Proposal Kit Upgrades and Additions - March 2023
See what's new for March 2023
- Added 177 new proposal templates increasing the total number of templates to over 2200. Templates added: Business Case, Value Proposition, Doing Business with Us, Current Conditions, Outcomes, Desired Outcomes, Manufacturing Plan, Rendering, Imaging, Streaming, Lean Development, Decommissioning, Deregulation, Mission Planning, Dropshipping, Sponsorship, Disaster Recovery, International Response, Rapid Response, Autonomous Operation, Tracing, Defunding, Asset Allocation, Event Management, Contract Management, Task Management, Channel Management, Opposition Research, Monetization, Resettlement, Preproduction, Social Learning, Bioremediation, Physical Exam, Vetting Process, Fact Checking, Militarization, Therapy, Culture Change, Voice Control, Adaptive Learning, Knowledge Transfer, Technology Transfer, Augmentation, Synchronization, Resource Sharing, Crisis Management, Public Notices, Expert Opinion, STEM, Diagnosis, Historical Significance, Trending Technologies, Key Drivers, Use Cases, Performance Review, Eco-Footprint, Interagency, Directives, Terrain, Commercial Market, Consumer Market, Horizontal Integration, Vertical Integration, Trade, Fair Trade, Trade Agreements, Community Interests, Epidemic, Pandemic, Public Safety, Geopolitics, Ecological Impact, Propaganda, Press Coverage, Survivability, Performance Characteristics, Period of Performance, Distance Learning, Trials, Service Schedule, Site Safety, Adaptive Intelligence, Military Grade, Consumer Grade, Wholesale, Security Breach, Counterfeiting, Social Unrest, Conflicts of Interest, Hostilities, Health Issues, Business Dissolution, Cryptocurrency, Smart Home, Invasive Species, Power Systems, Servers, Spare Parts, Interface, User Interface, Consumables, Hub, Prosthetics, Refugees, Sphere of Control, Sphere of Influence, Your Rights, Environmental Protection, Disruptive Innovation, Disruptive Technology, Equity and Inclusion, Autonomy, DevSecOps, Home Care, Pest Control, Estate Planning, Space Commercialization, Space Exploration, Space Travel, Information Technology, Quantum Computing, Deep Learning, Augmented Reality, Mixed Reality, Blockchain, Metaverse, Digital Delivery, Biofabrication, Biomimicry, Biosecurity, Genetic Modification, Personal Care, Managed Care, Telemedicine, Advance Directives, Surgery, Retirement Planning, Grass Roots Movement, Gun Control, Human Augmentation, Bioengineering, Everything as a Service, Internet of Behaviors, Financial Services, Border Control, Technology Requirements, Payment Plan, Past Experience, Past Projects, Company Profile, My Story, Our Story, Managed Services, Trade Partners, Influencers, Volunteers, RACI Matrix, Consulted, Informed, Advisory Panel, Review Board, Key Personnel, Aim Statement, Guiding Principles, Our Promise, Codes, Phase 1, Phase 2, Phase 3, Phase 4, Phase 5, Phase 6, Phase 7, Phase 8, Phase 9, Phase 10
- Added 1 new calculator spreadsheet – Service Schedule Calculator.
- Updated Breakeven Analysis Calculator spreadsheet with line item breakdowns for the product costs.
- Updated 3 schedule templates to fix a mismatch between references end date columns in the matching Excel spreadsheet: Schedule, Install Schedule and Implementation Schedule.
- Changed font style for the <<Company>> tag in the Back Page to Proposal Kit Sub Header 1 to increase the font size.
- Added a page header logo offset field for the Wizard to be able to fine tune the positioning of the chapter header logo when the stock chapter graphics are converted to text versions.
Proposal Pack V18.4
- Added new <<SocialMedia#>> tags to the About Us, Company History, Contact Us, Company Information, Back Page, Back Page Generic and Social Media templates. The bundled Wizard software also adds support for the new social media tags.
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
- Bundled Novice Wizard software has been updated to latest version
- 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.
- Expanded the capabilities of the Excel spreadsheet linking tags to allow multiple columns within a tag in the format <
- Added 2 new articles to the Read How-to Articles screen on the topics of using ChatGPT and Chat AI bots to aid in proposal writing.
- Updated messages when the Word Insert Bug occurs that the bug has been patched by Microsoft and requires updating Word to the most recent version.
