Twice as many of our Style Survey Respondents report that they use Custom Styles for their reusable proposal content than those who do not. If you create your styles correctly, formatting your proposals will work like magic. In this post we will look at the steps to...read more
Almost 50% of our Styles Survey respondents who report NOT using Custom Styles cite not understanding how as the primary reason. Styles are easier than you think and well worth the time investing in learning how to apply them. The difference between formatting and...read more
You asked for it: How can you search for text in old proposal documents without having to open each one?
Have you ever needed to find something you had written in an earlier proposal but had no idea where to find it? Being able to search across multiple proposals has been a frequently requested product feature at Expedience, as well as during my time at Pragmatech. The...read more
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...read more
In the previous post we used distinctively formatted labels to organize the content in a master ‘Content Library’ document. In this post we will look at some sample Main Category and Subcategory structures for a cross section of industries. These samples are for...read more
In an earlier series of posts we looked at how to make reusable content 'Copy-Paste ready' Now we can focus on organizing it in a way that will help us find the content we need easily, and make it easy for the other users of the content as well. As mentioned in an...read more
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. ...read more
Almost everyone has their own embarrassing story to tell about copying content from an old proposal or sales letter and inadvertently leaving in the old customer name. Needless to say we want to take steps to safeguard against this when preparing content for reuse....read more
In the previous post we compared the advantages of using Normal style to those of using custom, user-defined styles. With either strategy it is important that styles be applied consistently throughout the content you intend to reuse. If this is not done you run the...read more
When you are preparing content for reuse, your formatting decisions will affect how easy or difficult it will be every time you copy and paste that content in the future. You can avoid many future headaches if you spend some time in the beginning getting the...read more
In a previous post we wrote a ‘SpecialPaste’ macro to paste content from the clipboard into a numbered questionnaire and select and indent the content after it is pasted: This macro indents the pasted content just once, to align with the number of the question. But I...read more
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