Expedience Software
- Company typePrivate
- Founded2002
- HeadquartersAmherst, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Expedience Software does
Expedience Software, Inc. is a privately held, founder-led software company incorporated in New Hampshire that builds a proposal automation platform delivered as a native Microsoft Office add-in. The product operates inside Microsoft Word through a custom ribbon interface and extends into Excel, PowerPoint, and Outlook, enabling proposal, RFP, RFI, and Statement of Work (SOW) assembly using logic-driven templates (PDQs), a governed content library, conditional content logic, and bi-directional Excel-to-Word data synchronization via its proprietary SmartLinks capability. The platform also integrates with Microsoft Dynamics 365 through its CRM Connect solution and embeds Microsoft Copilot for AI-assisted content generation under a stated human-in-the-loop design philosophy. A behind-the-firewall deployment option is offered for regulated industries.
The company serves enterprise and mid-market organizations whose core workflows involve responding to RFPs and producing complex sales proposals, SOWs, and client-facing documents. Named customers span Professional Services (Deloitte), Technology (Lenovo ANZ), Healthcare (Teladoc), Financial Services (Wilmington Trust, Resolution Capital), and Government/AEC-adjacent firms (Keefe Group, Cogstone). Primary segments are Professional Services Firms, Technology Providers, and Government Contractors, with AEC and Regulated Industries as secondary segments. Distribution is hybrid: direct enterprise field sales supported by a consulting partner program that includes TeamSlide and Parallels, alongside Microsoft co-sell leverage via the AI Cloud Partner Program.
The revenue model is enterprise subscription licensing on an annual cadence with custom pricing tied to user count, feature tier, and add-ons, complemented by non-recurring professional services revenue for implementation, training, and customization. Pricing is not publicly disclosed. Expedience holds no patents, has not raised institutional funding, and operates from a 11-50 person headcount band; in 2025 it was recognized as a Representative Vendor in the Gartner Market Guide for RFP Response Management Applications.
Expedience Software firmographics
Firmographics- Name
- Expedience Software
- Legal name
- Expedience Software, Inc.
- Website
- https://expediencesoftware.com
- Company type
- Private
- Founded year
- 2002
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Expedience Software industry classification
Industry- Product category
- Proposal Automation Software
- NAICS
- Software Publishers (513210)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- eSignature, Forms & Digital Workflow Platforms (HDAEAHAJ)
Keywords
Where Expedience Software is headquartered
LocationHeadquarters
- HQ city
- Amherst
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Expedience Software business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Software Subscription: Annual or multi-year subscription licensing for the Expedience proposal automation software. Pricing is based on user count, feature tier, and add-on modules selected. This is the primary recurring revenue stream.
- Professional Services: Implementation services, training, and consulting engagements to deploy and customize the software for enterprise客户. These one-time services support the subscription product and enable customer onboarding.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise tier with full feature access and advanced capabilities |
| Subscription | Annual | Professional tier with core proposal automation features |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels6 records
Expedience Software product offering
Product offeringCore offering
Expedience Software sells a proposal and RFP response automation platform built natively as a Microsoft Word, Excel, PowerPoint, and Outlook add-in. The platform combines template-driven document assembly (PDQs), conditional content logic, governed content libraries, Excel-to-Word data synchronization (SmartLinks), Microsoft Copilot AI, and behind-the-firewall deployment to help enterprise proposal, sales, and bid teams produce consistent, branded proposals and Statements of Work.
Product overview
Expedience Software is a proposal automation platform built as a native Microsoft Office add-in. The core platform is the Expedience Software Proposal Automation Suite, which operates as an add-in within Microsoft Word, Excel, PowerPoint, and Outlook. The platform is organized around several integrated modules: Proposal Manager (workflow and process management), Style Palette (brand and formatting control), Content Manager and Content Portfolio (governed content libraries), Library Navigator (content search and retrieval), Excel Connect (Excel-to-Word data automation), Assembler (logic-driven document assembly), PPT Publisher (PowerPoint automation), and Prompt Tool (AI prompt management). Two recent additions expand the platform: CRM Connect (May 2026) extends Microsoft Dynamics 365 document generation, and SmartLinks (June 2026) provides Word-to-Excel managed linking for Statements of Work. The platform also integrates with Microsoft Copilot for AI-powered proposal content generation. Pricing is customized based on users, features, and add-ons.
Differentiator
Problem solved
Functional benefit
Products and services
- Expedience Proposal Automation Platform
Companies that use Expedience Software
Customer profileNamed customers3 records
Segments5 records
Ideal customer profiles4 records
Expedience Software technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration6 records
AI capability2 records
Feature6 records
Expedience Software partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered flagship and core.
- MicrosoftflagshipMicrosoft AI Cloud Partner Program member with deep product integration. Expedience Software is integrated with Microsoft Word (ribbon add-in), Microsoft Excel (SmartLinks data synchronization), Microsoft Copilot (AI capabilities), and Microsoft Dynamics (CRM Connect). The partnership provides technical co-development and go-to-market support, enabling Expedience to leverage Microsoft's ecosystem and reach enterprise customers through Microsoft channels.
