 New for 2008! Click here to upgrade!
Sep 28, 2009 - Proposal Pack Wizard 4.0 released with many new features and improvements such as complete integration with our Contract Pack contract templates and support for 3rd party application integration.
Jan 1, 2008 - Over 500 pages of new content has been added to Proposal Kit Pro V12 and over 300 pages of new content has been added to the Proposal Packs V9. Over 40 new contracts have also been added along with many more updates and additions. See below for details.
10 new Proposal Packs have been added to our collection of over 150 design themes.
What products have been upgraded for 2008?
New in Proposal Packs Version 9.0:
 Proposal Packs product page
- Over 300 pages of new material have been added to Proposal Pack (new templates, checklists, samples, instructional material) adding over 60% more material to this version.
- Added 61 new proposal templates increasing the total number of templates to over 270. Templates added: Profile, Client Summary, Abstract, Estimate, Significance, Activities, Design, Planning, Approach, Innovativeness, Project Plan, System Plan, Promotion, Site Planning, Environmental, Public Relations, Community, Coordination, Responsibilities, Documentation, Authority, Measures of Success, Dissemination, Budget Information, Wholesale Price List, Retail Price List, Cost Effectiveness, Resources, Hourly Services Contract, Invoice, Memorandum of Understanding, Credentials, Capabilities, Accreditations, Certifications, Geographic Information, Key Positions, Contractors, Legal Eligibility, Authorization, Board of Directors, Policies, Flow Chart, Board Resolution, Contact Letter, Letter of Transmittal, Support Letter, Commitment Letter, Collaboration Letters, Report, Tab, Worksheet, Supplied Form, Appendix F, Appendix G, Appendix H, Appendix I, Appendix J, Fax Cover Sheet, Bid / No-Bid Checklist, Grant Proposal Development Checklist.
- Added a proposal bid/no-bid decision checklist.
- Added a government grant proposal development checklist.
- Added a complete service level agreement to the Contract and Terms template.
- Added an additional manual for writing Federal government grant proposals using Proposal Pack.
- 15 general business sample proposals have been added.
- 10 Federal government grant sample proposals have been added (USDA, Department of Justice, Department of Education, Department of Health and Human Services, Environmental Protection Agency and Department of Housing and Urban Development).
- New Title Page graphics have been added for “Resume”, “Contract”, “Plan”, “Submission”, “Presentation”, “Report”, “Study”, “Estimate”, “Response”.
- The Table of Contents has been updated to add all of the new templates.
New in Proposal Pack Wizard 4.0:
 Proposal Pack Wizard product page
- Better integration with our Contract Pack contract documents has been added. Now you can use the Wizard to manage your contract documents separately or include them in your proposal. This feature also automatically inserts all of the referenced Exhibit/Schedule templates at the same time. The specific Contract Pack you have installed will be detected by the Wizard and can be selected as one of your proposal types when you create a new project. This feature can be configured using the Preferences tool “Configure Contract Files”.
- A new feature has been added for integrating 3rd party generated documents such as contracts, quotes, invoices, etc. into your proposal. Now you can automate integration with your other business document creation software better. See the “3rd Party” tab in the “Preferences” screen.
- Proposal Pack Wizard will detect if the 3rd party quoting application Quosal is installed on your system and will set it up in the 3rd Party tools #2 slot.
- When using the PlainText or Government Grants themes (i.e. the themes that use plain text headers in each template instead of an embedded bitmap graphic design), the Wizard will now change the header of each template during assembly of the proposal if you have retitled the page header in the database. This is useful for large government grants where a single template is used multiple times in the proposal with different chapter headers such as the “Worksheet” template. For example if you create a proposal using the Worksheet template and you add it multiple times titled “Form SF-424”, “Fixed Sites” and “Non-Fixed Sites” both the Table of Contents and the page headers for each of those 3 pages will be changed to match your new page header text.
- The Wizard can now replace the “Project” placeholder in the Title Page template with your own custom logo graphic in the PlainText and Government Grants styles which do not come with an embedded graphic design.
- A File Location Report tool has been added to the Wizard Preferences. This tool will generate a report showing you all of the locations on your hard drive the various files used by Proposal Pack and the Wizard are located including your projects, installed Proposal Pack templates, installed Contract Pack templates, Wizard database files, etc.
