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Proposal Pack Wizard automates the assembly and management of the documents included in Proposal Kit Professional, Proposal Pack and Contract Pack, our document "Packs".

The Wizard is not required for use of any of these content packages, but if you want the benefit of using assembly and management tools when writing your proposal, simply select an appropriate document "Pack" product, then add this Wizard automation software.

• System Requirements
• Requires Microsoft Word 2003 to 2010
• Requires Microsoft Windows 2000 to 7
• Native 32-bit and 64-bit
• Operating system compatibility chart
• The Wizard does not run on Mac

Proposal Pack Wizard automates the assembly and management of your Proposal Kit Professional, Proposal Pack and Contract Pack documents.

The Wizard automates many tedious tasks and takes the guesswork out of how to generate a business proposal, contract and other business documents. Any book can tell you how to put together a proposal; Proposal Pack Wizard will do the work for you in minutes.

Download Free Demo

Proposal Generation Process:

Add a project and input contact information.
Select documents and assemble proposal.
Complete final edits to assembled proposal.
Print or save as PDF or HTML and send

• Select from 1000+ proposal chapter topics (sold separately in the document "Packs") to build your proposal from.
  • Templates include Cover Letter, Title Page, Table of Contents, Executive Summary
  • Cost Summary, Company History, Products, Services and many more
  • Wizard includes over 65 categories of templates for different types of businesses
    
    
• With add-on Title Page Packs, get access to thousands of custom Title Page background designs.
  • Each Title Page Pack (sold separately) includes a wide variety of custom designed Title Page backgrounds. Give your document anything from a clean conservative look to a colorful eye-catching look. Our unique Title Page Packs give you a wide variety of designs and color themes to easily match your own company logos and colors.
    
    
• Configurable cover Title Page includes options for 17 different titles.
  • Project, Proposal, Business Plan, Quote, Response, Submission, Contract, Estimate,
    Plan, Presentation, Report, Resume, Study, Documentation, Information, Instructions,
    Manual, or up to 7 of you own custom versions
    
    
• Manage many types of proposals, contracts and business documents from one interface.
  • 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, Sales Letters, RFP Responses, Complex Reports, Studies and Plans
    
    
• Create an assembled proposal of any size (from 1 page to over 1000 pages)
• Over 65 custom categories organize the library of 1000+ Proposal Pack templates for easy access
• Wizard can auto-select a collection of templates for you based on over 125 sample situations
• Wizard comes with 60 proposal templates for basic product and service proposals
• Additional template collections are sold separately (i.e. Proposal Pack, Contract Pack, Proposal Kit Pro)
• Complete with layout and design, and ready to finish with your unique content in just minutes
• Track the submission status of your proposals and contracts
• Migration tools for moving data from old Wizard installations to the most current release
• Import/Export tools integrate with 3rd party systems using standardized XML files
• Manages calculator spreadsheets for each new proposal project
• Create both proposals and contracts as separate documents or combined together
• Reduce deal-breaking mistakes by using a system built on proposal writing "Best Practices"
• Save your own predefined lists of templates to use for future proposals
• Template recommendation wizard gives you alternate ideas for each template
• International date format support
• Manage multiple Proposal Pack styles with a single interface (Proposal Packs each sold separately)
• Manage Contract Packs with the same proposal interface
• Import documents into your proposal from 3rd party systems
• Design themes are consistently integrated into every page of your proposal
• Self-guiding wizard interface configures itself and guides you quickly and efficiently
• Expert, Novice and Administrator modes
• Team editing mode for multiple people editing the same proposal
• Configurable to allow you to arrange your proposal the way you want
• Add your own custom documents
• Reuse past proposals
• Search for specific templates or groups of templates
• Define your own custom orderings and lists of documents to choose from
• Easily edit source templates from any Proposal Pack style to apply to all future proposals
• Create client folders for each proposal
• Create a database of client information and your company information
• Database supports custom mail merge tags
• Recommend Wizard helps select proposal templates based on size and type of proposal
• Built-in Mail Merge Wizard merges company and client contact information with your documents
• Remap Mail Merge tags to 3rd party software systems and create an integrated workflow
• Integrates with QuoteWerks automated pricing and quoting software
• Integrates with Quosal automated pricing and quoting software
• Integrates with SaleForce.com CRM - merge your data into your documents
• Change border styles and colors
• Replace template accent and page header graphics with your own custom versions
• Combine selected documents into a single master document
• Custom creation of Table of Contents to match selected documents (static or auto-updating TOC)
• Cost-effective multiple user and network licenses are available
• Work faster - Wizard runs in 64-bit mode in Microsoft Office 2010 64-bit

Proposal Pack Wizard is a software plug-in for Microsoft Word for Windows 2003 and greater. Unlike the rest of our products, the Wizard does not work on Mac or Linux systems. The Wizard only works with a full retail version of Microsoft Word. The Wizard will not run on stripped down free or limited versions of Word such as "Office Starter" or "Works". The Wizard will also not run if you are using an expired trial version of Word.

If you are using a Mac or Linux system you can still use the Proposal Pack and Contract Pack template products without the optional Proposal Pack Wizard automation. Many Mac users also use the Wizard on OS X with Boot Camp, VMWare or Parallel with Windows.

You can output your completed documents in any format your word processor supports. For example, when using Microsoft Word you can output in Word, PDF, HTML, XML, RTF and text formats. Word 2003 may require a 3rd party PDF application. Word 2007 and greater automatically provide PDF output.

The proposal software manages your Proposal Pack and Contract Pack documents and templates. Automation software provides easy to use mail merge, management of multiple proposals and contracts, and integration with Proposal Packs, Contract Packs and Proposal Kit.

Proposal Pack Wizard is a low-cost and downloadable business development tool that gets you started writing your business proposals immediately. Use Proposal Pack Wizard to create the proposals and contracts you need to sell your products and services. Proposal Pack Wizard is an optional interface. It is not required to use the template products.

No proposal generation software can do all of your work for you. You still have to write (or cut and paste) your unique content about your company and your client into the proposal. However, Proposal Packs, Contract Packs, and Proposal Pack Wizard take care of the rest of the work, providing you with self-guiding templates and easy-to-use automation software complete with layout and design, at a more affordable price than you will find anywhere.

Proposal Pack Wizard requires the separate purchase of at least one Proposal Kit Professional, Proposal Pack or Contract Pack for access to the full range of available templates.

SalesForce.com integration requires the 32-bit version of Microsoft Word/Office. If you are using the new 64-bit Microsoft Word/Office, the Proposal Pack Wizard will run but SalesForce.com features will not be available.