We include this editable document in the Proposal Kit Professional. Order and download it for $199. Follow these steps to get started.
DOWNLOADABLE, ONE-TIME COST, NO SUBSCRIPTION FEES
Key Takeaways
- One-time License, No Subscriptions: Pay once and use Proposal Kit forever-no monthly fees or per-use charges.
- Built for Business Projects: Start with a proven Sample Records Inventory Worksheet and tailor sections, fields, and branding for your day-to-day project work.
- Instant Access: Download immediately and open the document right away-no waiting, no onboarding delay.
- Project-Ready Structure: Use a ready, professional layout for real-world project tasks (checklists, forms, analysis pages) so teams can execute consistently.
- Fully Editable in Word: Edit everything in Microsoft Word-swap text, add/remove sections, and apply your logo/colors without special skills.
- Step-by-Step Wizard Help: The Proposal Pack Wizard guides you with training/help and keeps you moving-no getting stuck on formatting or assembly steps.
- Wizard Data Merge & Project Management: Let the Wizard manage projects and merge recurring data (company/client names, addresses, dates) across your project documents.
- Included in Proposal Kit Professional: Available exclusively in the Proposal Kit Professional bundle.
The Sample Records Inventory Worksheet is an illustration of a completed version of the Records Inventory Worksheet document. Use the sample as a guide for creating your own custom document.
Document Length: 1 Page
I have been using Proposal Kit Pro for years in my consultant and real estate business. There is no other proposal writing software on the market as comprehensive as this. It works across all computer platforms and is very intuitive. Customer service is responsive and they constantly are upgrading the software to make it even better. You won’t be disappointed."
Andreton Jones
Get Proposal Kit Professional that includes this business document.
We include this Sample Records Inventory Worksheet in an editable format that you can customize for your needs.
Download and install after ordering.
Once you have ordered and downloaded your Proposal Kit Professional, you will have all the content you need to get started with your project management.
Customize the project template with your information.
You can customize the project document as much as you need. You can also use the included Wizard software to automate name/address data merging.
Writing the Sample Records Inventory Worksheet document
business,project,records,management,toolkit,information,documents,templates,boilerplate,form,outline,text A Document from Proposal Kit Professional
The editable Sample Records Inventory Worksheet document - complete with the actual formatting and layout is available in the retail Proposal Kit Professional.
20% Off Discount
Produced by:
Proposal Kit
Category:
Software › Computer Software › Business & Productivity Software
20% Off Code:
FALLSPECIAL
Related documents may be used in conjunction with this document depending on your situation. Many related documents are intended for use as part of a project management system.
Related Documents
The Project Management Pack suite of templates complements the proposal and contract documents by giving you a collection of business documents to use once you have a project to work on.
Ian Lauder has been helping businesses write their proposals and contracts for two decades. Ian is the owner and founder of Proposal Kit, one of the original sources of business proposal and contract software products started in 1997.
Produced
By Ian Lauder
Published by Proposal Kit, Inc.
We include a library of documents you can use based on your needs. All projects are different and have different needs and goals. Pick the documents from our collection, such as the Sample Records Inventory Worksheet, and use them as needed for your project.