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Proposal Kit Products Upgraded for 2018
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new Proposal Pack design themes (350+ designs to pick from)
New in Proposal Pack V17.1
Proposal Kit Updates
  • All templates have the Proposal Kit Custom 1 to 9 Word styles and the Lite styles (only used in a handful of design themes with dark Title Page backgrounds) added for consistency. This means that to use the custom Word styles in older Proposal Pack design themes you do not need to manually add them to the templates first using the Preferences Font screen.
  • The text blocks in some Proposal Pack design theme Back Page and Title Page have been enlarged to accommodate using larger custom font types without the text falling outside the bounds of the enclosing text box that would then have to be manually resized.
  • The Setup.ini file that used to only be used in the Windows .exe version of the installer to help the Wizard configure any Proposal Packs design themes has been put into the .zip file versions to help support Windows 10 S installs of the Wizard using the .zip file Proposal Pack installers.
  • Added a new ReadMe.PDF to the root of the Proposal Packs to explain to users on all platforms that files for multiple platforms (i.e. Mac and Windows) are included now to help support multi-platform installs using the same .zip files. You can disregard any files you see for other platforms, they are not all intended for use on all platforms. This allows us to have Mac, Windows and Windows 10 S users all downloading the same .zip files.
New in Proposal Pack V17.0
  • Bundled Novice Wizard software has been updated to version 13.0
  • Added 14 new Excel Spreadsheets (61 total spreadsheets): Financial Statement Calculator, Schedule Calculator, Install Schedule Calculator, Time Line Calculator, Implementation Plan Calculator, Scheduling Calculator, Construction Schedule Calculator, Production Schedule Calculator, Implementation Schedule Calculator, Debts Calculator, Hidden Costs Calculator, Packing List Calculator, Work Order (without Deposit) Calculator, Work Order (with Deposit) Calculator
  • All other existing Excel spreadsheets have been expanded with a considerable amount of new material. The number of line items available has been expanded, many new calculations have been added and for the cost summary and related spreadsheets 9 additional sheets to handle different types of situations have been added to reduce the amount of customization needed.
  • 60 of the Proposal Pack templates (the ones that match the Excel spreadsheets) have all been updated to match the changes to the spreadsheets. Also new tags have been added that correspond to rows and columns in the spreadsheets. These new tags are to support the Proposal Pack Wizard features that will optionally create dynamic links between the Excel spreadsheets and your assembled documents.
  • 35 new sample proposals with over 550 pages of new content have been added. There are now 200 total sample proposals with over 2400 total sample pages included.
    • Disaster Preparation and Training Sample Proposal
    • Orphanage Non-Profit Funding Sample Proposal
    • Vacation Destination Resort Sample Proposal
    • Awareness and Sensitivity Training Proposal Sample
    • Bed and Breakfast Hospitality Sample Proposal
    • Civil Engineering Construction Sample Proposal
    • Commercial Property Rental Sample Proposal
    • Dental Services Sample Proposal
    • Equipment Maintenance and Repair Sample Proposal
    • Equity Investment Sample Proposal
    • Executive Personal Assistant Sample Proposal
    • 3D Printing Prototyping Services Sample Proposal
    • Drone Delivery in Disaster Area Sample Proposal
    • Artificial Intelligence Project Sample Proposal
    • Call Center Startup Funding Sample Proposal
    • Political Action Committee (PAC) Sample Proposal
    • Restaurant Kiosk Automation Sample Proposal
    • Accounting Request for Proposal (RFP) Sample
    • Transportation Request for Proposal (RFP) Sample
    • Smart Home Automation Project Sample Proposal
    • Trash and Waste Pickup Services Sample Proposal
    • Woodworking Contractor Services Sample Proposal
    • Heavy Equipment Leasing Sample Proposal
    • Intellectual Property Licensing Sample Proposal
    • Interior Decorator Design Services Sample Proposal
    • Reuse of Government Land Sample Proposal
    • Limousine Transportation Services Sample Proposal
    • Expression of Interest for Mining Sample Proposal
    • Motivational Speaker Sample Proposal
    • Movie Pitch Sample Proposal
    • Printing and Signage Services Sample Proposal
    • Public Relations Services Sample Proposal
    • Robotics Automation Project Sample Proposal
    • Safety Plan Sample Document
    • Security Plan Analysis Document
  • Editable Word versions of all sample content are now included for use by the Wizard software. This allows you to import the content of any Sample Proposal seamlessly into any one of our hundreds of Proposal Pack design themes. The editable Word version content has also had all name/address and other contact information replaced with mail merge data tags making it easier to create a customized version of any sample with just a click of a button.
  • Increased the number of licenses from three to five per purchased license.
  • Updated the HTML organizer with more readable fonts and updated graphics.
  • Minor manual updates.
  • Minor cosmetic updates to some templates including resizing some text boxes.
  • Added a reminder to the Windows installer that the Wizard software is a separate installer that requires Word for Windows to be installed first plus checks to see if Word is installed.
  • Samples are now sorted alphabetically in the desktop organizer.
New in Proposal Pack Wizard V13.0
Proposal Kit Updates
  • The major new feature in this version is the ability to dynamically link cells in Excel spreadsheets to your Word documents. In the past all of the financial and schedule related pages (cost summaries, work orders, budgets, ROI, timelines, installation schedules, etc.) were static Word tables that had to be manually typed in.

