I love how the wizard streamlines the entire proposal creation process. I am a full time freelancer and this takes hours out of my administrative tasks each week. For the price, you really can’t beat it. I’ve been using Proposal Pack for 2 years now and each update to their system keeps getting better! I can include contracts as part of my proposals and have it all put together by the wizard. This is a huge time-saver for me and I wanted to be sure to add this for people who might be considering getting both -- great job by the company on this one!"
Use this page to describe how you propose to handle financial issues and make financial decisions for your clients organization or for your own. Depending on the type of proposal you are writing you may need to include in your discussion the names of responsible parties; the types of financial transactions to be handled; how when and to whom you will report financial transactions; and so forth. You may need to discuss credit issues sales and purchases leases and many legal matters. Note that Proposal Kit includes an Accounting template to describe accounting systems as well as other specific financial templates such as Breakeven Analysis Cash Flow Analysis Cost Benefit Analysis Profit & Loss Statement Financial Statement and many others. Introduce the general topic of finance here and explain why you are including this page. For example do you have complete control of financial decisions for your organization or your project or do you need to reach agreement with other parties on each decision. Do you need to explain the financial health or history of your organization. Do you want to educate potential client or investor about all the financial issues that must be considered for specific project. Overview Insert general description of financial issues you need to deal with as well as your general financial strategy for the organization. Methodology Insert discussion of typical methods you will use to reach financial decision. For example will daily analyses of markets and opportunities figure into your decisions. Will you alone make recommendations or is committee involved. Are your actions governed by regulations that will affect your timing. You may have many issues to consider regarding financial decisions.
Reporting Insert discussion of what sort of reports will be provided when and to whom. Be as specific as possible about who performs the tasks when they will happen and how they will be done. Evaluation Explain how and when your financial decisions and overall strategy will be evaluated. Summarize the topic of finance here highlighting any points you want to emphasize and referring to other pages as needed to provide details.