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, Proposal Packs, 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, 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