    This is an Expert Edition feature.

    This feature gives you automated financial calculations and scheduling that used to require costly 3rd-party quoting and project management software. We leverage the display features of Word and the calculation features of Excel to do the hard work for you.

    Now all of the templates with matching spreadsheets will have the important data dynamically linked directly to the Excel spreadsheets. When you edit your calculations in the spreadsheet and save your changes your Word document can be automatically updated. This allows you to make changes to your financial data without having to keep manually retyping changes into the Word document. This also reduces the changes of errors occurring by mistyping data or forgetting to make updates manually.

    For example, if you use the Cost Summary template to display a nicely formatted table in your Word document where you just want to show the major line items and totals you customize the Word template for the visual look and data you want the client to see. The Cost Summary page has a matching Cost Summary Calculator Excel spreadsheet linked to it where you type in your line items, costs, quantities, taxes and any number of other information to arrive at your final totals. As you make changes to the spreadsheet the Word document automatically updates whenever you open it.

    This system is also completely customizable. You can customize our stock spreadsheets, Word tables and even make your own spreadsheets and link them to any pages. You can even embed links in any parts of the document to any spreadsheet cells. For example, if you want your total funding request amount to be displayed in the Cover Letter you can do so. Another example would be if you use an Installation Schedule you can link the starting date and ending date to your Cover Letter or anywhere else.

    Most of the hundreds of samples have been reworked to include updated Excel spreadsheets using the new Excel dynamic linking feature that allow for all of the samples to be easily imported into your project.
  • All of the original Excel spreadsheets in all of the Proposal Kit products have been expanded to accommodate many more fields and additional calculations to work with the new Excel dynamic linking features.
  • The Edit Style > Manage Templates and the Pick Documents > Add Templates and Search by Name screens have checkboxes to let you filter by only those templates that have associated Excel spreadsheets to make it easier to find and add calculators to your project.
  • The Wizard now allows multiple spreadsheets associated with a template. Up to 9 additional spreadsheets can be associated by adding a number 2 to 9 to the end of the spreadsheet file name. This is mainly to support preassembled multi-page templates that have 2 or more linked spreadsheets added to the database as custom selectable templates.
  • Added a new manual chapter: What Types of Cost Calculation Features are Available?
  • Added a new manual chapter: What Happens if Dynamic Spreadsheet Linking is Disabled?
  • Added a new manual chapter: How do I Add Dynamically Linked Spreadsheet Calculations?
  • With the new Proposal Pack V17 and Proposal Kit Professional V20 all 2400+ pages of Acrobat PDF sample content is now also provided in editable Word formats. We have painstakingly hand edited thousands of pages of our samples to make them completely editable and loadable into your project.

