Closer look at proofing and researching

Microsoft Word Tip: Let’s say you are reading a Word document sent to you and come across the word “onomatopoeia” in context of sounds. If, like me, you did not know what it meant you would need to fire up the browser and “google” it, and then browse for definition. Or, you could use the

Preparing Proposals (Final Part 3) – Using Fields

Microsoft Office Tip: There are many common data elements you reuse in the proposal which are unique to that document. Some are pre-built components of the document or file like page numbering, document title, subject, author, last edited date, etc. Other could be customized like customer name, proposal value, offer expiry date, version number, etc.

Preparing Proposals (Part 2) – Reusable components and building blocks

Microsoft Word Tip:We often need to reuse blocks of text or content across proposals. Examples – Disclaimer, Company Profile, Tables/Matrix, Reference Text Blocks, Terms & Conditions, etc. Usually users open older file and cut –paste from there and then edit the content. Here are 3 more effective ways to do this – Option 1: Template

Preparing Proposals (Part 1) – A good start is half work done

Microsoft Word Tip: If you are starting a new proposal, don’t fire-up Word and start typing. Chances are you will be making similar proposals many times over, so it is worthwhile to spend one time effort in planning. Plan your document sections and sub-sections. Here is an example of top level sections in ascending order