ClientPoint vs. Expedience Software Comparison Chart

Pros

• I have been using this proposal automation software for a few years now and really appreciate the efficiencies gained in the often cumbersome complex proposal process. The major selling point of this software is that it is integrated into Microsoft Office, so if you even have a basic knowledge of Word, you will be off and running with it. I compared this software to other proposal automation tools when exploring options and our firm went with this program as we found it far less clunky to navigate then other options. And the other options did not handle graphics particularly well due to them not being integrated into Microsoft Office. The support at Expedience is also top notch! Every time I have an issue it is promptly resolved and we are not charged additional fees for them to help fix minor bugs.
• It is all fairly simple and works off the MS Word platform. All info is also under our control and is not kept on outside server/cloud.
• Ease of installation; ease of use; simple and intuitive library building and organizing; ease of editing/updating content and library structure quickly; ability to share/review content across others in the organization without license/training in software; flexible search options with quality results; ease of incorporation into live RFP documents; flexibility to customize to suit our business and how we work; quality and reliability of software performance; outstanding client service and support team; quick and accurate response to questions/issues.
• -I love how it stores all of our approved answers in an easy-to-use database -I love how easy it is to update responses -I love how I can grab the approved response directly in my Word doc -I love how the formatting is already set up: My finished products always look so clean and presentable, without extra work! -I love the reporting feature, and how I can easily download and send marked-up Word docs to managers to review - the Customer service is the BEST
• Expedience is flexible, saves time, and ensures consistent formatting for all our proposals. By streamlining the proposal creation process, Expedience allows our team to quickly assemble documents that adhere to standard templates, minimizing manual errors and improving overall efficiency. As a result, we are able to respond to government requirements promptly while maintaining the professional appearance and structure that evaluators expect. This consistency not only enhances our credibility but also helps us manage multiple submissions with greater ease and accuracy.
• Expedience has been a tremendous asset to our team. Because it works directly within Microsoft Word, we can keep our existing workflows without learning a new interface. Our subject matter experts can easily contribute without worrying about the full library’s organization, which they truly appreciate. We also love seeing the final output as we go—no more waiting until the end and spending days reformatting. Hosting it on our own location gives us peace of mind, knowing we’re not dependent on outside companies’ security policies or outages. Another key benefit is the ability to serve as gatekeepers for our content library. We can prevent duplicates or overwrites, keeping our content clean and reliable over the long term.