    In the past all of our samples were uneditable Acrobat PDFs. Now with just a click of a button you can import an entire sample as an editable Word document and have it converted into the visual design theme you purchased. This means a sample that was originally created in a different design theme than the one you purchased will be imported into your purchased design theme seamlessly.

    Plus we also have replaced the names, addresses and other data with our mail merge tags so that yours and your client’s data will be merged into the sample content making it easier to reuse any of our prewritten samples.

    Most of the samples with financial and schedule calculations (cost summaries, work orders, budgets, ROI, timelines, installation schedules, etc.) have filled in Excel spreadsheets dynamically linked to the Word document.

    The end result is that instead of having a static uneditable PDF sample to just look at to get some writing ideas from and copying and pasting some of its text you can now with a click of a button have a the entire sample merged into your document with your data and linked Excel spreadsheets in your design theme ready to edit.

    All you have to do is select a sample in the Pick Documents screen then click the Import Content from Selected Sample button, save your project and the sample content will be automatically imported replacing the stock fill-in-the-blank content.
  • Any Quick Start import lists that were based on a completed sample can also have the content from the sample imported into the project just like when importing the sample content from the View Samples page.
  • The Quick Start tab now lets you only show Quick Start layouts that have importable sample content.
  • The number of licensed computers/users per copy purchased has been increased from 3 to 5. You can now install the Wizard on up to 5 computers for use by up to 5 individuals within your company per license purchased.
  • The drop down lists of hundreds of samples are now sorted in alphabetical order.
  • The Document Project drop down lists can be optionally sorted in alphabetical order. There is now a preferences option to sort the drop down project lists alphabetically.
  • The Wizard will now detect when it stops processing a document and will ask if you want to automatically restart processing where you left off when the Wizard is restarted.
  • The Wizard now has a crash logging feature to help diagnose if it terminates unexpectedly while processing a document.
  • More detail has been added to the document processing progress bars so you know what stage it is in while processing long and complex documents better.
  • Color scheme application to Word tables is now done by row when possible instead of by cell due to how slow Word is when programmatically modifying a table cell by cell. This dramatically speeds up the document processing when applying custom color schemes. If a table has cells of different colors in the same row it reverts to updating cell by cell.
  • Sped up the document processing by determining when applying custom color schemes to Word tables was not necessary and skipping that process when possible. Word can be very slow when applying colors to Word table cells and table borders.
  • The old “Process Complete” popup message box has been replaced with a full screen that includes a breakdown of how long it took to process the document including timings for all of the major activities. This can assist in determining how best to customize the system to speed up processing based on how the user is intending to use the system.
  • The installer programs now check to see if Excel is installed and tell the user that it is required for using the new Excel dynamic linking features.
  • Mail merging was not working with text that had mail merge tags inside of a AutoShape object (i.e. the pull quote text blocks in some templates). Now tags are replaced with data inside AutoShape objects.
  • The error reporting feature now includes the count of number of documents that were processed to help diagnose processing errors.
  • When importing the list of chapters from a sample the Wizard will automatically always add the Back Page as many samples were created before the Back Page was added to the system.
  • Added a button on the document reordering screen to reset the default sort order and turn off the custom ordering of the pages. This is useful if you want to revert back to the stock ordering of pages.
  • When changing the background color in the styles Color screen the Use Shape Watermark is checked automatically to reduce the steps needed to add background page colors and to make the feature more intuitive to use.
  • Added a Preferences configuration screen to control how the new Excel dynamic linking features work.
  • Changed the ‘Add Templates Based on Selected Sample’ button to 'Import Content from Selected Sample' now that this operation also imports the actual text of the sample and Excel spreadsheets used by the sample into your project.
