Tutorial Index
Welcome to the Proposal Kit tutorial. Learn how to use the various Proposal Kit materials to guide you through the whole process. In addition to the text tutorials below, click here for Demo Videos.
This tutorial covers material in all of our packs and kits including Proposal Pack Wizard, Proposal Kit Professional, Proposal Pack, Contract Pack, Estimate Pack, Sample Proposals and Project Management Pack. Disregard any information about materials not included if you only purchased a portion of the materials.
- What are Proposal Kit Professional, Proposal Pack, Estimate Pack,
Sample Proposals, Project Management Pack and Contract Pack? - Downloading, installing and setting up
- Getting Started
- Using the Proposal Pack Wizard
- Picking your documents
- Getting prospects
- Gathering information for your proposals
- Generating your storyboard diagrams
- Generating your estimates
- Generating your documents, using mail merge and sample proposals
- Delivering your proposals
- Generating your contracts
- Project development & deployment
- Ongoing maintenance
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How to Write a Proposal - Tips, Tricks and Best Practices
Affiliate Program | Site Map | Help Center
How to Write a Proposal - Tips, Tricks and Best Practices
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Create winning business proposals & contracts with minimal effort and cost. Proposal software, proposal templates, legal contracts and sample proposals.