- TeamSlidecoreTeamSlide participates in the Expedience Software partner program as an implementation and consulting partner that deploys the proposal automation software for enterprise clients. TeamSlide provides services including implementation, customization, and training for Expedience customers.
- ParallelscoreParallels is part of the Expedience Software partner ecosystem, providing implementation and consulting services for enterprise deployments of the proposal automation platform. Parallels assists customers with software deployment and integration services.
- Microsoft DynamicscoreIntegration with Microsoft Dynamics CRM enables seamless customer data synchronization between the CRM and proposal documents. Sales teams can pull customer information directly into proposals, improving data accuracy and reducing manual data entry.
Scale indicators2 records
Recent moves4 records
Expansion highlights5 records
Expedience Software competitors and assessment
Company assessmentDirect peers
- Proposify: Proposify is a proposal software platform offering templates, content libraries, and e-signature for B2B sales proposals. It serves mid-market and enterprise proposal teams overlapping with Expedience's target segments.
- PandaDoc: PandaDoc is a document automation and e-signature platform that creates sales proposals, quotes, and contracts. While broader than Expedience, it competes in the proposal automation space with workflow-driven document assembly.
- Responsive (formerly RFPIO): Responsive (formerly RFPIO) is a cloud-based RFP response and proposal management platform serving enterprise customers. It is a direct competitor to Expedience in the same RFP Response Management category where Gartner positions both vendors.
- Loopio: Loopio is a leading SaaS RFP response management platform that helps teams find, personalize, and centralize answer content for RFPs and security questionnaires. It is the most-recognized direct competitor to Expedience in the RFP response software category, competing for the same enterprise proposal teams.
- Templafy: Templafy is a document generation and template management platform that integrates directly into Microsoft Word and PowerPoint for enterprise users. It is a direct competitor to Expedience on the Microsoft Office-native document automation front.
- RocketDocs: RocketDocs is an RFP response management and content automation platform serving mid-market and enterprise proposal teams. It competes directly with Expedience in the proposal automation and content library space.
Broad incumbents
- Qvidian (Upland Software): Qvidian, part of Upland Software, is an established RFP and proposal management suite serving large enterprises. It is one of the legacy incumbents in the same Gartner-recognized RFP Response Management category as Expedience.
- Conga (now part of Iron Mountain): Conga provides document generation, contract lifecycle management, and quote-to-cash automation integrated with CRM systems including Salesforce and Microsoft Dynamics. It is a broader incumbent that overlaps with Expedience's CRM Connect and document automation capabilities.
- Microsoft Copilot for Word: Microsoft Copilot is a generative AI capability embedded directly within Microsoft Word. It is a broad incumbent that competes with Expedience's AI-powered proposal automation by offering native AI assistance to the same Word user base Expedience targets.
Emerging players
- S-Docs: S-Docs is a document automation solution built natively on Salesforce for generating proposals and contracts from CRM data. It overlaps with Expedience's CRM Connect capability around Dynamics but serves Salesforce customers.
Market position
Strengths5 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights7 records
Customer concentration
Expedience Software social profiles
Digital presenceExpedience Software financial estimates
Financial estimateRevenue estimate
Valuation estimate
Expedience Software leadership team
Management profileNumber of profiles
Profiles4 records
Expedience Software funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Expedience Software M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Expedience Software
What does Expedience Software do?
Expedience Software sells a proposal and RFP response automation platform built natively as a Microsoft Word, Excel, PowerPoint, and Outlook add-in. The platform combines template-driven document assembly (PDQs), conditional content logic, governed content libraries, Excel-to-Word data synchronization (SmartLinks), Microsoft Copilot AI, and behind-the-firewall deployment to help enterprise proposal, sales, and bid teams produce consistent, branded proposals and Statements of Work.
Is Expedience Software a public or private company?
Expedience Software is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Expedience Software founded?
Expedience Software was founded in 2002. It employs 11 to 50 people.
Where is Expedience Software based?
Expedience Software is headquartered in Amherst, United States, in the North America region.
How does Expedience Software make money?
Two revenue lines are on record. Software Subscription is the primary driver. The others are professional Services.
Who are Expedience Software's main competitors?
Direct peers on record are Proposify, PandaDoc, Responsive (formerly RFPIO), Loopio, Templafy and RocketDocs. Broad incumbents are Qvidian (Upland Software), Conga (now part of Iron Mountain) and Microsoft Copilot for Word. S-Docs is listed as an emerging player.
Does Expedience Software have an API?
No public API is recorded for Expedience Software.
What industry is Expedience Software in?
Expedience Software's product category is Proposal Automation Software. Its primary akta.pro industry code is HDAEAHAJ, eSignature, Forms & Digital Workflow Platforms. Its NAICS code is 513210 and its SIC code is 7372.