- Added additional Word Insert Bug workaround code when using the MyTemplates folder files.
Proposal Pack Wizard V16.5
- 9 new Quick Start import lists added (700 total).
- Added a new post processing tool to the Edit screen list of tools to run the data merge and Excel spreadsheet linking operation. This allows you to easily link new or existing spreadsheets cells into an existing document during the editing process. Any data tags in the document will also be merged if the data is filled in the project screens.
- Extended the Excel spreadsheet dynamic linking feature to work with custom templates and spreadsheets in the MyTemplates and MyProjectFiles folders.
- Added a new workaround option for the Word Insert Bug. There is a new post processing tool in the edit documents and Preferences batch processing screens that will run a conversion process on a folder of Proposal Kit library templates. This conversion process recreates each file in a way that stops Word from crashing when assembling them using the standard Word InsertFile API function that is currently bugged in Microsoft Office.
- Added another workaround option for the Word Insert Bug that will rebuild all templates in the Proposal Kit template library and turn off the Word Insert Bug workaround. This is another option to get the Wizard working normally until Microsoft fixes their InsertFile API functionality.
- Added extra check to installers to provide a more descriptive message if users computer does not associate the .docx file extension with Microsoft Word.
- Added time to completion estimates to the document building progress bars.
- Option to skip watching the tutorials and the training mode when running the Wizard for the first time.
- Added startup checks to ensure file naming conventions and formats are correct on any custom files in the MyTemplates and MyProjectFiles folders.
- Added removal of custom files copied from the MyTemplates and MyProjectFiles folders when using the Delete Old Files button.
Proposal Pack Wizard V16.4
- Added two workaround options for a bug Microsoft introduced in their August 3, 2022 build that causes their InsertFile function to fail when assembling documents which causes an error message in the Wizard during document assembly. The Wizard will automatically detect the error and switch to one of the work arounds. A popup screen reminder will be displayed when the Wizard is run that the workaround is in use with instructions on how the workaround operates and how to rollback Office 365 to a working build. See this page for details: How to RollBack Office 365 to a Working Build
- Fixed an issue with the post processing batch tool for changing the text in the footers to a different style.
- Fixed an issue with the auto-adding of the Multiple Choice Database mail merge tag into the selected template where it would not always insert the tag.
- When upgrading from the Novice to Expert edition the Wizard will automatically be put into Expert Mode when the serial number is changed.
Proposal Pack Wizard V16.3
- Added a new feature that allows for copying of custom files that are not part of the Proposal Kit system into each new project folder. This is called the MyProjectFiles folder and can be setup using a new Preferences screen.
- Added new manual chapter How do I use the MyProjectFiles folder?
- Outlook integration is now enabled in both 32-bit and 64-bit editions of Word.
- Removal of the SalesForce API allowed for removal of the 2nd copy of the Wizard meant for S Mode use.
- SalesForce API integration has been removed.
Proposal Pack Wizard V16.2
- 1 new Quick Start import list added (691 total).
- On the Edit Current Document screen if there is only one file present in the screens it will be preselected.
- The QuoteWerks integration has been enabled for use in the 64-bit Wizard however the direct API connection features still require using the 32-it edition of Word. Most features will now work in the 64-bit edition.
- Fixed an issue with the new custom positioning of the Title Page’s stock logo graphic when converting from graphic to text chapter headers.
- Fixed an issue with stock logo being left aligned to page instead of margin when converting from graphic to text chapter headers.
- Fixed an issue with the Grant Proposal Type database missing templates.
- Fixed error message in conversion of documents into QuoteWerks compatible formats when international translations were turned on.
Proposal Pack Wizard V16.1
- Added the ability to create custom color schemes.
- When creating custom templates Wizard will ask if you want to put a shared copy in the MyTemplates folder to share between design themes.
- When cloning a Proposal Pack design theme Wizard will now ask if you want it set to be the default design theme instead of having to manually select it.
- Added option to turn off setting of the document zoom size and other zoom related page view settings when opening documents. Zoom settings are also not applied anymore to documents opened temporarily in the background and any zoom setting related error messages are now suppressed.
- The Edit Stock Template button will ask to open the shared MyTemplates folder copy if one exists instead of the stock template in the Pick Documents screen.
- Changed tab sequence on the Company Data screen to be top down.
