Excel Integration

Microsoft Excel is the most commonly used tool by proposal teams to generate pricing and configuration content. Data from Excel can appear in a variety of forms inside a Microsoft Word proposal, such as text fields, tables, and charts.

Expedience Excel Integration is customized for each customer to integrates these Excel elements into your proposal. Excel Integration makes this process faster, more consistent, and reduces the risks associated with manual copy/paste from Microsoft Excel into your proposals.

Proposals with Excel integration merely require the writer to select the prepared Excel workbook from directly within the Expedience Microsoft Word ribbon and all linked Excel objects and data elements are seamlessly and automatically inserted!

Excel integration

Excel Integration video

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