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Proposal Software Help
Proposal Pack Wizard Software Pin Proposal Pack Wizard
The Wizard software comes in 2 editions. The free "Novice Edition" is already bundled with all Proposal Packs and Contract Packs. The "Expert Edition" is already bundled with Proposal Kit Professional. Novice users can upgrade to the Expert Edition to unlock the advanced features.

Free vs. Paid OptionsWhat's in the free Novice Edition vs. paid Expert Edition upgrade?

Q: Why upgrade to the Expert Edition?

A: Extra branding features, tracking, integration with 3rd-parties, and customizing the content
      and interface. Also the best choice for creating more than one proposal and working in teams.
What does Proposal Pack Wizard do?
Proposal Pack Wizard works with our other products


Proposal Pack Wizard
automates the assembly and management of the documents included in Proposal Kit Professional, Proposal Pack and Contract Pack, our document "Packs".

If you want the benefit of using assembly and management tools when writing your proposal and contracts, simply select an appropriate document "Pack" product, then use the Wizard automation software.

See 155 samples of proposals created using Proposal Pack Wizard with various Proposal Packs (you get all 155 samples with any Proposal Pack)

Write any of these business documents:

  • Book Proposals
  • Resumes
  • Letter Proposals
  • Project Proposals
  • Research Proposals
  • Local Govt. Grants
  • Federal Govt. Grants
  • Government Contracts
  • GSA Contracts
  • Request for Proposals
  • RFP Responses
  • Multilingual Proposals
  • Complex Reports
  • Studies and Plans
  • Instruction Manuals
  • Business Proposals
  • Product Sales
  • Service Sales
  • Sales Letters
  • Educational Proposals
  • Technical Proposals
  • Non-Technical Proposals
  • Non-Profit Grant Proposals
  • Business Plans
  • Quotes and Contracts
  • Buying/Selling a Business
  • Business Documents
  • Information Packets
  • Estimates
  • Invoices
  • System Requirements
  • Requires Microsoft Word 2003 to 2013
  • Requires Microsoft Windows 2000 to 8
  • Native 32-bit and 64-bit
  • Operating system compatibility chart
  • The Wizard does not run natively on Mac ***
This is a downloadable productDownloadable
  • Designed for small business use
  • Effective solution for one proposal or many
  • Used by: individuals and freelancers
  • Partners collaborating on a proposal
  • Small teams within a larger organization

  • Generate documents in minutes
  • Helps ensure 'Best Practices' are followed
  • Includes extensive how-to manuals

