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Ratings and Reviews 0 Ratings
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Expedience SoftwareTRANSFORM YOUR PROPOSALS & RFP RESPONSE PROCESS Efficiency, Consistency, and Accuracy—All Within Microsoft Word Elevate your business proposals, RFP responses, and Statements of Work (SOWs) with Expedience—your all-in-one solution for speed, consistency, and absolute accuracy, seamlessly integrated right into Microsoft Word. Say goodbye to tedious workflows and hello to flawless, professional documents every time. POWER OF MICROSOFT, UNLOCKED • Copilot Generative AI: Harness cutting-edge AI to generate content intelligently and effortlessly. • Excel Data Integration: Instantly pull in data from your spreadsheets for fast, error-free proposals. • Realtime Collaboration: Work together within Word, anywhere, anytime—no toggling between platforms. • Corporate Branding: Guarantee your brand is front and center, every single time. INSTANT, SELF-SERVICE SALES DOCS Build proposals, sales documents, and SOWs with just a few clicks—even directly from Excel. Expedience automates Microsoft Word templates to bring guidance to sales teams ensuring the correct items are included on every proposal. CONTENT YOU CAN COUNT ON Access a library of carefully curated, branded, and pre-approved content—all ready for use inside Microsoft Word. Expedience ensures your team never has to waste time proofing or second-guessing your messaging.
What is iPoint?
iPoint Solutions, located in the United States, focuses on developing software specifically designed for field service organizations, allowing them to optimize their daily activities, streamline workflows, and accelerate the sales process with a powerful and flexible platform that meets distinct business needs. This extensive management system enables users to control all aspects of their operations from a single, centralized interface. It delivers real-time insights and performance indicators for each department, while also providing automated updates to ensure that all team members stay informed throughout the day. Enjoy the benefits of a paperless setting, whether at your office, in the warehouse, or on-site. The platform seamlessly connects with mobile devices, ensuring a highly adaptable and user-friendly experience. iPoint Solutions has played a pivotal role in helping countless businesses improve their operational efficiency and increase profitability. Equip your workforce with the vital tools necessary for success, while managing your entire enterprise from one cohesive platform. By utilizing automated workflows, tasks can be accomplished more swiftly, minimizing waste and keeping your team interconnected and updated. In essence, iPoint Solutions not only enhances productivity but also equips businesses to thrive in an ever-evolving competitive environment, thus unlocking their ultimate potential. With a focus on continuous improvement, the company remains dedicated to supporting its clients in navigating the challenges of modern business.
What is Proteus?
Utilize Proteus to enhance your productivity, ensure consistency, gain better control, and improve visibility. Designed specifically for professionals in the energy sector, Proteus serves as a comprehensive project management tool developed by specialists in the field. This solution integrates project planning, resource management, collaboration, financial oversight, and business intelligence into a single cohesive platform. By transitioning energy firms from a fixed cost structure to a flexible on-demand model, Proteus is essential for thriving in a competitive, low-margin landscape. Experience accelerated operations, maintain accuracy, complete more projects, and simplify your workflow.
With Proteus, you can consolidate all project-related tasks into a unified interface, encompassing clients, proposals, projects, invoicing, documents, inventory, and much more—all easily accessible in one location and seamlessly integrated with Microsoft 365. Project teams benefit from the ability to collaborate remotely, accessing timesheets, equipment information, project expenses, work completion statuses, and various other resources at their convenience. Generate invoices and manage client data along with legal contracts from a single platform, enhancing efficiency. Proteus empowers project managers to keep documents organized centrally while optimizing workflows, technical calculations, and other critical operations. By monitoring metrics in real time, you can achieve complete control over your projects and ensure their success. Additionally, the user-friendly interface facilitates a smoother onboarding process for new team members, promoting a more cohesive project environment.
API Availability
API Availability
Has API
Pricing Information
$105 per month
Free Trial Offered?
Pricing Information
$35 per user per month
Flat fee per user per month. For timesheet only users, $15 per month.
Free Trial Offered?
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
Chromebook
Supported Platforms
SaaS
Android
iPhone
iPad
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
Web-Based Support
Training Options
Documentation Hub
Online Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
iPoint
Company Location
Germany
Company Website
ipointsolutions.net
Company Facts
Organization Name
Xergy
Date Founded
2019
Company Location
United Kingdom
Company Website
xergy.com/proteus/
Categories and Features
Business Management
Not specified
CRM
Not specified
Field Service Management
Not specified
Inventory Management
Not specified
Proposal Management
Not specified
Tradesman Job Management
Not specified
Categories and Features
Business Management
Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Order Management
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Vendor Management
Collaboration
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Contractor Management
Contractor Database
Skills & Competencies
Task Management
Work Hour Tracking
ERP
Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Reporting/Analytics
Supply Chain Management
Warehouse Management
Job Costing
Bills of Material
Budgeting & Forecasting
Change Orders
Cost-to-Completion Tracking
Invoice Management
Percent-Complete Tracking
Production Cost Tracking
Purchase Order Management
Quotes / Estimates
Time Tracking
Work Order Management
Oil and Gas
Equipment Management
Inventory Management
Job Costing
Logistics Management
Material Management
Project Management
Resource Management
Scheduling
Work Order Management
Project Accounting
Not specified
Project Management
Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies
Project Planning
Budget Management
Collaboration Tools
Due Date Tracking
Gantt Charts
Prioritization
Progress Tracking
Resource Management
Task Management
Template Management
Traditional Methodologies
Project Tracking
Collaboration Tools
Cost-to-Completion Tracking
Gantt Charts
Milestone Tracking
Percent-Complete Tracking
Prioritization
Status Tracking
Time & Expense Tracking
Proposal Management
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control
Resource Management
Capacity Management
Data Visualization
Demand Forecasting
Drag & Drop
Employee Scheduling
Filtered Search
Resource Allocation
Utilization Management
Time Tracking
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Offline Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Work Management
Access Roles / Permissions
Calendar Management
Collaboration Tools
File Storage / File Sharing
Messaging / Discussion
Performance Metrics
Project Management
Reporting / Analytics
Resource Management
Strategic Planning
Task Management
Time Tracking
Version Control
Workflow Management