Skip to main content
Proposal Pack Wizard Software
Pin Proposal Pack Wizard

Elevate Your Proposal Writing with Proposal Kit

Proposal Pack WizardTransform your approach to proposal creation with our Proposal Kit Professional, or select the perfect Proposal Pack tailored to your specific needs. Need help determining which solution best suits your proposal writing needs? Contact our expert team to help you determine which proposal writing software aligns with your goals.

You get the Novice Edition with each $79 Proposal Pack.

You get the Expert Edition with the $199 Proposal Kit Professional.

Unleash the Power of Proposal Pack Wizard

Included in every Proposal Pack and the Professional Bundle, the Proposal Pack Wizard software enhances your Word for Windows experience, catapulting your proposal writing efficiency. Choose between Novice or Expert editions to match your proficiency and project demands. Although the Wizard software is an exclusive feature of our Proposal Packs and Professional Bundle, its transformative capabilities complement the core functionalities of the Proposal Kit template packages.

Compatibility and Convenience

While the Wizard is for Word for Windows users, we've designed an alternative browser-based interface for Mac enthusiasts. This ensures that you can access our pre-assembled templates regardless of your operating system, making proposal writing more accessible and stress-free.

Tailored Solutions for Every User

Start your proposal writing with the Novice Edition, which we include with each $79 Proposal Pack. It is ideal for those new to proposal writing or with straightforward project needs. For those seeking a more advanced toolkit, we include the Expert Edition with the $199 Proposal Kit Professional. The Expert Edition unlocks advanced features such as quoting database customization, visual branding features, and extra content.

Seamless Upgrades for Enhanced Features

Transitioning from the Novice to Expert Edition is effortless. Upgrades are available directly through the Wizard program or by visiting the My Orders page. Novice Edition users will encounter intuitive prompts guiding them toward the Professional upgrade should they wish to access the extended capabilities and comprehensive content that set the Expert Edition apart.

Why Choose Proposal Kit?

With Proposal Kit, you're not just purchasing software but investing in a comprehensive system designed to streamline your proposal process, enhance your productivity, and dramatically improve your chances of securing the deal. Whether you're crafting a simple project proposal or a complex business pitch, Proposal Kit provides the tools, templates, and support needed to succeed. Propel your proposal writing to excellence—choose Proposal Kit today.

Proposal Pack Wizard - Selecting Chapters
Proposal Pack Wizard automates the assembly, customization, and management of the documents 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
  • The most cost-effective solution available
  • Download after ordering
  • One-time license cost - no monthly costs
  • Create unlimited documents at 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 calculation customization, tracking, integration with third-party software such as QuoteWerks, batch processing and customizing the content and interface make it the best choice for creating complex proposals and documents.
Requirements
  • Requires Microsoft Word 2010 to 365
  • Requires Microsoft Windows 7 to Windows 11
  • Native 32-bit and 64-bit
  • Operating system compatibility chart
  • The Wizard does not run on Word for Mac
  • Not for use on smartphones or Chromebooks
  • Not for use with App/Web edition of Word
  • 240 MB installation size
Features in the Wizard Software
"Proposal Pack Wizard - Novice Edition" Software
 
Word add-in software wizard works with Word 2010, 2013, 2016, 2019, 365
 
Line-Item Database for quotes, schedules, and business plan financial pages
 
167 premade Line-Item Databases
 
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 help 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 an extensive online 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 at 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 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 for each new project
 
Output documents in many formats such as Word, PDF, and HTML
 
There are no restrictions on how you can customize and deliver the final assembled documents
 
Use your documents on 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
 
Customize any premade Line-Item Database and table layouts
 
Create new Line-Item Databases defining your columns and calculations
 
Create auto-updating calculations and schedules with OLE-linked spreadsheets
 
Add invoices, 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
 
There is no limit on the length of the created document
 
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 a custom footer and background watermark graphics
 
Ability to swap out individual photos with your own in photo-themed Proposal Packs
 
Brand your document's metadata 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 custom files to each new project
 
Create preset template lists to auto-populate new projects with
 
Ability to open and edit Proposal Pack templates
 
Ability to open and edit Contract Pack templates
 
Ability to open and edit 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 and price lists
 
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 in creating proposals from a standard 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
 
The 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 entire collection of document post-processing tools
Other Things You Can Do
 
Proposal Kit does not restrict what you can do with your documents once 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, videos, and spreadsheets
 
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
Proposal Writing Software
Configurable fast-access lists let you quickly check off the chapters you will assemble into your proposals, contracts, and other business documents.

