Proposal Kit Upgrades and Additions - June 2021
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New Proposal Pack Design Themes
new Proposal Pack design themes (500 designs to pick from)
New in Proposal Pack V18.3
Proposal Kit Updates
  • All 200 samples have been rebuilt. Most samples now use newer photo based Proposal Pack design themes. Some minor fixes were made to spelling and grammar errors in few samples.
Proposal Pack V18.2
  • Bundled Novice Wizard software has been updated to version 15
  • Updated the PageHeader_NOTEXT.png, Project_NOTEXT.png and Description_NOTEXT.png graphics to remove extra white space after the logo. This is to support a new Wizard software feature that will swap out graphic versions of page chapter headers and Title Page graphics with editable text but still retain the logo design theme graphic.
  • Fixed a grammatical error in the instructional text in a couple templates (Contract and Terms, Terms and Conditions).
  • Updated the text in the Sources of Funds template so the Wizard can detect and delete the red instructional text.
  • Increased width of unit price and extended price and total columns in QuoteWerks alternate layout files to accommodate larger dollar amounts without wrapping.
Proposal Pack V18.1
  • Updated all the cost related chapter templates to adjust the table sizes to look better when used with page borders.
  • Left aligned header text in all the cost related chapters to make the tables display consistently with tables in other templates.
  • All the photo designed Proposal Pack design themes have been updated to separate out individual photographs in the Title Page and Back Page as individual picture objects. This is coupled with a new feature in the Expert Edition of the Wizard software that allows you to have the Wizard swap out any or all of the stock design photographs with your own by just making a new image and saving it in the Wizard’s MyGraphics folder with the appropriate name.
  • The Title Page, Back Page and Watermark-Body templates have been updated in every Proposal Pack to remove hidden legacy Word shape objects that could cause the ordering of some shapes to be out of place when using some Expert Edition features such as generating documents for use with QuoteWerks or using some of the Expert Edition custom branding features.
  • The Title Page templates in all bundled Title Page Packs that come included with Proposal Pack and Proposal Kit Professional or that are purchased separately have also been updated to remove hidden legacy Word shape objects.
  • The V18 conversion of all templates from legacy Word .doc formats to current Word .docx formats uncovered an obscure Word bug in the templates that caused the ZOrder variable to be invalid numbers in some cases. While this normally does not cause a problem, in some cases such as turning on Expert Edition features to import custom graphics or generate documents for use in 3rd-party systems the ZOrder bug could cause shape objects to change their ordering and go behind or in front of other shapes out of order. This update resets the ZOrder to correct values in all Title Page and Back Page templates. This only affected a small number of more complex Proposal Pack design themes however all of them have been updated.
  • Word icons have been updated to match the latest updates from Microsoft.
  • Alternate versions of cost table layout templates added for use with QuoteWerks.
  • Minor updates to instructional text wording in some templates.
  • Minor updates to URLs in the browser interface.
Proposal Pack V18
  • All Word documents have been converted from the legacy Word 2003 .doc format to the current Word .docx format.
  • All Excel spreadsheets have been converted from the legacy Excel 2003 .xls format to the current Excel .xlsx format.
  • The Wizard software has been updated to remove all legacy Word 2003 support and now only works with the current Word and Excel file formats.
New in Proposal Pack Wizard V15.10
Proposal Kit Updates
  • Updated all Proposal Pack version numbers from 18.2 to 18.3 to reflect the updates to all the template package products.
  • All 200 samples have been rebuilt. Most samples now use newer photo based Proposal Pack design themes. Some minor fixes were made to spelling and grammar errors in few samples.
  • 5 new Quick Start import lists added (665 total).
Proposal Pack Wizard V15.9
  • Added a post processing tool to adjust the chapter header logo positions after they have been converted to graphics. This tool allows you adjust all the chapter header positions without having to restore the backup and redo the graphic to text conversion with the correct positioning.
  • Post processing tool for converting graphics to editable text now supports settings in both points and inches.
  • If using graphic design theme Proposal Packs the text "(With Deposit)" and "(Without Deposit)" will be removed from the Table of Contents when including one of the Work Order forms.
  • Added Unselect All buttons to post processing batch forms for unselecting all selected tools.
  • Added a Silent Mode to post processing batch screens to suppress popup information messages.
  • Increased the Novice Edition limit of 15 chapters in a document to 50.
Proposal Pack Wizard V15.8
  • 5 new Quick Start import lists added (660 total).
  • Added a feature to speed up data entry if your clients are in the same area. You can configure the Wizard to automatically copy the City, State, Zip Code, Country, and County from the Company Data to the Client Data screen. There is a new Preferences option to set this feature to Yes, No and Ask.
  • Added a new tab to the Edit Current Document for managing project backups. Features include making new backups for individual projects, restoring from any backup, and deleting backups.
  • Added support for changes in Proposal Kit Professional built-in design themes being changed to Global #4 and Classic #18.
  • Added flag in the Preferences to turn off table borders globally for when using more than one design theme and you want to turn off table borders without individually disabling them in each installed design theme.
  • Added flag to the Fonts screen to dynamically set the color based on Color #3 of the current design theme.
  • Novice Edition users now have access to a handful of the document post processing tools.
  • Added a post processing tool to batch change all hyperlinks and email addresses to a single value while retaining the original text. This is useful for when creating fictional documents with URLs where you do not want the links to be broken by pointing them at a known URL.
  • Added a post processing tool to set all text in the document's footers to a specific Word Style.
  • Added a post processing tool to change all the major body and header fonts in the document. This tool can be used with the tool to change chapter headers to editable text to also change the editable text font style as well.
  • Added a post processing tool to convert all the chapter headers in graphic design theme Proposal Packs to editable text to prevent having to change that setting in the Styles screen and rebuild the document from scratch. This tool will update the Table of Contents and convert the Title Page Proposal graphic to editable text.
  • Updated demo styles from line art to new photo design themes.
  • If using graphic design theme Proposal Packs the text "(Long Version)" and "(Short Version)" will be removed from the Table of Contents when including one of the Non-Disclosure forms.
  • Fixed an issue where if an invalid URL or email address were entered Word would generate an error trying to convert it to a hyperlink. If an email or URL field does not appear to be valid the Wizard will not try to have Word convert it to a hyperlink.
  • Changed back to the default setting that keeps the Title Page and Back Page watermark pictures and shapes in the header vs moving them into the body. Some Word installs can get the ZOrder of the shapes wrong when moving them. This has no effect on the final printed or PDF versions of the documents.
Proposal Pack Wizard V15.7
  • Added support for 10 new Proposal Pack design themes (500 total) now available from the Edit Styles screen drop down as new add-on designs. Add-on design themes are purchased separately.
  • 3 new Quick Start import lists added (655 total).
  • Added a new document post-processing tool to allow changing the footer accent graphic. This tool can also add a footer accent graphic to a document that does not have a footer accent graphic.
Proposal Pack Wizard V15.6
  • Added support for 10 new Proposal Pack design themes (490 total) now available from the Edit Styles screen drop down as new add-on designs. Add-on design themes are purchased separately.
