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Records Management Toolkit
Pin Records Management Toolkit
Records Management ToolkitThe Records Management Toolkit can help you analyze and organize your information assets and determine what content is important and how it should be managed. Records Management Toolkit is a component of Proposal Kit Professional.

Proposal Kit Professional bundle is designed for individuals, small businesses and small teams within larger organizations. Order and download for $199.

The Records Management Toolkit Includes
  • Includes over 40 documents
  • Over 100 pages of material
  • Worksheets, logs and forms
  • Plan templates
  • Proposal templates
  • Business case templates
  • Completed examples
  • Designed by RM professionals
  • Works with Microsoft® Windows, Mac and Linux
  • Also works with Windows in S Mode
  • Downloadable - you can start now
  • Create unlimited documents at no extra cost
  • Licensed for 5 computers / 5 users
  • Click here for detailed list of documents and samples
What Our Clients Say

Business proposal example WOW! I wish I had this when I was consulting for clients! RM Toolkit would have saved me a lot of time."

Leigh Woody
Product name:
Proposal Kit Professional (Includes Records Management Toolkit)
Produced by:
Proposal Kit
Software › Computer Software › Business & Productivity Software
Proposal Kit reviews4.9 stars, based on over 800 reviews
Successful information management relies on good governance and a well thought-out process for organizing content. If your goal is to propose, develop or maintain an RM program the Records Management Toolkit will get you started.

Many companies can't afford to spend thousands of dollars on an RM consultant or ten's of thousands of dollars on RM software. Finally, you can get information that used to cost thousands of dollars at a price any company can easily afford.

We contracted with Records Management professionals with over 10 years experience creating Records Management programs and software to develop the Records Management Toolkit specifically for use in Proposal Kit Professional.

Records management projects are becoming more and more important for many small and medium sized businesses having to manage an ever-increasing volume of digital data. The Records Management Toolkit includes project management, legal contract, tracking, and proposal content. Read this article on How to Use the Records Management Toolkit for more details.

Records Management Toolkit is low-cost and immediately downloadable. Supports many platforms such as Windows, Mac, Linux, Word & Office, Microsoft 365, OpenOffice, StarOffice, Word Perfect, Google Docs, iWork, Pages and Appleworks.

No software is required to use Records Management Toolkit other than your own office software.
Create winning business proposals & contracts with minimal effort and cost. Downloadable proposal software, proposal templates, legal contracts and sample proposals.
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Proposal Kit

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