167 premade Line-Item Databases
Customize any premade Line-Item Database and table layouts
Create new Line-Item Databases defining your own columns and calculations
Portable USB drive install option (run on any PC with Word installed)
Word add-in software wizard application works with Word 2010, 2013, 2016, 2019, 365
Training mode, quick start guide and built-in tutorials walk you through step-by-step
Numbered interface steps with pop-up help for novices and experts to easily follow
Company and client CRM database populates project data faster
Create auto-updating calculations and schedules with OLE linked spreadsheets
Customize every proposal and contract for each new client and increase your win rate
Your documents are branded as your own - your clients will not see Proposal Kit mentioned
Easy access to all installed Proposal Pack and Contract Pack templates
Modular design lets you add additional document packs at any time
Manage multiple installed Proposal Packs
Manage multiple installed Contract Packs
Manage multiple installed Title Page Packs
Data merge with 80 pre-defined fields for company, client and contract data
Use the data merge tags to auto-insert data anywhere you want in your documents
Customize default values for all 80 pre-defined data merge fields
Document selection recommend wizard helps you decide what to say
200 different Top 40 subcategories helps categorize and locate topics
Import the actual text and calculations from any sample proposal into your document
Auto-select a collection of templates for you based on 200 sample proposals
Auto-select a collection of templates based on your project size and type
Access to extensive on-line library of specialty how-to articles
Browse templates by category type or alphabetical order
Searchable database of proposal topics and library of Sample Proposals
Search can also display alternate or related topics to help give you ideas
Combines multiple templates into a single master document
Create an assembled document of any size from one page to hundreds of pages
Favorites lists make it quick and easy to locate your favorite samples and topics
Add invoice, letters, checklists and contracts from the project edit screen
Add Estimate Pack and Project Management Pack templates from the project edit screen
Create unlimited proposals and contracts no extra costs
Change the order of selected templates before assembling
Add up to 100 Word Sections for importing content with independent page settings
Allows customizing of a six color palette to match your own colors
Include your contract in the proposal or as a separate document
Ability to swap out the design of the front cover with add-on Title Page Packs
Built-in contact database and data merging into documents
Creates a new folder and copies documents for each new proposal
Automatically add your own custom files to each new project
Automated creation of auto-updating Table of Contents and page numbering
Select from 32 titles including custom branding for the front cover title
Ability to convert graphic page headers to editable text
Imports your own company logo into the title page
Design themes are consistently integrated into every page - not just the cover
Adds pre-defined Word font Styles to created documents for consistent font formatting
Copies calculator spreadsheets based on selected templates to each new project
Output documents in many formats such as Word, PDF and HTML
No restrictions on how you can customize and deliver final assembled documents
Use your documents in any platform such as Windows, Macs, iPads and tablets
32-bit and 64-bit support and runs in Microsoft Office 64-bit for Windows
With any Proposal Pack or Proposal Kit Professional installed create any type of proposal
Canadian English, British/UK English, Australian English, Spanish, Portuguese, Dutch, Italian, French, German, Romanian, Arabic, Chinese, Korean and Japanese
Convert currency codes from $ to hundreds of symbols, codes and formats
Currency symbol translation applied to Excel Spreadsheets and Word documents
Create lists of multiple choice content such as text, pictures and PDFs to insert
Define up to 32 custom logos to pick from for the front cover title page
Brand every page header of your documents with an alternate custom logo
Brand your documents with custom graphics by simply copying your graphics into a folder
Brand your documents with custom footer and background watermark graphics
Ability to swap out individual photos with your own in photo themed Proposal Packs
Brand your document's meta data fields such as author, company and keywords
Import a Word header or footer from an external document to brand your documents
Import and manage your own custom documents, templates and contracts
Import the contents of external documents into any location of your document
Create preset template lists to auto-populate new projects with
Ability to open and edit stock Proposal Pack templates
Ability to open and edit stock Contract Pack templates
Ability to open and edit stock Title Page Pack templates
Combine your own custom Word documents into your proposals
Ability to configure titles of templates and attributes for all stock and custom documents
Create multiple copies of templates such as multiple product lists, price lists, etc.
Expert, novice and administrator modes
Admin features to configure interface - restrict access or capabilities of end users
Team editing mode for multiple people collaborating on a project
Supports sales teams creating proposals from a common library of content
Locate templates and proposals in a central network repository
Works with virtualization and cloud based systems such as Citrix
Admin can export lists of templates for other users to import into their projects
Configurable interface options to customize the look and features available to users
Integrates with Microsoft Outlook
Integrates with third-party quote system QuoteWerks
Integrates automatic importing of other third-party created documents
Import/Export tools integrate with third-party systems using standardized XML files
Proposal and contract submission and status tracking with configurable statuses
Export tracking data to Excel and analyze your wins and losses
Customize the default assembly order of all templates
Customize the lists of Top 40 templates and add custom Top 40 categories
Change default values for many Wizard interface options
Create reusable master proposals
Ability to customize and save settings for up to 50 Word font Styles
Ability to add the 50 Word font Styles to any external Word document
Create up to 40 Font setting presets (50 styles per preset)
Customization options for custom company logo branding
Customization options for changing page borders and colors
Automatic remapping of data merge tags for third-party systems
Pre-defined data merge remappings for QuoteWerks
50 custom defined data merge tags and 129 total data merge tags available
Ability to customize the labels, tags and default values for all 129 data merge fields
Ability to define custom data merge tag wrappers
International date format support for data merge data fields
Ability to customize the creation of the auto-updating Table of Contents
Migration tools for moving data from old Wizard installations to the current release
Ability to reduce the number of pop-up information messages
Admin tools to test databases and repair registry
File location report tool shows where all Wizard related files are located
Ability to delete all demo Proposal Pack styles and demo projects
Create proposals, contracts and other documents of any length
Batch process multiple projects at once
Multiple customizable databases pre-defined for many specialty proposal types
Business Proposals, Federal Government Grants, Government Contracts, Educational Proposals, Technical Proposals, Non-Technical Proposals, Non-Profit Grant Proposals, Business Plans, Quotes and Contracts, Buying/Selling a Business, Business Documents, Project Proposals, Local Government Grants, Book Proposals, Resumes, Letter Proposals, Product Sales, Service Sales, Estimates, Sales Letters, Invoices, Request for Proposals, RFP Responses, Multilingual Proposals, Complex Reports, Studies and Plans
Windows SkyDrive support. Manage all of your documents in your SkyDrive cloud
Ability to clone a project to a new copy
Support for international paper sizes
Ability to add new pages to existing proposals
Ability to create and manage PDF documents from Wizard
Wizard tests your edited Word documents for common mistakes before creating PDFs
Project document backup and recovery
The full collection of document post processing tools
Batch processing of external Word files to apply Proposal Pack features to documents
Ability to clone entire Proposal Packs to make customized versions of the template libraries
Creates and maintains document revisions