Proposal Kit Professional is the most extensive and detailed proposal and contract document and software package available anywhere at any price. It was first started in 1997 and has been expanded and updated every year. It is now in its 17th edition.
extensive research before deciding on the Proposal Kit. After testing many other big name products and various other tools, nothing even came close to the Proposal Kit. We had them reviewed by a lawyer in the business and he made the statement that, "these are very good contracts and are very well done throughout".
Andrew Huffman {CEO}
Altered Web Studios
| $197 | $699 | |
| Each included product (everything listed below) is licensed for this many users or computers | 3 | 12 |
| Includes the Fast Track Branding Graphics Creation service (we create your custom graphics) | ||
| Dedicated support contact with priority access for support requests | ||
| Lifetime free product support by phone | ||
| Lifetime free product support by e-mail | ||
| One-time license cost (no subscription fees, no per use fees, no hidden fees) | ||
| Content library with 8000+ pages of content (across all included products below) | ||
| Downloadable from web - get started right away | ||
| All document packs work with Windows, Mac & Linux including tablets | ||
| Includes IT/Software/Hardware Contract Pack | ||
| Includes Web Freelancer Contract Pack | ||
| Includes Human Resources Contract Pack | ||
| Includes Photographers Contract Pack | ||
| Includes Contractors Contract Pack | ||
| Includes Advertising/Marketing Contract Pack | ||
| Content library with 1000+ pages of material (across all 6 included Contract Packs) | ||
| See previews of all included Contract Pack documents | ||
| Includes Proposal Pack for Any Business (designed to be branded with your logo and colors) | ||
| Includes Proposal Pack for Government Grants | ||
| Includes Proposal Pack Classic #1 | ||
| Includes Proposal Pack Global #1 | ||
| 70% discount on any additional Proposal Graphics Packs (250+ add-on themes available) | ||
| Content library with 5000+ editable chapter templates (across all 4 included Proposal Packs) | ||
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| Includes Title Page Pack Volume #1 (5 designs each in 120 color schemes) | ||
| Includes Title Page Pack Volume #2 (5 designs each in 120 color schemes) | ||
| Content library with 1200 graphic Title Page cover backgrounds | ||
| Additional Title Page Packs are purchased separately (12,000 total available backgrounds) | ||
| Content library with 155 complete Sample Proposals to guide you (1700+ pages of content) | ||
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| Includes Estimate Pack | ||
| Content library with 70+ estimate spreadsheets | ||
| Includes Project Management Pack | ||
| Content library with 450+ pages of project planning and management documents | ||
| Includes the Records Management Toolkit for ERM projects | ||
| Includes Proposal Pack Wizard - Expert Edition software | ||
| Word add-in software wizard application works with Word 2003, 2007, 2010 and 2013 | ||
| Training mode walks you through your first proposal step-by-step | ||
| Numbered interface steps with pop-up help (designed for novices and experts to easily follow) | ||
| Customize every proposal and contract for each new client and increase your wins | ||
| Your documents are branded as your own (your clients will not see Proposal Kit mentioned) | ||
| Allows access to use all Proposal Pack and Contract Pack templates | ||
| Modular design lets you add additional document packs at any time | ||
| Manage multiple installed Proposal Packs (250 available - each sold separately) | ||
| Manage multiple installed Contract Packs (6 available - each sold separately) | ||
| Manage multiple installed Title Page Packs (20 available - each sold separately) | ||
| Data merge with 70 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 70 data merge fields | ||
| Document selection recommend wizard helps you decide what to say | ||
| 100+ different Top 40 subcategories helps categorize and locate topics | ||
| Auto-select a collection of templates for you based on over 155 sample proposals | ||
| Auto-select a collection of templates from 250 business situations | ||
| Auto-select a collection of templates based on your project size and type | ||
| Access to extensive on-line 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 proposal of any size (from 1 page to over 1250 pages) | ||
| Favorites lists make it quick and easy to locate your favorite samples and topics | ||
| Create unlimited proposals and contracts no extra costs | ||
| Change the order of selected templates before assembling | ||
| Includes 60 basic proposal templates (for use if you do not get a document pack product) | ||
| 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 27 titles (including custom branding) for the front cover title | ||
| Imports your own 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) to each new project | ||
| Output documents in many formats (Word, PDF, HTML, etc.) | ||
| No restrictions on how you can customize and deliver final assembled documents | ||
| Use your assembled documents in any platform (Macs, iPads, tablets, other word processors) | ||
| 32-bit and 64-bit support and runs in Microsoft Office 2010/2013 64-bit | ||
| Backwards compatible to Windows 2000 and Word 2003 | ||
| With any Proposal Pack or Proposal Kit Professional installed create any type of proposal | ||
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| 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 footer and background watermark graphics | ||
| Brand your document's meta data fields (author, company, keywords, etc.) | ||
| 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 | ||
| Create preset template lists to auto-populate new projects with | ||
| Ability to open and edit stock Proposal Pack templates | ||
| Ability to open and edit stock Contract Pack templates | ||