  • Most cost-effective solution available
  • Download after ordering
  • One-time license cost (no monthly costs)
  • Unlimited proposals and contracts no extra cost
  • Lifetime free online product support
  • Licensed for 3 computers / 3 users
  • Multiple user licenses available (call for pricing)
  • Network user licenses available (call for pricing)
Proposal Pack Wizard
Proposal Pack Wizard   Proposal Pack Wizard
Proposal Pack Wizard    
      Word add-in software wizard application works with Word 2003, 2007, 2010 and 2013 Included in Novice and Expert Edition Included in Novice and Expert Edition
      Training mode walks you through your first proposal step-by-step Included in Novice and Expert Edition Included in Novice and Expert Edition
      Numbered interface steps with pop-up help (designed for novices and experts to easily follow) Included in Novice and Expert Edition Included in Novice and Expert Edition
      Customize every proposal and contract for each new client and increase your wins Included in Novice and Expert Edition Included in Novice and Expert Edition
      Your documents are branded as your own (your clients will not see Proposal Kit mentioned) Included in Novice and Expert Edition Included in Novice and Expert Edition
      Allows access to use all Proposal Pack and Contract Pack templates Included in Novice and Expert Edition Included in Novice and Expert Edition
      Modular design lets you add additional document packs at any time Included in Novice and Expert Edition Included in Novice and Expert Edition
      Manage multiple installed Proposal Packs (250 available - each sold separately) Included in Novice and Expert Edition Included in Novice and Expert Edition
      Manage multiple installed Contract Packs (6 available - each sold separately) Included in Novice and Expert Edition Included in Novice and Expert Edition
      Manage multiple installed Title Page Packs (20 available - each sold separately) Included in Novice and Expert Edition Included in Novice and Expert Edition
      Data merge with 70 pre-defined fields for company, client and contract data Included in Novice and Expert Edition Included in Novice and Expert Edition
      Use the data merge tags to auto-insert data anywhere you want in your documents Included in Novice and Expert Edition Included in Novice and Expert Edition
      Customize default values for all 70 data merge fields Included in Novice and Expert Edition Included in Novice and Expert Edition
      Document selection recommend wizard helps you decide what to say Included in Novice and Expert Edition Included in Novice and Expert Edition
      100+ different Top 40 subcategories helps categorize and locate topics Included in Novice and Expert Edition Included in Novice and Expert Edition
      Auto-select a collection of templates for you based on over 155 sample proposals Included in Novice and Expert Edition Included in Novice and Expert Edition
      Auto-select a collection of templates from 250 business situations Included in Novice and Expert Edition Included in Novice and Expert Edition
      Auto-select a collection of templates based on your project size and type Included in Novice and Expert Edition Included in Novice and Expert Edition
      Access to extensive on-line library of specialty how-to articles Included in Novice and Expert Edition Included in Novice and Expert Edition
      Browse templates by category type or alphabetical order Included in Novice and Expert Edition Included in Novice and Expert Edition
      Searchable database of proposal topics and library of Sample Proposals Included in Novice and Expert Edition Included in Novice and Expert Edition
      Search can also display alternate or related topics to help give you ideas Included in Novice and Expert Edition Included in Novice and Expert Edition
      Combines multiple templates into a single master document Included in Novice and Expert Edition Included in Novice and Expert Edition
      Create an assembled proposal of any size (from 1 page to over 1250 pages) Included in Novice and Expert Edition Included in Novice and Expert Edition
      Favorites lists make it quick and easy to locate your favorite samples and topics Included in Novice and Expert Edition Included in Novice and Expert Edition
      Create unlimited proposals and contracts no extra costs Included in Novice and Expert Edition Included in Novice and Expert Edition
      Change the order of selected templates before assembling Included in Novice and Expert Edition Included in Novice and Expert Edition
      Includes 60 basic proposal templates (for use if you do not get a document pack product) Included in Novice and Expert Edition Included in Novice and Expert Edition
      Include your contract in the proposal or as a separate document Included in Novice and Expert Edition Included in Novice and Expert Edition
      Ability to swap out the design of the front cover with add-on Title Page Packs Included in Novice and Expert Edition Included in Novice and Expert Edition
      Built-in contact database and data merging into documents Included in Novice and Expert Edition Included in Novice and Expert Edition
      Creates a new folder and copies documents for each new proposal Included in Novice and Expert Edition Included in Novice and Expert Edition
      Automated creation of auto-updating Table of Contents and page numbering Included in Novice and Expert Edition Included in Novice and Expert Edition
      Select from 27 titles (including custom branding) for the front cover title Included in Novice and Expert Edition Included in Novice and Expert Edition
      Imports your own company logo into the title page Included in Novice and Expert Edition Included in Novice and Expert Edition
      Design themes are consistently integrated into every page (not just the cover) Included in Novice and Expert Edition Included in Novice and Expert Edition
      Adds pre-defined Word font 'Styles' to created documents for consistent font formatting Included in Novice and Expert Edition Included in Novice and Expert Edition
      Copies calculator spreadsheets (based on selected templates) to each new project Included in Novice and Expert Edition Included in Novice and Expert Edition
      Output documents in many formats (Word, PDF, HTML, etc.) Included in Novice and Expert Edition Included in Novice and Expert Edition
      No restrictions on how you can customize and deliver final assembled documents Included in Novice and Expert Edition Included in Novice and Expert Edition
      Use your assembled documents in any platform (Macs, iPads, tablets, other word processors) Included in Novice and Expert Edition Included in Novice and Expert Edition
      32-bit and 64-bit support and runs in Microsoft Office 2010/2013 64-bit Included in Novice and Expert Edition Included in Novice and Expert Edition
      Backwards compatible to Word 2003 Included in Novice and Expert Edition Included in Novice and Expert Edition
      Backwards compatible to Windows 2000 Included in Novice and Expert Edition Included in Novice and Expert Edition
      With any Proposal Pack or Proposal Kit Professional installed create any type of proposal Included in Novice and Expert Edition Included in Novice and Expert Edition
      Free Novice Edition limited to creating 10 page long proposal and contract documents Included in Novice and Expert Edition Included in Novice and Expert Edition
      Maximum number of active projects 40 160
     
