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New 2013 Updates!

Click here to upgrade!

• Proposal Pack V14.1
• Proposal Pack Wizard V10.2
• Proposal Kit Professional V17.1
• Title Page Packs V5.0
• IT/Software/Hardware Contract Pack V16.1

• Web Freelancer Contract Pack V16.1
• Human Resources Contract Pack V16.1
• Photographers Contract Pack V16.1
• Contractors Contract Pack V16.1
• Advertising/Marketing Contract Pack V16.1

30 New Proposal Pack logo themes added (Spring 2013)!

New in Proposal Pack Version V14.1:

Proposal Pack product page

 

• Bundled Novice Wizard software has been updated to version 10.2
  
  
• Interface updates for better Internet Explorer 10 support.
  
  
• 100 new Title Pages have been added to the bundled Title Page Pack Volume #1. The 5 designs in the Title Page Pack have each had 20 new color schemes added. This increase the number of available choices to better match the visual look you want to achieve.
  
  

New in V14.0:

• Over 500 pages of new material have been added to Proposal Pack (new templates, spreadsheets, samples, instructional material). This version is the largest upgrade we have put out for Proposal Pack in 16 years of updates. More material was added just to this one upgrade than most other proposal solutions include in their entire products.
  
  
• With the new content and cover designs each Proposal Pack now contains over 3700 pages of content.
  
  
• Added a new manual chapter: How to Write a Request for Proposal (RFP)
  
  
• Added a new manual chapter: How to Write Your Proposal in a Foreign Language
  
  
• 3 new calculator spreadsheets have been added (40 total spreadsheets): Price Structure Calculator, Your Investment Calculator, Bill of Materials Calculator.
  
  
• The Wizard automation software has been split into 2 versions.  Novice Edition is now included as a free addition to the Proposal Pack. The Novice Edition covers most peoples basic document assembly and automation needs.  The Expert Edition is now available as a low cost upgrade which unlocks more advanced document automation features. The optional Wizard automation software component is only supported on the Microsoft Word for Windows platform.
  
  
• More niche proposal writing how-to articles are now integrated into the Proposal Pack. These articles are on-line and linked to directly from the Proposal Pack materials.
  
  
• 30 new sample proposals have been added (155 total sample proposals).
  
  
• Aerospace / Aviation Services Sample Proposal
• Banking Services Sample Proposal
• Agricultural Grant Funding Sample Proposal
• Organic Farming Product Sales Sample Proposal
• Fashion Industry Sample Proposal
• Graphic Designer Sample Proposal
• Ranching Supply Sample Proposal
• Non-Smoking Property Management Sample Proposal
• Pharmaceutical Product Sales Sample Proposal
• Restaurant and Bar Funding Sample Proposal
• Request for Proposal (RFP) Sample
• Ranching Educational Grant Funding Sample Proposal
• Security Services Sample Proposal
• Welding and Fabrication Services Sample Proposal
• Electronic Records Management Sample Proposal
• Records Management Analysis Sample Proposal
• Records Management Survey Analysis Sample
• Event Party Planner Services Proposal (British/UK)
• Event Party Planner Services Proposal (Spanish)
• Event Party Planner Services Proposal (Portuguese)
• Event Party Planner Services Proposal (Dutch)
• Event Party Planner Services Proposal (Italian)
• Event Party Planner Services Proposal (French)
• Event Party Planner Services Proposal (German)
• Event Party Planner Services Proposal (Romanian)
• Event Party Planner Services Proposal (Russian)
• Event Party Planner Services Proposal (Arabic)
• Event Party Planner Services Proposal (Chinese)
• Event Party Planner Services Proposal (Japanese)
• Event Party Planner Services Proposal (Korean)
  
  
• A translated version of one of the service sample proposals has been added for 13 different languages to help support the new multilingual translation features included in the latest version of Proposal Pack Wizard:
  
  
• British(UK) English
• Dutch
• Spanish
• Portuguese
• French
• German
• Italian
• Romanian
• Russian
• Arabic
• Chinese
• Korean
• Japanese
  
  
• Added 9 new graphic header options for the Title Page graphic (26 total options):  “Policies”, “Procedures”, “RFP”, “Request for Proposal”, “Samples”, “Handbook”, “Bid”, “Memorandum”, “Solicitation”.
  
  
• Added over 200 new proposal templates increasing the total number of templates to over 1250. Templates added: Welcome, It is All About You, Highlights, Thesis, Terms of Reference, Your Investment, Client Expectations, Market Trends, What is Hot Now, Business Drivers, Emergency Response Plan, Records Access Security Plan, Governance Plan, Rescue Plan, Workflow, Regime, Mediation, Strategic Planning, Demand Planning, Dispatching, Tagging, Onshoring, Insourcing, Throttling, Liquidation, Data Entry, New Marketing, Old Marketing, Viral Marketing, Cross Promotion, Cross Selling, Publishing, Broadcasting, Transmission, Testing, Forensics, Safeguards, Loss Prevention, Rejuvenation, Scanning, Voting, Disassembly, Repurposing, Refurbishing, Adoption, Amplification, Advancement, Sharing, Activism, Damage Control, Waste Management, Cleanup, Sanitation, Format, Historical Trends, Shortcuts, Favorites, Response Time, Bandwidth, Wireless, Reception, Bill of Materials, Load Sequence, Age Range, Languages, Localization, Lectures, Webinars, Tradeshows, Talking Points, Audio/Visual, Attention Span, Client Responsibilities, Signals, Mobile, Submissions, Clearance, Site Security, Risk Factors, Proprietary Designs, Sarbanes-Oxley Compliance, Long Tail, Short Tail, Zoning, Plot Outline, Storyline, Topology, Hazards, Disruptions, Violations, Misconduct, Cancellations, Deterrents, Contamination, Collections, Bankruptcy, Evictions, Scarcity, Overstock, Models, Natural Resources, Weather, Byproducts, Uniforms, Textiles, Utilities, Machinery, Security Devices, Rescue Systems, Rigging, Lighting, Instrumentation, Showroom, Signage, Housing, Furnishings, Keynote Speaker, Artists, Focus Group, Escorts, Customer Satisfaction, Polarization, Decision Process, Synchronicity, Ambiance, Decor, Appearance, Self-Sufficiency, Continuous Improvement, Visibility, Timing, Saturation, Utilization, Seasons, Reconstruction, Landscaping, Open House, Computer Aided Design, Tryouts, Auditions, Rehearsals, Eco-Friendly, Agriculture, Livestock, Moving Services, Nutrition, Social Services, Catering, Menu, Sweepstakes, Sports, Artists Statement, Merchant Processing, Ergonomics, Tuition, Capitalization, Recapitalization, Subsidizing, Hidden Costs, Relocation Costs, Price Structure, Return Policy, Royalties, Refinancing, Deposits, Findings, Durability, Consistency, Career Summary, Special Offers, Special Services, Gift Certificate, Recognition, Advertisers, Executive Support, Ambassadors, Trainers, Talent, Task Force, Preferred Provider, Hours Available, Core Values, Care Program, Position Statement, Photographs, Parking, Tips and Tricks, Questionnaire, Customer Survey, Metadata, Tab #1, Tab #2, Tab #3, Tab #4, Tab #5, Tab #6, Tab #7, Tab #8, Tab #9, Tab #10, Memo, Legend, Rate Decrease Notice Letter, Rate Increase Notice Letter
  
