This video demonstrates how to use Proposal Kit to create a customized case study document. While Proposal Kit is typically used to write proposals, quotes and business plans it can also create many types of business documents such as case studies.
Read this related article: How to Write a Case Study Document
Watch this related video: How to Select Chapters for Your Document
In this video we're going to show you how to create a case study document using the Proposal Kit. The Proposal Kit is normally used for writing proposals, business plans and so on but it can actually create any type of business document where you have something like an introduction, table of contents, your front and back covers and then a collection of body pages. If you actually look at our website one of our articles is specifically how to write a case study document using Proposal Kit.
If you just scroll through this article it'll give you some examples. It'll list a couple of the examples that are included in every Proposal Pack. Every single Proposal Pack and the Professional do include templates and some examples and layouts for case studies as well as any other type of business document.
We're going to illustrate this case study with our Real Estate #6 design theme. Note we have hundreds and hundreds of design themes that cover all types of industries or general purpose logo designs so it doesn't matter which design theme you pick. By selecting a specific design theme that fits your situation and your type of business and then picking a set of chapters that cover your case study you can create any kind of case study whether it's a specialty one for medical or healthcare situations, environmental, building, construction so on so.
Every time you're going to create a document you click this Document Projects button and we'll Add a New Project and then we'll click this Pick Documents button. Now there's a few places you go in this Pick Documents screen to select your chapters. You could just start checking off chapter templates on your own using these check boxes.
These are the 40 most common templates used typically in Proposal Kit so these are going to be usually proposal related ones but you'll still probably always use the Title Page, Back Page, Table of Contents and then you'll start selecting interior pages from these drop downs. You can get to the thousands of chapter templates you have available by clicking these categories. If you want a pre-made set of chapters or a sample you can click this View Samples tab.
There's hundreds of included samples in each Proposal Pack and there'll be one case study example. We just do a search on the word case or case study and you see this case study sample. We can open the sample and take a look at it.
Samples are PDFs, and then we can import the actual chapters and content from this sample. Note all of our samples have been created with a specific design theme. This is an environmental case study creating a green community and this was in a line art environmental design theme but whatever design theme you've purchased and installed, that's the visual look that your case study will be in.
We're actually going to illustrate this with a real estate design theme instead of this environmental one. This is a sample of a case study and we can actually pull in the sample content into our case study we're going to build or we can just create a case study from a list of chapter templates that we will fill in. We can also go to this Quick Start and we can just do a search on case study.
There's hundreds and hundreds more layouts in the Quick Start list and also the Quick Start lists will have usually more chapter templates included than in the samples that they match to just to give you more writing ideas. We can pick this Case Study Report and you'll see it's made up of 12 chapter templates. Let me import this into our project.
Case studies are going to be completely different for every single person who's going to be creating one so the list of chapters that are selected in these pre-made lists probably aren't going to match exactly what you're doing for your situation but they'll have some chapters that are kind of commonly used in case studies and you can completely customize this list of chapters using the Add Templates and the Search by Name tab to add chapter templates that will match your situation better. Once you're done selecting the chapters for your case study using these various tabs, and you can always see what chapters you've got currently selected, you can change the order of these you can drop out chapters you don't want, you can add more chapters. You've got thousands of these chapter templates to pick from to custom assemble a case study.
Once we're all done and you'll see the drop down here by default the word Proposal is usually going to be the default graphic put on the front Title Page so we can change this to the word Study instead of Proposal. You've also a lot of options for what you want that main Title Page wording to be and you can always customize this with your own text anyway. Once we're done selecting all the chapters you can fill in the company and client data screens.
Since this is going to be a case study you're probably not writing it to a specific person like you would a proposal so Client Data isn't necessarily used but the Company Data that just might be put onto the front cover or maybe the About Us page if you're adding something like that. When we're all done click Ok Save Project and now we just sit back and wait for the Wizard to build this case study template. All the customizations we've made in the Wizard like graphics changes, color changes, font changes, everything gets applied at this point as the Wizard's building the document.
All right, this document's been generated now we'll take a look at it and you can see this is now in our real estate design theme and the color scheme and everything kind of suits an environmental green community type study document. You can see the list of chapters we selected for the case study and you'll note this actually pulled in the content of that case study example that's in Proposal Kit. If you use just the general purpose fill in the blank templates it'll still say Present Situation as the chapter header but this will be instructional fill in the blank text for you to put in your own content.
You can see that is the full case study example and note you won't have our name and address contact information in any of the pages. This is just what was entered in the Company Data and Client Data screens when we generated the project. So this would actually be your name, address, phone number, contact information including in the footer.
So it can actually be your information that will get inserted. Same thing on the cover, the proposal title this will be whatever you entered in the Company and Client Data screens. Prepared for and Prepared by, now for a case study you might just skip the Prepared for might even skip that Prepared by.
You could even put in a few introduction sentences here. It's up to you to completely customize these documents. Now we'll illustrate a second type of case study and we'll just pick a different design theme.
Now note we have all of our hundreds of design themes imported into our Wizard here for the demo. Only the one or ones you've purchased will actually be selectable here in the list. We're going to illustrate this next case study with a healthcare design theme.
Just like before we will add a new project and i'm going to go back to the Quick Start and import a different case study list. We already made up a pre-selected list of chapters for a healthcare case study a little bit earlier and we're just going to import that list here. This is a different set of chapters but you can see it still starts with the same Title Page, Table of Contents, ends with the Back Page but the interior pages are completely different this time.
This is going to be for a case study a medical case probably drug/pharma related. Just like before we save the project and let the Wizard build this document. All right, this document has been generated.
Let's see what this looks like. You can see it's in our healthcare pharma design theme. Its got the Table of Contents.
Now this list of body chapters is completely different and you can see this is more tailored towards more of a healthcare/medical type list of chapters where they can talk about the particular case of a patient and the effects of a drug trial for example. You've got all the body chapters here ready for you to start filling in and again, you can swap out our stock logos in these design themes with your own. This will be your information that you entered into the Company and Client Data screens.
All these documents are completely editable. You can replace the background photos with your own. For example, you can just double click and use Words Change Picture and that will allow you to select a different picture on your hard drive to swap out the background graphics.
You can do that with any of the graphics. These are all completely customizable Word documents once you've generated a template. That's really all there is to creating documents such as case studies using Proposal Kit.