The Proposal Pack Wizard is an optional
interface used to help manage one or more Proposal Packs or Contract Packs and automate the process of setting up your proposals and contracts.
The Proposal
Pack Wizard only runs on Word 2000 or greater on Windows at this
time. Mac and Linux users and Windows users with older versions of Word
can continue to use the original web based interface and/or edit
the Proposal Pack and Contract Pack documents directly using your word processor.
Watch the getting started videos which show you step-by-step how to use the Wizard.
Before the
Proposal Pack Wizard can be used you must first install Proposal
Kit, Contract Pack and/or one or more Proposal Packs to have access to the full
range of proposal templates. Once your templates are
installed you can then run the Proposal Pack Wizard.
To run the
Wizard open the "ProposalPackWizard_Win_V#.doc"
file which was installed on your computer when you downloaded
and ran the installer. You only need to download
and install the Wizard once, regardless of how many products
you have purchased and installed.
Follow the
step by step instructions once you open the ProposalPackWizard_Win_V#.doc
file to run the Wizard. You may have to enable macros the first
time you run the Wizard.
Once you have
the Wizard running and can view the main Proposal Pack Wizard
Interface screen you will need to setup your preferences.
Make sure to click the help buttons on each screen for detailed
instructions.
Once your
preferences are setup you can then setup each of your Proposal
Pack styles. If you
have purchased one or more Proposal Pack styles (i.e. different collections of proposal templates in different
graphic styles) then you will setup each style in the Wizard so
the Wizard will know where to find the files for each of your
installed styles. This is a one step process automatically performed by the Wizard the first time it is run, or from the Preferences screen if you installed your template products after running the Wizard.
Once your
styles are setup in the Wizard then you can start creating proposal
projects. For each proposal project you should first create a
folder on your hard drive to save your project. Then select that
folder when you add a project. Pick the templates you want to
use then enter your company and client information. The document
selection form can also recommend a selection of templates. For
example, out of the entire collection of hundreds of templates (or chapters for use in your proposal), a
micro (letter) proposal may only use 3 templates, a large proposal may
use 40 templates. Use the Wizard to help select an appropriate
collection for each proposal.
After you
have created your project information. Then click the "Create Your Proposal" button on the first screen of the Wizard. This
will start the process of copying the templates from the source
style folders, merge your data into the selected documents then
copy them to your project folder. If you select the Table of Contents
document a custom Table of Contents will be created. You can also
have the Wizard combine all of your selected templates into a
single document.
At this point
your proposal framework is setup and ready to complete by filling
in the blanks with the information specific to your company, your
client and your project. Refer to the documentation that came
with your Proposal Pack, Contract Pack or Proposal Kit for further details. Now
all that is left is basic Word processing to finish filling in
the details, then print and deliver your proposal. For digital
delivery we recommend purchasing the full version of Adobe Acrobat
to convert your Word document into a PDF document if you are going
to deliver your proposal via e-mail. See your Proposal Pack documentation
for additional details on this topic.
Continue to: Pick your Proposal and Contract documents
Back to: Tutorial Index
Using the Proposal
Pack Wizard