Proposal Pack Wizard    
New Wizard FeatureMultilingual translation support - Wizard translates page headers and other phrases into:   Included in Expert Edition
  Included in Expert Edition
New Wizard FeatureCreate lists of multiple choice content (text, pictures, PDFs, etc.) to insert into proposals   Included in Expert Edition
      Define up to 32 custom logos to pick from for the front cover title page   Included in Expert Edition
      Brand every page header of your documents with an alternate custom logo   Included in Expert Edition
New Wizard FeatureBrand your documents with custom graphics by simply copying your graphics into a folder   Included in Expert Edition
      Brand your documents with custom footer and background watermark graphics   Included in Expert Edition
      Brand your document's meta data fields (author, company, keywords, etc.)   Included in Expert Edition
      Import a Word header or footer from an external document to brand your documents   Included in Expert Edition
      Import and manage your own custom documents, templates and contracts   Included in Expert Edition
      Import the contents of external documents into any location of your document   Included in Expert Edition
      Create preset template lists to auto-populate new projects with   Included in Expert Edition
      Ability to open and edit stock Proposal Pack templates   Included in Expert Edition
      Ability to open and edit stock Contract Pack templates   Included in Expert Edition
      Ability to open and edit stock Title Page Pack templates   Included in Expert Edition
      Remove lists of add-on Proposal Kit products from Wizard interface   Included in Expert Edition
      Combine your own custom Word documents into your proposals   Included in Expert Edition
      Ability to configure titles of templates and attributes for all stock and custom documents   Included in Expert Edition
      Create multiple copies of templates (such as multiple product lists, price lists, etc.)   Included in Expert Edition
      Expert, novice and administrator modes   Included in Expert Edition
      Admin features to configure interface - restrict access or capabilities of end users   Included in Expert Edition
      Team editing mode for multiple people collaborating on a project***   Included in Expert Edition
      Supports sales teams creating proposals from a common library of content***   Included in Expert Edition
      Locate templates and proposals in a central network repository ***   Included in Expert Edition
      *** Sales teams, network access and multiple users require enough licenses for all users   Included in Expert Edition
      Admin can export lists of templates for other users to import into their projects   Included in Expert Edition
      Configurable interface options to customize the look and features available to users   Included in Expert Edition
      Integrates with 3rd party CRM Salesforce.com   Included in Expert Edition
      Integrates with 3rd party quote system QuoteWerks   Included in Expert Edition
      Integrates with 3rd party quote system Quosal   Included in Expert Edition
      Integrates automatic importing of other 3rd party created documents   Included in Expert Edition
      Import/Export tools integrate with 3rd party systems using standardized XML files   Included in Expert Edition
      Proposal and contract submission and status tracking with configurable statuses   Included in Expert Edition
      Export tracking data to Excel and analyze your wins and losses   Included in Expert Edition
      Customize the default assembly order of all templates   Included in Expert Edition
      Customize the lists of Top 40 templates and add custom Top 40 categories   Included in Expert Edition
      Change default values for many Wizard interface options   Included in Expert Edition
      Create reusable master proposals   Included in Expert Edition
      Ability to customize and save settings for up to 40 Word font 'Styles'   Included in Expert Edition
New Wizard FeatureAbility to add the 40 Word font 'Styles' to any external Word document   Included in Expert Edition
      Customization options for custom company logo branding   Included in Expert Edition
      Change border styles and colors   Included in Expert Edition
      Automatic remapping of data merge tags for 3rd party systems   Included in Expert Edition
      Pre-defined data merge remappings for Quosal and QuoteWerks   Included in Expert Edition
      20 custom defined data merge tags (90 total data merge tags available)   Included in Expert Edition
      Ability to customize the labels, tags and default values for all 90 data merge fields   Included in Expert Edition
      Ability to define custom data merge tag wrappers   Included in Expert Edition
      International date format support for data merge data fields   Included in Expert Edition
      Ability to create static Table of Contents   Included in Expert Edition
      Ability to customize the creation of the auto-updating Table of Contents   Included in Expert Edition
      Customization options for changing page borders and colors   Included in Expert Edition
      Migration tools for moving data from old Wizard installations to the current release   Included in Expert Edition
      Ability to reduce the number of pop-up information messages   Included in Expert Edition
      Admin tools to test databases and repair registry   Included in Expert Edition
      File location report tool shows where all Wizard related files are located   Included in Expert Edition
      Ability to delete all demo Proposal Pack styles and demo projects   Included in Expert Edition
      Create proposals, contracts and other documents of any length   Included in Expert Edition
      Multiple customizable databases pre-defined for many speciality proposal types   Included in Expert Edition
  Included in Expert Edition
New Wizard FeatureWindows SkyDrive support. Manage all of your documents in your SkyDrive cloud.   Included in Expert Edition
New Wizard FeatureAbility to clone a project to a new copy   Included in Expert Edition
New Wizard FeatureTranslation of United States Dollar ($) symbols into over 100 different currencies   Included in Expert Edition
New Wizard FeatureSupport for international paper sizes   Included in Expert Edition
Proposal Pack Wizard   Proposal Pack Wizard
Proposal Pack Wizard
Proposal Writing Software
Proposal Writing Software
Click the thumbnails below to see larger screenshots.