- Cleaned up some unnecessary messages and added some extra tests to the document build process.
- Design themes that use white header text will use a white color for the title page replacement text when replacing graphic headers with text.
- Fixed an issue with the auto-copy of a template to the MyTemplates folder always adding a Multiple Choice tag if the Multiple Choice database is in use. Tag will now only be added if the template is attached to the tag and one or more paragraphs are associated with the tag.
Proposal Pack Wizard V16.0
- Added support for the new Proposal Pack V19 and Proposal Kit Professional V22 products. 177 new chapter templates have been added and are now available in the Wizard.
- Added 19 more business situations to the Add Templates tab to accommodate the new chapter templates.
- 1 new Quick Start import list added (690 total).
- Streamlined the Wizard home screen interface by removing the Create Document button which is a redundant button. The project screen now includes a 2nd button to save the project without building the project documents and instead of asking to build the documents when the original Ok, Save Project button was clicked that button now automatically builds the project documents.
- The Team Editing feature is now automatically turned on by default in the Expert Edition.
- The Team Editing screen now can change the order of chapters and remove chapters when the main project document is rebuilt without having to go back to the project screen to edit the chapter layout.
- If multiple monitors are detected during startup the Wizard will ask if you want to turn on Multi-Monitor mode and will do so without having to turn it on in the Preferences. The Wizard will only ask this question once.
- Updated the post-processing tool for converting chapter headers and the Edit Styles option to automatically convert graphic chapter headers to text so they reposition the chapter headers more in line with how the original logos were positioned vertically relative to the chapter header text. This eliminates the need to manually reposition chapter headers to make them appear more visually appealing in many design themes.
- Updated the post-processing tool for converting chapter headers so it also converts the Title Page’s Proposal graphic and repositions that graphic as well to be more visually appealing.
- Updated the conversion of the Title Page graphic to text to read the resolution of the image in case it is in a non-standard DPI which would previously cause the graphic to be repositioned incorrectly.
- Fixed a couple post-processing tools so if the setup screen for the tool was canceled it wouldn’t continue to perform that operation.
Proposal Pack Wizard V15.18
- 3 new Quick Start import lists added (689 total).
- Added a new post processing tool that allows changing the entire color scheme of a document including documents that have been edited with custom colors. The tool will prescan all changeable elements (fonts, tables, borders, shapes) to identify up to 10 used colors and allows changing each to a new color.
- Added the ability to create Font type presets. You can create up to 40 presets and each preset contains the settings for the entire set of 50 customizable font styles. This gives the ability to easily switch design themes and have different font types, sizes and colors created to go with different themes.
- All the font style settings and the new presets have been moved from the Options.ini database file to a new file FontStyles.ini.
- Removed limit of 40 selectable items in a Multiple Choice Database list when creating custom sort ordered lists. Max allowable number can now be custom sorted.
- Added 5 new categories (15 total) and 50 tags (150 total) to the Multiple Choice Database.
- The Multiple Choice Database configuration can now auto-add the Multiple Choice tags into the templates when assigning a tag to a template.
- The Multiple Choice system is updated to use the custom versions of templates found in the new MyTemplates folder if any exist.
- Added the ability to delete the Word files for user added templates from the database. Stock templates can still be removed from the database listings but the Word documents for stock Proposal Pack templates will still not be deleted.
- Added checks when removing templates from the database if they are in use in the Multiple Choice database and if a custom copy exists in the MyTemplates folder.
- Defaulted the Wizard to using Word popup messages boxes. If running in a multi-monitor system and message boxes are displaying on the wrong monitor, there is now a Preferences checkbox to turn on Multi-Monitor Mode. This will use Wizard specific popup message boxes. However, this feature is not tested across all possible Wizard interactions. If Multi-Monitor mode appears to have a locked-up screen turn this feature back off and contact us for assistance.
- If the Show All Templates option is checked in the Add Templates screen, then changes are made to the template list outside this screen, the drop down lists will now reload with the current selections.
Proposal Pack Wizard V15.17
- 2 new Quick Start import lists added (686 total).
- The Preferences tool for searching for template installations now allows browsing to any location to better accommodate custom installations.
- The Pick Documents screens Presets adds an Update Preset button to streamline making updates to presets vs having to delete then readd a modified preset.
