March/April 2009: 24 New Proposal Packs just added:
New in Proposal Packs Version 10.1:
 Proposal Packs product page
- 15 new sample proposals have been added (for a total of 90 samples).
Occupational Therapy Services Sample Proposal,
Transportation Shipping Services Sample Proposal,
Technical Resume Sample,
Executive Resume Sample,
Home Daycare Services Sample Proposal,
SEO Services Sample Proposal,
Music DJ Sample Proposal,
Manufacturing Process Improvement Sample Proposal,
Import Export Services Sample Proposal,
Franchise Purchasing Sample Proposal,
Feasibility Study Sample,
Electrical Contractor Sample Proposal,
Church Mission Shelter Sample Proposal,
Case Study Sample,
Auction Fundraiser Sample Proposal
- Added a new chapter to the manual for helping select documents How to Select Templates: The Top 5 / Top 40 Rule
- The product organizer has been completely replaced and updated with new graphics.
- Improvements to the Windows installer to help prevent problems when changing the default install folder.
- Overall, the entire product has been given a facelift with our new logo and graphic theme. The existing product content (templates, spreadsheets and samples) has not been changed.
New in Proposal Packs Version 10.0:
- Over 300 pages of new material have been added to Proposal Pack (new templates, spreadsheets, letters, samples, instructional material.
- Added 122 new proposal templates increasing the total number of templates to over 400. Templates added: Introduction, Forward, Product Cost Summary, Services Cost Summary, Project Cost Summary, Quote, Challenges, Present Situation, Short Term Objectives, Long Term Objectives, Targets, Scope, Advantages, Delivery Date, Project Initiation, Procedures, Options, Applications, Initiatives, Concepts, Layout, Sales Cycle, Transportation, Territory, Imports, Exports, International, Offshoring, Outsourcing, Procurement, Franchising, Joint Venture, Technology, Manufacturing, Resource Allocation, Scheduling, Productivity, Integration Plan, Project Oversight, Reporting, Meetings, Content Management, Brand Development, Relocation, Conservation, Stewardship, Media, Entities Affected, Collaboration, Cooperation, Communications Plan, Presenters, Expansion Plan, Reorganization, Restructuring, Change Management, Transition Plan, Conversion Plan, Maintenance, Upgrades, Updates, Security, Compliance Plan, Licensing, Investment, Limitations, Restrictions, Complications, Exemptions, Conflict Management, Specification Requirements, Site Specific Requirements, PO Note Requirements, Lead Time Requirements, Internal Requirements, External Requirements, Test Requirements, Monitoring, Tools, Purchase Order, Terms and Conditions, Project Process Summary, Summary, Conclusions, Leadership, Vision, Principles, Best Practices, Capacity, About Us, Company Information, Products and Services, Inventory Management, Supply Chain, Future Potential, Business Development, Scholarships, Competitiveness, Intellectual Property, Patents, Strategic Alliances, Human Resources, Policy Statement, Revisions, Protocols, Frequently Asked Questions, Table of Figures, Table of Authorities, Bibliography, Works Cited, Acknowledgments, Surveys, Statistics, Correlations, Discoveries, Lessons Learned, Prospectus, General Information, Notes, Miscellaneous, Index, Counter Proposal Letter
- Added an ROI Calculator spreadsheet to be used with the ROI template.
- Added 25 new sample proposals (195 pages of content):
Healthcare grant, Environmental program, Daycare center, Process improvement, Sponsorship, Senior home care, Energy Efficiency, Environmental cleanup, Job share position, Temp agency services, Training services, Marketing campaign services, Software and hardware system, Employee security card, Real estate occupancy, Network cabling, Food services catering, Web hosting business plan, Painting contractor, Business continuity services, Private eye investigation services, Plumber services, Heating and air conditioning, Roofing contractor, Wedding planner services.
- Most of the existing templates have been updated to cleanup some formatting issues, including removing extra blank pages at the end of many pages and making fonts consistent across all documents.
- The Table of Contents has been updated to add all of the new templates.
- Added referenced exhibits to the Contract and Terms template.
- Fixed spelling error “supercedes” in Non-Disclosure Form (long form).
