Sales Proposal Automation Software for B2B Teams

Create On-Demand, Branded Sales Proposals Directly in Microsoft Word

Stop Drafting. Start Winning. Deliver accurate, on-brand B2B sales proposals in minutes—not days. Expedience is enterprise-grade proposal automation software that enables sales and proposal teams to instantly generate personalized proposals, SOWs, and sales documents directly inside Microsoft Word using trusted, approved content.

The Challenge: B2B Sales Proposals Are Slow, Risky, and Inconsistent

B2B sales teams lose deals every day due to proposal problems including:

  • Manual copy-paste proposal creation
  • Outdated or unapproved content
  • Broken branding and formatting
  • Wrong customer names or pricing errors
  • Long turnaround times that stall momentum

Traditional proposal tools force teams to leave Word—or rebuild content from scratch.

Expedience solves this by automating proposal creation where your team already works: Microsoft Office.

The Solution: PDQ™ (Proposals Done Quickly)

Expedience is a sales proposal automation platform designed for B2B organizations that need speed, accuracy, and brand control at scale.

With a few checkbox selections, sales reps and proposal professionals can:

  • Instantly assemble a complete proposal
  • Pull from a centralized, approved content library
  • Auto-personalize prospect-specific details
  • Preserve Word’s native features (track changes, comments, styles)

All without leaving Microsoft Word.

Key Capabilities of Expedience Sales Proposal Automation

1. On-Demand Proposal Creation

Generate a fully structured proposal in seconds by selecting relevant sections—no blank documents, no manual assembly.

2. Centralized Content Library

Maintain a single source of truth for:

  • Value propositions
  • Product descriptions
  • Past performance
  • Legal language
  • Branding elements

Every proposal uses the most current, approved content automatically.

3. Smart Templates (PDQs™ – Proposals Done Quickly)

PDQs transform existing Word templates into powerful automation engines that:

  • Guide proposal writer content selection
  • Pull the latest, approved content every time
  • Enforce branding and formatting
  • Insert correct sections based on deal, industry, or type
  • Support conditional logic and smart selections

4. Automated Personalization

Expedience inserts prospect-specific details such as:

  • Company and contact names
  • Opportunity-specific language
  • Dropdown-driven selections

This eliminates risky “find and replace” errors.

What You Can Automate with Expedience

B2B sales and proposal teams use Expedience to automate:

  • Sales Proposals
  • Statements of Work (SOWs)
  • RFP & RFI Responses
  • Product Overviews
  • Capability Statements
  • Marketing & Sales Collateral

All with consistent branding, structure, and compliance.

Why B2B Sales Teams Choose Expedience

  • Built for B2B Complexity – Expedience supports complex, regulated, and high-value sales environments—unlike lightweight web proposal tools.
  • Faster Sales Cycles – Respond to opportunities faster and deliver proposals while competitors are still assembling drafts.
  • Higher Win Rates – Consistent messaging, stronger positioning, and fewer mistakes improve proposal quality and deal outcomes.
  • Enterprise-Grade Security – Your content stays in your environment—SharePoint, OneDrive, cloud, or on-premise—not uploaded to third-party servers.

Ideal for These Teams

  • B2B Sales Teams
  • Proposal & Capture Management
  • Professional Services Firms
  • Government Contractors
  • Enterprise SaaS & Technology Providers