  • 3 new Quick Start import lists added (653 total).
  • Added more debug logging messages during document creation.
  • Some forms had drop down lists that users could type their own information into that would result in index out of bound errors. All drop down lists on all forms are updated to prevent users from typing their own data into them.
  • The zoom percentage option has added the ability to set the zoom value to 0 which bypasses the setting of the zoom value when the Wizard opens Word documents.
  • Alternate settings for the footer accent graphic positioning have been removed from the Style Settings screen and consolidated into the MyGraphics folder features.
Proposal Pack Wizard V15.5
  • Added support for 10 new Proposal Pack design themes (480 total) now available from the Edit Styles screen drop down as new add-on designs. Add-on design themes are purchased separately.
  • 6 new Quick Start import lists added (650 total).
  • Added new manual chapter How do I do Project Tracking and Reporting?
  • Added links to online help videos from help screens.
  • Added document processing tool for changing bullet points in generated documents. The bullet tool can also set a custom bullet point graphic for use in all future documents created by setting it up in the MyGraphics folder.
  • Added option for having the missing project folder test and repair feature to create missing folders in addition to searching for them or archiving projects with missing folders.
  • Added list of default program associated by Windows for use when opening docx, docm, xlsx, pdf and xml files to the About screen to help troubleshoot if old or incompatible office software is being used with the Wizard operations.
  • Added popup question if project status changed without a date being set if the user wants to add the date or clear the field.
  • Fixed an issue where a couple XML format export files would not open from the Wizard screens if Excel was not the default program set for opening XML files such as when the MSOXMLED.exe program was set by Microsoft.
  • Improved speed of closing Manage Project screen and added progress bars.
  • Fixed an issue where if the table border style were set to a style that must have a width over the default width size (i.e., Thin Thick Thin Small Gap) but the border width setting is not set it would default to a thinner width and generate an error.
  • Updated the project tracking status date screen to always update the date when the status has changed even if the date field did not change.
Proposal Pack Wizard V15.4
  • Added support for 10 new Proposal Pack design themes (470 total) now available from the Edit Styles screen drop down as new add-on designs. Add-on design themes are purchased separately.
  • 1 new Quick Start import lists added (644 total).
  • Added more comments to the crash reporting form. Added an extra field to help describe more details in crash reports.
  • Added option to skip updating OLE Excel links between spreadsheets and Word documents when cloning projects with linked files.
  • New project management screen added with expanded features. Now multiple projects can be cloned, deleted, and have their tracking statuses updated at once. The Clone Project button has been moved into the new screen. The clone, project status and tracking reporting are all Expert Edition features.
  • The Delete Project option now includes a new option to archive project files to a new archive folder to ensure work is not lost on any documents created for projects being deleted.
  • The Delete Project option now includes a new option to search for and archive orphaned project folders. Orphaned project folders are the hard drive folders containing the Word, Excel and PDF documents created for a project but the project itself has been deleted from the Wizard database.
  • The Delete Project option has a new feature that will optionally delete orphaned project batches. Batches that are not linked to any projects (either due to not having any added in the first place or having them deleted) are considered orphaned batches.
  • The project status tracking reports are updated to include the user comments and you can control which projects are exported to the tracking report. Field widths are set wider for the longer data fields in the exported spreadsheet.
  • Open Project Folder and Refresh List buttons added to the Team Editing tab of the editing screen.
  • Added drop down for selecting projects from a batch in the Search Projects form and the project selection form.
  • Fixed issue with CompanyNickname field case in the example batch Excel import file.
  • Fixed issue with the status tracking dates potentially not being cleared out when a deleted project slot in the database is reused for a new project.
  • Added descriptions of new batch tools to manual.
  • Added links to new videos into related manual chapters.
Proposal Pack Wizard V15.3
  • Added support for 10 new Proposal Pack design themes (460 total) now available from the Edit Styles screen drop down as new add-on designs. Add-on design themes are purchased separately.
  • 2 new Quick Start import lists added (643 total).
  • Added screens to the Company and Client CRM Database feature for mass deleting records and exporting records to an Excel compatible .XML file.
  • Added Preferences options for Team Editing mode for automatically creating, not creating, or asking Yes/No to create assembled documents during project save.
  • If Team Editing mode is turned on and assembled project documents not yet created, then the Edit screen will put you on the Team Editing tab first.
  • Added select all and unselect all buttons to batch processing screens.
  • Crash logging is now turned on by default.
  • Added form to send crash log report to customer service if a crash during document assembly was detected.
  • Added links to new videos into related manual chapters.
Proposal Pack Wizard V15.2
  • Added support for 10 new Proposal Pack design themes (450 total) now available from the Edit Styles screen drop down as new add-on designs. Add-on design themes are purchased separately.
  • 5 new Quick Start import lists added (641 total).
  • Added example files for use with the company and client CRM database importing using files.
  • Added importing from Outlook to the Company Data screen and updated how QuoteWerks data is imported.
  • Added ability to import company and client data directly into the reusable CRM database from external files, SalesForce, QuoteWerks and Outlook.
  • Reorganized the interface for importing 3rd party company and client data to add all 3rd party options into a new popup screen.
  • Added Preferences options to individually toggle on/off the popup screens for importing client data at the point a new project is added. The same functionality is now available directly from the Company Data and Client Data screens.
  • Added Clear Form buttons to the Company Data, Client Data and reusable CRM Company and Client data screens.
  • Rebuilt the Preferences Batch Processing screen to match the Edit Current Documents screen with a list box of options vs checkboxes allowing for easier additions of new tools. Also added the ability to select individual Word documents to process from the selected folder instead of processing all documents in the folder.
  • Added a Batch Processing tool that will swap out the main document body section’s watermark with either a custom watermarked defined in the MyGraphics folder’s Watermark-Body.docx file or if that file doesn’t exist from the stock design theme’s Watermark-Body.docx file found in the Graphics/PNG_Graphics folder. This tool can be used to change the background design after a document has been changed or fix a problem that occurs on some installations of Word where the background watermark disappears during assembly.
  • Added a Batch Processing tool that will move any full size shape object in the main document body section to the rear of the ZOrder. This tool can be used to fix the ZOrder that occurs on some installations of Word randomly where Word will move a full size shape object to the front and hides the other elements behind it during assembly.
  • Added a Batch Processing tool to remove any full page shape objects in the document. This can be used to fix an issue with ZOrders out of order by removing unused shape objects.
  • Added a Batch Processing tool to automatically update the Table of Contents object.
  • Added ability to define which QuoteWerks field is used to determine if a quote is loaded. The default is using the “SoldToCompany” field in QuoteWerks.
  • Added links to new videos into related manual chapters.
Proposal Pack Wizard V15.1
  • Added support for 10 new Proposal Pack design themes (440 total) now available from the Edit Styles screen drop down as new add-on designs. Add-on design themes are purchased separately.
  • Added an About button to the Wizard home screen which will display more information about what edition and mode the Wizard is running in as well as information about Word and Windows. Buttons are included to check for updates to installed template packs and buttons for instructions on how to unlock features when not running in full feature modes.