- Added the ability to remap Proposal Pack mail merge tags to alternate tags to help support integration with 3rd party applications which will be used to add further data to the proposal documents created by Proposal Pack and Proposal Pack Wizard.
- Added 20 new contract mail merge tags to support the integration of Contract Pack templates: <<ContractCompany>>, <<Approver>>, <<Month>>, <<Amount>>, <<Supervisor>>,<<Department>>, <<InsuranceCoverageAmount>>, <<Credits>>, <<SSN>>, <<HREmail>>, <<HRPhone>>, <<HRContactName>>, <<TimeZone>>, <<Date>>, <<Minutes>>, <<Hours>>, <<Days>>, <<Months>>, <<Years>>, <<Weeks>>
- The Graphics tab on the Edit Styles screen is now set as the default tab first seen when the screen opens.
- Colon and equal signs are not allowed in the template titles and file names. Extra error checking has been added to prevent this when adding new templates.
- The “Compress Templates” tool is now obsolete and has been removed from the preferences.
- The “Test Database” tool was reporting errors that were not real errors in the database files. These erroneous error messages have been removed.
- Fixed some cases of template names having mixed cases between database files (i.e. “Long Form” vs. “long form”) which are now all consistently named.
- The “Reset to Default” button in the “Edit Style” screen now resets the path to the graphics files.
- The Recommend Wizard screen display is cleaned up when the database has blank section headers.
- The database folder used by this version of the Wizard has been changed to “Database_V4”.
- The project folder used by this version of the Wizard has been changed to “ProposalProjects_V4”
- The Wizard allows you to enter alternate text to be used in place of the <<Domain>> tag in your proposal footer, such as your company name, etc.
- The Wizard can now detect and display an error if your Windows Registry settings for the Wizard do not exist. This typically happens when moving the Wizard incorrectly from one computer to another, or logging in as a new user other than the one the Wizard was originally installed for.
- The maximum number of projects the Wizard will support in a single database has been increased from 100 to 150.
- When generating a proposal, the Wizard will now display a message about any of the mail merge tags which did not have data filled in for them in your Proposal Project. This message can be disabled in the Preferences.
- Added 2 new company mail merge tags <<Address3>> and <<MobilePhone>>
- Added 2 new customer mail merge tags <<CustAddress3>> and <<CustMobilePhone>>
- Fixed tab orderings for consistent tab navigation in a number of screens.
- Added a Search For Installs button in the Preferences Tools tab. This performs the same function as the Search for Styles button in the Proposal Styles screen. This makes it easier to install new Proposal Packs and setup 3rd party applications after the Wizard has been installed.
- Added a button on Proposal Styles screen to launch web browser to display the Proposal Pack product web page to make it easier to purchase additional Proposal Pack styles.
- Added a Preferences option to reduce the number of informational message boxes displayed during the proposal generation process.
- A new method of removing templates from the Proposal Project’s Recommend Wizard has been added. Now you can select from a list of templates to remove selected ones in a batch which makes the process much less time consuming.
- Added new tests to the Test Database preferences tool.
- Lots of additional refinements to the interface, messages and text for usability and readability.
New in Proposal Kit - Pro 12.0:
 Proposal Kit Pro product page
- Over 500 pages of new material have been added to Proposal Kit Pro (new templates, checklists, samples, instructional material) adding over 50% more material to this version.
Contract Pack:
- Minor grammar changes made to some documents.
- Four new categories of contracts have been added: Advertising and Marketing, Graphics and Printing, Computer Systems and Internal Company Plans.
- 41 new contracts, agreements and related documents have been added (over 144 pages of new material): Authorization to Start Work, Replication Quote Order Form, Email Marketing Creative by Agency Agreement, Email Marketing Creative by Designer Agreement, Pay Per Click (PPC) SEO Campaign Services Contract, Signage and Printing Order Form, Print Quote Form, Colocation Hosting Short Form Contract, Managed Hosting Service Level Agreement, Web Hosting Change Addendum, Pocket Photo Release Agreement, Photo Reprint Rights Agreement, Photo Credit Waiver, General Services Agreement, Repair Estimate Quote, General Contractor Work Order, Right of First Refusal Partnership Agreement, Right of First Refusal with Non-Disclosure Agreement, Works for Hire Agreement, Project Acceptance Partial Signoff, Project Acceptance Simple Signoff, Software Development Plan, Reprint Rights Agreement, SEO Services Reseller Contract, Disaster Recovery Plan, Software Disaster Recovery Plan, Human Resources Guide Update Addendum, PDA Usage Policy, Wireless Networking Usage Policy, Application for Employment, Employment Non-Compete and Non-Disclosure, Drug and Alcohol Testing Consent Form, Employee Promotion Authorization Form, Employee Notice of Salary Increase Form, Employee Injury Report Form, Expense Report, Hourly Services Agreement, Company Equipment Checkout Form, Agency Photo Shoot Model Release Form, Employee Grievance Form, Employee Demotion Form
- Many existing contracts have been updated with new replaceable tags and consistent usage of terms.
