Proposal Management Software

The most flexible solution on the market that’s the easiest to learn and use.

“Very Pleased With Expedience RFP Response Management Software”

Proposal management software user Brent Oneil

“It is a fun, easy-to-use tool for managing RFP responses and questionnaires. Rather than digging through old RFPs and searching for appropriate answers, we now have a comprehensive database that is easy to maintain. We are also much more efficient in generating consistent messaging in our proposals.”

Brent O’Neil,
Senior Client Service Associate
Keeley Teton Advisor
Used the proposal management software for: 3-4 years

RFP Response Management Software for Microsoft Office

Expedience Software brings proposal process management directly to Microsoft Word. Proposal Manager allows you to flag incoming RFPs with critical elements to capture requirements, guide bid/no-bid decisions, submission instructions, clarification questions, assignments, and more.

Proposal Manager Software & RFP Response Management in Microsoft Word
Proposal Software built within Microsoft Office

Overall Rating

Ease of Use

Customer Service

Features

Value for Money

Likelihood to Recommend

“Game changer for our RFP response management”

Overall: The proposal management software itself is great, but the true stars of the show are the Expedience team–they are experienced proposal writers and Microsoft Word experts who understand the RFP response process. My support team is always looking for ways to improve the user and administrator experience, and they just love sharing pro tips and tricks. They have been amazing to work with, I always get a quick response when I have a question, and they always leave me better off than before I asked! The true value in the product is their expertise and flexibility. They’re so invested in improving the user experience that it’s like having a team of developers customize an RFP solution for our company–the value is incredible, and the possibilities and features are limitless.

Jamie N.

Director, Sales Operations, Telecommunications, 501-1000 employees

A New Approach to Proposal Collaboration

Because Proposal Manager is built in Microsoft Office, it leverages and extends the many collaboration capabilities of Office 365 – from real-time co-authoring to Teams integration; from automating the classic feature of inline Comments to incorporating the new @Mentions functionality that can automatically notify a subject expert when an RFP question is assigned.

Join over 3,500+ happy proposal managers

Shred RFP & Capture Requirements

Never miss a requirement again! Our RFP response management tools automatically find all RFP requirements to streamline the capture process. Define your tailored list of key requirement terms, and Proposal Manager will collect the sections containing these words in Microsoft Excel spreadsheets or Microsoft Word tables.

Easy To Use

‘Big and complicated’ does not translate to ‘better,’ regardless of what other software vendors say. Our RFP response management software is designed to be simple and straightforward and to never get in the way of the real work you need to accomplish – completing your proposal and winning the business! Proposal Manager provides a range of tools from quick and easy, for short and focused tasks, to robust and comprehensive, for full and complex proposal projects. You choose which tools you need and when.

Tailored to Your Proposal Process

Our proposal management software does not 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 from WITHIN the Proposal

You can apply tags, make assignments, and identify win themes from directly within a proposal. You can do so all at once, using ‘directed’ shredding or gradually, based on your current proposal phase.

Mark Key Terms to Identify all Proposal Requirements

The Proposal Manager allows you to define keywords in the RFP to quickly identify every requirement. Keywords are highlighted for review and reported on to ensure complete RFP compliance.

Proposal Management Search Highlight Key RFP Requirements

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

Proposal Management Requirements Compliance Matrix Microsoft Excel
The proposal management software 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.

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 notifications to subject matter experts.
   Win themes — Determine proposal strategy and share with stakeholders.
Proposal Management Comments Gallery Bid-No-Bid Win Themes Assignments

100% Formatted & Branded RFP Responses

You need consistency with your proposals — but, that can be hard to achieve when you have multiple team members creating them. Our proposal management tools for Microsoft Office allow you to achieve the same look and readability each and every time — no matter who is generating the proposal.
The Best Proposal Software for Sales Teams

Respond to RFPs Quickly

We’re talking a matter of minutes! Our proposal management tools allow you to fill in some blanks with the necessary information and you are left with a properly formatted, professional proposal that reflects the capabilities of your company.

Respond to RFPs Quickly

We’re talking a matter of minutes! Our proposal management tools allow you to fill in some blanks with the necessary information and you are left with a properly formatted, professional proposal that reflects the capabilities of your company.

excellence

Respected Team, Award Winning Proposal Software

For over 25 years the team at Expedience has delivered the industry standard in proposal writing software. Founded by proposal writers and managers, Expedience brings firsthand experience to delivering Proposal Management Software that works the way proposal teams really work.

Client Spotlig​hts

Here are some recent successes with Expedience RFP Response Management Software. While the specific challenges vary client-by-client, the results are usually the same – faster, more scalable, better proposals and RFP responses that win more business.

“Based on our success, our Application Management and U.S. colleagues are also deploying Expedience. The possibilities are endless.”

Detlev Heumann

Head of Global Managed Services Solution Design and Costing, EMEA, itelligence

“Expedience is so user-friendly when it comes to Microsoft Word and Styles. I am pleased with Expedience always being there and available for me.”

Holly Karleskint

Director of Proposal Development, Keefe Group

“It is a journey; the goal was to have a baseline of content, looks professional without continually rework and accessible for reuse. With Expedience, we capture great RFP content throughout the year, and it is forever there for reuse.”

Damon Buckle

Manager, Bids & tenders, Australia, Complete Office Supplies

“Great solution”

 

“Iintegration with Microsoft Word makes it extremely user friendly, and a perfect fit for our needs given that most of our tender responses are in MS word on customer RFQ & RFT templates. I love the flexibility and simplicity of the tool where we can make changes quite easily & roll them across the user group. We achieved a 30-40% efficiency gain upon rolling out Expedience RFP Software among our bid managers, which is translating back to more quality bids due to more time spent on bid strategy.”

Zaki Osmund

Commercial Manager, Complete Office Supplies, Business Supplies and Equipment, 501-1000 employees

We would love to talk with you about your needs and show you proposal manager in action