Proposal Writing Software with Templates and Samples

Elevate Your Proposal Writing with Proposal Kit

Proposal Pack Wizard Transform your approach to proposal creation with our Proposal Kit Professional, or select the perfect Proposal Pack tailored to your specific needs. Need help determining which solution best suits your proposal writing needs? Contact our expert team to help you determine which proposal writing software aligns with your goals.

You get the Novice Edition with each $79 Proposal Pack.

You get the Expert Edition with the $199 Proposal Kit Professional.

Unleash the Power of Proposal Pack Wizard

Included in every Proposal Pack and the Professional Bundle, the Proposal Pack Wizard software enhances your Word for Windows experience, catapulting your proposal writing efficiency. Choose between Novice or Expert editions to match your proficiency and project demands. Although the Wizard software is an exclusive feature of our Proposal Packs and Professional Bundle, its transformative capabilities complement the core functionalities of the Proposal Kit template packages.

Compatibility and Convenience

While the Wizard is for Word for Windows users, we've designed an alternative browser-based interface for Mac enthusiasts. This ensures that you can access our pre-assembled templates regardless of your operating system, making proposal writing more accessible and stress-free.

Tailored Solutions for Every User

Start your proposal writing with the Novice Edition, which we include with each $79 Proposal Pack. It is ideal for those new to proposal writing or with straightforward project needs. For those seeking a more advanced toolkit, we include the Expert Edition with the $199 Proposal Kit Professional. The Expert Edition unlocks advanced features such as quoting database customization, visual branding features, and extra content.

Seamless Upgrades for Enhanced Features

Transitioning from the Novice to Expert Edition is effortless. Upgrades are available directly through the Wizard program or by visiting the My Orders page. Novice Edition users will encounter intuitive prompts guiding them toward the Professional upgrade should they wish to access the extended capabilities and comprehensive content that set the Expert Edition apart.

Why Choose Proposal Kit?

With Proposal Kit, you're not just purchasing software but investing in a comprehensive system designed to streamline your proposal process, enhance your productivity, and dramatically improve your chances of securing the deal. Whether you're crafting a simple project proposal or a complex business pitch, Proposal Kit provides the tools, templates, and support needed to succeed. Propel your proposal writing to excellence—choose Proposal Kit today.

Proposal Pack Wizard - Selecting Chapters

Proposal Pack Wizard automates the assembly, customization, and management of the documents in Proposal Kit Professional, Proposal Packs, and Contract Packs.

HIGHLIGHTS

Designed for small business use
Effective solution for one proposal or many
Used by individuals and freelancers
Partners collaborating on a proposal
Small teams within a larger organization
Generate documents in minutes
Helps ensure 'Best Practices' are followed
Includes extensive how-to manuals
The most cost-effective solution available
Download after ordering
One-time license cost - no monthly costs
Create unlimited documents at no extra cost
Licensed for 5 computers / 5 users
Free product support

Q: Why upgrade to the "Expert Edition"?

A: Extra branding features, CRM database, automated calculation customization, tracking, integration with third-party software such as QuoteWerks, batch processing and customizing the content and interface make it the best choice for creating complex proposals and documents.

Requirements

Requires Microsoft Word 2010 to 365
Requires Microsoft Windows 7 to Windows 11
Native 32-bit and 64-bit
Operating system compatibility chart
The Wizard does not run on Word for Mac
Not for use on smartphones or Chromebooks
Not for use with App/Web edition of Word
240 MB installation size

Features in the Wizard Software

"Proposal Pack Wizard - Novice Edition" Software

Word add-in software wizard works with Word 2010, 2013, 2016, 2019, 365

Line-Item Database for quotes, schedules, and business plan financial pages

167 premade Line-Item Databases

AI assistance features

Portable USB drive install option (run on any PC with Word installed)

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

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 help 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 from over 710 business situations

Auto-select a collection of templates based on your project size and type

Access to an extensive online 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 up to 50 pages long

Favorites lists make it quick and easy to locate your favorite samples and topics

Create unlimited proposals and contracts at no extra costs

Change the order of selected templates before assembling

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

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 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 for each new project

Output documents in many formats such as Word, PDF, and HTML

There are no restrictions on how you can customize and deliver the final assembled documents

Use your documents on 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

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

A minimal set of document post-processing tools

"Proposal Pack Wizard - Expert Edition" Software

Customize any premade Line-Item Database and table layouts

Create new Line-Item Databases defining your columns and calculations

Create auto-updating calculations and schedules with OLE-linked spreadsheets

Add invoices, letters, checklists, and contracts from the project edit screen

Add Estimate Pack and Project Management Pack templates from the project edit screen

Company and client CRM database populates project data faster

There is no limit on the length of the created document

Multilingual translation support - Wizard translates page headers and other phrases into:

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 a custom footer and background watermark graphics

Ability to swap out individual photos with your own in photo-themed Proposal Packs

Brand your document's metadata 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

Automatically add your custom files to each new project

Create preset template lists to auto-populate new projects with

Ability to open and edit Proposal Pack templates

Ability to open and edit Contract Pack templates

Ability to open and edit Title Page Pack templates

Combine your own custom Word documents into your proposals

Add up to 100 Word Sections for importing content with independent page settings

Ability to configure titles of templates and attributes for all stock and custom documents