- Added 20 new standard mail merge tags to many documents: <<ContractCompany>>, <<Approver>>, <<Month>>, <<Amount>>, <<Supervisor>>,<<Department>>, <<InsuranceCoverageAmount>>, <<Credits>>, <<SSN>>, <<HREmail>>, <<HRPhone>>, <<HRContactName>>, <<TimeZone>>, <<Date>>, <<Minutes>>, <<Hours>>, <<Days>>, <<Months>>, <<Years>>, <<Weeks>>
Estimate Pack:
- Updated HTML organizer to help find and open documents easier.
- Added Customer and Proposal Number tags to all spreadsheets for helping organize estimates by customer and proposal.
- Updated line items in existing spreadsheets with additional material.
- Added Help Desk Services Estimate Spreadsheet.
- Added Print Project Estimate Spreadsheet.
- Added Flash Animation Project Estimate Spreadsheet.
- Added Network Server Setup Estimate Spreadsheet.
- Added Software Services Project Estimate Spreadsheet.
- Added Computer Repair and Maintenance Estimate Spreadsheet.
Project Management Pack:
- Renamed product from "Web Plan Kit" to "Project Management Pack".
- Minor updates to existing documents to update outdated material.
- Added Web Development Worksheet Overview.
- Added Describe Your Web Site Worksheet (R01).
- Added Describe User Controlled Content Worksheet (R02).
- Added Describe Your Web Site Functions Worksheet (R03).
- Added Describe Your Web Site Users Worksheet (R04).
- Added Describe Your Web Site Administration Worksheet (R05).
- Added Describe Your Web Site Home Page Worksheet (R06).
- Added Project Plan Worksheet.
- Added Project Analysis Overview Worksheet.
- Added SEO Organic Keyword Report.
- Added SEO Pay Per Click Keyword Report.
- Added Customer Service Call Log Spreadsheet.
- Added Disaster Recovery Plan.
- Added Software Disaster Recovery Plan.
- Added Expense Report Spreadsheet.
Proposal Pack:
- Over 300 pages of new material have been added to Proposal Pack (new templates, checklists, samples, instructional material) adding over 60% more material to this version.
- Added 61 new proposal templates increasing the total number of templates to over 270. Templates added: Profile, Client Summary, Abstract, Estimate, Significance, Activities, Design, Planning, Approach, Innovativeness, Project Plan, System Plan, Promotion, Site Planning, Environmental, Public Relations, Community, Coordination, Responsibilities, Documentation, Authority, Measures of Success, Dissemination, Budget Information, Wholesale Price List, Retail Price List, Cost Effectiveness, Resources, Hourly Services Contract, Invoice, Memorandum of Understanding, Credentials, Capabilities, Accreditations, Certifications, Geographic Information, Key Positions, Contractors, Legal Eligibility, Authorization, Board of Directors, Policies, Flow Chart, Board Resolution, Contact Letter, Letter of Transmittal, Support Letter, Commitment Letter, Collaboration Letters, Report, Tab, Worksheet, Supplied Form, Appendix F, Appendix G, Appendix H, Appendix I, Appendix J, Fax Cover Sheet, Bid / No-Bid Checklist, Grant Proposal Development Checklist.
- Added a proposal bid/no-bid decision checklist.
- Added a government grant proposal development checklist.
- Added a complete service level agreement to the Contract and Terms template.
- Added an additional manual for writing Federal government grants using Proposal Pack.
- 15 general business sample proposals have been added.
- 10 Federal government grant sample proposals have been added (USDA, Department of Justice, Department of Education, Department of Health and Human Services, Environmental Protection Agency and Department of Housing and Urban Development).
- New Title Page graphics have been added for “Resume”, “Contract”, “Plan”, “Submission”, “Presentation”, “Report”, “Study”, “Estimate”, “Response”.
