Downloadable Proposal Writing Software with Templates and Samples

New 2023 Edition

The Wizard software is included in all Proposal Packs, Contract Packs and the Professional Bundle and it will run in either the Novice or Expert Mode depending on the product ordered. The Wizard software is not purchased by itself. Proposal Pack Wizard is the Word for Windows interface used with all other Proposal Kit template packages. It is not for use with Word for Mac. There is a browser based interface and pre-assembled templates for use with Mac included with all Proposal Kit template packages. The Wizard interface is not required for use with the Proposal Kit template packages and is included as a bonus optional interface for Word for Windows users.

The Novice Edition is bundled with each $79 Proposal Pack and $89 Contract Pack.

The Expert Edition is bundled with the $199 Proposal Kit Professional.

Novice Edition users can get the Expert Edition by upgrading to the Proposal Kit Professional through the Wizard program or logging into the My Orders page. Novice Edition users will see popups for upgrading to the Professional however it is not required to upgrade unless you want access to the advanced features or extra content.

Proposal Pack Wizard - Selecting Chapters

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

HIGHLIGHTS

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
Create unlimited documents no extra cost
Licensed for 5 computers / 5 users
Free product support

Q: Why upgrade to the "Expert Edition"?

A: Extra branding features, CRM database, automated calculations, tracking, integration with third-party software such as QuoteWerks, batch processing and customizing the content and interface. The best choice for creating complex proposals and documents.

Requirements

Requires Microsoft Word 2010 to 365
Requires Microsoft Windows 7 to Windows 11
Also works with Windows in S Mode
Native 32-bit and 64-bit
Operating system compatibility chart
The Wizard does not run on Word for Mac
Not for use on smartphones
Not for use with App/Web edition of Word
210 MB installation size

Features in the Wizard Software

"Proposal Pack Wizard - Novice Edition" Software

Word add-in software wizard application works with Word 2010, 2013, 2016, 2019, 365

Portable USB drive install option (run on any PC with Word installed)

Training mode, quick start guide and built-in tutorials walk you through step-by-step

Numbered interface steps with pop-up help for novices and experts to easily follow

Customize every proposal and contract for each new client and increase your win rate

Your documents are branded as your own - your clients will not see Proposal Kit mentioned

Easy access to all installed Proposal Pack and Contract Pack templates

Modular design lets you add additional document packs at any time

Manage multiple installed Proposal Packs

Manage multiple installed Contract Packs

Manage multiple installed Title Page Packs

Data merge with 80 pre-defined fields for company, client and contract data

Use the data merge tags to auto-insert data anywhere you want in your documents

Customize default values for all 80 pre-defined data merge fields

Document selection recommend wizard helps you decide what to say

200 different Top 40 subcategories helps categorize and locate topics

Import the actual text and calculations from any sample proposal into your document

Auto-select a collection of templates for you based on 200 sample proposals

Auto-select a collection of templates from over 700 business situations

Auto-select a collection of templates based on your project size and type

Access to extensive on-line library of specialty how-to articles

Browse templates by category type or alphabetical order

Searchable database of proposal topics and library of Sample Proposals

Search can also display alternate or related topics to help give you ideas

Combines multiple templates into a single master document

Create an assembled document up to 50 pages long

Favorites lists make it quick and easy to locate your favorite samples and topics

Create unlimited proposals and contracts no extra costs

Change the order of selected templates before assembling

Allows customizing of a six color palette to match your own colors

Include your contract in the proposal or as a separate document

Ability to swap out the design of the front cover with add-on Title Page Packs

Built-in contact database and data merging into documents

Creates a new folder and copies documents for each new proposal

Automated creation of auto-updating Table of Contents and page numbering

Select from 32 titles including custom branding for the front cover title

Ability to convert graphic page headers to editable text

Imports your own company logo into the title page

Design themes are consistently integrated into every page - not just the cover

Adds pre-defined Word font Styles to created documents for consistent font formatting

Copies calculator spreadsheets based on selected templates to each new project

Output documents in many formats such as Word, PDF and HTML

No restrictions on how you can customize and deliver final assembled documents

Use your documents in any platform such as Windows, Macs, iPads and tablets

32-bit and 64-bit support and runs in Microsoft Office 64-bit for Windows

With any Proposal Pack or Proposal Kit Professional installed create any type of proposal