  
• Added over 40 new subcategories of templates (100 total subcategories). The subcategories provide a way to locate templates based on usage.
  
  
• Now that the creation of RFP's (Request for Proposal) has been expanded in the latest edition of the Proposal Packs this has been reflected in the sample proposals to illustrate another use of Proposal Pack.
  
  
• Updated the Table of Contents document with an example list of templates to use for an RFP.
  
  
• Fixed cell formatting in the Purchase Order Calculator Spreadsheet.

New in Proposal Pack Wizard V10.2:

Proposal Pack Wizard product page

 

• Added 50 more business situations to the Import Lists (250 total). These lists are used to load your project with all the templates needed for various situations. All of the Import Lists have also been categorized to make it easier to find a group of related situations.
  
  
• Added support for 30 newly added Proposal Graphics Packs products. There are now over 250 Proposal Pack logo design packages available (each sold separately).
  
  
• Added a new feature for supporting international currency symbols in the Expert Edition of the Wizard. The Wizard can now automatically replace any United States Dollar ($) symbols in the templates with either 3 character currency codes or the Unicode symbols for most international currencies.  The currency translation feature is also integrated into the use of the Presets, Import Lists and data Import/Export features.
  
  
• Added new manual chapter: How do I Translate Currency Symbols?
  
  
• All of the Import List business situations have been expanded with additional information about which type of proposal situation they were used for (i.e. real estate, healthcare, contracting, and so on). The Import Lists screen has also been expanded with a new drop down list of business categories so you can also see all proposal lists by category in addition to searching by name.
  
  
• Added an additional “Remove” button to the viewing selected templates screen to make it more efficient when removing selected templates. This is a 2nd way to remove templates in addition to the usual Remove templates tab.
  
  
• The ability to create your own “Favorites” list has been added to the Import Lists screen. Now you can add any of the business situation lists to your Favorites list to quickly locate them later.
  
  
• Changed the name of the “Add Templates Based on Samples” tab to “View Sample Proposals” and changed the name of the “Import” tab to “Quick Start”.  An extra popup message was added to help direct new users to the “Quick Start” tab their first time using the Pick Document screen instead of manually selecting chapters.
  
  
• Added a “Start Here” arrow button to the Wizard home screen to help point new users at where to start creating their documents.
  
  
• Added a “Start Here” in the Novice training mode to the Proposal Project screen to make it more obvious to new users where to start the process of creating a new document.
  
  
• Added new options to configure the Search Samples and Search Import Lists screens to help narrow down the list of found matches.
  
  
• Added a new Preferences repair tool to recreate the ‘Run Proposal Pack Wizard’ desktop shortcut created by the Wizard installer program.  You can now rebuild the shortcut link if you have upgraded your version of Word or had deleted your shortcut link from the desktop.
  
  
• Added a new manual chapter: Repair the ‘Run Proposal Pack Wizard’ Desktop Shortcut
  
  
• The Wizard now goes straight to the Add New Project screen when there are no projects to edit. Otherwise the normal screen to select projects to edit or add a new project is displayed.
  
  
• The Wizard will now resize the Title Page background to fit the page if the Letter page size is changed (i.e. to Legal, A4, etc).  This will eliminate white bars around the edges of the background design.
  
  
• The Wizard will now automatically reposition the faded body page watermark background graphic if the Letter page size is changed (i.e. to Legal, A4, etc). This will help keep the watermark within the color borders and in the bottom right corner of the page.
  
  
• Added new articles to the library of help articles.
  
  
• Added notification messages if a limited Demo or Lite style is selected when the user also has a full retail style also installed to inform the user to switch to the retail style to access all of the installed content.
  
  
• Added more feedback messages in some operations when operations were completed.
  
  
• In Demo mode the Pick Documents screen now default to the “Quick Start” tab. In Novice and Expert Mode the Pick Documents default is still the “Add Templates” tab.
  
  
• Added a new help screen for the View Sample Proposals tab of the Pick Documents screen that reiterates some important information about the Sample Proposals.
  
  
• Added more orange pointer arrow images to help show user the next button or operation that can be performed.
  
  
• Added additional error checks in case users are still running versions of Word 2000 or earlier that are not supported and will cause errors while running.
  

New in V10.1:

• Over 150 new business situations added to the Import File lists to help you more easily figure out what chapters to add to different types of proposals.
  
  
• Added a “Search” button to the Import File list screen. Now that the number of import lists has grown we have added  search screen to make finding specific import lists easier. Use of import list searching has also been expanded by adding keyword lists to the import files.
  
  
• Added a “Search” button to the Edit Your Proposal’s screen for viewing Sample Proposals.
  
