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

Blog » Portfolio, Product Videos

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

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

Blog » Portfolio, Product Videos

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

What is the Style Palette?

Blog » Default

In this video we’ll demonstrate the value of the Expedience Style Palette ribbon to your proposal and RFP automation requirements. Learn more at www.exp-soft.com/Proposal-Formatting.