  • Updated the VBA code signing certificate on the Wizard document and the EXE installers till 2023.
  • Increased the default maximum number of SalesForce records that will load into the drop down lists from 25 to 100.
  • 6 new Quick Start import lists added (636 total).
  • Added button to Manage Batch screen to reset the design theme if reusing projects created previously with a different design theme and the new batch is going to build the documents in a different design theme.
  • If a batch is currently setup then saving document projects will not automatically generate the documents as the project is saved as the assumption is any projects being edited will be generated during the running of the batch.
  • Added feature to the batch processing that allows user to either overwrite duplicate files in the external batch folder or create new copies.
  • Added ability to change the design theme assigned to previous batches to recreate the documents in a different design theme when the batch is rerun.
  • Added more logging information to the crash log during document assembly.
  • Captured Unicode character values out of range to prevent error messages during foreign language translations.
  • Added links to new videos into related manual chapters.
  • Added to startup tutorial for the Edit Current Document screen.
  • Fixed issue when editing batch template from a previously run batch would change the index numbers of any projects created from that template.
  • Added new manual chapter How do I Switch to the 3rd Party Integration Enabled Wizard?
Proposal Pack Wizard V15
  • Added support for 10 new Proposal Pack design themes (430 total) now available from the Edit Styles screen drop down as new add-on designs. Add-on design themes are purchased separately.
  • Several structural and database changes to the Wizard were required to complete the batch processing system that required a full version upgrade. Incremental patches are no longer possible to the previous version.
  • The document batch processing system has been completed adding the ability to make batch updates to previous batches such as adding new pages to assembled proposals, letters, invoices, checklists, etc. and have them automatically added to all the projects in a previously run batch.
  • Generated documents now have the background graphics of the Title Page and Back Page moved out of the header and into the body of the page. This makes it slightly easier to replace them with your own and shows the full color during editing.
  • Added new messages when running restricted 10S version of Wizard why 3rd party integrations are disabled and how to ensure the proper Word software is installed to support them.
  • The Wizard installer defaults to linking the Desktop shortcut to the version without 3rd Party integrations to ensure users do not get errors when using incompatible editions of Word. The Preferences features have been updated to add compatibility tests which give instructions about what integration options will work and how to resolve incompatibilities.
  • Added button to Preferences > Integrations screen to test system compatibility for using 3rd Party integration features.
  • Added button to Preferences > Integrations screen to make a new Desktop shortcut link for running the integration enabled versions of the Wizard.
  • Added button to manually register the SalesForce DLL from the Wizard Preferences in case the Wizard was installed from the ZIP file.
  • Added button to connect to SalesForce from the Preferences > Integrations > SalesForce screen.
  • Added a new Document Processing tab to the Edit screen (Expert Edition only) that allows post processing cleanup and checking of project documents. This moves existing Preferences tools more easily accessible from the Edit screen.
  • Added a document processing tool for testing for left over data and instructional tag text added to the Document Processing tab and Preferences batch processing screens.
  • Added a document processing tool to remove all body text in a document set to the Proposal Kit Important Body Text style. This is to support the creation of an editor’s version of a document that uses instructional text for writers that needs to be removed when the proposal writing is completed.
  • Added ability to import a contact from Outlook when creating a new project.
  • Added the ability to use the Wizard’s built-in Client CRM database as a data source for creating projects for a batch.
  • Addition of new Wizard CRM company and client records when a new project is created is skipped if the company name, first name and last name are all blank.
  • Added QuoteWerks option to turn off the missing template messages when creating QuoteWerks templates that do not use any stock Proposal Kit cost related pages.
  • Added new manual chapter How do the Edit Screen Document Processing Tools Work?
  • Added new manual chapter How do I Integrate with Outlook?
Proposal Pack Wizard V14.11
  • Added support for 10 new Proposal Pack design themes (420 total) now available from the Edit Styles screen drop down as new add-on designs. Add-on design themes are purchased separately.
  • 5 new Quick Start import lists added (630 total).
  • As a part of the new batch system the ability to batch import contact data from a variety of sources was added to the Batch Projects screen. You can import contact data from Outlook, SalesForce, QuoteWerks, Excel and other file formats such as .txt, .csv and .xml.
  • Added new manual chapter: How do I Import Contacts for Batching Documents?
  • Template limit per document increased from 10 to 15 in the Novice Edition.
  • Added demo data to the company and client CRM database files to help people see what kinds of information typically go into those fields better. The Remove Demo tool will remove these demo records.
  • Added links to latest how-to videos into matching manual chapters for mail merge and file import tags.
  • Added an Integrations tab to the Preferences screen and moved the 3rd Party, SalesForce and QuoteWerks there. Also added a screen for Outlook configuration settings.
  • Due to versions of Word 2013 and earlier having outdated Outlook reference libraries that can cause compile errors all installs of the Wizard that detect Word 2013 and earlier will default to linking to the restricted 10S mode version of the Wizard. The 10S mode version has 3rd party integrations such as SalesForce, QuoteWerks and Outlook disabled.
  • The clone a project feature was not incrementing the project number when numeric project numbers are being used.
  • Added a Batch Import folder to the Proposal Projects folder that contains example batch import files in various formats such as .xml, .xlsx, .csv and .txt.
  • Added Preferences option to toggle mail merging into document headers and footers which is defaulted to turned off. This will speed up document creation as by default templates do not include merge tags in document headers and footer shape objects.
  • Fixed some popups in the training mode of the Expert Wizard that would prompt to purchase the upgrade instead of prompting to enabling expert mode.
Proposal Pack Wizard V14.10
  • Added support for 10 new Proposal Pack design themes (410 total) now available from the Edit Styles screen drop down as new add-on designs. Add-on design themes are purchased separately.
  • 3 new Quick Start import lists added (625 total).
  • Added a new batching feature that allows you to select multiple projects and generate the documents for all the selected projects at once.
  • Added new manual chapter How do I Batch Multiple Projects at Once?
  • Added support for running the Wizard on a secondary monitor in a dual monitor setup so the Wizard’s forms will all open on the same monitor.
  • Added an Ultrawide feature to the Edit Style > Table screen. This helps support creating documents that need very wide tables. When turned on the pages in the body section will be oriented in Landscape mode and all tables will be auto-fit to the width of the page. This option is recommended when building editable versions of the Federal Government Grant samples.
  • References to Office 365 have been changed to Microsoft 365.
  • Fixed an issue with importing complex table content where importing a Word template with some variations of tables with vertically merged cells would cause the cell color setting to fail with an error.
  • Added more verbose information to path test and repair feature.
  • The Import/Export feature will now create project folders for imported projects and clear the locked for editing flag if set in an imported project that has no files. This prevents the file test and repair tool from flagging imported projects that did not yet have folders or files created.
Proposal Pack Wizard V14.9
  • Added support for 10 new Proposal Pack design themes (400 total) now available from the Edit Styles screen drop down as new add-on designs. Add-on design themes are purchased separately.