- The Table of Contents has been updated to add all of the new templates.
New in Proposal Kit - Standard 12.0:
Proposal Kit Standard product page
- Minor grammar changes made to some documents.
- 6 new contracts, agreements and related documents have been added: Authorization to Start Work, Web Hosting Change Addendum, Hourly Services Agreement, Works for Hire Agreement, Project Acceptance Simple Signoff, Expense Report
- Many existing contracts have been updated with new replaceable tags and consistent usage of terms.
- Added 20 new standard mail merge tags to many documents: <<ContractCompany>>, <<Approver>>, <<Month>>, <<Amount>>, <<Supervisor>>,<<Department>>, <<InsuranceCoverageAmount>>, <<Credits>>, <<SSN>>, <<HREmail>>, <<HRPhone>>, <<HRContactName>>, <<TimeZone>>, <<Date>>, <<Minutes>>, <<Hours>>, <<Days>>, <<Months>>, <<Years>>, <<Weeks>>
Project Management Pack:
- Renamed product from "Web Plan Kit" to "Project Management Pack".
- Minor updates to existing documents to update outdated material.
- Added Web Development Worksheet Overview.
- Added Describe Your Web Site Worksheet (R01).
- Added Describe User Controlled Content Worksheet (R02).
- Added Describe Your Web Site Functions Worksheet (R03).
- Added Describe Your Web Site Users Worksheet (R04).
- Added Describe Your Web Site Administration Worksheet (R05).
- Added Describe Your Web Site Home Page Worksheet (R06).
- Added Project Plan Worksheet.
- Added Project Analysis Overview Worksheet.
- Added SEO Organic Keyword Report.
- Added SEO Pay Per Click Keyword Report.
- Added Customer Service Call Log Spreadsheet.
- Added Disaster Recovery Plan.
- Added Software Disaster Recovery Plan.
- Added Expense Report Spreadsheet.
Proposal Pack:
- Added 8 new proposal templates increasing the total number of templates to over 40. Templates added: Client Summary, Estimate, Design, Planning, Cost Effectiveness, Hourly Services Contract, Invoice, Fax Cover Sheet.
- Added a complete service level agreement to the Contract and Terms template.
- 15 general business sample proposals have been added.
- 10 Federal government grant sample proposals have been added (USDA, Department of Justice, Department of Education, Department of Health and Human Services, Environmental Protection Agency and Department of Housing and Urban Development).
- New Title Page graphics have been added for “Resume”, “Contract”, “Plan”, “Submission”, “Presentation”, “Report”, “Study”, “Estimate”, “Response”.
- The Table of Contents has been updated to add all of the new templates.
New in Contract Pack Pro 11.0:
 Contract Pack Pro product page
- Minor grammar changes made to some documents.
- Four new categories of contracts have been added: Advertising and Marketing, Graphics and Printing, Computer Systems and Internal Company Plans.
- 41 new contracts, agreements and related documents have been added (over 144 pages of new material): Authorization to Start Work, Replication Quote Order Form, Email Marketing Creative by Agency Agreement, Email Marketing Creative by Designer Agreement, Pay Per Click (PPC) SEO Campaign Services Contract, Signage and Printing Order Form, Print Quote Form, Colocation Hosting Short Form Contract, Managed Hosting Service Level Agreement, Web Hosting Change Addendum, Pocket Photo Release Agreement, Photo Reprint Rights Agreement, Photo Credit Waiver, General Services Agreement, Repair Estimate Quote, General Contractor Work Order, Right of First Refusal Partnership Agreement, Right of First Refusal with Non-Disclosure Agreement, Works for Hire Agreement, Project Acceptance Partial Signoff, Project Acceptance Simple Signoff, Software Development Plan, Reprint Rights Agreement, SEO Services Reseller Contract, Disaster Recovery Plan, Software Disaster Recovery Plan, Human Resources Guide Update Addendum, PDA Usage Policy, Wireless Networking Usage Policy, Application for Employment, Employment Non-Compete and Non-Disclosure, Drug and Alcohol Testing Consent Form, Employee Promotion Authorization Form, Employee Notice of Salary Increase Form, Employee Injury Report Form, Expense Report, Hourly Services Agreement, Company Equipment Checkout Form, Agency Photo Shoot Model Release Form, Employee Grievance Form, Employee Demotion Form
- Many existing contracts have been updated with new replaceable tags and consistent usage of terms.
