Proposal Management

The Expedience Proposal Management solution brings proposal process management directly to Microsoft Word. Flag incoming RFPs with critical elements to guide bid/no-bid decisions, submission instructions, clarification questions, assignments, and more.

Tailored to Your Process

Unlike restrictive web-based proposal management applications, Expedience doesn’t force you to adopt a predetermined method or sacrifice your current proposal process. Whether your process is quick and informal or more complex and deliberate, you decide what, when, and how to collaborate with your team and track your proposal progress.

Manage the Proposal from WITHIN the Proposal

From directly within a proposal, you can apply tags, make assignments, and identify win themes. You can do so all at once, using ‘directed’ shredding or gradually, based on your current proposal phase. You can tag an RFP specifically to make a bid/no-bid decision, for example, tag clarification questions separately, and later make assignments to subject matter experts.

Multiple Types of Tracking

  • Task-specific tags — Flag bid/no-bid concerns, clarification topics, RFP requirements, etc.
  • Assignments to owners — Identify proposal gaps and send auto-insert reports to SMEs.
  • Win themes — Determine proposal strategy and share with stakeholders.

Collaborate with ‘Round Trip’ Assignments

Expedience eliminates version control and many other challenges associated with collating content from multiple contributors. Once the completed assignments are returned, you can use the ‘Auto-Insert’ function to locate the correct question and insert the response, while still giving you the real-time control to review and edit the proposal as you go.

Collaborate with ‘Round Trip’ Assignments

Reporting—from Bid/No-Bid to Full Compliance Matrix

Expedience generates a variety of customizable reports. Create a bid/no-bid report for management, a customer-facing list of questions to the issuer, an internal chart of dates and delivery requirements, as well as a comprehensive compliance matrix in Microsoft Excel.

comprehensive compliance matrix in Microsoft Excel

Expedience proposal management software

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