Expedience Software vs PandaDoc

Expedience Software automates proposals, statements of work, and RFP responses inside Microsoft Word. A centralized library stores approved content that teams can search while answering RFPs, RFIs, and security questionnaires. Microsoft Copilot integration supports drafting with that material. Excel Connect imports Excel RFPs into Word, checks answer constraints, and exports responses back to spreadsheets. The workflow supports Microsoft Teams, SharePoint, OneDrive, and Outlook. Proposal Manager lets teams tag requirements, assign owners, track completion, and support bid/no-bid decisions. Subject matter experts and reviewers can collaborate and co-author without an Expedience license. The company says the software runs behind the customer’s firewall and does not upload proposal content to outside servers. Expedience identifies proposal and capture teams, bid managers, government contractors, professional services firms, and enterprise sales organizations as users. It runs on web and Windows, offers CRM integrations and custom branding, and is priced on request.

PandaDoc automates proposals, quotes, and contracts through document creation, sending, signing, and tracking workflows. Templates, rich media, and a drag-and-drop editor support agreement creation, while real-time editing, comments, and approval workflows let teams review documents before delivery. Recipients can sign electronically, and notifications, reminders, and reporting show when documents are opened, viewed, or completed. Document workflows can include product catalogs, Configure-Price-Quote tools, and payment collection. Integrations include Salesforce, HubSpot CRM, Pipedrive, Stripe, Slack, Canva, and Dropbox; the platform also provides an API and document embedding. The free plan allows 60 documents per year and up to two recipients per document, with unlimited storage and users; downloads are PDF only. Paid plans start at $19 per user per month billed annually. PandaDoc offers a mobile app for creating, viewing, tracking, signing, and uploading documents, but accounts with pandadoc.eu addresses cannot use it. PandaDoc states that it is E-SIGN, UETA, and HIPAA compliant and SOC 2 certified.