  • Replaced the digital security certificate with a new 3 year VeriSign security certificate.
  • Added 21 more business situations to the Quick Start import lists (536 total).
  • Added 35 more demo sample proposals (200 total). If you install a Proposal Pack or Professional bundle template package you will also get the complete versions of all 35 new samples.
  • The Wizard interface screens have all been updated with new screenshots and typography to match the new Proposal Kit web site and product design.
  • Added the registered users name or company to the home screen. This can be changed in the Preferences.
  • Added keywords as searchable terms in the Search by Name tab of the Pick Documents screen and imported keywords for many templates. For example, a search on ROI will now find a match for the template Return on Investment as ROI is a searchable keyword.
  • Added table formatting fields in the Edit Styles > Tables screen to set the top, bottom, left, right and spacing between cells. The fields are all set to DEFAULT which will cause the Wizard to skip any special processing. If you set these fields to within the allowable ranges the Wizard will apply the custom margins to all tables in the document.
  • Added an option in the Edit Styles > Tables screen that allows for turning off all table styling for borders and colors. If unchecked the Wizard will hide all of the table borders and set all table cell colors to the default background color. This feature will also reverse the colors of the white table text as turning off table colors can cause white text to not be visible by setting the color of the Proposal Kit Table Text 1 and Proposal Kit Table Text 2 styles to the color of the Proposal Kit Sub Header style.
  • The function that calculated unique identifiers (GUIDs) for the creation of custom import lists has been updated. The previous Windows API function now generates Permission Denied errors due to a recent Windows security update and Microsoft has changed the recommended method of generating GUIDs.
  • When cloning a project and copying the project documents the Word documents will be updated to point to the new cloned folder if any dynamic OLE field links are in the documents.
  • The Preset feature that used to be an Expert Edition feature is now also available in the Novice Edition.
  • Increased some limits in the Wizard to accommodate the additional samples, spreadsheets and upcoming design themes.
  • The list of spreadsheets in the Edit Styles > Edit Spreadsheets tab is now broken into categories of spreadsheets which are also now sorted alphabetically. Spreadsheets in the folder that are not in the Wizard’s databases will also now be added to the drop down list.
  • Fixed a decryption error message in the 64-bit Word version that would occur when saving the preferences. No actual problem was occurring.
  • A recent Microsoft update to Word was causing some crashes on some computers during mail merging data into text block objects in the Title Page. A fix has been made to work around this bug Microsoft recently introduced.
  • The Wizard now checks to see if it’s document is in Print View mode and if not it switches itself to Print View on startup. If the user had modified the Wizard’s document to something like Full Read Mode it could cause Visual Basic error messages on startup on some versions of Word.
  • Microsoft recently made changes in updates to Office 365 which cause hidden fields to be turned on by default which can cause the Wizard during assembly of documents to delete some graphic page headers. The Wizard now hides the hidden characters from view as it is processing files.
  • Fixed a bug in the 64-bit Office version that could cause Word to crash in various setup screens when browsing for a folder.
  • To improve the ability to open PDF documents from within the Wizard if a program is not detected as the default for viewing PDF files the Wizard will try to launch the PDF file via a browser.
  • The Wizard’s security certificate has been updated with a new Norton Symantec code signing certificate that doesn’t expire until 2020.
New in Proposal Kit Professional V20.1
Proposal Kit Updates
  • Bundled Expert Wizard software has been updated to version 13.0
  • Over 2300 pages of new material have been added to Proposal Kit Professional: new spreadsheets, sample proposals and title page designs.
  • With the new Proposal Pack Professional 20.0, you have a comprehensive business library of over 14,000 pages of material for proposal, contract and project writing and project management projects.
  • Font sizes and typography in all browser interfaces have been increased for easier readability.
  • Added a reminder to the Windows installer that the Wizard software is a separate installer that requires Word for Windows to be installed first plus checks to see if Word is installed.
Contract Pack
  • Increased the number of licenses from three to five per purchased license.