- Improvements to the manual with automated Table of Contents and more hyperlinks connecting the content.
- Added a manual chapter on the topic of Combining Cover Letter into a Master Proposal
- Added a manual chapter on the topic of Creating an Automated Table of Contents
- Added a video to the 5 Minute Quick Start (READ THIS FIRST) chapter.
New in Proposal Pack Wizard 4.5:
 Proposal Pack Wizard product page
- The new Proposal Packs V10.1 and Proposal Kits V13.1 now store the paths they were installed in when the default install location is changed. The Wizard can now search all of the non-standard install locations and find all of the installed Proposal Kit, Contract Pack and Proposal Pack products when they are not installed in the default folder.
- The Wizard now automatically searches for installed Proposal Packs, Proposal Kits and Contract Packs every time it is run so you do not have to manually search and install new products after the Wizard has been configured the first time.
- Added a new public macro function RunWizard_SafeMode which bypasses the automatic search for styles in case there are any problems accessing folders.
- Added a new Preferences checkbox to turn off the auto-searching of Proposal Pack styles. This checkbox basically returns the Wizard to the same method of operation in the previous version where it would only search for installed products once. Turning this feature off can speed up the process of running the Wizard.
- Added error handling to prevent error messages stopping the Wizard when Proposal Packs installed on network drives are unavailable due to broken network connections.
- Added a new chapter to the manual for helping select documents How to Select Templates: The Top 5 / Top 40 Rule
New in Proposal Pack Wizard 4.4:
- Replaced the Thawte security certificate with a Verisign 3 year security certificate.
- Added better instructions and process for enabling Wizard macros.
- Fixed a problem with non-letter size (i.e. 8.5x11) paper size settings not being applied.
New in Proposal Pack Wizard 4.3
- Updated graphics and logos (cosmetic improvements to the manual and interface).
- Slashes and colons are not allowed in the Project Name anymore.
- Leading and trailing blank spaces are removed from the Project Name and Save to Path as this could cause 'path not found' errors when saving a project.
New in Proposal Pack Wizard 4.21
- Updated the Wizard to recognize the new IT/Software/Hardware Contract Pack product.
- Updated the Wizard to recognize the new Advertising/Marketing Contract Pack product.
- Updated the installation programs to not allow the Wizard to be installed into the root of a hard drive.
New in Proposal Pack Wizard 4.2
- Added support for the 122 new proposal templates included in the latest release of Proposal Packs.
- Added support for the 30 new contract templates included in the latest release of the Contract Packs.
- Improvements to the manual, including hyperlinking chapter references and table of contents to the content.
- Added 6 new demo styles.
- Added a “project” type to the drop down lists of proposal types being written in the Recommend Wizard screen (i.e. in addition to product and service types).
- Added a Top 40 button in the Recommend Wizard screen to only show the most commonly used 40 templates. This helps beginners find templates more easily than being shown over 400 templates to pick from.
- Added a new mail merge tag: <<EffectiveDate>> for contract use.
- Increased the maximum number of proposal templates the Wizard can operate on from 300 to 500.
- Increased the maximum number of proposal templates in a section of the proposal from 100 to 150.
- Renamed all references to the old product name Proposal Pack PlainText to Proposal Pack for Any Business.
- Updated the Wizard digital certificate valid until 2010.
- Updated the Wizard to recognize the new Contractors Contract Pack product.
- Added PROJECT_OFF, OTHER_OFF and PRODUCTSERVICE_OFF sections to the recommend database files to help control what templates are recommended for different types of proposals. Also added these options to the Preferences -> Tools -> Configure Proposal Files screen.
- Added a video to the 5 Minute Quick Start (READ THIS FIRST) chapter.
- Added new manual chapter How do I Combine the Cover Letter into a Master Proposal?
- Added new manual chapter How do I Manage this Much Information?
- Made many messages in the Preferences -> Tools -> Configure Proposal Files screens more meaningful when editing and removing documents.
- Added underline graphics and mouse pointer changes to clickable web site links in the Wizard interface screens.
- Fixed a bug where the current project settings were not being reset after exiting the Preferences screen in some cases.
- Added more tests to the Test Database function.
