Excel for Proposal Writers: References

Blog » Excel Automation

Learn to use Excel Tables and Filters to Create Dynamic Lists such as References, Case Studies, and More. Matching the best references or case studies to a specific proposal can be challenging, especially when there are many to choose from and lots of variables to...

Bullet Lists in Excel

Blog » 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...

Mysterious Case of the Self-Locking Excel RFP

Blog » Excel Automation, Microsoft Mysteries

“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...

How to Navigate Data Restrictions on Excel RFPs

Blog » Excel Automation

The most frustrating challenge in answering Excel RFPs is not knowing if or what restrictions have been placed on the RFP answer cells and having to rely on Trial-and-Error.   Is there any way to discover the criteria I have to meet BEFORE I insert the RFP answer?...

Locksmithing for Excel RFPs

Blog » 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 what...