  • Updated the HTML organizer with more readable fonts and updated graphics.
  • Added a reminder to the Windows installer that the Wizard software is a separate installer that requires Word for Windows to be installed first plus checks to see if Word is installed.
Proposal Pack
  • All templates have the Proposal Kit Custom 1 to 9 Word styles and the Lite styles (only used in a handful of design themes with dark Title Page backgrounds) added for consistency. This means that to use the custom Word styles in older Proposal Pack design themes you do not need to manually add them to the templates first using the Preferences Font screen.
  • The text blocks in some Proposal Pack design theme Back Page and Title Page have been enlarged to accommodate using larger custom font types without the text falling outside the bounds of the enclosing text box that would then have to be manually resized.
  • The Setup.ini file that used to only be used in the Windows .exe version of the installer to help the Wizard configure any Proposal Packs design themes has been put into the .zip file versions to help support Windows 10 S installs of the Wizard using the .zip file Proposal Pack installers.
  • Added a new ReadMe.PDF to the root of the Proposal Packs to explain to users on all platforms that files for multiple platforms (i.e. Mac and Windows) are included now to help support multi-platform installs using the same .zip files. You can disregard any files you see for other platforms, they are not all intended for use on all platforms. This allows us to have Mac, Windows and Windows 10 S users all downloading the same .zip files.
  • Added 14 new Excel Spreadsheets (61 total spreadsheets): Financial Statement Calculator, Schedule Calculator, Install Schedule Calculator, Time Line Calculator, Implementation Plan Calculator, Scheduling Calculator, Construction Schedule Calculator, Production Schedule Calculator, Implementation Schedule Calculator, Debts Calculator, Hidden Costs Calculator, Packing List Calculator, Work Order (without Deposit) Calculator, Work Order (with Deposit) Calculator
  • All other existing Excel spreadsheets have been expanded with a considerable amount of new material. The number of line items available has been expanded, many new calculations have been added and for the cost summary and related spreadsheets 9 additional sheets to handle different types of situations have been added to reduce the amount of customization needed.
  • 60 of the Proposal Pack templates (the ones that match the Excel spreadsheets) have all been updated to match the changes to the spreadsheets. Also new tags have been added that correspond to rows and columns in the spreadsheets. These new tags are to support the Proposal Pack Wizard features that will optionally create dynamic links between the Excel spreadsheets and your assembled documents.
  • 35 new sample proposals with over 550 pages of new content have been added. There are now 200 total sample proposals with over 2400 total sample pages included.
    • Disaster Preparation and Training Sample Proposal
    • Orphanage Non-Profit Funding Sample Proposal
    • Vacation Destination Resort Sample Proposal
    • Awareness and Sensitivity Training Proposal Sample
    • Bed and Breakfast Hospitality Sample Proposal
    • Civil Engineering Construction Sample Proposal
    • Commercial Property Rental Sample Proposal
    • Dental Services Sample Proposal
    • Equipment Maintenance and Repair Sample Proposal
    • Equity Investment Sample Proposal
    • Executive Personal Assistant Sample Proposal
    • 3D Printing Prototyping Services Sample Proposal
    • Drone Delivery in Disaster Area Sample Proposal
    • Artificial Intelligence Project Sample Proposal
    • Call Center Startup Funding Sample Proposal
    • Political Action Committee (PAC) Sample Proposal
    • Restaurant Kiosk Automation Sample Proposal
    • Accounting Request for Proposal (RFP) Sample
    • Transportation Request for Proposal (RFP) Sample
    • Smart Home Automation Project Sample Proposal
    • Trash and Waste Pickup Services Sample Proposal
    • Woodworking Contractor Services Sample Proposal
    • Heavy Equipment Leasing Sample Proposal
    • Intellectual Property Licensing Sample Proposal
    • Interior Decorator Design Services Sample Proposal
    • Reuse of Government Land Sample Proposal
    • Limousine Transportation Services Sample Proposal
    • Expression of Interest for Mining Sample Proposal
    • Motivational Speaker Sample Proposal
    • Movie Pitch Sample Proposal
    • Printing and Signage Services Sample Proposal
    • Public Relations Services Sample Proposal
    • Robotics Automation Project Sample Proposal
    • Safety Plan Sample Document
    • Security Plan Analysis Document
  • Editable Word versions of all sample content are now included for use by the Wizard software. This allows you to import the content of any Sample Proposal seamlessly into any one of our hundreds of Proposal Pack design themes. The editable Word version content has also had all name/address and other contact information replaced with mail merge data tags making it easier to create a customized version of any sample with just a click of a button.