New in Proposal Pack Wizard 4.1
- Added a new mail merge dynamic data type “CURRENTDAYNUMSTR” to support Contract Pack contract templates. The <<CurrentDay>> mail merge tag string has been changed to use this data type by default. This data type will create the <<CurrentDay>> mail merge tag as the string “1st”, “2nd”, “3rd”, etc. This is used in contract strings such as “this <<CurrentDay>> day of” which if it was on the 22nd of the month would become “this 22nd day of”.
- The buttons on the Proposal Styles page for purchasing new Proposal Packs will take you to the specials page for a discount on new Proposal Packs.
- An obsolete warning message about out of date Proposal Pack styles was changed.
- The Contract and Terms page header was being removed when contracts were integrated into a proposal in some cases. This behavior is now consistent with the Proposal Project settings being used.
- A potential problem with the Table of Contents page numbering was fixed.
- A potential problem with the page footer not being included when the final FullProposal.doc file is generated was fixed
- The Wizard now automatically runs when launched from the desktop and start menu shortcuts.
New in Proposal Pack Wizard 4.0
- 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 Proposal Pack for Any Business 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 Proposal Pack for Any Business 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 Professional 13.1:
 Proposal Kit Professional product page
- 15 new sample proposals have been added (for a total of 90 samples).
Occupational Therapy Services Sample Proposal,
Transportation Shipping Services Sample Proposal,
Technical Resume Sample,
Executive Resume Sample,
Home Daycare Services Sample Proposal,
SEO Services Sample Proposal,
Music DJ Sample Proposal,
Manufacturing Process Improvement Sample Proposal,
Import Export Services Sample Proposal,
Franchise Purchasing Sample Proposal,
Feasibility Study Sample,
Electrical Contractor Sample Proposal,
Church Mission Shelter Sample Proposal,
Case Study Sample,
Auction Fundraiser Sample Proposal
- Added a new chapter to the manual for helping select documents How to Select Templates: The Top 5 / Top 40 Rule
- The product organizer has been completely replaced and updated with new graphics.
- Improvements to the Windows installer to help prevent problems when changing the default install folder.
- Overall, the entire product has been given a facelift with our new logo and graphic theme. The existing product content (templates, spreadsheets and samples) has not been changed.
New in Proposal Kit Professional 13.0:
- Over 380 pages of new material have been added to Proposal Kit Professional: new proposal templates, contracts, sample proposals, instructional material.
- Added the entire collection of templates from Proposal Pack Global #1, adding an additional 400 more proposal templates from one of our most popular design themes.
- Added the entire collection of templates from Proposal Pack for Government Grants. Adding an additional 400 more proposal templates suited for government grant writing.
- With the new Proposal Pack Professional 13.0, you now have over 2500 pages of material for proposal, contract and project writing and management.
Contract Pack:
- 30 new contracts, agreements and related documents have been added: On Site Computer Repair and Support (short), On Site Computer Repair and Support (long), Equipment Rental Agreement, Projector Rental Agreement, Project Consulting Override, Project Additional Expense Form, Contract Renewal Form, Software Joint Venture Development Agreement, Software EULA and Warranty Agreement, SAAS Software as a Service Agreement, SAAS Software as a Service Client License, SAAS Software as a Service Clickwrap Agreement, Affiliate / VAR Termination Agreement, Second Notice of Overdue Account, Customer Notice of Corrective Action, Notice of Rejected Payment Letter, Claim of Lien, Waiver and Release of Lien, Purchase Order Template, Customer Thank You Letter, Affidavit of Fictitious Business Name, Customer Business Credit Application, Approval of Business Credit Notice, Company Credit Reference Request, Employment Verification Letter, Employee Letter of Commendation, Employee Letter of Excessive Absenteeism, Employee Notice of Corrective Action, Joint Business Entity Agreement, General Release Agreement
- Added a new mail merge tag <<EffectiveDate>> for contract use.
- Changed title of Software EULA to Software Licensing and Royalty Agreement.
- New category of contracts added: Business Contracts.
- Many existing documents have had minor formatting updates to help make the collection more consistent in design.
Proposal Pack:
- Over 300 pages of new material have been added to Proposal Pack (new templates, spreadsheets, letters, samples, instructional material).
