TRANSFORM 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.
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Canopy offers a cloud-based practice management solution designed specifically for accountants. With its comprehensive set of features, you can enhance your firm’s efficiency while fostering better connections with clients. This platform encompasses essential tools such as workflow management, document organization, billing and payment processing, a powerful customer relationship management system, a secure portal for clients, and automated solutions for handling post-filing challenges like IRS notices. By integrating these capabilities, Canopy not only simplifies operations but also helps in maintaining a high level of client service.
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Supernormal
Supernormal turns meetings into completed client work, in a flash. Capture meetings without a bot, then work with an AI agent to generate campaign briefs, pitch decks, proposals, follow-up emails, project plans, and Slack messages.
The desktop app runs quietly in the background on Mac and Windows, capturing meetings without a bot joining the call. When your meeting ends, the web app opens automatically with your transcript, summary, and action items. From there, the AI agent helps you create deliverables that sound like you and are ready to polish and send.
Supernormal captures context-aware notes, extracts decisions and action items, and generates client-facing work. Stop doing, start reviewing. Focus on creativity while the AI handles execution.
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Planlined
Planlined is an innovative software solution tailored for employee-benefits brokers, designed to simplify the creation of benefit proposals. By converting quotes from insurance carriers, SBCs, invoices, and rate sheets into clear, side-by-side comparisons, it also generates branded proposal books and detailed employee benefit guides. Originally introduced in 2025 under the name BART (Benefit Analysis Reporting Tool), the software effectively tackles the tedious process of manual data entry during renewal seasons.
Rather than requiring brokers to manually input data from carrier PDFs into spreadsheets or presentations, Planlined enables users to effortlessly upload existing documents. The software intelligently extracts plan information, organizing it into a standardized comparison format while flagging any ambiguities for review against the original documents prior to client distribution.
After a case receives approval, brokers can easily export a tailored proposal book and an employee enrollment guide, both incorporating the branding elements of their agency, including logos and color palettes. As both documents draw from the same source files, they ensure consistent information throughout. Furthermore, the system archives plans and cases in searchable libraries for effortless retrieval during future renewal periods, and client share links facilitate seamless sharing of comparisons without cumbersome attachments, significantly boosting convenience and productivity. This cutting-edge approach not only accelerates workflows but also reduces the likelihood of errors, leading to enhanced satisfaction among clients and a more streamlined brokerage experience. Ultimately, Planlined transforms the way employee-benefits brokers operate, allowing them to focus more on providing value to their clients.
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