The Proposal Pack Wizard software automates many tedious tasks and takes the guesswork out of how to generate a business proposal, contract and other business documents. Any book can tell you how to put together a generic proposal; Proposal Pack Wizard creates specialized ones for you in minutes.

Download Free Demo

 

Proposal Generation Process:

Business Proposal Software WritingSelect topics and input contact information.
Business Proposal Software WritingAssemble proposal and complete final edits.
Business Proposal Software WritingDeliver (print, PDF, e-mail, upload, etc).

 

Proposal Kit TestimonialThank you so much

for giving me everything I will ever need to write a business proposal. I did a lot of research before purchasing this program and I made a great choice! I now have a very complete, and professional business proposal. It was very easy to do and very cost effective. Thank You so much! I will recommend this to everyone!!"

Julie Boye
One Source Entertainment Group

Proposal Kit TestimonialThe Proposal Pack

Wizard makes organizing and outlining a breeze--and having clients with diverse business offerings, the hours I saved the first time I used it paid for it..."

Cynthia Roby
Bluestocking Ink, Limited

Our products are designed to stand alone or work together, giving you the most options for cost vs. capabilities. You can use the Proposal Pack Wizard all by itself for plain and simple proposals, or use it with one or more Proposal Graphics Packs and Contract Packs and select from a wide variety of templates and styles. If you do not want the automation features of the Proposal Pack Wizard, you can use a Proposal Pack or Contract Pack by itself. But to make proposal creation as easy as it can be, your best and most cost-effective option with the most capabilities is to buy a document "Pack" and the Proposal Pack Wizard - Expert Edition together.

Proposal Pack Wizard
Product name: Proposal Pack Wizard - Expert Edition

Produced by: Proposal Kit

Category: Software > Computer Software > Business & Productivity Software

UPC code: 00810013020014

Product code: A166

Proposal Kit reviews4.9 stars, based on 504 reviews

$67

Proposal Pack WizardProposal Pack Wizard is a software plug-in for Microsoft Word for Windows 2003 and greater. Unlike the rest of our products, the Wizard does not work on Mac or Linux systems. The Wizard only works with a full retail version of Microsoft Word. The Wizard will not run on stripped down free or limited versions of Word such as "Office Starter" or "Works". The Wizard will also not run if you are using an expired trial version of Word. You must be running a retail version of Word that supports macros. Both Word/Office Professional and Word/Office Home Premium support macros and will work with the Wizard software.

*** If you are using a Mac or Linux system you can still use the Proposal Pack and Contract Pack template products without the optional Proposal Pack Wizard automation. Many Mac users also use the Wizard on OS X with Boot Camp, VMWare or Parallel with Windows and Word for Windows installed on their Mac.

The Wizard also works on tablet computers running Windows and Word including the Windows Surface Pro.

You can output your completed documents in any format your word processor supports. For example, when using Microsoft Word you can output in Word, PDF, HTML, XML, RTF and text formats. Word 2003 may require a 3rd party PDF application. Word 2007 and greater automatically provide PDF output.

Proposal Pack Wizard is a low-cost and downloadable business development tool that gets you started writing your business proposals immediately. Use Proposal Pack Wizard to create the proposals and contracts you need to sell your products and services and respond to RFPs. Proposal Pack Wizard is an optional interface. It is not required to use the template products.

No proposal generation software can do all of your work for you. You still have to write (or cut and paste) your unique content about your company and your client into the proposal. However, Proposal Packs, Contract Packs, and Proposal Pack Wizard take care of the rest of the work, providing you with self-guiding templates and easy-to-use automation software complete with layout and design, at a more affordable price than you will find anywhere.

Proposal Pack Wizard requires the separate purchase of at least one Proposal Kit Professional, Proposal Pack or Contract Pack for access to the full range of available templates.

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).

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