Best Proposal Software For Financial Industry

The best proposal software for the financial industry, and others, not only allows you to create winning proposals fast but also accurately. Expedience Software is the best proposal software for the healthcare industry and others, because it provides a set of Microsoft Word automation tools that make the proposal creation process streamlined and seamless — you can handle the entire production process in Word.

In fact, one of the main reasons it is the best proposal software for the healthcare industry, and so many others, is that it integrates so seamlessly with Word. It simply installs as a ribbon at the top of Word, meaning you no longer have to switch between different windows or multiple programs when creating a proposal.

Why Expedience is the Best Proposal Software for the Manufacturing Industry, and Others

Many industries issue RFPs frequently to award all new business. Companies that use the best proposal software for the financial industry, such as Expedience Software, get to decrease RFP response turn-around times and improve proposal quality and win rates. Expedience Software allows you to:

  • Create a PDQ as a master proposal template that provides a pre-structured proposal shell with elements such as custom styles, cover page and more.
  • Access formatted and approved content through the Content Portfolio ribbon, which is loaded with such information.
  • Create custom styles that allow you to meet a specific customer’s formatting requirements using the Style Palette tool.
  • Use the Assembler ribbon to rapidly create pre-defined, recurring PDQ templates called blueprints, by linking the latest content to the required proposal output. Blueprints can be customized in a variety of ways to add greater levels of automation and control.

These are just a few of the features that you will enjoy using in Expedience Software. These features conclusively show why it is considered the best proposal software for the legal industry, and others.

It is also the best proposal software for the financial industry, and similar industries, because it is the ideal solution for presentations, selling documents, RFP and RFI responses and more. Contact us today at (978) 378-5330 for more information.

“Very pleased with Expedience Software solutions! It is a fun, easy-to-use tool for preparing RFPs and questionnaires. Rather than digging through old RFPs and searching for appropriate answers, we now have a comprehensive database that is easy to maintain. We are also much more efficient in generating consistent messaging.”

Brent O’Neil, Senior Client Service Associate

Keeley Teton Advisor