| Ability to open and edit stock Title Page Pack templates | ||
| Remove lists of add-on Proposal Kit products from Wizard interface | ||
| Combine your own custom Word documents into your proposals | ||
| Ability to configure titles of templates and attributes for all stock and custom documents | ||
| Create multiple copies of templates (such as multiple product lists, price lists, etc.) | ||
| 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 creating proposals from a common library of content*** | ||
| Locate templates and proposals in a central network repository *** | ||
| *** Sales teams, network access and multiple users require enough licenses for all users | ||
| 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 3rd party CRM Salesforce.com | ||
| Integrates with 3rd party quote system QuoteWerks | ||
| Integrates with 3rd party quote system Quosal | ||
| Integrates automatic importing of other 3rd party created documents | ||
| Import/Export tools integrate with 3rd 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 40 Word font 'Styles' | ||
| Customization options for custom company logo branding | ||
| Change border styles and colors | ||
| Automatic remapping of data merge tags for 3rd party systems | ||
| Pre-defined data merge remappings for Quosal and QuoteWerks | ||
| 20 custom defined data merge tags (90 total data merge tags available) | ||
| Ability to customize the labels, tags and default values for all 90 data merge fields | ||
| Ability to define custom data merge tag wrappers | ||
| International date format support for data merge data fields | ||
| Ability to create static Table of Contents | ||
| Ability to customize the creation of the auto-updating Table of Contents | ||
| Customization options for changing page borders and colors | ||
| 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 | ||
| 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 | ||
| Multiple customizable databases pre-defined for many speciality proposal types | ||
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Common Question:
Does the Proposal Kit Professional bundle include "everything"?
Proposal Kit Professional includes all of our template content and Wizard software.
Included is all of our proposal, legal contract, estimate, sample proposal, and project planning content. Proposal Kit Professional does not include all of our specialty logo graphic designs (i.e. the add-on Proposal Graphics Packs and Title Page Packs).
The Proposal Kit Professional is a bundle of 16 products. 15 of the products are cross-platform compatible and work on all operating systems and word processors. The 16th product in the bundle (Proposal Pack Wizard) only runs natively on Microsoft Windows with Microsoft Word. If you are unable to use the Wizard automation utility, the Professional bundle does include a collection of pre-assembled proposal documents created by the Wizard.
Add-on Proposal Graphics Packs are 70% off when purchased along with Proposal Kit Professional (the most popular 4 out of over 250 designs are already included).
Title Page Packs are collections of alternate Title Page background designs. Volume #1 and Volume #2 are included as a free bonus in the Proposal Kit Professional. All other volumes are sold separately.
Proposal Kit Professional is a complete proposal and contract management collection of documents, templates, and software for professionals available from Proposal Kit.
Supports many platforms such as Microsoft Windows, Mac, Linux, Microsoft Word, Microsoft Office, OpenOffice, StarOffice, Word Perfect, iWork, Pages and Appleworks. Designed for use by any type of business, small and large. Use Proposal Kit to show your prospective clients who you are, what you can do, what you propose to do for them, and most importantly, how they will benefit from the product or service you provide.
The optional Proposal Pack Wizard component does require the full retail version of Microsoft Word for Windows that includes macro support (such as Office Professional or Home Premium). The optional Wizard software component is the only part of the bundle that requires Microsoft Word for Windows to run (it will not run on Mac for Word). The rest of the products in the bundle work on all supported Windows and Mac systems and all word processors that can open Word .doc format files.
The Wizard also works on tablet computers running Windows and Word including the Windows Surface Pro.
Proposal Kit Professional includes materials used by a wide variety of businesses, technical and non-technical. It is as well suited for a software/IT company as it is for a general contractor, photographer, marketing firm, web site developer, etc. Also includes some material for use in Canada (including Quebec), UK and Australia.
The Records Management Toolkit is also included in Proposal Kit Professional. Records management projects are becoming more and more important for many small and medium sized businesses having to manage an ever-increasing volume of digital data. The Records Management Toolkit includes project management, legal contract, tracking, and proposal content.
There is no other proposal and contract management system that compares in cross-platform compatibility, multi-country support, integration of materials, volume of material, or quality of material and price to Proposal Kit. Click here for an example of using Proposal Kit as a proposal and contract management system.
Proposal Kit Professional - Enterprise is a discounted multi-user edition. Since this edition has already been discounted additional discounts are not applicable to the Enterprise product.
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. You must also have a SalesForce.com account that allows API access (such as the SalesForce.com Professional, Enterprise or Ultimate edition).
Create winning business proposals & contracts with minimal effort and cost. Proposal software, proposal templates, legal contracts and sample proposals.