- Added 122 new proposal templates increasing the total number of templates to over 400. Templates added: Introduction, Forward, Product Cost Summary, Services Cost Summary, Project Cost Summary, Quote, Challenges, Present Situation, Short Term Objectives, Long Term Objectives, Targets, Scope, Advantages, Delivery Date, Project Initiation, Procedures, Options, Applications, Initiatives, Concepts, Layout, Sales Cycle, Transportation, Territory, Imports, Exports, International, Offshoring, Outsourcing, Procurement, Franchising, Joint Venture, Technology, Manufacturing, Resource Allocation, Scheduling, Productivity, Integration Plan, Project Oversight, Reporting, Meetings, Content Management, Brand Development, Relocation, Conservation, Stewardship, Media, Entities Affected, Collaboration, Cooperation, Communications Plan, Presenters, Expansion Plan, Reorganization, Restructuring, Change Management, Transition Plan, Conversion Plan, Maintenance, Upgrades, Updates, Security, Compliance Plan, Licensing, Investment, Limitations, Restrictions, Complications, Exemptions, Conflict Management, Specification Requirements, Site Specific Requirements, PO Note Requirements, Lead Time Requirements, Internal Requirements, External Requirements, Test Requirements, Monitoring, Tools, Purchase Order, Terms and Conditions, Project Process Summary, Summary, Conclusions, Leadership, Vision, Principles, Best Practices, Capacity, About Us, Company Information, Products and Services, Inventory Management, Supply Chain, Future Potential, Business Development, Scholarships, Competitiveness, Intellectual Property, Patents, Strategic Alliances, Human Resources, Policy Statement, Revisions, Protocols, Frequently Asked Questions, Table of Figures, Table of Authorities, Bibliography, Works Cited, Acknowledgments, Surveys, Statistics, Correlations, Discoveries, Lessons Learned, Prospectus, General Information, Notes, Miscellaneous, Index, Counter Proposal Letter
- Added an ROI Calculator spreadsheet to be used with the ROI template.
- Added 25 new sample proposals (195 pages of content).
Healthcare grant, Environmental program, Daycare center, Process improvement, Sponsorship, Senior home care, Energy Efficiency, Environmental cleanup, Job share position, Temp agency services, Training services, Marketing campaign services, Software and hardware system, Employee security card, Real estate occupancy, Network cabling, Food services catering, Web hosting business plan, Painting contractor, Business continuity services, Private eye investigation services, Plumber services, Heating and air conditioning, Roofing contractor, Wedding planner services.
- Most of the existing templates have been updated to cleanup some formatting issues, including removing extra blank pages at the end of many pages and making fonts consistent across all documents.
- The Table of Contents has been updated to add all of the new templates.
- Added referenced exhibits to the Contract and Terms template.
- Fixed spelling error “supercedes” in Non-Disclosure Form (long form).
- Improvements to the manual with automated Table of Contents and more hyperlinks connecting the content.
- Added a manual chapter on the topic of Combining Cover Letter into a Master Proposal.
- Added a manual chapter on the topic of Creating an Automated Table of Contents.
- Added a video to the 5 Minute Quick Start chapter.
New in Proposal Kit Web Freelancer 13.0:
Proposal Kit Web Freelancer product page
- Over 200 pages of new material have been added to Proposal Kit Web Freelancer: new contracts, sample proposals, instructional material.
- Renamed the product from Proposal Kit Standard to Proposal Kit Web Freelancer.
- Added a Lite version of the Proposal Pack Global #1 template collection (adding 35 templates out of the full collection of over 400).
Contract Pack:
- 10 new contracts, agreements and related documents have been added: Project Consulting Override, Project Additional Expense Form, Contract Renewal Form, Affiliate / VAR Termination Agreement, Second Notice of Overdue Account, Customer Notice of Corrective Action, Notice of Rejected Payment Letter, Customer Thank You Letter, Affidavit of Fictitious Business Name, General Release Agreement
- Added a new mail merge tag <<EffectiveDate>> for contract use.
- New category of contracts added: Business Contracts.
- Many existing documents have had minor formatting updates to help make the collection more consistent in design.
Proposal Pack:
- Added 25 new sample proposals (195 pages of content).