  • 17 new Quick Start import lists added (622 total). These business situation lists have been added in response to the companies recently requesting help for various covid-19 related situations they are now facing. New template layouts:
  • Business Model Change Planning Rolling Shutdowns Proposal
  • Infectious Disease Response and Mitigation Proposal
  • Business Plan to Restart Shuttered Business
  • Outsource Supply Production Locally Proposal
  • Supply Chain Disruption and Risk Report
  • Stockpiling Emergency Supplies Proposal
  • Small Business Seeking Funding for Land and Equipment
  • Retooling Production Line Proposal
  • Moving Training Services Online Proposal
  • Event Reschedule Proposal
  • Mental Health Support for Employees Proposal
  • Relocate Manufacturing Domestic Proposal
  • Real Estate Multi Building Investment Proposal
  • Product Supply RFP Response Proposal
  • Strategic Plan for Mobilization and Deployment of Project
  • Organizational and Managerial Structure Report
  • Bankruptcy and Foreclosure Crisis Report
  • Word 2007 is no longer supported. References to Word 2007 have been removed. While Word 2007 may still work in most cases we do not test the Wizard on it anymore and do not guarantee it will operate. Microsoft has ended all standard and extended support for Word 2007. If you experience any issues running the Wizard in this obsolete version of Word, you should upgrade to the current version of Office.
  • Added links to new videos in related chapters.
  • Added new manual chapter: How do I Add Invoice Linked to Existing Cost or Estimate?
  • Added more verbose information to some Preferences setting error messages to help diagnose mistakes in customizing the settings more easily.
  • Added reminder popup screen for Proposal Kit Professional users who have not selected or installed the 5th design theme of their choice.
  • Fixed an issue when adding additional templates to an existing project document and the graphic page header to editable text with logo page header option is turned on. This could result in the insertion point being off.
Proposal Pack Wizard V14.8
  • Added support for 10 new Proposal Pack design themes (390 total) now available from the Edit Styles screen drop down as new add-on designs. Add-on design themes are purchased separately.
  • Added hundreds of new currency codes and language formats to the Expert Edition currency translation feature.
  • Added 5 new business situations to the Quick Start list (605 total).
  • The Wizard can now apply currency code translations to the Excel spreadsheets. When using the Excel Dynamic Spreadsheet linking feature the currency code translations in the spreadsheets will be applied to the Word document. For example, all currency cells in Excel spreadsheets can be changed from USD $ to the Euro symbol €, Pounds £, etc.
  • Added a button to edit the custom delimiter file in the Multiple Choice Database setup screen.
  • Fixed an issue with the stock line delimiter not working after a recent upgrade to Word in the Multiple Choice Database feature.
  • Added extra error checking and ease of use feedback to the Multiple Choice Database screens.
  • Wizard installers will now detect if the 64-bit edition of Office is installed and will point the Wizard desktop shortcut to the 64-bit version of the Wizard.
  • Wizard installers will not prompt to reboot the computer after an install or uninstall which in the past could occasionally be asked.
  • The Proposal Pack product list has split out the sports related design themes into a new “Sports” category.
  • Added a checkbox option on the first tutorial to turn off all other tutorials. This is helpful for users reinstalling or who are familiar with the Wizard already.
  • Reduced lengths of strings used in Dynamic Excel Spreadsheet linking to potentially fix an occasional string to long error when expanding long ranges of tags.
  • Added links to videos to the related Wizard manual chapters.
  • Added new manual chapter How do I Create an Editable Copy of one of the Samples?
  • Added new manual chapter How do I Add Supporting Documents to my Project?
  • Added new manual chapter How to Edit Page Headers that are Graphics?
Proposal Pack Wizard V14.7
  • Added support for 10 new Proposal Pack design themes (380 total) now available from the Edit Styles screen drop down as new add-on designs. Add-on design themes are purchased separately.
  • Added a new feature to the Expert Edition to turn on exporting of Bookmarks or Headers as Bookmarks when saving Word documents as PDF files.
  • Added additional checks on Wizard startup to test that the Wizard has Read/Write access to its database files and registry key. A more verbose message will be displayed giving more clear instructions on how to resolve access rights issues.
  • Added extra error checking to catch customization mistakes.
  • Fixed an issue with international versions of Word that change the "Heading #" Style names so that the international versions can be added to the Table of Contents object.
  • Fixed an issue with the Orange and Grey predefined color scheme not having the correct color values.
  • Fixed an issue with graphics not being scaled down to fit in certain locations due to Word applying its own downscaling in some cases first. Typically, when using the "Business Plan" or other longer Title Page custom titles in design themes that use larger size fonts. The Wizard will now scale all inserted graphics to 100% first, then apply custom scaling.
  • Fixed an issue with importing custom Title Page and Back Page graphics that could cause ZOrder error messages in some design themes that only use a single background shape object.
  • Fixed an issue when importing custom Proposal graphics into design themes that do not use the Description graphic when a custom Description graphic also exists in the MyGraphics folder which would cause the Description graphic to be inserted in place of the Proposal graphic.
  • The Modify and Repair options in the Windows installers have been removed. These are unsupported options that are displayed by the installer when trying to run the installer more than once and can cause database paths to be blanked out resulting in errors when running the Wizard.
Proposal Pack Wizard V14.6
  • Added 3 more business situations to the Quick Start import lists (600 total).
  • Added support for 10 new Proposal Pack design themes (370 total) now available from the Edit Styles screen drop down as new add-on designs. Add-on design themes are purchased separately.
  • Added a new feature for both Novice and Expert users that will convert the graphic designed chapter headers from pictures to text while still retaining the graphic designed themes chapter header logo. This allows for easier customizing of the templates when chapter headers need to be retitled without requiring the Professional upgrade. The Proposal Packs and Proposal Kit Professional have also been updated to support this feature.
  • Partial QuoteWerks support has been added to the 64-bit edition of Word. The Wizard can now create QuoteWerks layout files in 64-bit Word. Full functionality with communication with the QuoteWerks API still requires using the standard 32-bit Word.
  • Increased the widths of unit price and total price columns in QuoteWerks layout files to accommodate longer dollar amounts without having to manually adjust the column widths or font sizes.
  • Added orange arrows designating that settings should be saved in the Top 40 configuration screen when default and favorites boxes are changed.
  • Fixed an issue where the display name of an externally added contract when multiple contracts are added to a project would show the wrong name in the edit document screen.
  • Fixed an issue with the Top 40 customization screen where the default checkbox would turn off when a new template was added to the list.
Proposal Pack Wizard V14.5
  • Added support for 10 new Proposal Pack design themes now available from the Edit Styles screen drop down as new add-on designs. Add-on design themes are purchased separately.
  • Auto-populating Presets are now loaded when a project is created instead of when the Pick Documents button is clicked. This eliminates one extra step when creating projects using presets.
  • Multiple Choice databases that are setup with specific templates that must have data selected for them will also be autoloaded now when the project is created instead of when the Pick Documents button is clicked. This eliminates one extra step when creating projects using the Multiple Choice database feature.
  • Added 2 more business situations to the Quick Start import lists (597 total).
