Proposal Styles & Formatting

Create professional looking proposals with approved styles and formatting

Embed Your Corporate Style Guide Inside MS Word

Expedience locks down your corporate presentation standards to create consistently branded, beautifully formatted proposals every time. It does this by centralizing your styles and core proposal elements into a simple and intuitive ribbon directly in Microsoft Word.

Quickly Find the Exact Fonts, Precise Colors, Approved Styles

Expedience contains all of your approved formatting styles, such as body text, headings, bullets, and more. It presents them in simple dropdown menus, so you always know exactly which style to use and can apply it with a single click.

Expedience also stores your table styles and precise corporate colors, so new tables, charts, or graphics will automatically conform to your corporate standards.

Style Palette Ribbon stores custom styles for sales proposals

Proposal Elements that are Consistent and Customizable

Dropdown galleries of frequently used proposal elements are at your fingertips, such as tables, disclaimers, cover letters, and cover pages. This content can be pre-formatted with complex layouts and contain images, instructions, and automated placeholders.

Style Pallete stores reusable proposal content elements

Advantages of Style Palette

  • Solves frustrating formatting problems
  • Puts approved headings, bullets, and text styles at your fingertips
  • Corporate headers, footers, and cover pages are just a click away
  • Specialized reports inspect and track proposal progress

Creating Custom Styles

Microsoft Word styles can be freely created and modified within Expedience. In fact, because our software is a native MS Word solution, Expedience uses Microsoft Word styles to control all content presentation parameters such as font, color, size, margins, headings, tables, etc.

During the implementation, Expedience will create custom Microsoft Word styles specific to your branding requirements. These custom styles will be applied to all proposal content in the Content Library to provide ultimate flexibility allowing you to change, shift, or update the presentation of these styles on a specific proposal (should a customer’s require specific formatting) or to make global branding changes.

Using Styles with RFPs

Many Expedience customers choose to make an RFP template ‘shell’ with all common elements such as branded cover pages, cover letters, and a place to insert questions from the customer’s RFP directly within the RFP template. The Style Palette will provide a quick and consistent approach to align all the proposal content with your corporate branding and styles.

Conversely, if you need to match the proposal content to the target RFP formatting, you can do so as well by matching the custom styles in the Proposal Content Library to the fonts and margins of the RFP.

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I used several proposal software applications and knew the importance of ease of use. Many of the proposal apps are so complicated that users revolt against the system. Expedience is the easiest proposal automation software that I’ve ever used, and our proposal writers actually love using it!

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