Celebrating 20 Years of Helping Businesses Win Business
Proposal Pack Wizard Software
Pin Proposal Pack Wizard
Proposal Pack Wizard SoftwareThe Wizard software comes in two editions. The free "Novice Edition" is a demo already bundled with all Proposal Packs and Contract Packs. The "Expert Edition" is already bundled with Proposal Kit Professional. "Novice Edition" users can upgrade to the "Expert Edition" by ordering this upgrade.

Proposal Pack Wizard automates the assembly, customization and management of the documents included in Proposal Kit Professional, Proposal Packs and Contract Packs.
Proposal Pack works on all platforms
DOWNLOADABLE PURCHASE
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 3 computers / 3 users
  • Multiple user licenses available - call for pricing
  • Network user licenses available - call for pricing
  • Lifetime free online product support
Q: Why upgrade to the "Expert Edition"?

A: Extra branding features, tracking, integration with third-party software, and customizing the content and interface. The best choice for creating multiple proposals and documents over 10 pages.
Requirements
  • Requires Microsoft Word 2003 to Word 2016
  • Requires Microsoft Windows XP to Windows 10
  • Native 32-bit and 64-bit
  • Operating system compatibility chart
  • The Wizard does not run on Word for Mac
Features in the Wizard Software
"Proposal Pack Wizard - Novice Edition" Software
 
Word add-in software wizard application works with Word 2003, 2007, 2010, 2013, 2016
 
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
 
Auto-select a collection of templates for you based on 165 sample proposals
 
Auto-select a collection of templates from 480 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 10 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
 
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 2010/2016 64-bit for Windows
 
Backwards compatible to Windows XP and Word for Windows 2003
 
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
"Proposal Pack Wizard - Expert Edition" Software
 
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, Russian, Arabic, Chinese, Korean and Japanese
 
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
 
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
 
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
 
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
 
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 third-party CRM Salesforce.com
 
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 40 Word font Styles
 
Ability to add the 40 Word font Styles to any external Word document
 
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
 
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
 
Translation of United States Dollar ($) symbols into over 100 different currencies
 
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
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
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 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 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 book can tell you how to put together a generic proposal; Proposal Pack Wizard creates specialized ones for you 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!!"

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
Produced by:
Proposal Kit
Category:
Software > Computer Software > Business & Productivity Software
Price:
$69 USD
Code:
00810013020014-A166A166
 
 
Proposal Kit reviews4.9 stars, based on over 690 reviews
Proposal Pack WizardProposal Pack Wizard is a software plug-in for Microsoft Word for Windows 2003 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 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.

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.

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 2003 may require a 3rd party PDF application. Word 2007 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 requires the separate purchase of at least one Proposal Kit Professional, Proposal Pack or Contract Pack for access to the full range of available templates.

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.

SalesForce.com integration requires the 32-bit version of Microsoft Word/Office. If you are using the new 64-bit Microsoft Word/Office, the Proposal Pack Wizard will run but SalesForce.com features will not be available. You must also have a SalesForce.com account that allows API access such as the SalesForce.com Professional, Enterprise or Ultimate edition.
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.
Proposal Kit on BBB
Proposal Kit
Create winning business proposals & contracts with minimal effort and cost. Downloadable proposal software, proposal templates, legal contracts and sample proposals.
© 1997 - 2016, Cyber Sea, Inc. All rights reserved.