  • Increased the number of licenses from three to five per purchased license.
  • Updated the HTML organizer with more readable fonts and updated graphics.
  • Minor manual updates.
  • Minor cosmetic updates to some templates including resizing some text boxes.
  • Added a reminder to the Windows installer that the Wizard software is a separate installer that requires Word for Windows to be installed first plus checks to see if Word is installed.
  • Samples are now sorted alphabetically in the desktop organizer.
Title Page Pack
  • 3 additional volumes of Title Page Packs have been added. 1800 new options for your front cover designs.
    • Title Page Pack Volume #5
    • Title Page Pack Volume #23
    • Title Page Pack Volume #40
Estimate Pack
  • Updated the HTML organizer with more readable fonts and updated graphics.
  • Updates to some spreadsheet calculations.
  • Added 14 new spreadsheets:
  • Financial Statement Calculator, Schedule Calculator, Install Schedule Calculator, Time Line Calculator, Implementation Plan Calculator, Scheduling Calculator, Construction Schedule Calculator, Production Schedule Calculator, Implementation Schedule Calculator, Debts Calculator, Hidden Costs Calculator, Packing List Calculator, Work Order (without Deposit) Calculator, Work Order (with Deposit) Calculator
Project Management Pack
  • Updated the HTML organizer with more readable fonts and updated graphics.
New in Title Page Pack V5.1
Proposal Kit Updates
  • Updated the HTML organizer with more readable fonts and updated graphics.
New in IT / Software / Hardware Contract Pack V17.1
Proposal Kit Updates
  • Bundled Novice Wizard software has been updated to version 13.0
  • Increased the number of licenses from three to five per purchased license.
  • Updated the HTML organizer with more readable fonts and updated graphics.
  • Added a reminder to the Windows installer that the Wizard software is a separate installer that requires Word for Windows to be installed first plus checks to see if Word is installed.
New in Web Freelancer Contract Pack V17.1
Proposal Kit Updates
  • Bundled Novice Wizard software has been updated to version 13.0
  • Increased the number of licenses from three to five per purchased license.
  • Updated the HTML organizer with more readable fonts and updated graphics.
  • Added a reminder to the Windows installer that the Wizard software is a separate installer that requires Word for Windows to be installed first plus checks to see if Word is installed.
New in Human Resources Contract Pack V17.1
Proposal Kit Updates
  • Bundled Novice Wizard software has been updated to version 13.0
  • Increased the number of licenses from three to five per purchased license.
  • Updated the HTML organizer with more readable fonts and updated graphics.
  • Added a reminder to the Windows installer that the Wizard software is a separate installer that requires Word for Windows to be installed first plus checks to see if Word is installed.
New in Photography / Media Contract Pack V17.1
Proposal Kit Updates
  • Bundled Novice Wizard software has been updated to version 13.0
  • Increased the number of licenses from three to five per purchased license.
  • Updated the HTML organizer with more readable fonts and updated graphics.
  • Added a reminder to the Windows installer that the Wizard software is a separate installer that requires Word for Windows to be installed first plus checks to see if Word is installed.
New in Contractors Contract Pack V17.1
Proposal Kit Updates
  • Bundled Novice Wizard software has been updated to version 13.0
  • Increased the number of licenses from three to five per purchased license.
  • Updated the HTML organizer with more readable fonts and updated graphics.
  • Added a reminder to the Windows installer that the Wizard software is a separate installer that requires Word for Windows to be installed first plus checks to see if Word is installed.
New in Advertising / Marketing Contract Pack V17.1
Proposal Kit Updates
  • Bundled Novice Wizard software has been updated to version 13.0
  • Increased the number of licenses from three to five per purchased license.
  • Updated the HTML organizer with more readable fonts and updated graphics.
  • Added a reminder to the Windows installer that the Wizard software is a separate installer that requires Word for Windows to be installed first plus checks to see if Word is installed.
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Create winning business proposals & contracts with minimal effort and cost. Downloadable proposal software, proposal templates, legal contracts and sample proposals.
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Create winning business proposals & contracts with minimal effort and cost. Proposal software, proposal templates, legal contracts and sample proposals.