Expedience Software vs Proposify

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.

Proposify is a web app for sales teams to create, send, track, and close customized proposals. Its drag-and-drop editor handles text, images, video, tables, and shapes, and interactive quotes let buyers select optional fees or enter quantities. Document analytics show when recipients open a proposal and how long they spend in each section. Documents can be created without a plan limit, though monthly send allowances vary: Basic includes 10, Team 30, and Business 75. All plans allow legal e-signatures, and the service supports online payment collection, custom branding, and CRM integrations. Proposals are created and sent in the web app; an iOS companion app monitors proposal activity. A 14-day trial includes Team plan features. Basic costs $19/user/mo when billed annually, while Basic monthly costs $29/user/mo and Team quarterly costs $49/user/mo. The company states that proposals use encrypted links and 256-bit SSL security, and that it is GDPR compliant and SOC 2 Type 2 certified.