Ability to add new pages to existing proposals

Ability to create and manage PDF documents from Wizard

Wizard tests your edited Word documents for common mistakes before creating PDFs

Project document backup and recovery

A minimal set of document post processing tools

"Proposal Pack Wizard - Expert Edition" Software

Create auto-updating calculations and schedules with OLE linked spreadsheets

Add invoice, letters, checklists and contracts from the project edit screen

Add Estimate Pack and Project Management Pack templates from the project edit screen

Company and client CRM database populates project data faster

No limit on the length of document that can be created

Multilingual translation support - Wizard translates page headers and other phrases into:

Canadian English, British/UK English, Australian English, Spanish, Portuguese, Dutch, Italian, French, German, Romanian, Arabic, Chinese, Korean and Japanese

Convert currency codes from $ to hundreds of symbols, codes and formats

Currency symbol translation applied to Excel Spreadsheets and Word documents

Create lists of multiple choice content such as text, pictures and PDFs to insert

Define up to 32 custom logos to pick from for the front cover title page

Brand every page header of your documents with an alternate custom logo

Brand your documents with custom graphics by simply copying your graphics into a folder

Brand your documents with custom footer and background watermark graphics

Ability to swap out individual photos with your own in photo themed Proposal Packs

Brand your document's meta data fields such as author, company and keywords

Import a Word header or footer from an external document to brand your documents

Import and manage your own custom documents, templates and contracts

Import the contents of external documents into any location of your document

Automatically add your own custom files to each new project

Create preset template lists to auto-populate new projects with

Ability to open and edit stock Proposal Pack templates

Ability to open and edit stock Contract Pack templates

Ability to open and edit stock Title Page Pack templates

Combine your own custom Word documents into your proposals

Add up to 100 Word Sections for importing content with independent page settings

Ability to configure titles of templates and attributes for all stock and custom documents

Create multiple copies of templates such as multiple product lists, price lists, etc.

Expert, novice and administrator modes

Admin features to configure interface - restrict access or capabilities of end users

Team editing mode for multiple people collaborating on a project

Supports sales teams creating proposals from a common library of content

Locate templates and proposals in a central network repository

Works with virtualization and cloud based systems such as Citrix

Admin can export lists of templates for other users to import into their projects

Configurable interface options to customize the look and features available to users

Integrates with Microsoft Outlook

Integrates with third-party quote system QuoteWerks

Integrates automatic importing of other third-party created documents

Import/Export tools integrate with third-party systems using standardized XML files

Proposal and contract submission and status tracking with configurable statuses

Export tracking data to Excel and analyze your wins and losses

Customize the default assembly order of all templates

Customize the lists of Top 40 templates and add custom Top 40 categories

Change default values for many Wizard interface options

Create reusable master proposals

Ability to customize and save settings for up to 50 Word font Styles

Ability to add the 50 Word font Styles to any external Word document

Create up to 40 Font setting presets (50 styles per preset)

Customization options for custom company logo branding

Customization options for changing page borders and colors

Automatic remapping of data merge tags for third-party systems

Pre-defined data merge remappings for QuoteWerks

50 custom defined data merge tags and 129 total data merge tags available

Ability to customize the labels, tags and default values for all 129 data merge fields

Ability to define custom data merge tag wrappers

International date format support for data merge data fields

Ability to customize the creation of the auto-updating Table of Contents

Migration tools for moving data from old Wizard installations to the current release

Ability to reduce the number of pop-up information messages

Admin tools to test databases and repair registry

File location report tool shows where all Wizard related files are located

Ability to delete all demo Proposal Pack styles and demo projects

Create proposals, contracts and other documents of any length

Batch process multiple projects at once

Multiple customizable databases pre-defined for many specialty proposal types

Business Proposals, Federal Government Grants, Government Contracts, Educational Proposals, Technical Proposals, Non-Technical Proposals, Non-Profit Grant Proposals, Business Plans, Quotes and Contracts, Buying/Selling a Business, Business Documents, Project Proposals, Local Government Grants, Book Proposals, Resumes, Letter Proposals, Product Sales, Service Sales, Estimates, Sales Letters, Invoices, Request for Proposals, RFP Responses, Multilingual Proposals, Complex Reports, Studies and Plans

