Proposal Kit Professional includes all the line item quoting system software features including customizing and creating custom line item databases. Individual Proposal Packs include a collection of premade line item databases for product and service sales which can be used as-is. Not sure what to get? Contact us for help.
The automation of line item quotes, schedules and financial pages is an optional feature of the Wizard software that is used when building your custom proposal, business plan and other documents. The Wizard software is not ordered by itself, it is included with the products mentioned above.
The Proposal Pack Wizard includes an automated line-item database system that can be used for quotes, invoices, schedules, business plan financials and many other custom uses. The database system is data driven and customizable by the user.
A database definition has one or more Categories. Each Category has one or more line-item columns (i.e. a description, unit price, rate, quantity, tax, shipping, image thumbnail, product code, etc.). You can define any type of field using any available data type for whatever purposes you need. A Category can be setup for a product sales database, services sales, a project schedule, budget, cost/benefit analysis, etc.
Novice Edition users have access to use any premade databases as-is while Expert Edition users also have access to all the customization features to do things such as change layouts, change calculations, create custom databases.
A variety of premade databases are included for cost summaries, invoices, schedules and other business plan financial pages. Expert Edition users can customize databases including changing calculations, adding or removing column fields, changing the visual layout of the tables, etc.
Populate your data via data entry forms, import/export from Excel spreadsheets, create premade drop down lists of line items to select from and even prepopulate each projects database with common line items.
Let the Wizard create the table output for you with many customization options, or create your own custom Word formatted tables for more control of the final output.
Supports Many Data Types
There are many data types supported from basic strings and numbers to auto-incrementing types and images that can be used for product thumbnails for your product sales line items.
Custom formatting can also be defined for all the data types. Need a currency displayed with no decimals with negative values in parenthesis but the word Zero for 0 values? Easy - use a formatting string like $#,##0;($#,##0);/Z/e/r/o. Need a date displayed only as the month and day? No problem - use a formatting string like mmmm d.
The automation system supports all custom formatting strings supported by Microsoft Word.
Expert Edition users can create their own databases and calculations and customize existing databases. Create custom user functions such as for salesperson commissions or shipping costs based on item weights.
Use a wide array of built-in functions such as Round[up/down], Floor, Ceiling and MRound.
Integrate external Excel spreadsheet values within calculations.
About half of the 200 included Sample Proposals include custom line-item databases you can use in your own projects. About 60 chapter templates for costs, schedules and business plan topics include line-item databases you can use in your projects. These are pages such as a budget, project schedule, cost/benefit analysis, income projection, etc. There also many example databases included to show how to use all the database features.
Custom data formatting allows for customizing currency to display in foreign currencies. Multiple tax rates are supported as well as being able to customize the tax calculations (Expert Edition).
Many Databases Included