rigid content libraries, Library Navigator works natively with files stored in shared folders, allowing users to browse, search, preview, and insert approved content without leaving their document.

What Library Navigator Enables

  • Browse and search SharePoint and OneDrive libraries from Word
  • Preview documents before inserting content
  • Insert full documents or selected sections into templates
  • Enforce branding and formatting standards through templates
  • Update placeholders and support best-practice document structures

The Navigator appears directly on the Word ribbon, giving users immediate access to both locally synced and cloud-based libraries.

Copilot-Integrated Content Reuse

Library Navigator includes built-in support for Microsoft Copilot, allowing Copilot agents to reference the same SharePoint libraries users are browsing. Custom Copilot prompt libraries can be paired with these libraries, so AI responses are grounded in approved corporate content rather than ad-hoc knowledge.

Key benefits include:

  • AI-generated content based on vetted library materials
  • Transparent source references back to SharePoint documents
  • Faster proposal assembly without sacrificing governance
  • Reduced content sprawl and duplication

Library Navigator is ideal for proposal teams, professional services organizations, and enterprises that need flexible content reuse without losing structure, control, or compliance.

CRM Connect Accelerator

CRM-Driven Document Generation

CRM Connect integrates Expedience Accelerators with Microsoft Dynamics, enabling document creation driven directly from sales and delivery data.

Key Benefits

  • Generate Word and PowerPoint documents from MS Dynamics records
  • Ensure consistency between Dynamics data and customer-facing documents
  • Reduce delays between deal changes and document updates
  • Support scalable proposal and contract workflows

CRM Connect is typically used by revenue, sales operations, and proposal teams who need repeatable, auditable document generation without removing control from subject matter experts.

Why Use Expedience Accelerators Instead of Generic Automation?

Expedience Accelerators are:

  • Microsoft-native – no new authoring environment
  • Designed for complexity – long documents, conditional clauses, multi-source data
  • Flexible – work with your templates and data models
  • Adoptable – minimal change management for users
  • Highly customizable

They are commonly used alongside Expedience’s broader proposal automation and complex PDQ document solutions.

Who Uses Expedience Accelerators?

  • Professional services organizations
  • Consulting and IT services firms
  • Enterprise sales teams
  • Proposal Teams
  • Legal and compliance-driven teams

If your organization relies on Excel for pricing, Word for structure, and PowerPoint for communication, Expedience Accelerators are designed for you.

Resources

Frequently Asked Questions

Are Expedience Accelerators separate products?

They are modular extensions to the PDQ (Proposals Done Quickly) solution — automated Word and Excel templates. They can be deployed individually or combined, depending on your document automation needs.

Do Accelerators work inside Microsoft Office?

Yes. All Accelerators run inside Microsoft Word, Excel, or PowerPoint, preserving familiar workflows.

Can Accelerators support complex SOWs and proposals?

Absolutely. They are specifically designed for long, structured documents with variable content, cross-references, and pricing logic.

Do users need to know programming?

No. Accelerators are designed for business users, not developers, and leverage existing templates and spreadsheets.

Can Expedience support custom Accelerator configurations?

Yes. Accelerators can be configured or extended to match your organization’s document structures and governance requirements.