The Wizard gives you multiple configurable ways to manage your documents, such as fast-access checklists and presets, searching by name, and building your documents from a library of hundreds of example business situations.
Proposal Writing Software
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 blog can tell you how to create a generic proposal; Proposal Pack Wizard makes specialized ones in minutes.
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!!"

We designed our products to stand alone or work together, giving you the most options for cost vs. capabilities. You can use the Proposal Pack Wizard for plain and straightforward proposals or with one or more Proposal Packs and Contract Packs and select from various 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 possible, 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 V17
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
 
 
Proposal Kit reviews4.7 stars, based on over 800 reviews
Proposal Pack Wizard

Enhancing Your Proposal Writing Process with Proposal Pack Wizard

Introduction to Proposal Pack Wizard: Your User-Friendly Proposal Software Solution

Proposal Pack Wizard is a premier business proposal software plug-in for Microsoft Word for Windows. This innovative tool is designed to streamline your proposal writing and ensure you create compelling, brand-aligned proposals efficiently. It's important to note that the Wizard is optimized for a full retail desktop version of Microsoft Word and is not compatible with Mac or Linux systems, nor does it support limited versions of Word such as online Web/App versions.

The Proposal Kit's proposal writing system has been around for over two decades and has been updated every year with new material and features. It has grown to the point where it offers features that rival big business proposal writing software while staying priced for individuals and small businesses. Not only does it save you time, but it also saves you money, being a desktop solution and not an online subscription.

Maximizing Efficiency with Proposal Management Software

Proposal Pack Wizard offers a comprehensive solution for those seeking to save time in their sales process. As a downloadable business development tool, it significantly reduces the time spent on proposal writing, allowing you to focus on other critical aspects of your business. This proposal management software benefits Windows tablet users, including those with a Windows Surface Pro, enhancing mobility and convenience.

Proposal Writing Made Easy

While no software can eliminate all manual aspects of proposal creation, Proposal Pack Wizard simplifies the task by providing user-friendly proposal tools and templates. These resources assist in the layout and design, enabling you to generate sales proposals quickly and respond to RFPs. The software allows you to output documents in multiple formats, including Word, PDF, HTML, XML, RTF, and text, ensuring compatibility and professionalism in your submissions.

With advances in AI chatbots, you can use AI systems to assist in your writing while using Proposal Kit to do things the AI systems are still unable to do, such as constructing complex Word documents and generating line item financials.

Integrating Proposal Pack Wizard with Your Sales Process

Proposal Pack Wizard is not just about saving you time; it's a powerful component in your sales arsenal. Included with the purchase of Proposal Kit Professional, Proposal Pack, or Contract Pack, it is an essential interface for creating and managing your proposals. This software is a testament to the power of automation in the sales process, allowing you to close deals more effectively and in real-time.

Beyond Proposal Writing: Expanding Your Toolkit

While Proposal Pack Wizard focuses on streamlining proposal writing, it's part of a broader suite of management tools. Proposal Kit's open system architecture means you can seamlessly integrate the proposals, contracts, and other documents it generates with other business tools, further enhancing your operational efficiency. This compatibility is especially relevant for businesses incorporating third-party software or subscription services, such as web-based document e-signing, into their workflow.

Conclusion: Unlocking New Levels of Proposal Efficiency

Proposal Pack Wizard revolutionizes the proposal writing and management process, offering a user-friendly, comprehensive solution to the challenges of creating sales and business proposals. By leveraging this proposal software solution, businesses can enjoy increased efficiency and save valuable time and resources. Proposal Pack Wizard equips you with the tools and capabilities to streamline your proposal writing, manage your sales process more effectively, and close deals confidently.

© 1997 - 2024, Proposal Kit, Inc. All rights reserved. Privacy Policy.