
Proposal Pack Wizard automates the assembly and management of the documents included in Proposal Kit Professional, Proposal Pack and Contract Pack, our document "Packs".
If you want the benefit of using assembly and management tools when writing your proposal and contracts, simply select an appropriate document "Pack" product, then use the Wizard automation software.
See 155 samples of proposals created using Proposal Pack Wizard with various Proposal Packs (you get all 155 samples with any Proposal Pack)
Write any of these business documents:
| Word add-in software wizard application works with Word 2003, 2007, 2010 and 2013 | ||
| Training mode walks you through your first proposal step-by-step | ||
| Numbered interface steps with pop-up help (designed for novices and experts to easily follow) | ||
| Customize every proposal and contract for each new client and increase your wins | ||
| Your documents are branded as your own (your clients will not see Proposal Kit mentioned) | ||
| Allows access to use all Proposal Pack and Contract Pack templates | ||
| Modular design lets you add additional document packs at any time | ||
| Manage multiple installed Proposal Packs (250 available - each sold separately) | ||
| Manage multiple installed Contract Packs (6 available - each sold separately) | ||
| Manage multiple installed Title Page Packs (20 available - each sold separately) | ||
| Data merge with 70 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 70 data merge fields | ||
| Document selection recommend wizard helps you decide what to say | ||
| 100+ different Top 40 subcategories helps categorize and locate topics | ||
| Auto-select a collection of templates for you based on over 155 sample proposals | ||
| Auto-select a collection of templates from 250 business situations | ||
| 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 proposal of any size (from 1 page to over 1250 pages) | ||
| Favorites lists make it quick and easy to locate your favorite samples and topics | ||
| Create unlimited proposals and contracts no extra costs | ||
| Change the order of selected templates before assembling | ||
| Includes 60 basic proposal templates (for use if you do not get a document pack product) | ||
| 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 | ||
| Automated creation of auto-updating Table of Contents and page numbering | ||
| Select from 27 titles (including custom branding) for the front cover title | ||
| 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 (Word, PDF, HTML, etc.) | ||
| No restrictions on how you can customize and deliver final assembled documents | ||
| Use your assembled documents in any platform (Macs, iPads, tablets, other word processors) | ||
| 32-bit and 64-bit support and runs in Microsoft Office 2010/2013 64-bit | ||
| Backwards compatible to Word 2003 | ||
| Backwards compatible to Windows 2000 | ||
| With any Proposal Pack or Proposal Kit Professional installed create any type of proposal | ||
| Free Novice Edition limited to creating 10 page long proposal and contract documents | ||
| Maximum number of active projects | 40 | 160 |
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| 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 footer and background watermark graphics | ||
| Brand your document's meta data fields (author, company, keywords, etc.) | ||
| 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 | ||
| Remove lists of add-on Proposal Kit products from Wizard interface | ||
| 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 *** | ||
| *** Sales teams, network access and multiple users require enough licenses for all users | ||
| 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 3rd party CRM Salesforce.com | ||
| Integrates with 3rd party quote system QuoteWerks | ||
| Integrates with 3rd party quote system Quosal | ||
| Integrates automatic importing of other 3rd party created documents | ||
| Import/Export tools integrate with 3rd 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 40 Word font 'Styles' | ||
| Customization options for custom company logo branding | ||
| Change border styles and colors | ||
| Automatic remapping of data merge tags for 3rd party systems | ||
| Pre-defined data merge remappings for Quosal and QuoteWerks | ||
| 20 custom defined data merge tags (90 total data merge tags available) | ||
| Ability to customize the labels, tags and default values for all 90 data merge fields | ||
| Ability to define custom data merge tag wrappers | ||
| International date format support for data merge data fields | ||
| Ability to create static Table of Contents | ||
| Ability to customize the creation of the auto-updating Table of Contents | ||
| Customization options for changing page borders and colors | ||
| 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 | ||
| Multiple customizable databases pre-defined for many speciality proposal types | ||
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The Proposal Pack Wizard software automates many tedious tasks and takes the guesswork out of how to generate a business proposal, contract and other business documents. Any book can tell you how to put together a generic proposal; Proposal Pack Wizard creates specialized ones for you in minutes.
Proposal Generation Process:
for giving me everything I will ever need to write a business proposal. I did a lot of research before purchasing this program and I made a great choice! I now have a very complete, and professional business proposal. It was very easy to do and very cost effective. Thank You so much! I will recommend this to everyone!!"
Julie Boye
One Source Entertainment Group
Wizard makes organizing and outlining a breeze--and having clients with diverse business offerings, the hours I saved the first time I used it paid for it..."
Cynthia Roby
Bluestocking Ink, Limited
Our products are designed to stand alone or work together, giving you the most options for cost vs. capabilities. You can use the Proposal Pack Wizard all by itself for plain and simple proposals, or use it with one or more Proposal Graphics Packs and Contract Packs and select from a wide variety of templates and styles. If you do not want the automation features of the Proposal Pack Wizard, you can use a Proposal Pack or Contract Pack by itself. But to make proposal creation as easy as it can be, your best and most cost-effective option with the most capabilities is to buy a document "Pack" and the Proposal Pack Wizard - Expert Edition together.
Proposal Pack Wizard is a software plug-in for Microsoft Word for Windows 2003 and greater. Unlike the rest of our products, the Wizard does not work on Mac or Linux systems. The Wizard only works with a full retail version of Microsoft Word. The Wizard will not run on stripped down free or limited versions of Word such as "Office Starter" or "Works". The Wizard will also not run if you are using an expired trial version of Word. You must be running a retail version of Word that supports macros. Both Word/Office Professional and Word/Office Home Premium support macros and will work with the Wizard software.
*** If you are using a Mac or Linux system you can still use the Proposal Pack and Contract Pack template products without the optional Proposal Pack Wizard automation. Many Mac users also use the Wizard on OS X with Boot Camp, VMWare or Parallel with Windows and Word for Windows installed on their Mac.
The Wizard also works on tablet computers running Windows and Word including the Windows Surface Pro.
You can output your completed documents in any format your word processor supports. For example, when using Microsoft Word you can output in Word, PDF, HTML, XML, RTF and text formats. Word 2003 may require a 3rd party PDF application. Word 2007 and greater automatically provide PDF output.
Proposal Pack Wizard is a low-cost and downloadable business development tool that gets you started writing your business proposals immediately. Use Proposal Pack Wizard to create the proposals and contracts you need to sell your products and services and respond to RFPs. Proposal Pack Wizard is an optional interface. It is not required to use the template products.
No proposal generation software can do all of your work for you. You still have to write (or cut and paste) your unique content about your company and your client into the proposal. However, Proposal Packs, Contract Packs, and Proposal Pack Wizard take care of the rest of the work, providing you with self-guiding templates and easy-to-use automation software complete with layout and design, at a more affordable price than you will find anywhere.
Proposal Pack Wizard requires the separate purchase of at least one Proposal Kit Professional, Proposal Pack or Contract Pack for access to the full range of available templates.
SalesForce.com integration requires the 32-bit version of Microsoft Word/Office. If you are using the new 64-bit Microsoft Word/Office, the Proposal Pack Wizard will run but SalesForce.com features will not be available. You must also have a SalesForce.com account that allows API access (such as the SalesForce.com Professional, Enterprise or Ultimate edition).
Create winning business proposals & contracts with minimal effort and cost. Proposal software, proposal templates, legal contracts and sample proposals.