Customer Portal

Product Videos

Portfolio Overview

Portfolio Overview

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

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

Portfolio Elements

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

Learn how to use custom properties to drive your proposal content management and review processes,
Maintaining the Proposal Content Library

Maintaining the Proposal Content Library

A curated, accurate, and up-to-date proposal content library is essential. This video shows how Expedience helps maintain proposal content – even from within an active proposal.