  • Updated the Edit Screen popup tutorial to note buttons added in the last update for adding Estimate Pack and Project Management Pack documents from the Edit Screen.
  • Add a new example in the MyGraphics folder illustrating how to create complex custom watermark backgrounds to be imported into the Title Page, body pages and Back Page. The new folder is titled Example-WatermarksUsingDocs.
  • Using custom watermark documents such as Watermark-Title.docx, Watermark-Body.docx and Watermark-BackPage.docx now supports rotation of shape objects.
  • Fixed an issue where the Wizard was not importing custom Watermark-Title.png or .jpg and Watermark-BackPage.png or .jpg graphics into styles that did not already have a background picture in the Title Page and Back Page.
  • Fixed issue in Edit Document screen where Spreadsheet tab was not always turning on when Estimate Pack or Project Management Pack spreadsheets added to a project from the edit screen.
  • Fixed an issue where the custom Back Page logo graphic was not being imported when a custom Watermark-BackPage.docx file was also imported at the same time.
  • Fixed an issue where the background from the body section could replicate into the last back page section when using a custom Watermark-BackPage.docx file to import a custom back page design.
Proposal Pack Wizard V14.4
  • Added 5 more business situations to the Quick Start import lists (595 total).
  • Added a new feature that allows you to swap out any photographs used in photo designed Proposal Packs by putting a replacement photo in the same dimensions and file name into the MyGraphics folder (Expert Edition only). This only works with the upgraded V18.1 versions of the Proposal Packs with redesigned Title Page and Back Page templates that split out every photograph into individual replaceable objects. Also added a matching help video.
  • Added the ability to remove the ‹‹Domain›› tag from document footers by setting the Alternate Footer Text field in the Preferences screen to the Word BLANK.
  • The current project’s ‹‹CurrentDate›› field is updated every time documents are added to a project to ensure that the tag is inserted with the current date vs the date the project was first created. Primarily used for when adding extra documents to project such as invoices, contracts, Estimate Pack and Project Management Pack templates.
  • The Wizard is now integrated with the Estimate Pack and Project Management Pack template collections which are part of the Proposal Kit Professional bundle. You can now add templates from these libraries directly to your projects in the Wizard. Templates will also have the design theme customizations and data merge tags applied to them.
  • When applying a color scheme to a document the Wizard will now set the fill color of text objects (in addition to Shapes) that have COLOR[1-6] set as the Alternate Text.
  • When applying a color scheme to a document any paragraph borders that are visible with a black border will have their color set to the same color as table borders.
  • Updated the URL conversion formatting to skip applying URL formatting to Table of Contents paragraphs.
  • Updated instructions in the example CustomFooter.docx files that custom page numbers must be put inside text objects.
  • The demo Title Page templates included in the Wizard have been updated to remove legacy shape objects.
  • The demo Cost Summary templates have been updated to match the Cost Summary table changes in the retail Proposal Packs.
  • Added a new example into the MyGraphics folder "Example-MultiPictureDesignReplacement" showing how to do a complete design change using custom photographs to replace those that come with photo designed Proposal Packs.
  • Updated the Preferences tools for applying Proposal Kit Word Styles and page settings to external documents to also add custom bullet points to the Bullet font type and the default 1.25" left and right page margin sizes used by Proposal Kit templates.
  • When QuoteWerks remapping was turned off some buttons in the Project screen were not turning back on until the Wizard was restarted.
  • When QuoteWerks remapping is turned on and the QuoteWerks 3rd-Party features is enabled (for use with a different workflow) the Wizard won’t ask to import a quote.
  • When QuoteWerks remapping is turned on the Wizard will move all header objects in the Title Page and Back Page to the background of the body of the page using the ZOrder and rebuilding the shape objects and reinserting the graphics one at a time as opposed the previous version that did a mass copy and paste operation. This prevents Word from causing the ZOrder to be out of order across the objects which can happen at times when moving all objects with copy and paste.
  • Added new manual chapter How do I Integrate with Estimate Pack?
  • Added new manual chapter How do I Integrate with Project Management Pack?
Proposal Pack Wizard V14.3
  • Added 5 more business situations to the Quick Start import lists (590 total).
  • This update is primarily focused on expanded QuoteWerks integration features with the goal of being able to create custom QuoteWerks layout files ready to use as-is in QuoteWerks without any manual reformatting or editing that was previously required. The process has been streamlined to require the fewest number of steps from turning on QuoteWerks remapping features to getting your document into the QuoteWerks system ready to use.
  • A new button was added to the Preferences > QuoteWerks tab that with a single click will reconfigure all the Wizard options required to start creating ready-to-use QuoteWerks layout files. Previously several screens had to have specific options set separately. A single click of the same button will restore the Wizard to generating Proposal Kit format documents.
  • Rewrote the 5 Minute Quick Start QuoteWerks chapter and added a matching video.
  • If QuoteWerks remapping is turned on the Wizard will put you directly into the QuoteWerks tab of the Edit Current Project Document screen after a document is generated.
  • QuoteWerks remapping will also now replace the tables in all the cost related Proposal Pack chapters with a QuoteWerks compatible table complete with QuoteWerks tags that matches the design theme of the Proposal Pack in use. Chapters are those such as the Cost Summary, Estimate, Quote, Invoice, Work Order, and other variations of the quote pages.
  • The Wizard can communicate with your running instance of QuoteWerks and can build either a single QuoteWerks compatible cost table layout for all line items or multiple tables one per QuoteWerks Item Type each with its own subtotal.
  • The Wizard can be configured to build QuoteWerks layouts with QuoteWerks either running or not even installed on the same computer. You can manually enter your QuoteWerks Item Types in the Wizard’s Preferences or have the Wizard load them from a running instance of QuoteWerks.
  • The Wizard’s default table layouts for use with QuoteWerks can be edited from the Preferences > QuoteWerks screen.
  • Improved ability for Wizard to connect to QuoteWerks without having to be restarted. All QuoteWerks disconnected graphics can be clicked to initiate a reconnect and QuoteWerks can be reconnected from the Preferences > QuoteWerks tab.
  • 9 new QuoteWerks tags added to the remapping feature.
  • Spots for 20 additional remappable tags added to the remapping screen.
  • Open Documents button added to the QuoteWerks tab in the Edit Current Project Document screen so all editing and saving of the QuoteWerks layout files can be done from one screen.
  • Non-mapped Proposal Kit tags will now be left intact instead of being replaced with blanks when remapping to QuoteWerks is enabled.
  • QuoteWerks database settings have been moved from the Options.ini file to the new QuoteWerks.ini file.
  • Wizard will reformat documents to make them more QuoteWerks compatible. Such reformatting includes moving shape objects and pictures from the headers into the body of the Title Page and Back Page, making the body watermark backgrounds less complex in some Proposal Pack design themes and changing the alignment of all shape and picture objects. QuoteWerks does its own document processing in ways that do not support Word features that Proposal Kit supports that can cause formatting problems.
