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Proposal Kit Downloading, installing and setting up

 
Proposal KitFirst, place an order for a product:

Once your order is purchased you will receive a confirmation e-mail which includes step by step instructions to install the product along with the required passwords. You will be sent one e-mail with download instructions for each product ordered. The emails are sent as soon as you submit your credit card so you should receive them within a few minutes.

If you do not receive the download e-mails you can use this form to resend the download emails to yourself.

Make sure to keep a copy of your confirmation e-mail as your order number and original e-mail address will be required for future upgrades.

Also backup the download file(s) from our server. Users frequently request downloads when they have lost the original file, had a hard drive crash or are looking for an updated version. We do not maintain continual download access for individual users on our download site. Passwords change periodically. We do not retain older copies of downloads and if you need a new download and we have upgraded the software you may be required to order the upgrade.

Here are the steps you will encounter after placing your order and receiving your download instructions on-screen or by e-mail.


Proposal KitDownload the Product Installers:
Help VideoProduct Download and Installation Video

Review tutorial #1 if you have any questions regarding the proper and expected way to get our products onto your computer.

First login to the download page. In some cases the credit card processor or our order system will flag an order for manual review before the download passwords can be released. If you have been given a message in the download instructions to call us, you must contact us, otherwise your order may be voided.

The userid and password are in your confirmation e-mail. These passwords are temporary and subject to change, so you should download the kit as soon as possible after ordering. Also backup your downloaded files and store them with your order confirmation information.

Your browser will popup a dialog box prompting for the download userid and password. These are located in the order confirmation e-mail along with the link to the download page. If you receive a server error, such as an authorization failure, either your browser is not displaying the login dialog box or you did not enter the proper userid and password. If you were not prompted for the login information you may need to reboot your computer and try again, or use a different browser or computer for the download. You can then move the installer file after it is downloaded to the actual computer it will be installed on.

If you get a corrupted download file most likely there is a problem with your connection. Our kits are downloaded every day and corrupt files are very rare. If you are downloading using a proxy server, proxy servers have been known to corrupt downloaded files. Turn off your proxy server and/or try a different connection or computer.

Click the download file link and save the download file to your hard drive. DO NOT run the download file remotely.

Windows, Mac and Linux users can download from the same page. Make sure to run the right download on the right computer. For example, do not try to run the Windows .exe installer on a Mac or Linux computer.

If you are on a Mac or Linux system the download file is a Zip file format. This is a built in format automatically recognized by Linux systems. If you are on a Mac you may need an updated Stuffit Expander. You can get the free Stuffit Expander from Stuffit.com.

We DO NOT bundle or ship Visio, ConceptDraw, Word, Excel, Flash, Adobe Fonts or any other 3rd party software with our products. It is your responsibility to supply any required software.


Proposal KitInstalling the Product:

Run the downloaded file once to install the product. You will be prompted for an install password. Your install password is listed in your order confirmation e-mail.

Once you enter the install password the kit will be installed to your hard drive. You will have the option to specify where on your hard drive including drive and path to install. Do not run the installer or install the kit directly into your operating system desktop folder or existing system folders. It should be run from a temporary download folder and installed into a new folder on your hard drive. By default it is installed into your C:\ProposalKit directory into a new folder.

Our products support virtually every Windows operating system and Mac OS 8/9 and OS X and Linux variations. Proposal Kit has been installed and used by thousands of developers worldwide with very few install problems. Virtually every installer problem is due to out of date user software, corrupt hard drives or other system instabilities on the users computer.

Most install problems are related to user configuration problems on the host computer such as installing on Windows 2000 without admin privileges with access to the registry, not enough space on the C: drive for the installer, installing over a remote connection, etc.

If you experience an install problem, reboot your computer from a complete power down. Do not run any other software in the background. Login with admin privileges (if your OS has restrictions). Copy the installer program to the same computer it is being installed onto.

If you experience an error message during installation, there are a few things you should try, as the problem is most likely due to a problem on your computer.

  • Check your available disk space on your C: drive and the drive you are installing the product onto (if it is different than your C: drive). You should have 100 to 200 mb free depending on the product you are installing. Most install problems are due to not enough disk space available on your computer. Try running your Windows "Accessories -> System Tools -> Disk Cleanup" utility to free up some space, if you spend a lot of time on the Internet also consider clearing your web browser cache to free up some disk space.

  • If you have a cluttered temp folder there may be a conflict. In rare cases your installer will start working if you delete the files in your "c:\windows\temp" folder. NOTE: Backup any important files first if you do store important files in your temp folder.

  • If you are using a Mac and are getting a "decompression error" opening the .zip file you MUST be using Stuffit Expander 10.1 or greater. First update your Stuffit Expander program then try again.

If you experience a corrupt download, there are a few things you should try, as the problem is with your connection to the Internet or your computer.

  • Try downloading the program again, there may have been a problem with the last download not completing properly.

  • If you are using a proxy server, disable the proxy server or download from a different computer not on the same connection. Use of a proxy server is known to cause corrupt download files.

  • Try defragmenting your hard drive. Some cases of the installer displaying an error about a ".CAB" file being corrupted have been cleared up by simply defragmenting the hard drive.

Proposal KitAccess to required software:

Proposal Kit, Proposal Pack, Proposal Pack Wizard, Estimate Pack, Contract Pack and other products are primarily a collection of CONTENT. Documents, spreadsheets, web pages, etc. You must have the native software installed first (such as the free Adobe Acrobat Reader, a word processor and a web browser).

If you get an error message clicking any of the kit documents that a required program was not found, then you need to check to make sure it is both installed AND your operating system is setup to recognize that file extension so it can launch itself properly.

For example, for a PDF document to launch from the kit organizer you need to install Acrobat Reader which will also setup the ".PDF" file extension so that the OS associates the extension with the reader program.


Proposal KitRunning the product interface:

The kit and pack interfaces are designed to walk you through the organization of a collection of material making up the kit.

The interface is broken into multiple sections in the order they are generally used by a company or individual. Each section contains a number of links to specific documents, spreadsheets, other sections of the interface and links to our web site for additional information.

Look over all of the categories first, check out the sample proposals, read the documentation and the tutorials.

Watch the getting started videos.

Proposal Kit

Continue to : Getting Started

Back to : Tutorial Index

 
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