Proposal Assembler

The Assembler Ribbon provides rapid creation of pre-defined, recurring PDQ templates, known as Blueprints, by linking the latest content to the needed proposal output.

When a Blueprint is assembled, content from the Content Portfolio replaces each tag or check box in the document. The result is a quickly generated and beautifully formatted document with the most up-to-date content customized with automated placeholders and replacement fields.


Self-Serve Proposals for Sales Teams

Blueprints can guide your sales team through creating a quick and stress-free proposal by simply clicking on checkboxes and filling replacement fields. The result will be accurate, beautifully formatted documents without taking proposal writer’s time away from more critical proposal tasks.


Automate a wide range of documents

  • Standard RFIs
  • Due Diligence Questionnaires (DDQs)
  • Capability Guides
  • Product Overviews


Custom Blueprint Extensions

Like the other automated PDQs, Blueprints can be customized in a variety of ways to add greater levels of automation and control, such as adding conditional logic to the checkbox forms. Such extensions do require custom programming which are scoped separately.

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“Expedience is always quick to respond to any question or email and they make you feel like a valued member of their team. We have shaved off at least 20% of the time it took for projects no longer having to open the database and go through the tedious search and then copy and paste the answer where needed.”

Fern Shaw CRP, GMS, Marketing Communications
Lexicon Relocation