- Added 20 new standard mail merge tags to many documents: <<ContractCompany>>, <<Approver>>, <<Month>>, <<Amount>>, <<Supervisor>>,<<Department>>, <<InsuranceCoverageAmount>>, <<Credits>>, <<SSN>>, <<HREmail>>, <<HRPhone>>, <<HRContactName>>, <<TimeZone>>, <<Date>>, <<Minutes>>, <<Hours>>, <<Days>>, <<Months>>, <<Years>>, <<Weeks>>
New in Web Freelancer Contract Pack 11.0:
Web Freelancer Contract Pack product page
- Minor grammar changes made to some documents.
- Two new categories of contracts have been added: Advertising and Marketing, Graphics and Printing.
- 6 new contracts, agreements and related documents have been added: Authorization to Start Work, Web Hosting Change Addendum, Works for Hire Agreement, Project Acceptance Simple Signoff, Hourly Services Agreement, Expense Report
- Many existing contracts have been updated with new replaceable tags and consistent usage of terms.
- Added 20 new standard mail merge tags to many documents: <<ContractCompany>>, <<Approver>>, <<Month>>, <<Amount>>, <<Supervisor>>,<<Department>>, <<InsuranceCoverageAmount>>, <<Credits>>, <<SSN>>, <<HREmail>>, <<HRPhone>>, <<HRContactName>>, <<TimeZone>>, <<Date>>, <<Minutes>>, <<Hours>>, <<Days>>, <<Months>>, <<Years>>, <<Weeks>>
New in Human Resources Contract Pack 11.0:
Human Resources Contract Pack product page
- Minor grammar changes made to some documents.
- 13 new contracts, agreements and related documents have been added: Expense Report, Human Resources Guide Update Addendum, PDA Usage Policy, Wireless Networking Usage Policy, Application for Employment, Employment Non-Compete and Non-Disclosure, Drug and Alcohol Testing Consent Form, Employee Promotion Authorization Form, Employee Notice of Salary Increase Form, Employee Injury Report Form, Employee Grievance Form, Employee Demotion Form, Company Equipment Checkout Form
- Many existing contracts have been updated with new replaceable tags and consistent usage of terms.
- Added 20 new standard mail merge tags to many documents: <<ContractCompany>>, <<Approver>>, <<Month>>, <<Amount>>, <<Supervisor>>,<<Department>>, <<InsuranceCoverageAmount>>, <<Credits>>, <<SSN>>, <<HREmail>>, <<HRPhone>>, <<HRContactName>>, <<TimeZone>>, <<Date>>, <<Minutes>>, <<Hours>>, <<Days>>, <<Months>>, <<Years>>, <<Weeks>>
New in Photographers Contract Pack 11.0:
Photographers Contract Pack product page
- Minor grammar changes made to some documents.
- 8 new contracts, agreements and related documents have been added: Authorization to Start Work, Pocket Photo Release Agreement, Photo Reprint Rights Agreement, Photo Credit Waiver, Expense Report, Company Equipment Checkout Form, Agency Photo Shoot Model Release Agreement, Permission to Reprint Testimonial
- Many existing contracts have been updated with new replaceable tags and consistent usage of terms.
- Added 20 new standard mail merge tags to many documents: <<ContractCompany>>, <<Approver>>, <<Month>>, <<Amount>>, <<Supervisor>>,<<Department>>, <<InsuranceCoverageAmount>>, <<Credits>>, <<SSN>>, <<HREmail>>, <<HRPhone>>, <<HRContactName>>, <<TimeZone>>, <<Date>>, <<Minutes>>, <<Hours>>, <<Days>>, <<Months>>, <<Years>>, <<Weeks>>
New in Estimate Pack 7.0:
 Estimate Pack product page
- Updated HTML organizer to help find and open documents easier.
- Added Customer and Proposal Number tags to all spreadsheets for helping organize estimates by customer and proposal.
- Updated line items in existing spreadsheets with additional material.
- Added Help Desk Services Estimate Spreadsheet.
- Added Print Project Estimate Spreadsheet.
- Added Flash Animation Project Estimate Spreadsheet.
- Added Network Server Setup Estimate Spreadsheet.
- Added Software Services Project Estimate Spreadsheet.
- Added Computer Repair and Maintenance Estimate Spreadsheet.
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