  
• Added a “Search” button to the Add a Contract screen. This makes it easier to locate specific contract templates in installed Contract Pack libraries.
  
  
• Added a “Search” button to the Proposal Project screen. This makes it easier to locate a specific client project if you have added a lot of projects.
  
  
• Added the ability to clone past projects including both project settings and data as well as all of the source project’s documents. This feature makes it easier to make new documents for past clients and to reuse a past proposal for a new client. This is an Expert edition feature.
  
  
• Adjusted the positioning and spacing of text fields in the interface to prevent text from being cut off or wrapping. In some cases on new tablet platforms (such as Microsoft Surface Pro) Microsoft Word alters the screen size of text fonts in the Wizard interface causing display issues. All of the Wizard screens have been updated to provide more screen space for interface text to avoid text elements being cut off in the interface.
  
  
• When adding a new project the project name is automatically generated with a default title and incremental number. The Wizard’s Preferences allows you to turn this feature off and also configure the default project name.
  
  
• Added a new manual chapter: How do I Use the Cloud or SkyDrive?
  
  
• Added easier access to the extensive library of online help and how-to articles with a new screen available on the Wizard home screen. You can directly search for and lookup specialty how-to articles from the Wizard and open the web page efficiently from the Wizard interface.
  
  
• Added a new manual chapter: How do I Configure the Articles Database?
  
  
• The new online how-to and help article screen can also be completely customized with your own URLs and article and resource links. This allows you to build your own tailored article repository and make it easily searchable and viewable from our Wizard interface.
  
  
• Added admin features to completely hide the help and article buttons from the Wizard interface. Existing admin features for disabling specific interface buttons on the Wizard home screen have been expanded to also hide the buttons.  This allows administrators to tailor the Wizard home screen better to hide features they don’t want their end users accessing or seeing.
  
  
• Added tests and messages for inaccessible folders for use when the Wizard is configured to access files on networked or cloud based drives. If your connection to the remote drive is broken the Wizard will detect and report access problems.
  
  
• If the Wizard has been configured for remote network or cloud access to your project files and the remote access is not available the Wizard will ask if you want to temporarily use your local hard drive project folder so you can continue working without an Internet connection.
  
  
• Added a “Select All” button to the Configure Template Lists screen and improved performance for when large amounts of templates are updated at once.
  
  
• Added a “Select All” and “Unselect All” button to the Configure Top 40 Lists screen and improved performance for when large number of templates are updated at once.
  
  
• Added orange pointer arrows to the Proposal Project screen to help show what buttons still need to be clicked to finish adding templates or filling in project data in order to complete a project before building the documents. Helps show new users what still needs to be completed and helps remind expert users to not forget important details.
  
  
• Added buttons to the Preferences -> Configure Top 40 Lists screen to mass enabled and disable all of the pre-defined Top 40 lists. This lets you quickly tailor the users Pick Document screen to only show checklists of custom lists you have defined. This is more efficient than manually disabling each predefined lists one at a time or having to manually edit the Situations.ini database file for mass updates to all lists at once.
  
  
• Added 6 new fields to the Edit Style -> Page Setup screen to set specific page margins on the body pages of your assembled documents. This can be useful when using the Wizard to import custom documents that have wider than default page margins.
  
  
• Add 2 new logo positioning fields to the Edit Styles -> Branding screen (From Page Left and From Page Top).  These field allow absolute positioning of the body page custom logo from the top and left corner of the page. Use these fields to fine tune the positioning of custom logos. If either of these fields is set to non-zero they override the Relative Top and Relative Left fields.
  
  
• Fixed a problem in the new feature that allows the Wizard to auto-import your custom graphics from the new MyGraphics folder. The file being looked for was a different name than shown in the documentation.
  
  
• Fixed a display issue in the interface where the use of the demo Lite style was showing the wrong count of available documents.
  
  
• Added support for future versions of the Title Page Packs.
  
  
• Minor interface message cleanup.
  
  
• Added progress bars for the various search screens to provide more feedback during longer processes.
  
  
• Added more error checks to ensure invalid data entry is not allowed in some screens.
  
  
• Added more error checks and messages to notify about problems accessing files that are not available or caused by interfering with the Wizard during processing.
  
  
• Increased the number of configurable Top 40 lists from 80 to 100.
  
  
• Fixed a bug where the Default Top 40 list would still be displayed if it had been disabled in the preferences.
  
  
• Set the maximum number of active proposal projects to 40 for the Novice Wizard and 160 for the Expert Wizard. If the proposal database becomes full there is also a new Preferences button to create a new empty database (Expert Wizard users also have the option to archive or delete individual projects to create more space in the active project database).
  
  
• Added more error checks when deleting Title Page Packs from the interface to prevent an error message.
  
  
• The SalesForce.com feature has changed the encryption method of storing login credentials. You will have to reenter your login credentials and store them again in the new encryption scheme. This will prevent errors with the old 3rd party encryption DLL that sometimes caused out of memory errors on some systems.
  
  
• Added a new manual chapter: How does the Wizard uses the Windows Registry?

New in V10.0:

• Added a major new feature for multiple choice content. This allows you to define custom pick lists of external content (paragraphs of text, entire documents, image files, spreadsheets, PDF files, etc.) for inserting into your documents when they are assembled. You can define up to 100 custom tags inserted anywhere in your templates and up to 300 custom pick list items organized in any combination you need and grouped in up to 10 different categories.  For example, you can define a pick list of product descriptions, sample photographs, client references, etc.  When you create your project simply pick your desired content and the Wizard will automatically insert it into your documents. Create your customized client proposals even more efficiently than before.
  
  
• Added a new manual chapter: How do I Use Multiple Choice Fields?
  
  
• Added support for 9 new custom Title Page graphics.  In addition to the 17 existing choices of graphics for the front Title Page the following new ones have been added: “Policies”, “Procedures”, “RFP”, “Request for Proposal”, “Samples”, “Handbook”, “Bid”, “Memorandum” and “Solicitation”.
  