- Added a new feature allowing users to copy their own versions of stock templates into a new folder MyTemplates. This allows users to keep their customized versions of chapter templates separate from the main library. This also allows a single customized copy of a chapter template to be used across multiple Proposal Pack design themes and for network setups to have customized versions per individual user when the main library is shared by everyone on a network.
- The Multiple Choice selection screen when adding data for a project will now warn the user if they are selecting drop in data but did not select the page for that data yet in the project.
- Expanded sizes of Multiple Choice selection fields to accommodate long titles.
- Expanded the maximum number of drop in content files in the Multiple Choice database from 300 to 2000.
- Labels showing the count of how many data elements are selected added to the Multiple Choice selection screen.
- Added an option to delete all paragraph data files created by the Wizard when resetting the Multiple Choice database to original settings. User has the option to backup the files in case they had been customized.
- Added admin option to turn off Multiple Choice warning messages for missing data which may be non-issues depending on how the Multiple Choice system is setup and used in practice.
- Fixed an issue where only about 65 items could be selected from all the Multiple Choice drop downs due to a string length limitation in Word saving to the .ini database files. Now up to 2000 drop down items could be selected for a single project.
- Fixed an issue in the database export/import with the new Social Media data values.
Proposal Pack Wizard V15.16
- 5 new Quick Start import list added (684 total).
- Added a post processing tool to the Preferences to batch update legacy Word .doc format files to .docx to help migrate old installs into the current version and formats.
- Replaced Word’s default message popups with Wizard versions to fix an issue with use on dual monitors where sometimes Word popups from the Wizard would display on another monitor than the Wizard screens were open on.
- Fixed error message that could occur with older installs of Word that were missing Word’s functions for retrieving the MAC address or IP address of the computer when the unique user id was being generated using a random number instead.
Proposal Pack Wizard V15.15
- 1 new Quick Start import list added (679 total).
- Added a new post processing tool for changing table settings across the document(s). This tool will prescan the documents to determine what colors are used in the tables and will allow you to change the colors of the cells, margins and padding between cells, and border styles consistently across all tables.
- Added button to remove custom ordering from a Multiple Choice list of paragraphs which resets the list to the order they were added to the database.
- Widened drop down lists in the Multiple Choice selection screen to accommodate long paragraph titles.
- Fixed an issue with custom ordered lists with disabled entries causing enabled entries to not be shown at the end of a multi select drop down list in the Multiple Choice database.
- Fixed an issue with the last entry on some Multiple Choice database entries being partially hidden and difficult to select.
- Fixed an issue with positioning of some Multiple Choice drop downs on the screen when using between 5 and 10 drop downs.
- Removed the saving of the Multiple Choice default selections in a Preset to avoid conflicts with changes to the Multiple Choice database after the Preset was created.
- Added option to the Novice edition to show what post processing tools are available in the Expert edition.
- Fixed an issue with older versions of Word being unable to determine the Mac address of the computer for generating a unique userid. The unique userid is still created via an alternate method but an error message is now suppressed.
Proposal Pack Wizard V15.14
- Added new social media data tag support. 10 new tags <<SocialMedia[1-10]>> are now available to use in the Wizard interface and have been added to a number of templates in the recent Proposal Pack update. Templates with the new tags are Company History, About Us, Company Information, Contact Us, Social Media, Back Page and Back Page Generic.
- The new social media tags have an additional feature when embedded in the documents where the display text can be different than the underlying URL.
- Reorganized the document post processing screens to group tools based on what they do (text tools, graphics tools, testing tools, structural tools and troubleshooting tools).
- Added popup help descriptions of each document post processing tool.
- Added a post processing batch tool to remove all hyperlinks from emails and URLs in the document. The text remains and only the clickable link and any URL font styling is removed (underline and color).
- Added a post processing batch tool to remove page borders.
- Added post processing batch tools to replace all the custom graphics that can be used in the MyGraphics folder. Tools are added to change out the Letterhead, Page Header, Title Page logo, Back Page watermark, Title page watermark, Body pages watermark and Description graphics.
- Added post processing batch tools to load complex watermarks stored in external .docx format files such as are used in the MyGraphics folder for replacing the body pages watermark, Title Page watermark and Back Page watermark as well as the body pages headers and footers.
- Added support to all the MyGraphics custom graphics and batch processing graphics tools to use both PNG and JPG format files. If both JPG and PNG formats exist for a file the JPG format will be used first.
