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Portfolio Overview

Portfolio Overview

Blog » Portfolio, Product Videos

Brief overview video of Expedience’s proposal content library in MS Word. See how you can find proposal content including browsing the Expedience ribbon, searching, and previewing.
Preparing Content for the Portfolio

Preparing Content for the Portfolio

Blog » Portfolio, Product Videos

Advice and best practices to prepare for an Expedience Software Portfolio implementation.
Portfolio Elements

Portfolio Elements

Blog » Portfolio, Product Videos

This video explains the components that make up an Expedience Portfolio, or proposal content library, including Portfolios, Galleries, Categories, and Records.
Portfolio Custom Properties

Portfolio Custom Properties

Blog » Portfolio, Product Videos

Learn how to use custom properties to drive your proposal content management and review processes,
Excel Connect Demonstration

Excel Connect Demonstration

Blog » Excel Connect, Product Videos

In this video, we will look how the Expedience Proposal Automation Suite is used to easily create RFP responses in Excel
PPT Publisher Placeholders

PPT Publisher Placeholders

Blog » PowerPoint Publisher, Product Videos

This video shows you how to create personalization placeholders that can be automatically updated with values from your MS Word proposals in PowerPoint presentations.
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