  This allows you to use the Wizard and Proposal pack to create additional types of business documents with a consistent design theme.
  
  
• Translation support has been added for 15 languages: Canadian English, British(UK) English, Australian English, Spanish, Portuguese, Dutch, Italian, French, German, Romanian, Russian, Chinese, Korean, Japanese and Arabic.
  
  
• Added a new manual chapter: How do I Translate into Foreign Languages?
  
  
• More support for creating Request for Proposals (RFPs) has been added. One of the 12 pre-loaded database lists has been updated to include the RFP writing topics. “Request for Proposal” is now one of the selectable proposal types.
  
  
• Added a “quick project change” drop down button to the Wizard home screen to allow quickly changing the current project. This makes it easier to swap between different projects when editing multiple proposals at once.
  
  
• The Wizard will now automatically build your documents and open the edit screen when you have finished saving your project. This saves a couple extra steps of having to click the build button then the edit button from the Wizard home screen after saving your project. You can also disable the auto-build feature to return it to the legacy way of operating.
  
  
• The Wizard can now automatically load graphics into your document by simply copying your own custom graphics into the new MyGraphics folder. See the ReadMe.PDF file in the MyGraphics folder for details. This can be a more efficient way of quickly getting your custom graphics into your document without having to configure various Wizard screens.
  
  
• Internal limits on the number of documents the Wizard database can manage have been increased to accommodate the large number of new proposal and contract templates.
  
  
• Added a large number of additional import files with lists of template defined for many new types of proposal situations.
  
  
• Added support for the 30 new Sample Proposals included in the new Proposal Packs.
  
  
• Added support for more new categories of templates and expanded categories to accommodate the additional new templates added to the latest edition of the Proposal Packs.
  
  
• Added a new custom import tag specifically for inserting a custom spreadsheet anywhere in your assembled proposal. In addition to the <<ImportFile>> and <<ImportContractFile>> tags, you can now use the <<ImportExcelFile>> tag.
  
  
• Extended the import tags (<<ImportFile>>, <<ImportContractFile>>, and <<ImportExcelFile>>) so they can be used to also import other file types such as PDF files.
  
  
• Added the ability to import the contents of the footer of an external document into your assembled proposal. See this new chapter for details: How do I Import a Custom Page Footer?
  
  
• The Wizard can now be configured to disable the display of the “Default Top 40” entry of the list of drop down choices in the Pick Documents screen. This allows you to completely customize the Top 40 drop down list to only include your own custom lists.
  
  
• When custom documents are added into the Wizard database via the Configure Proposal Documents tool the Wizard will now automatically add the default Proposal Kit Word Styles to the custom documents as they are copied by the Wizard into the Proposal Pack’s document folder.
  
  
• A new tool has been added to the Preferences -> Data & Display -> Font Styles screen to allow you to automatically add all of the custom Proposal Pack Word Styles to any external Word document.  This can help maintain a consistent format across all of your documents and aid in importing custom documents into the Wizard with consistent formatting.
  
  
• The Edit Current Proposal screen will now bring your already opened proposal to the foreground whenever you click the button to open your documents. This is helpful if your proposal is actually open but hidden behind other windows.
  
  
• Added a new Preferences configuration screen and options to configure how the custom import tags work. You can now configure the starting folders to look for your external import files and how the imported files are inserted (linked, static or the Wizard will ask before each file is imported).
  
  
• Added additional error checking to data entry fields to prevent invalid data in some cases.
  
  
• Fixed a minor problem in the importing of data from past versions of the Wizard when custom sort orders were defined for projects and presets that would cause the sort order to not be reapplied to the imported data.
  
  
• Added extra error checks to ensure that if too many custom contracts are added to the system it will not cause overflow error messages.
  
  
• Added extra checks on all important Wizard screens and forms to ensure they will fit on the minimum size supported screen size dimensions.
  
  
• Added extra error information when there is a problem launching PDF or Excel documents from within the Wizard screens. For example, if there is no file association setup or an unsupported application is defined in the operating system for opening the documents the error message may help pinpoint the configuration problem.

 

New in Proposal Kit Professional V17.1:

Proposal Kit Professional product page

 

• Bundled Novice Wizard software has been updated to version 10.2
  
  
• Interface updates for better Internet Explorer 10 support.
  
  
• The new Title Page Pack Volume #1 and Title Page Pack Volume #2 that are now included in the Proposal Kit Professional bundle are now incorporated into the Proposal Kit Professional installer.  This eliminates the need to download these two new components and install them separately.
  
  
• 200 new Title Pages have been added to the bundled Title Page Pack Volume #1 and Title Page Pack Volume #2. The 10 designs in the Title Page Packs have each had 20 new color schemes added. This increase the number of available choices to better match the visual look you want to achieve.
  
  

New in V17.0:

• Over 1200 pages of new material have been added to Proposal Kit Professional: new proposal templates, legal contracts, sample proposals, spreadsheets, project management documents and instructional material.
  
  
• New Wizard software automation additions include multiple choice databases for customizable pick lists of content and foreign language translation support.
  
  
• With the new Proposal Pack Professional 17.0, you have a comprehensive business library of over 8000 pages of material for proposal, contract and project writing and project management projects.

 

Contract Pack Professional:

 

• 9 new documents added: Web Application Support Services Contract, Software Build Requirements, Software Test Use Case (Individual), Software Test Use Case (Master Plan), Interactive Creative Brief Worksheet, Notice of Rate Decrease Letter, Notice of Rate Increase Letter, Software and Services Quit Claim, Personal Technology Usage Policy

 

Proposal Packs:

 

• Over 500 pages of new material have been added to Proposal Pack (new templates, spreadsheets, samples, instructional material). This version is the largest upgrade we have put out for Proposal Pack in 16 years of updates. More material was added just to this one upgrade than most other proposal solutions include in their entire products.
  
  
• With the new content and cover designs each Proposal Pack now contains over 3700 pages of content.
  