Healthcare grant, Environmental program, Daycare center, Process improvement, Sponsorship, Senior home care, Energy Efficiency, Environmental cleanup, Job share position, Temp agency services, Training services, Marketing campaign services, Software and hardware system, Employee security card, Real estate occupancy, Network cabling, Food services catering, Web hosting business plan, Painting contractor, Business continuity services, Private eye investigation services, Plumber services, Heating and air conditioning, Roofing contractor, Wedding planner services.
- Most of the existing templates have been updated to cleanup some formatting issues, including removing extra blank pages at the end of many pages and making fonts consistent across all documents.
- Added referenced exhibits to the Contract and Terms template.
- Fixed spelling error “supercedes” in Non-Disclosure Form (long form).
- Improvements to the manual with automated Table of Contents and more hyperlinks connecting the content.
- Added a manual chapter on the topic of Combining Cover Letter into a Master Proposal.
- Added a manual chapter on the topic of Creating an Automated Table of Contents.
- Added a video to the 5 Minute Quick Start chapter.
New in Contract Pack Professional 12.0:
 Contract Pack Professional product page
- 30 new contracts, agreements and related documents have been added: On Site Computer Repair and Support (short), On Site Computer Repair and Support (long), Equipment Rental Agreement, Projector Rental Agreement, Project Consulting Override, Project Additional Expense Form, Contract Renewal Form, Software Joint Venture Development Agreement, Software EULA and Warranty Agreement, SAAS Software as a Service Agreement, SAAS Software as a Service Client License, SAAS Software as a Service Clickwrap Agreement, Affiliate / VAR Termination Agreement, Second Notice of Overdue Account, Customer Notice of Corrective Action, Notice of Rejected Payment Letter, Claim of Lien, Waiver and Release of Lien, Purchase Order Template, Customer Thank You Letter, Affidavit of Fictitious Business Name, Customer Business Credit Application, Approval of Business Credit Notice, Company Credit Reference Request, Employment Verification Letter, Employee Letter of Commendation, Employee Letter of Excessive Absenteeism, Employee Notice of Corrective Action, Joint Business Entity Agreement, General Release Agreement
- Added a new mail merge tag <<EffectiveDate>> for contract use.
- Changed title of Software EULA to Software Licensing and Royalty Agreement.
- New category of contracts added: Business Contracts.
- Many existing documents have had minor formatting updates to help make the collection more consistent in design.
- Spun off a collection of templates into a new product: Contractors Contract Pack
New in Web Freelancer Contract Pack 12.0:
Web Freelancer Contract Pack product page
- 10 new contracts, agreements and related documents have been added: Project Consulting Override, Project Additional Expense Form, Contract Renewal Form, Affiliate / VAR Termination Agreement, Second Notice of Overdue Account, Customer Notice of Corrective Action, Notice of Rejected Payment Letter, Customer Thank You Letter, Affidavit of Fictitious Business Name, General Release Agreement
- Added a new mail merge tag <<EffectiveDate>> for contract use.
- New category of contracts added: Business Contracts
- Many existing documents have had minor formatting updates to help make the collection more consistent in design.
New in Human Resources Contract Pack 12.0:
Human Resources Contract Pack product page
- 5 new contracts, agreements and related documents have been added: Employment Verification Letter, Employee Letter of Commendation, Employee Letter of Excessive Absenteeism, Employee Notice of Corrective Action, General Release Agreement
- Added a new mail merge tag <<EffectiveDate>> for contract use.
- New category of contracts added: Business Contracts
- Many existing documents have had minor formatting updates to help make the collection more consistent in design.
New in Photographers Contract Pack 12.0:
Photographers Contract Pack product page
- 7 new contracts, agreements and related documents have been added: Project Additional Expense Form, Second Notice of Overdue Account, Customer Notice of Corrective Action, Notice of Rejected Payment Letter, Customer Thank You Letter, Affidavit of Fictitious Business Name, General Release Agreement
- Added a new mail merge tag <<EffectiveDate>> for contract use.
- New category of contracts added: Business Contracts
- Many existing documents have had minor formatting updates to help make the collection more consistent in design.
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What's New - Updated Proposal Kit Products