  • Added a new Bullets tab to the Edit Style screen with a new feature to give more control over bullet points. A dropdown list had been added that allows you to cause the Wizard to replace any stock bullet points (graphic bullets or symbol bullets) with an alternate standard bullet point with a custom color. This feature helps when creating documents for use in other platforms that may not support graphic bullet points.
  • Added a 5.5x8.5 Statement size to the paper size settings.
  • The Document Project’s Delete All Files button will now remove extra documents added from the new buttons to add letters and contracts in the Edit Current Project Document screen.
  • Added a button to the Add Contract tab to remove externally added contracts which also unchecks the Contract and Terms template.
  • If the Contract and Templates template is removed from a project any externally added contract tied to that template will now be removed as well.
  • Added the ability to load Quick Start lists and change out the general purpose Cover Letter for the grant Cover Sheet.
Proposal Pack Wizard V14.2
  • Added 5 more business situations to the Quick Start import lists (585 total).
  • Added the ability for the Wizard to automatically import custom page header graphics when using graphic design themed Proposal Packs. The Wizard can now import custom made graphic page headers and substitute them in the correct page and update the Table of Contents text to match. All that is required is creating the new chapter header graphic and saving it into the MyGraphics folder with a specific file name.
  • Added a new feature to the Font Styles configuration for making mass changes to the font types across all the custom Word Styles. This is a faster way to change all the various Word Styles that are associated with header styles or body text styles at once. For example, all the Title Page header, chapter header, body page sub header Word Style that are in Arial can be changed to another font type in one operation.
  • Improved the ability to turn email addresses and web site domains into clickable hyperlinks in all areas of the document including headers, footers, text blocks and shape objects. All mail merge tags for email addresses and web site domains are turned into clickable links at the time they are merged into the document and if the http prefix is missing it will be added to ensure Word can turn it into a clickable link. Word Styles will also be applied using the Proposal Kit URL predefined style and if that is not in use it will default to the built-in Hyperlink style.
  • Added custom color settings that can override the default 6-color palette colors scheme for bullet point colors and page border colors. These colors can be set in the Edit Styles screen.
  • Wizard will switch from training mode to Expert mode upon entering the Edit Current Document screen instead of after the first document within the edit screen is opened.
  • When importing content from the prewritten samples and spreadsheet linking is not in use then any unmapped spreadsheet linking tags such as ‹‹R#C#›› will be replaced with the text "‹‹ Insert Info ››".
  • Changed the default popup messages when only a Contract Pack is installed to tailor messages better and not add confusing Proposal Pack template information. The initial training mode project will also only add a Contract and Terms chapter when only a Contract Pack is installed instead of a default multi-page proposal set of templates.
  • The Font Styles screen will default to the current Proposal Pack’s color settings when editing any of the default Proposal Kit Word styles if that Word Style has not already had its settings changed. This will show the colors you see applied in the order that they would be applied to the documents during document assembly.
  • Added an option to the Font Styles screen to reset all the custom font styles to default settings at once to speed up the process of reversing mass changes or resetting many custom changes across different Word Styles.
  • Stock Contract Pack templates can now be edited from the Pick Documents screen in the Novice Edition of the Wizard.
  • Fixed an issue with the View Manual link not having a valid path to the Documentation.pdf right after having searched for and installing new a new template pack on startup.
  • Added a fix for Word 2007 to prevent a known bug in Word 2007 from generating out of memory errors when adding Hyperlinks.
Proposal Pack Wizard V14.1
  • Added 10 more business situations to the Quick Start import lists (580 total).
  • Added an Add Invoice button to the Edit Current Document screen (Expert Edition only). This allows you to easily add an invoice to an existing project. The invoice will be created as a separate document from the master project document. The Invoice Calculator Excel spreadsheet will also be copied unless a cost related page already exists such as a Cost Summary, Estimate, etc. In this case the Invoice will be matched to the existing cost page. If the spreadsheet linking is turned on the Invoice page will be linked to the cells in the existing cost spreadsheet, otherwise they will be linked to the Invoice Calculator spreadsheet.
  • Added an Add Letter or Checklist button to the Edit Current Document screen (Expert Edition only). This allows you to easily add a letter or development checklist document to an existing project such as a customer follow-up letter, etc.
  • Added an Add Legal Contract button to the Edit Current Document screen (Expert Edition only). This allows you to easily add a template from the Proposal Kit Professional’s Contract Pack library if installed. This feature also allows adding multiple Contract Pack templates to a single project whereas the Pick Document screen only supports adding one per project.
  • The Invoice template settings have been changed to create the Invoice as a document separate from the main project document instead of being inserted into it to support the new Edit screen button for adding an Invoice to an existing project.
  • The Create Reusable Template button on the Edit screen has been expanded to also allow selecting any external Word documents in the project for use as reusable templates such as an invoice, letters, checklists or contracts. If the selected Word document also has a matching Excel spreadsheet, that spreadsheet will also be added as a reusable template.
  • Added a Refresh button on the Edit screen for use when the user opens the projects file folder in the operating system and makes changes to the documents such as manually deleting files. Use the Refresh button to reload the interface lists of files based on the new contents of the file folder.
  • The Create Revision button on the Edit screen has been expanded to also create backup files for any Word documents on the Edit screen. Only the master project document will have a new backup file created with an incremented file name while all other Word documents will have a single copy saved to the project Backup folder.
  • An Expert Edition feature has been added to create additional Word Section breaks at the end of the assembled document. This allows for inserting additional content such as supplied forms and tables that requires different page margins and/or different headers and footers from the rest of the document while still maintaining the overall structure of the Proposal Kit layout and the Back Page. Up to 100 additional pages with independent Sections can be added.
  • The Auto Open documents in the Edit screen has been changed to be turned off by default due to additional features that can cause many more documents to be available to be auto-selected than in the past. This option can be turned on in the Preferences.
  • If the Auto Open documents in the Edit screen is turned off, then the Word documents will also not be auto-selected in the file lists anymore.
  • The master project document when backed up by the Wizard will now be backed up into the project’s “Backup” subfolder instead of the main project folder.
  • A ReadMe.pdf instruction manual has been added to the ’Alternates’ folder to help explain what the .docx files in that folder are used for and to direct users to read the appropriate manual chapters for additional information.
  • Two new screens have been added to the Edit screen tutorial to cover the new buttons added in this update.
  • If a file is deleted from the project using the Edit screen’s Delete button and that file is an external invoice, letter, checklist or contract then the projects selected list of files will have that template removed so it does not get accidentally rebuilt into the project unless the user explicitly adds it back.
  • A Delete button was added to the Spreadsheets tab of the Edit screen for deleting any project spreadsheets.
  • In the Team Editing tab of the Edit screen when a document is recombined from the individual chapters and when projects are generated using user customized content the Wizard will check for added Section Breaks and warn that it may cause the template to not be formatted correctly.
  • When the Edit screen detects both Word and PDF files and user selects PDF files to be opened it won’t open the Excel files as well. Excel files are only opened if the Word files are opened.
  • Added a Search Contracts button to the screen that allows the user to select a Contract Pack template in various tabs of the Pick Documents screen.