  
• Added a new manual chapter: How to Write a Request for Proposal (RFP)
  
  
• Added a new manual chapter: How to Write Your Proposal in a Foreign Language
  
  
• 3 new calculator spreadsheets have been added (40 total spreadsheets): Price Structure Calculator, Your Investment Calculator, Bill of Materials Calculator.
  
  
• The Wizard automation software has been split into 2 versions.  Novice Edition is now included as a free addition to the Proposal Pack. The Novice Edition covers most peoples basic document assembly and automation needs.  The Expert Edition is now available as a low cost upgrade which unlocks more advanced document automation features. The optional Wizard automation software component is only supported on the Microsoft Word for Windows platform.
  
  
• More niche proposal writing how-to articles are now integrated into the Proposal Pack. These articles are on-line and linked to directly from the Proposal Pack materials.
  
  
• 30 new sample proposals have been added (155 total sample proposals).
  
  
• Aerospace / Aviation Services Sample Proposal
• Banking Services Sample Proposal
• Agricultural Grant Funding Sample Proposal
• Organic Farming Product Sales Sample Proposal
• Fashion Industry Sample Proposal
• Graphic Designer Sample Proposal
• Ranching Supply Sample Proposal
• Non-Smoking Property Management Sample Proposal
• Pharmaceutical Product Sales Sample Proposal
• Restaurant and Bar Funding Sample Proposal
• Request for Proposal (RFP) Sample
• Ranching Educational Grant Funding Sample Proposal
• Security Services Sample Proposal
• Welding and Fabrication Services Sample Proposal
• Electronic Records Management Sample Proposal
• Records Management Analysis Sample Proposal
• Records Management Survey Analysis Sample
• Event Party Planner Services Proposal (British/UK)
• Event Party Planner Services Proposal (Spanish)
• Event Party Planner Services Proposal (Portuguese)
• Event Party Planner Services Proposal (Dutch)
• Event Party Planner Services Proposal (Italian)
• Event Party Planner Services Proposal (French)
• Event Party Planner Services Proposal (German)
• Event Party Planner Services Proposal (Romanian)
• Event Party Planner Services Proposal (Russian)
• Event Party Planner Services Proposal (Arabic)
• Event Party Planner Services Proposal (Chinese)
• Event Party Planner Services Proposal (Japanese)
• Event Party Planner Services Proposal (Korean)
  
  
• A translated version of one of the service sample proposals has been added for 13 different languages to help support the new multilingual translation features included in the latest version of Proposal Pack Wizard:
  
  
• British(UK) English
• Dutch
• Spanish
• Portuguese
• French
• German
• Italian
• Romanian
• Russian
• Arabic
• Chinese
• Korean
• Japanese
  
  
• Added 9 new graphic header options for the Title Page graphic (26 total options):  “Policies”, “Procedures”, “RFP”, “Request for Proposal”, “Samples”, “Handbook”, “Bid”, “Memorandum”, “Solicitation”.
  
  
• Added over 200 new proposal templates increasing the total number of templates to over 1250. Templates added: Welcome, It is All About You, Highlights, Thesis, Terms of Reference, Your Investment, Client Expectations, Market Trends, What is Hot Now, Business Drivers, Emergency Response Plan, Records Access Security Plan, Governance Plan, Rescue Plan, Workflow, Regime, Mediation, Strategic Planning, Demand Planning, Dispatching, Tagging, Onshoring, Insourcing, Throttling, Liquidation, Data Entry, New Marketing, Old Marketing, Viral Marketing, Cross Promotion, Cross Selling, Publishing, Broadcasting, Transmission, Testing, Forensics, Safeguards, Loss Prevention, Rejuvenation, Scanning, Voting, Disassembly, Repurposing, Refurbishing, Adoption, Amplification, Advancement, Sharing, Activism, Damage Control, Waste Management, Cleanup, Sanitation, Format, Historical Trends, Shortcuts, Favorites, Response Time, Bandwidth, Wireless, Reception, Bill of Materials, Load Sequence, Age Range, Languages, Localization, Lectures, Webinars, Tradeshows, Talking Points, Audio/Visual, Attention Span, Client Responsibilities, Signals, Mobile, Submissions, Clearance, Site Security, Risk Factors, Proprietary Designs, Sarbanes-Oxley Compliance, Long Tail, Short Tail, Zoning, Plot Outline, Storyline, Topology, Hazards, Disruptions, Violations, Misconduct, Cancellations, Deterrents, Contamination, Collections, Bankruptcy, Evictions, Scarcity, Overstock, Models, Natural Resources, Weather, Byproducts, Uniforms, Textiles, Utilities, Machinery, Security Devices, Rescue Systems, Rigging, Lighting, Instrumentation, Showroom, Signage, Housing, Furnishings, Keynote Speaker, Artists, Focus Group, Escorts, Customer Satisfaction, Polarization, Decision Process, Synchronicity, Ambiance, Decor, Appearance, Self-Sufficiency, Continuous Improvement, Visibility, Timing, Saturation, Utilization, Seasons, Reconstruction, Landscaping, Open House, Computer Aided Design, Tryouts, Auditions, Rehearsals, Eco-Friendly, Agriculture, Livestock, Moving Services, Nutrition, Social Services, Catering, Menu, Sweepstakes, Sports, Artists Statement, Merchant Processing, Ergonomics, Tuition, Capitalization, Recapitalization, Subsidizing, Hidden Costs, Relocation Costs, Price Structure, Return Policy, Royalties, Refinancing, Deposits, Findings, Durability, Consistency, Career Summary, Special Offers, Special Services, Gift Certificate, Recognition, Advertisers, Executive Support, Ambassadors, Trainers, Talent, Task Force, Preferred Provider, Hours Available, Core Values, Care Program, Position Statement, Photographs, Parking, Tips and Tricks, Questionnaire, Customer Survey, Metadata, Tab #1, Tab #2, Tab #3, Tab #4, Tab #5, Tab #6, Tab #7, Tab #8, Tab #9, Tab #10, Memo, Legend, Rate Decrease Notice Letter, Rate Increase Notice Letter
  
  
• Added over 40 new subcategories of templates (100 total subcategories). The subcategories provide a way to locate templates based on usage.
  