Create multiple copies of templates such as multiple product lists and price lists

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 in creating proposals from a standard 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

The 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

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

The entire collection of document post-processing tools

Other Things You Can Do

Proposal Kit does not restrict what you can do with your documents once created

Use any third-party features provided by your existing office software and services, such as:

E-signing of your Word and PDF documents via third-party desktop, online, and mobile tools

Add tables, charts, and graphs to your documents

Import external media such as photos, videos, and spreadsheets

Collaborate on documents with team members

Digitally sign and protect your documents

Save your documents to the cloud

Deliver your final documents in any way you choose, such as print, online, email, and upload

Multiple people can edit a document at the same time using Word coauthoring

Proposal Pack Wizard guides you with step-by-step numbers and prompts to select your design theme, enter your data, select your chapters, create your documents, and edit them for delivery.

Proposal Pack Wizard is a Microsoft Word for Windows Add-in accessed via the Word toolbar.

See More Screenshots

Configurable fast-access lists let you quickly check off the chapters you will assemble into your proposals, contracts, and other business documents.

The Wizard gives you multiple configurable ways to manage your documents, such as fast-access checklists and presets, searching by name, and building your documents from a library of hundreds of example business situations.

Proposal Pack Wizard - Viewing Sample Proposals

Automate Your Financial and Schedule Calculations

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 blog can tell you how to create a generic proposal; Proposal Pack Wizard makes specialized ones in minutes.

Download Demo

What Our Clients Say

Business proposal example Thank you so much 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

We designed our products to stand alone or work together, giving you the most options for cost vs. capabilities. You can use the Proposal Pack Wizard for plain and straightforward proposals or with one or more Proposal Packs and Contract Packs and select from various 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 possible, 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.

Product name:

Proposal Pack Wizard - Expert Edition V17

Produced by:

Proposal Kit

Operating systems:

Windows, Mac, Linux

Category:

Software › Computer Software › Business & Productivity Software

Price:

$199 USD - Pro bundle price includes Expert Edition

Code:

A166

Add To Cart - Pro BUndle ($199)

4.7 stars, based on over 800 reviews

Enhancing Your Proposal Writing Process with Proposal Pack Wizard

Introduction to Proposal Pack Wizard: Your User-Friendly Proposal Software Solution

Proposal Pack Wizard is a premier business proposal software plug-in for Microsoft Word for Windows. This innovative tool is designed to streamline your proposal writing and ensure you create compelling, brand-aligned proposals efficiently. It's important to note that the Wizard is optimized for a full retail desktop version of Microsoft Word and is not compatible with Mac or Linux systems, nor does it support limited versions of Word such as online Web/App versions.

The Proposal Kit's proposal writing system has been around for over two decades and has been updated every year with new material and features. It has grown to the point where it offers features that rival big business proposal writing software while staying priced for individuals and small businesses. Not only does it save you time, but it also saves you money, being a desktop solution and not an online subscription.

Maximizing Efficiency with Proposal Management Software

Proposal Pack Wizard offers a comprehensive solution for those seeking to save time in their sales process. As a downloadable business development tool, it significantly reduces the time spent on proposal writing, allowing you to focus on other critical aspects of your business. This proposal management software benefits Windows tablet users, including those with a Windows Surface Pro, enhancing mobility and convenience.

Proposal Writing Made Easy

While no software can eliminate all manual aspects of proposal creation, Proposal Pack Wizard simplifies the task by providing user-friendly proposal tools and templates. These resources assist in the layout and design, enabling you to generate sales proposals quickly and respond to RFPs. The software allows you to output documents in multiple formats, including Word, PDF, HTML, XML, RTF, and text, ensuring compatibility and professionalism in your submissions.

With advances in AI chatbots, you can use AI systems to assist in your writing while using Proposal Kit to do things the AI systems are still unable to do, such as constructing complex Word documents and generating line item financials.

Integrating Proposal Pack Wizard with Your Sales Process

Proposal Pack Wizard is not just about saving you time; it's a powerful component in your sales arsenal. Included with the purchase of Proposal Kit Professional, Proposal Pack, or Contract Pack, it is an essential interface for creating and managing your proposals. This software is a testament to the power of automation in the sales process, allowing you to close deals more effectively and in real-time.

Beyond Proposal Writing: Expanding Your Toolkit

While Proposal Pack Wizard focuses on streamlining proposal writing, it's part of a broader suite of management tools. Proposal Kit's open system architecture means you can seamlessly integrate the proposals, contracts, and other documents it generates with other business tools, further enhancing your operational efficiency. This compatibility is especially relevant for businesses incorporating third-party software or subscription services, such as web-based document e-signing, into their workflow.

Conclusion: Unlocking New Levels of Proposal Efficiency

Proposal Pack Wizard revolutionizes the proposal writing and management process, offering a user-friendly, comprehensive solution to the challenges of creating sales and business proposals. By leveraging this proposal software solution, businesses can enjoy increased efficiency and save valuable time and resources. Proposal Pack Wizard equips you with the tools and capabilities to streamline your proposal writing, manage your sales process more effectively, and close deals confidently.

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