  • If a custom Table of Contents object has been added to the stock TableContents.docx file by the user, the Wizard will use it instead of inserting its own stock TOC object. The Wizard will update the user added TOC object with the appropriate TC Field and Proposal Kit Page Header tags to ensure all the page headers are added properly.
  • When the Add Templates screen’s Contract and Terms checkbox is checked when the Proposal Kit Professional or a Contract Pack is installed user will be prompted to select a specific contract template.
  • Added an Expert Edition configuration option to have the Wizard automatically remove the instructional text in red font type from the cost and invoice pages.
  • Expanded the feature that replaces the ‹‹R#C#›› tags in cost and invoice templates with plain text when the dynamic Excel spreadsheet linking is turned off to work with every alternate version of table layouts and Excel sheet. The layout of the Invoice will also be automatically matched to the layout of any cost page already added to the project.
  • Fixed an issue when ‹‹R#C#›› tags are replaced with OLE links to the Excel spreadsheets that the paragraph style (left, right, center) was not being retained. Now OLE links will be set to the same style as the text it replaces.
  • Fixed an issue where the master project document was backed up when external files were added to the project that did not affect the master project document. The master project document is only auto-backed up when the Wizard makes changes to it such as adding new pages.
  • Fixed an issue with the customizing of the file list database when editing the settings of existing stock templates.
Proposal Pack Wizard V14.0
  • All Proposal Kit template products and the Proposal Pack Wizard software have been upgraded to work only with .docx and .xlsx files. All Word and Excel documents included in all products have been converted to the current Word and Excel file formats. All use of and references to legacy file formats have been removed. This upgrade effectively removes legacy support for Word 2003 across all Proposal Kit products.

    This allows you to now customize all the stock templates with features available in all versions of Word and import content from any Word document.
  • A reusable Client and Company CRM database has been added. This allows you to select from a list of records for your company and client screens to be populated from. Create lists of employees who will be sending out documents and lists of clients or just base information for locations such as cities you provide services in. This is an Expert Edition feature.
  • Added a new manual chapter How do I Use the Client and Company CRM Database?
  • The configuration features for setting up a networking or alternate location for databases and project files will now automatically copy your database files and update all the links in the associated files such as absolute links between copied Word documents and Excel spreadsheets.
  • Added a fast and streamlined process to create reusable templates right from the Edit Document screen. This process will also automatically put the reusable templates on a Custom Top 40 list up and make that Custom Top 40 list the default you see in the Pick Documents screen. This is an Expert Edition feature.
  • The Wizard can detect when it thinks you might be creating a document for use as a reusable template (when the Mail Merge and Dynamic XLS Linking boxes are unchecked) and will ask at that point it is created if you want to add it to the database and will walk you through the process.
  • A new Category H (Section 12) has been added to the database of templates for holding all user-created custom fully assembled templates. This makes it easier to locate your custom templates in the various Wizard screens for editing and adding to your future projects.
  • The ability to use already linked Word documents and Excel spreadsheets has been added to the reusable template feature. The Wizard will now update the links between files as they are copied from the database to your project folder.
  • Added 10 more business situations to the Quick Start import lists (570 total).
  • You can now set any of the many Top 40 lists, including the custom lists, as the default Top 40 that is shown first on the Pick Documents screen.
  • The Preferences tool for adding custom templates to the database will also allow you to automatically add the new templates to a Custom Top 40 list. The Custom Top 40 list will also be set as the default in the Pick Document screen making it easier to find and add your custom templates to future projects.
  • Changed the order in which Word and Excel files are opened together. Excel files for your project are opened first followed by the Word document. This prevents the spreadsheets from being opened in read-only mode by Word when they are directly linked with OLE links. This affects the Edit Style, Edit Project and Pick Documents screens.
  • The Clone Project feature is updated so it can also work with linked Word documents and Excel spreadsheets. The cloning process will update the links in the Word document as the files are copied to a new project folder.
  • QuoteWerks features will default to saving layouts in .docx format. Other file formats can be used as well such as .doc and .rtf.
  • The QuoteWerks tab in the Preferences screen is now visible if QuoteWerks is not installed. This allows for creating QuoteWerks layout files on a remote computer.
  • Added a new manual chapter 5 Minute Quick Start QuoteWerks
  • All security signatures on the Wizard and the installer programs have been upgraded with SH2 SHA-256 certificates.
  • All external web site links are converted from http to https.
  • The Time Line template is now searchable using the term Timeline.
  • Added 5 new slots in the Third Party Preferences screen to accommodate more add-on packages and external integrations.
  • All reports generated by the Wizard are now in Word format instead of plain text files.
  • The Wizard will not load old versions of template packages that use legacy file formats into its list of available templates. With the upgrade to .docx or .xlsx file formats only template products with these new file formats will be recognized by the Wizard.
  • The ability to use relative links in a Word document to a cell in an Excel spreadsheet has been removed due to restrictions in Word. All paths in a Word document must now be absolute paths.
  • The Import/Export tool now uses an .xml file format and opens it with Excel.
  • The new client and company CRM database has been added to the Import/Export tool. This feature can also export an older version Project database into the new client CRM database.
  • Fixed an issue with some design themes not adding the revision number to the Title Page when creating a revision document.
  • Fixed an issue with Word 2007 setting position of some graphics that would generate an error message.
  • The new client and company CRM database has been added to the database testing tool.
  • Sped up the process of canceling the generating long documents.
  • Added ability to set the Server URL when connecting to SalesForce accounts. SalesForce splits users among different servers and the login now needs the ability to specify which server to connect to.
  • Created a workaround for a Word 2007-2010 bug that can, in some cases, cause generated documents to lose the background Title Page and/or Back Page graphics.
New in Proposal Kit Professional V21.4
Proposal Kit Updates
  • All 200 samples have been rebuilt. Most samples now use newer photo based Proposal Pack design themes. Some minor fixes were made to spelling and grammar errors in few samples.
Proposal Kit Professional V21.3
  • The line art Global #1 design theme has been replaced with the photo design Global #4.
  • The line art Classic #1 design theme has been replaced with the photo design Classic #18.
Proposal Kit Professional V21.2
  • Bundled Expert Wizard software has been updated to version 15
  • Word icons have been updated to match the latest updates from Microsoft.
Proposal Pack V18.3
  • All 200 samples have been rebuilt. Most samples now use newer photo based Proposal Pack design themes. Some minor fixes were made to spelling and grammar errors in few samples.
Proposal Pack V18.2
  • Updated the PageHeader_NOTEXT.png, Project_NOTEXT.png and Description_NOTEXT.png graphics to remove extra white space after the logo. This is to support a new Wizard software feature that will swap out graphic versions of page chapter headers and Title Page graphics with editable text but still retain the logo design theme graphic.
  • Fixed a grammatical error in the instructional text in a couple templates (Contract and Terms, Terms and Conditions).
  • Updated the text in the Sources of Funds template so the Wizard can detect and delete the red instructional text.
  • Increased width of unit price and extended price and total columns in QuoteWerks alternate layout files to accommodate larger dollar amounts without wrapping.