  
• Now that the creation of RFP's (Request for Proposal) has been expanded in the latest edition of the Proposal Packs this has been reflected in the sample proposals to illustrate another use of Proposal Pack.
  
  
• Updated the Table of Contents document with an example list of templates to use for an RFP.
  
  
• Fixed cell formatting in the Purchase Order Calculator Spreadsheet.

 

Proposal Pack Wizard - Expert Edition:

 

• Added 50 more business situations to the Import Lists (250 total). These lists are used to load your project with all the templates needed for various situations. All of the Import Lists have also been categorized to make it easier to find a group of related situations.
  
  
• Added support for 30 newly added Proposal Graphics Packs products. There are now over 250 Proposal Pack logo design packages available (each sold separately).
  
  
• Added a new feature for supporting international currency symbols in the Expert Edition of the Wizard. The Wizard can now automatically replace any United States Dollar ($) symbols in the templates with either 3 character currency codes or the Unicode symbols for most international currencies.  The currency translation feature is also integrated into the use of the Presets, Import Lists and data Import/Export features.
  
  
• Added new manual chapter: How do I Translate Currency Symbols?
  
  
• All of the Import List business situations have been expanded with additional information about which type of proposal situation they were used for (i.e. real estate, healthcare, contracting, and so on). The Import Lists screen has also been expanded with a new drop down list of business categories so you can also see all proposal lists by category in addition to searching by name.
  
  
• Added an additional “Remove” button to the viewing selected templates screen to make it more efficient when removing selected templates. This is a 2nd way to remove templates in addition to the usual Remove templates tab.
  
  
• The ability to create your own “Favorites” list has been added to the Import Lists screen. Now you can add any of the business situation lists to your Favorites list to quickly locate them later.
  
  
• Changed the name of the “Add Templates Based on Samples” tab to “View Sample Proposals” and changed the name of the “Import” tab to “Quick Start”.  An extra popup message was added to help direct new users to the “Quick Start” tab their first time using the Pick Document screen instead of manually selecting chapters.
  
  
• Added a “Start Here” arrow button to the Wizard home screen to help point new users at where to start creating their documents.
  
  
• Added a “Start Here” in the Novice training mode to the Proposal Project screen to make it more obvious to new users where to start the process of creating a new document.
  
  
• Added new options to configure the Search Samples and Search Import Lists screens to help narrow down the list of found matches.
  
  
• Added a new Preferences repair tool to recreate the ‘Run Proposal Pack Wizard’ desktop shortcut created by the Wizard installer program.  You can now rebuild the shortcut link if you have upgraded your version of Word or had deleted your shortcut link from the desktop.
  
  
• Added a new manual chapter: Repair the ‘Run Proposal Pack Wizard’ Desktop Shortcut
  
  
• The Wizard now goes straight to the Add New Project screen when there are no projects to edit. Otherwise the normal screen to select projects to edit or add a new project is displayed.
  
  
• The Wizard will now resize the Title Page background to fit the page if the Letter page size is changed (i.e. to Legal, A4, etc).  This will eliminate white bars around the edges of the background design.
  
  
• The Wizard will now automatically reposition the faded body page watermark background graphic if the Letter page size is changed (i.e. to Legal, A4, etc). This will help keep the watermark within the color borders and in the bottom right corner of the page.
  
  
• Added new articles to the library of help articles.
  
  
• Added notification messages if a limited Demo or Lite style is selected when the user also has a full retail style also installed to inform the user to switch to the retail style to access all of the installed content.
  
  
• Added more feedback messages in some operations when operations were completed.
  
  
• In Demo mode the Pick Documents screen now default to the “Quick Start” tab. In Novice and Expert Mode the Pick Documents default is still the “Add Templates” tab.
  
  
• Added a new help screen for the View Sample Proposals tab of the Pick Documents screen that reiterates some important information about the Sample Proposals.
  
  
• Added more orange pointer arrow images to help show user the next button or operation that can be performed.
  
  
• Added additional error checks in case users are still running versions of Word 2000 or earlier that are not supported and will cause errors while running.
  

• Over 150 new business situations added to the Import File lists to help you more easily figure out what chapters to add to different types of proposals.
  
  
• Added a “Search” button to the Import File list screen. Now that the number of import lists has grown we have added  search screen to make finding specific import lists easier. Use of import list searching has also been expanded by adding keyword lists to the import files.
  
  
• Added a “Search” button to the Edit Your Proposal’s screen for viewing Sample Proposals.
  
  
• Added a “Search” button to the Add a Contract screen. This makes it easier to locate specific contract templates in installed Contract Pack libraries.
  
  
• Added a “Search” button to the Proposal Project screen. This makes it easier to locate a specific client project if you have added a lot of projects.
  
  
• Added the ability to clone past projects including both project settings and data as well as all of the source project’s documents. This feature makes it easier to make new documents for past clients and to reuse a past proposal for a new client. This is an Expert edition feature.
  
  
• Adjusted the positioning and spacing of text fields in the interface to prevent text from being cut off or wrapping. In some cases on new tablet platforms (such as Microsoft Surface Pro) Microsoft Word alters the screen size of text fonts in the Wizard interface causing display issues. All of the Wizard screens have been updated to provide more screen space for interface text to avoid text elements being cut off in the interface.
  
  
• When adding a new project the project name is automatically generated with a default title and incremental number. The Wizard’s Preferences allows you to turn this feature off and also configure the default project name.
  
  
• Added a new manual chapter: How do I Use the Cloud or SkyDrive?
  
  
• Added easier access to the extensive library of online help and how-to articles with a new screen available on the Wizard home screen. You can directly search for and lookup specialty how-to articles from the Wizard and open the web page efficiently from the Wizard interface.
  
  
• Added a new manual chapter: How do I Configure the Articles Database?
  
  
• The new online how-to and help article screen can also be completely customized with your own URLs and article and resource links. This allows you to build your own tailored article repository and make it easily searchable and viewable from our Wizard interface.
  
