![]() ![]() There is a "placeholder form" that allows the user to update fields throughout the document with content customized to the customer/bid. They're so invested in improving the user experience that it's like having a team of developers customize a solution for our company-the value is incredible, and the possibilities and features are limitless. They have been amazing to work with, I always get a quick response when I have a question, and they always leave me better off than before I asked! The true value in the product is their expertise and flexibility. ![]() My support team is always looking for ways to improve the user and administrator experience, and they just love sharing pro tips and tricks. I knew this when we purchased this solution, and I would choose still choose Expedience over the other options we viewed.Ĭomentarios: The software itself is great, but the true stars of the show are the Expedience team-they are experienced proposal writers and Microsoft Word experts who understand the RFP response process. Currently it works with Office for Windows however, with the assistance of Parallels for Mac, my team successfully uses this with a Windows environment on our MacBook Pros. I wish that it was native to MS Office on all platforms including MS Office for MacOS and iOS. ![]() With the automation tools, we will be able to produce customized, professional proposals and detailed, impressive product documents at a moment's notice without compromising quality. As an organization that responds to over 450 RFPs and RFIs per year in our division alone, this solution has returned lost time to my team to respond to focus on creating new content and refreshing existing content proactively.Įxpedience's automation tools are outstanding, and we're implementing the Expedience Automation tool to create additional efficiencies and new proposal documents and templates for our sales team. The adoption rate of my staff has been amazing. I feel that my voice matters in the development process of new versions. Updates and new features are added regularly, and new features are added based on customer feedback. Documentation is easy-to-understand and well-thought out. ![]() The activation and deployment project was well-managed by their staff, and the ongoing support is impeccable. Project attributes will automatically be inserted into attribute fields that exist in the template during document generation, and the completed document will be added to the project documents grid after it is generated.Įxternal Requests Added A Reference ID Column to External Requests TableĪ reference column has been added to the External Requests Table that can be mapped to the ID of an external entity to help with tracking between RocketDocs and integrated systems.Process & ensure accurate and current content. Users can now create new Word and PDF project documents using RapidDocs. RapidDocs Added Ability to Autofill RapidDocs Fields Enabled Filters to Persist on Project Tablesįilters added to project tables will now remain in place until removed, even across log-ins. Projects Added Type Ahead on Custom Contact AttributesĪdded type ahead functionality to project custom contact attributes for easier tracking. Users who are assigned a piece of content in an enhanced workflow can now reassign the content record to anyone with access to the content record, for easier delegation. Broadened The List of Potential Reassignees for Content Records Content setting-defined styles will continue to be additive to the styles used in each content record, with the system defaulting to style definitions from content settings in case of a conflict in definitions.Ĭontent Enhanced Contributor Users Reassign CapabilitiesĬontributor users can now reassign content records similar to other user types. Styles Defined in Content Settings Now Trump Styles Defined in Individual Content RecordsĬontent admins can now redefine styles and propagate changes across their content with a click of a button. RocketDocs content admin can now set default and normal styles for their tenants’ Document Editor. Administration Added Ability for Content Administrator to Define Document Editor Default/Normal ![]()
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