Proposal Pack V18.1
  • Updated all the cost related chapter templates to adjust the table sizes to look better when used with page borders.
  • Left aligned header text in all the cost related chapters to make the tables display consistently with tables in other templates.
  • All the photo designed Proposal Pack design themes have been updated to separate out individual photographs in the Title Page and Back Page as individual picture objects. This is coupled with a new feature in the Expert Edition of the Wizard software that allows you to have the Wizard swap out any or all of the stock design photographs with your own by just making a new image and saving it in the Wizard’s MyGraphics folder with the appropriate name.
  • The Title Page, Back Page and Watermark-Body templates have been updated in every Proposal Pack to remove hidden legacy Word shape objects that could cause the ordering of some shapes to be out of place when using some Expert Edition features such as generating documents for use with QuoteWerks or using some of the Expert Edition custom branding features.
  • The Title Page templates in all bundled Title Page Packs that come included with Proposal Pack and Proposal Kit Professional or that are purchased separately have also been updated to remove hidden legacy Word shape objects.
  • The V18 conversion of all templates from legacy Word .doc formats to current Word .docx formats uncovered an obscure Word bug in the templates that caused the ZOrder variable to be invalid numbers in some cases. While this normally does not cause a problem, in some cases such as turning on Expert Edition features to import custom graphics or generate documents for use in 3rd-party systems the ZOrder bug could cause shape objects to change their ordering and go behind or in front of other shapes out of order. This update resets the ZOrder to correct values in all Title Page and Back Page templates. This only affected a small number of more complex Proposal Pack design themes however all of them have been updated.
  • Word icons have been updated to match the latest updates from Microsoft.
  • Alternate versions of cost table layout templates added for use with QuoteWerks.
  • Minor updates to instructional text wording in some templates.
  • Minor updates to URLs in the browser interface.
Title Page Pack
  • The Title Page templates in all bundled Title Page Packs that come included with Proposal Pack and Proposal Kit Professional or that are purchased separately have also been updated to remove hidden legacy Word shape objects.
Estimate Pack
  • All Word documents have been reformatted to be in the same format with the same Word Styles as all Proposal Pack documents. This allows files in the Estimate Pack to now be used within the Proposal Pack Wizard software.
  • Updated Office icons to match Microsoft’s latest updates.
  • Interface updates to direct to new online help pages.
Project Management Pack
  • All Word documents have been reformatted to be in the same format with the same Word Styles as all Proposal Pack documents. This allows files in the Project Management Pack to now be used within the Proposal Pack Wizard software.
  • Updated Office icons to match Microsoft’s latest updates.
  • Interface updates to direct to new online help pages.
  • Outdated content not directly related to Word documents and Excel spreadsheets has been removed (old article pages, Visio and Concept draw diagrams and sample web site design layouts).
Proposal Kit Professional V20
Contract Pack
  • All Word documents have been converted from the legacy Word 2003 .doc format to the current Word .docx format.
  • All Excel spreadsheets have been converted from the legacy Excel 2003 .xls format to the current Excel .xlsx format.
  • The Wizard software has been updated to remove all legacy Word 2003 support and now only works with the current Word and Excel file formats.
Proposal Pack
  • All Word documents have been converted from the legacy Word 2003 .doc format to the current Word .docx format.
  • All Excel spreadsheets have been converted from the legacy Excel 2003 .xls format to the current Excel .xlsx format.
  • The Wizard software has been updated to remove all legacy Word 2003 support and now only works with the current Word and Excel file formats.
Title Page Pack
  • All Word documents have been converted from the legacy Word 2003 .doc format to the current Word .docx format.
Estimate Pack
  • All Word documents have been converted from the legacy Word 2003 .doc format to the current Word .docx format.
  • All Excel spreadsheets have been converted from the legacy Excel 2003 .xls format to the current Excel .xlsx format.
Project Management Pack
  • All Word documents have been converted from the legacy Word 2003 .doc format to the current Word .docx format.
  • All Excel spreadsheets have been converted from the legacy Excel 2003 .xls format to the current Excel .xlsx format.
New in Title Page Pack V6.1
Proposal Kit Updates
  • The Title Page templates in all bundled Title Page Packs that come included with Proposal Pack and Proposal Kit Professional or that are purchased separately have also been updated to remove hidden legacy Word shape objects.
Title Page Pack V6
  • All Word documents have been converted from the legacy Word 2003 .doc format to the current Word .docx format.
New in IT / Software / Hardware Contract Pack V18
Proposal Kit Updates
  • Bundled Novice Wizard software has been updated to version 15
  • All Word documents have been converted from the legacy Word 2003 .doc format to the current Word .docx format.
  • All Excel spreadsheets have been converted from the legacy Excel 2003 .xls format to the current Excel .xlsx format.
  • The Wizard software has been updated to remove all legacy Word 2003 support and now only works with the current Word and Excel file formats.
New in Web Freelancer Contract Pack V18
Proposal Kit Updates
  • Bundled Novice Wizard software has been updated to version 15
  • All Word documents have been converted from the legacy Word 2003 .doc format to the current Word .docx format.
  • All Excel spreadsheets have been converted from the legacy Excel 2003 .xls format to the current Excel .xlsx format.
  • The Wizard software has been updated to remove all legacy Word 2003 support and now only works with the current Word and Excel file formats.
New in Human Resources Contract Pack V18
Proposal Kit Updates
  • Bundled Novice Wizard software has been updated to version 15
  • All Word documents have been converted from the legacy Word 2003 .doc format to the current Word .docx format.
  • All Excel spreadsheets have been converted from the legacy Excel 2003 .xls format to the current Excel .xlsx format.
  • The Wizard software has been updated to remove all legacy Word 2003 support and now only works with the current Word and Excel file formats.
New in Photography / Media Contract Pack V18
Proposal Kit Updates
  • Bundled Novice Wizard software has been updated to version 15
  • All Word documents have been converted from the legacy Word 2003 .doc format to the current Word .docx format.
  • All Excel spreadsheets have been converted from the legacy Excel 2003 .xls format to the current Excel .xlsx format.
  • The Wizard software has been updated to remove all legacy Word 2003 support and now only works with the current Word and Excel file formats.
New in Contractors Contract Pack V18
Proposal Kit Updates
  • Bundled Novice Wizard software has been updated to version 15
  • All Word documents have been converted from the legacy Word 2003 .doc format to the current Word .docx format.
  • All Excel spreadsheets have been converted from the legacy Excel 2003 .xls format to the current Excel .xlsx format.
  • The Wizard software has been updated to remove all legacy Word 2003 support and now only works with the current Word and Excel file formats.
New in Advertising / Marketing Contract Pack V18
Proposal Kit Updates
  • Bundled Novice Wizard software has been updated to version 15
  • All Word documents have been converted from the legacy Word 2003 .doc format to the current Word .docx format.
  • All Excel spreadsheets have been converted from the legacy Excel 2003 .xls format to the current Excel .xlsx format.
  • The Wizard software has been updated to remove all legacy Word 2003 support and now only works with the current Word and Excel file formats.
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