  
• Added admin features to completely hide the help and article buttons from the Wizard interface. Existing admin features for disabling specific interface buttons on the Wizard home screen have been expanded to also hide the buttons.  This allows administrators to tailor the Wizard home screen better to hide features they don’t want their end users accessing or seeing.
  
  
• Added tests and messages for inaccessible folders for use when the Wizard is configured to access files on networked or cloud based drives. If your connection to the remote drive is broken the Wizard will detect and report access problems.
  
  
• If the Wizard has been configured for remote network or cloud access to your project files and the remote access is not available the Wizard will ask if you want to temporarily use your local hard drive project folder so you can continue working without an Internet connection.
  
  
• Added a “Select All” button to the Configure Template Lists screen and improved performance for when large amounts of templates are updated at once.
  
  
• Added a “Select All” and “Unselect All” button to the Configure Top 40 Lists screen and improved performance for when large number of templates are updated at once.
  
  
• Added orange pointer arrows to the Proposal Project screen to help show what buttons still need to be clicked to finish adding templates or filling in project data in order to complete a project before building the documents. Helps show new users what still needs to be completed and helps remind expert users to not forget important details.
  
  
• Added buttons to the Preferences -> Configure Top 40 Lists screen to mass enabled and disable all of the pre-defined Top 40 lists. This lets you quickly tailor the users Pick Document screen to only show checklists of custom lists you have defined. This is more efficient than manually disabling each predefined lists one at a time or having to manually edit the Situations.ini database file for mass updates to all lists at once.
  
  
• Added 6 new fields to the Edit Style -> Page Setup screen to set specific page margins on the body pages of your assembled documents. This can be useful when using the Wizard to import custom documents that have wider than default page margins.
  
  
• Add 2 new logo positioning fields to the Edit Styles -> Branding screen (From Page Left and From Page Top).  These field allow absolute positioning of the body page custom logo from the top and left corner of the page. Use these fields to fine tune the positioning of custom logos. If either of these fields is set to non-zero they override the Relative Top and Relative Left fields.
  
  
• Fixed a problem in the new feature that allows the Wizard to auto-import your custom graphics from the new MyGraphics folder. The file being looked for was a different name than shown in the documentation.
  
  
• Fixed a display issue in the interface where the use of the demo Lite style was showing the wrong count of available documents.
  
  
• Added support for future versions of the Title Page Packs.
  
  
• Minor interface message cleanup.
  
  
• Added progress bars for the various search screens to provide more feedback during longer processes.
  
  
• Added more error checks to ensure invalid data entry is not allowed in some screens.
  
  
• Added more error checks and messages to notify about problems accessing files that are not available or caused by interfering with the Wizard during processing.
  
  
• Increased the number of configurable Top 40 lists from 80 to 100.
  
  
• Fixed a bug where the Default Top 40 list would still be displayed if it had been disabled in the preferences.
  
  
• Set the maximum number of active proposal projects to 40 for the Novice Wizard and 160 for the Expert Wizard. If the proposal database becomes full there is also a new Preferences button to create a new empty database (Expert Wizard users also have the option to archive or delete individual projects to create more space in the active project database).
  
  
• Added more error checks when deleting Title Page Packs from the interface to prevent an error message.
  
  
• The SalesForce.com feature has changed the encryption method of storing login credentials. You will have to reenter your login credentials and store them again in the new encryption scheme. This will prevent errors with the old 3rd party encryption DLL that sometimes caused out of memory errors on some systems.
  
  
• Added a new manual chapter: How does the Wizard uses the Windows Registry?
  
  
• Added a major new feature for multiple choice content. This allows you to define custom pick lists of external content (paragraphs of text, entire documents, image files, spreadsheets, PDF files, etc.) for inserting into your documents when they are assembled. You can define up to 100 custom tags inserted anywhere in your templates and up to 300 custom pick list items organized in any combination you need and grouped in up to 10 different categories.  For example, you can define a pick list of product descriptions, sample photographs, client references, etc.  When you create your project simply pick your desired content and the Wizard will automatically insert it into your documents. Create your customized client proposals even more efficiently than before.
  
  
• Added a new manual chapter: How do I Use Multiple Choice Fields?
  
  
• Added support for 9 new custom Title Page graphics.  In addition to the 17 existing choices of graphics for the front Title Page the following new ones have been added: “Policies”, “Procedures”, “RFP”, “Request for Proposal”, “Samples”, “Handbook”, “Bid”, “Memorandum” and “Solicitation”.
  
  This allows you to use the Wizard and Proposal pack to create additional types of business documents with a consistent design theme.
  
  
• Translation support has been added for 15 languages: Canadian English, British(UK) English, Australian English, Spanish, Portuguese, Dutch, Italian, French, German, Romanian, Russian, Chinese, Korean, Japanese and Arabic.
  
  
• Added a new manual chapter: How do I Translate into Foreign Languages?
  
  
• More support for creating Request for Proposals (RFPs) has been added. One of the 12 pre-loaded database lists has been updated to include the RFP writing topics. “Request for Proposal” is now one of the selectable proposal types.
  
  
• Added a “quick project change” drop down button to the Wizard home screen to allow quickly changing the current project. This makes it easier to swap between different projects when editing multiple proposals at once.
  
  
• The Wizard will now automatically build your documents and open the edit screen when you have finished saving your project. This saves a couple extra steps of having to click the build button then the edit button from the Wizard home screen after saving your project. You can also disable the auto-build feature to return it to the legacy way of operating.
  
  
• The Wizard can now automatically load graphics into your document by simply copying your own custom graphics into the new MyGraphics folder. See the ReadMe.PDF file in the MyGraphics folder for details. This can be a more efficient way of quickly getting your custom graphics into your document without having to configure various Wizard screens.
  
  
• Internal limits on the number of documents the Wizard database can manage have been increased to accommodate the large number of new proposal and contract templates.
  
  
• Added a large number of additional import files with lists of template defined for many new types of proposal situations.
  