Windows SkyDrive support. Manage all of your documents in your SkyDrive cloud

Ability to clone a project to a new copy

Support for international paper sizes

Batch processing of external Word files to apply Proposal Pack features to documents

Ability to clone entire Proposal Packs to make customized versions of the template libraries

Creates and maintains document revisions

The full collection of document post processing tools

Other Things You Can Do

Proposal Kit does not restrict what you can do with your documents once they are created

Use any third-party features provided by your existing office software and services such as:

E-signing of your Word and PDF documents via third-party desktop, online and mobile tools

Add tables, charts and graphs to your documents

Import external media such as photos, video, spreadsheets, etc.

Collaborate on documents with team members

Digitally sign and protect your documents

Save your documents to the cloud

Deliver your final documents in any way you choose such as print, online, email and upload

Multiple people can edit a document at the same time using Word coauthoring

Proposal Pack Wizard guides you with step-by-step numbers and prompts to select your design theme, enter your data, select your chapters, create your documents, and edit them for delivery.

Proposal Pack Wizard is a Microsoft Word for Windows Add-in accessed via the Word toolbar.

See More Screenshots

Configurable fast-access lists let you quickly check off the chapters to be assembled into your proposals, contracts and other business documents.

The Wizard gives you multiple configurable ways to manage your documents, such as fast-access checklists, presets, searching by name and building your documents from a library of hundreds of example business situations.

Proposal Pack Wizard - Viewing Sample Proposals

Automate Your Financial and Schedule Calculations

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 Demo

What Our Clients Say

Business proposal example Thank 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

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 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.

Product name:

Proposal Pack Wizard - Expert Edition V16

Produced by:

Proposal Kit

Operating systems:

Windows, Mac, Linux

Category:

Software › Computer Software › Business & Productivity Software

Price:

$199 USD - Pro bundle price includes Expert Edition

Code:

A166

Add To Cart - Pro BUndle ($199)

4.9 stars, based on over 800 reviews

Proposal Pack Wizard is a software plug-in for Microsoft Word for Windows 2010 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 desktop 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. Word/Office Professional, Word/Office Home Premium and the latest edition of Home and Student support macros and will work with the Wizard software. The Wizard will not run on the App/Web edition of Word which does not include the Microsoft's automation features.

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 and Windows in S Mode computers.

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 2010 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 is included with the purchase of Proposal Kit Professional, Proposal Pack or Contract Pack.

The list of "Other Things You Can Do" are features provided by 3rd-party software and services you provide and are not directly built into the Proposal Kit software. Unlike many other proposal and contract systems that use proprietary and restricted interfaces or online-only interfaces that restrict what you can do with their documents, Proposal Kit is an open system that allows you to use the documents, proposals, contracts, business plans, etc. created by our system with other business tools that can operate on Word and PDF format documents. Proposal Kit is not responsible for how 3rd-party tools and systems operate and some may require purchasing 3rd-party software or subscription services such as web based document e-signing.

QuoteWerks integration requires the 32-bit version of Microsoft Word/Office. If you are using the 64-bit Microsoft Word/Office, the Proposal Pack Wizard will run but some QuoteWerks features will not be available. You must have the desktop install of QuoteWerks to make full use of QuoteWerks features and to use layout files generated by Proposal Pack Wizard.

The Proposal Pack Wizard includes hundreds of business situations you can pick from to get you started building your customized document. Even if your situation is not listed below you can still create a custom document for any situation from the Proposal Pack's content library.

Spanish - Portuguese - Dutch - Italian - French - German
Romanian - Arabic - Chinese - Korean - Japanese

Create winning business proposals & contracts with minimal effort and cost. Downloadable proposal software, proposal templates, legal contracts and sample proposals.

Spanish - Portuguese - Dutch - Italian - French - German
Romanian - Arabic - Chinese - Korean - Japanese

Create winning business proposals & contracts with minimal effort and cost. Proposal software, proposal templates, legal contracts and sample proposals.

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