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Teledoc

by Bobby Grant | August 6, 2018 | Client Spotlight | 0 Comments

“Increasing the Consistency of Information Throughout the Sales Process” Current Situation In the Healthcare industry, to maintain a competitive edge, it is important to have customer ready content available to RFP teams, Sales Teams, IT,...

Checking-In on Google Docs

by Sharon | November 17, 2016 | Implementation | 0 Comments

Google Docs: Ready for Power Proposal and RFP Response Users? We frequently monitor the progress Google is making with Google Docs. Given the ubiquity of the Google offerings and their web-based approach we wanted to see what’s changed in the last year that may add...

Navigation 3 Ways

by expedience | February 22, 2015 | Content Management | 0 Comments

We now have a beautifully written and formatted master library document perfectly organized with the following distinctive labels: If you formatted these labels using Word’s Heading Styles (either the built-in styles or even just based on them), you will have several...

The Reasons Why You Need a Content Library

by expedience | January 25, 2015 | Content Management | 0 Comments

In the olden days (say 20 years ago) there were very few software solutions for storing reusable proposal content. Ours --the RFP Machine-- was one of the first. Now there are many, many solutions to choose from, ours--Expedience Software--being one of the newest....

Record a Word Macro

by expedience | October 6, 2014 | Master the Trick -- How to Record a Word Macro | 0 Comments

Many of the operations you can perform in Microsoft Word can be recorded as custom macros. In this post we will look at how to use the 'Macro Recorder' feature. I frequently use bookmarks in my documents but turning the bookmark markers on and off...

5 Ways Your Proposals Today Are Killing Your Business

Automation

There are a million things that your business could invest in this year. Why should proposal software be on the top of that list? Let me share with you my 5 Ways Your Proposals Today Are Killing Your Business. Just because you’re probably as impatient as I am, let me...

What is Causing Microsoft Word to Slow Down?

Microsoft Mysteries

As proposal writers we spend a lot of time in Microsoft Word. So If Word becomes slow or unstable it multiplies the time and effort, not to mention frustration, it takes to complete our work. Sometimes the slowdown is outside of our control – such as the unexpected...

Building Internal Support for Proposal Automation and Other Musings

Automation

Contributing Author: Jason Anderson VP, Sales Expedience Software In attending my first ever APMP conference last week, I learned something that was almost therapeutic: I am not the only one out there that really loves (and hates) proposals!...

Spring Training Tips: What can I do to Motivate my Subject Matter Experts (SMEs) and Ensure Better Compliance with Deadlines?

Collaboration, Subject Matter Experts

Continuing our series, we now turn our attention toward the education of the SME team. Some of your SMEs will likely be familiar with RFPs and proposals, but others may not. Have you ever thought about whether each SME truly knows the process and the purpose of the...

Bullet Lists in Excel

Excel Automation

“How do I insert bullet lists into Excel?” This is one the most frequent Excel questions that we receive at Expedience. Unlike Microsoft Word, Excel does not provide a simple way to apply bullets to a list. However, with a few simple tricks you can leverage Word’s...

Part Two in a Series: What Can I do to Motivate My Subject Matter Experts (SMEs) and Ensure Better Compliance with Deadlines?

Collaboration, Subject Matter Experts

In our initial article on this topic, we turned the question around – focusing on how we as Proposal professionals can first evaluate and manage our own efforts to better assist our SMEs. ‘Be a Servant First’ is the strategy where we ask how we can be of assistance...

What Can I do to Motivate Subject Matter Experts (SMEs) and Ensure Better Compliance with Deadlines?

Subject Matter Experts

With the start of a new year, our thoughts often turn to ways to improve our processes and procedures. Let’s focus on how to improve our relationships and team-building in order to keep the content rolling our way as deadlines loom. Managing SMEs is a challenge for...

Checking-In on Google Docs

Implementation

Why Professional Implementation Services?

Implementation

Most software implementations involve some amount of setup and configuration. So how do you know what the right amount of assistance is right for you? Yes/No Decision Let’s make this quick – take the help. Your budget request should include a line item for services to...

RFP Content Libraries and the Chaos Dilemma

Content Management

We often think that content automation will solve the vast majority of our reusability problems when it comes to finding exactly the right answers to our mountain of RFP questions. To some degree this is true but it is only workable with a well thought out strategy to...

Mysterious Case of the Self-Locking Excel RFP

Excel Automation

“HELP! Sometimes when I am answering an Excel RFP, a cell suddenly becomes locked, making it impossible to edit it afterward. What causes this?” Having an Excel RFP suddenly lock answer cells is exasperating to say the least. But there is a way to spot it and...

Locksmithing for Excel RFPs

Excel Automation

I respond to a fair number of RFP’s in Excel. The RFP’s are usually locked so I can only edit the answer cells, but sometimes there are other restrictions too, like not allowing images or not allowing me to even select and copy the locked cells. How can I tell...

The Awesomeness of AutoCorrect

Automation

AutoCorrect is an automatic editing feature that is often maligned for causing unwanted and sometimes embarrassing word substitutions. It is also a long standing feature of Microsoft Word that can be used in some surprisingly powerful ways. You are probably...

Back to the Desktop – Real-Time Co-Authoring in Microsoft Word 2016

Collaboration

The emergence in recent years of the Web-based version of Microsoft Word has led some people to speculate that the desktop version of Word would one day soon become obsolete. But nothing could be further from the truth. In the 2016 release of Office,...

What’s Great and Not So Great about Office 365 for Proposal Writers

Collaboration

Real-time co-authoring and online comments make the Web version of Microsoft Word a great tool for collaborating with SMEs and Reviewers. But sparsity of features makes it untenable as a proposal writing tool. In this post we will look at what’s great and...

2 Great Word-to-Email Commands You Never Heard Of

Collaboration

Microsoft Word has commands you may never have heard of, since they don't appear on any Ribbons. In this post we will look at two of these little known commands that make it easy to share content through email. How to find commands that DON’T appear on any Word...

Expedience Styles Survey Results

Formatting

If you struggle with the process of formatting proposals, you are not alone. Here are a few of the comments we received in our Styles Survey: “Your survey taps into all the concerns I have when doing manual Proposal responses. Nice to see that everyone has the same...

Custom Styles 101 for Proposal Writers – 4 Reasons Why Custom Styles Fail

Formatting

Almost half of our Styles Survey Respondents reported that ‘Direct Formatting’ was their most common method of changing formatting AFTER inserting content into a proposal. Direct Formatting is usually the formatting method of last resort for...

Custom Styles 101 for Proposal Writers – The Secret Power of Heading Styles

Formatting

Most of the respondents to our Styles Survey report using Custom Styles to format proposals. But even among avid Custom Style users, the proper use of Custom Heading Styles is debated. Here is a look at the issues. The Secret Powers of Built-in Heading...

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