  
• Added support for the 30 new Sample Proposals included in the new Proposal Packs.
  
  
• Added support for more new categories of templates and expanded categories to accommodate the additional new templates added to the latest edition of the Proposal Packs.
  
  
• Added a new custom import tag specifically for inserting a custom spreadsheet anywhere in your assembled proposal. In addition to the <<ImportFile>> and <<ImportContractFile>> tags, you can now use the <<ImportExcelFile>> tag.
  
  
• Extended the import tags (<<ImportFile>>, <<ImportContractFile>>, and <<ImportExcelFile>>) so they can be used to also import other file types such as PDF files.
  
  
• Added the ability to import the contents of the footer of an external document into your assembled proposal. See this new chapter for details: How do I Import a Custom Page Footer?
  
  
• The Wizard can now be configured to disable the display of the “Default Top 40” entry of the list of drop down choices in the Pick Documents screen. This allows you to completely customize the Top 40 drop down list to only include your own custom lists.
  
  
• When custom documents are added into the Wizard database via the Configure Proposal Documents tool the Wizard will now automatically add the default Proposal Kit Word Styles to the custom documents as they are copied by the Wizard into the Proposal Pack’s document folder.
  
  
• A new tool has been added to the Preferences -> Data & Display -> Font Styles screen to allow you to automatically add all of the custom Proposal Pack Word Styles to any external Word document.  This can help maintain a consistent format across all of your documents and aid in importing custom documents into the Wizard with consistent formatting.
  
  
• The Edit Current Proposal screen will now bring your already opened proposal to the foreground whenever you click the button to open your documents. This is helpful if your proposal is actually open but hidden behind other windows.
  
  
• Added a new Preferences configuration screen and options to configure how the custom import tags work. You can now configure the starting folders to look for your external import files and how the imported files are inserted (linked, static or the Wizard will ask before each file is imported).
  
  
• Added additional error checking to data entry fields to prevent invalid data in some cases.
  
  
• Fixed a minor problem in the importing of data from past versions of the Wizard when custom sort orders were defined for projects and presets that would cause the sort order to not be reapplied to the imported data.
  
  
• Added extra error checks to ensure that if too many custom contracts are added to the system it will not cause overflow error messages.
  
  
• Added extra checks on all important Wizard screens and forms to ensure they will fit on the minimum size supported screen size dimensions.
  
  
• Added extra error information when there is a problem launching PDF or Excel documents from within the Wizard screens. For example, if there is no file association setup or an unsupported application is defined in the operating system for opening the documents the error message may help pinpoint the configuration problem.

 

Estimate Pack:

 

• Cleaned up some existing spreadsheets with mostly cosmetic improvements.
  
  
• Added 8 new spreadsheets:
  
  Event Planner Estimate Spreadsheet, Catering Estimate Spreadsheet, Wedding Planner Estimate Spreadsheet, Lawn Care Estimate Spreadsheet, Janitorial Estimate Spreadsheet, Price Structure Calculator, Your Investment Calculator, Bill of Materials Calculator

 

Project Management Pack:

 

• Added 13 new documents to the Records Management Toolkit:
  
  Records Access Security Plan (Expanded), Stakeholder Concerns Log, Communication Plan, RACI Matrix Worksheet, User Acceptance Testing (UAT) Schedule, User Acceptance Testing (UAT) Enhancements and Bug Tracker, Risk Mitigation Plan, Sample Records Governance Plan, Sample Stakeholder Concerns Log, Sample RACI Matrix Worksheet, Sample User Acceptance Testing (UAT) Schedule, Sample Risk Mitigation Plan, Sample Communication Plan

New in Title Page Pack V5.0:

Title Page Pack product page

 

• 20 new color schemes have been added to every design (120 total color schemes) in every Title Page Pack. This has increased the number of title page documents in each Title Page Pack from 500 to 600.

New in IT/Software/Hardware Contract Pack V16.1:

IT/Software/Hardware Contract Pack product page

 

• Bundled Novice Wizard software has been updated to version 10.2
  
  
• Interface updates for better Internet Explorer 10 support.

New in V16.0:

• 6 new documents added: Web Application Support Services Contract, Software Build Requirements, Software Test Use Case (Individual), Software Test Use Case (Master Plan), Interactive Creative Brief Worksheet, Software and Services Quit Claim

New in Web Freelancer Contract Pack V16.1:

Web Freelancer Contract Pack product page

 

• Bundled Novice Wizard software has been updated to version 10.2
  
  
• Interface updates for better Internet Explorer 10 support.

New in V16.0:

• 5 new documents added: Web Application Support Services Contract, Interactive Creative Brief Worksheet, Notice of Rate Decrease Letter, Notice of Rate Increase Letter, Software and Services Quit Claim

New in Human Resources Contract Pack V16.1:

Human Resources Contract Pack product page

 

• Bundled Novice Wizard software has been updated to version 10.2
  
  
• Interface updates for better Internet Explorer 10 support.

New in V16.0:

• 1 new document added: Personal Technology Usage Policy

New in Photographers Contract Pack V16.1:

Photographers Contract Pack product page

 

• Bundled Novice Wizard software has been updated to version 10.2
  
  
• Interface updates for better Internet Explorer 10 support.

New in V16.0:

• 2 new documents added: Notice of Rate Decrease Letter, Notice of Rate Increase Letter

New in Contractors Contract Pack V16.1:

Contractors Contract Pack product page

 

• Bundled Novice Wizard software has been updated to version 10.2
  
  
• Interface updates for better Internet Explorer 10 support.

New in V16.0:

• 2 new documents added: Notice of Rate Decrease Letter, Notice of Rate Increase Letter

New in Advertising/Marketing Contract Pack V16.1:

Advertising/Marketing Contract Pack product page

 

• Bundled Novice Wizard software has been updated to version 10.2
  
  
• Interface updates for better Internet Explorer 10 support.

New in V16.0:

• 3 new documents added: Interactive Creative Brief Worksheet, Notice of Rate Decrease Letter, Notice of Rate Increase Letter