- Improved document creation performance by turning off the crash logging system by default (reverting to its previous default state) and reducing the volume of progress bar refreshes.
- 8 new Quick Start import lists added (678 total).
- If page borders are turned on (either via the Style Settings screen or using the Page Borders post-processing tool) and full size shape objects are used in the body pages then the full size shape objects will be removed top prevent the page borders from being hidden.
- Updated all Proposal Pack version numbers from 18.3 to 18.4 to reflect the updates to all the template package products for the social media tags.
- Removed the page header logo file, alternate header and alternate footer file options from the Edit Style’s Branding tab as these features are handled via the MyGraphics folder options. The Branding tab has been renamed Page Headers.
- Fixed issue with batch data importing if a Nickname was used in a row that any subsequent rows that did not use a Nickname would not be imported.
- Fixed issue with the category list drop down disappearing in a recent update.
Proposal Pack Wizard V15.13
- Added search capability to all company and client CRM database drop down lists and forms. Also added a search configuration screen to customize how the database searches are performed and to change the default options.
- Moved most of the Windows registry key settings to the Options.ini database to make transferring between computers and network installations easier and to support the new removable USB drive install feature.
- Added a removable USB drive installation feature. You can now install the Wizard and any Proposal Kit template package on a removable USB drive that can be plugged into any computer that has Word installed and maintain your entire Proposal Kit system on the removable USB drive.
- Added a manual chapter How do I Install on a Removable Drive (USB)?
- Replaced the numerical User Id setting in the Preferences with a system generated unique id string.
- Tested on Windows 11. Updated references to Windows 11 support.
- Marked existing CRM database records with the last batch number they were used in.
- Added Batch CRM Import screen option to only show records never used in any batch.
Proposal Pack Wizard V15.12
- A new startup screen is displayed when more than one Proposal Pack design theme is installed allowing the user to select which design to default to more easily.
- Added a post-processing tool for adding up to 50 extra document sections to the start and/or end of a completed document. Sections are unlinked to allow inserting external content that requires independent page settings, headers and/or footers.
- When updating existing projects and the company and/or client data is changed the Wizard will ask if you want to update the copy in the CRM database as well.
- Installing the Wizard using the ZIP file installer into a OneDrive needed a fix due to Windows trying to use a hyperlink (https) path instead of a drive letter in some cases. The Wizard will now detect non-drive letter paths on the setup and if found will prompt the user to browse to a drive letter based path.
- Suppressed an error that has a occurred a few times in foreign language installations decrypting UTF8 to Unicode data. If an error occurs it will silently return as much of the data that could be decrypted as possible.
- Fixed a duplicate record import issue in the CRM record importing feature where it would increase the duplicate record count by 2 instead of 1 in the final report.
- Fixed a project batch external data import issue where a duplicate record was not being detected and allowed a duplicate project to be created.
- If a Proposal Pack was deleted and the repair wizard is unable to locate it, or the user couldn’t browse to it the Wizard will give the user the option to disable the style in the database to allow the Wizard to continue running.
- Added extra tests to the Wizard to compare the setup paths for multiple device or multiple user configurations using the same network or cloud based Wizard database. All root paths on all devices must be the same and the Wizard will test for this on each new setup and startup of each Wizard to ensure path integrity is maintained in the database.
- Added option to turn off archiving of orphaned project folders in the Preferences > Files and Folders screen. Intended for use with multi-user setups using the same project folder so users who don’t see other users projects won’t archive those other users projects.
- Added more documentation for network and cloud based installs.
Proposal Pack Wizard V15.11
- Captured user button clicks and disabled all project screen buttons and form fields once the document generation starts and before the screen closes to prevent users from inadvertently stopping the document processing.
- Fixed an obscure error where Word was not able to unlink a document section thinking it did not exist when it did. By suppressing the error, the document assembly continues without issue.
- Updated installers and Wizard setup to not allow reserved folder names in custom install paths such as "documents", "word", "spreadsheets", "pdf", "graphics" and "PNG_graphics". Installing into existing directory structures that include subfolders with these names could cause expected errors.
- Added a check to only allow one batch template project to be created for each batch.
- 5 new Quick Start import lists added (670 total).
- Added a better informational message during system errors when generating documents to let the user know more clearly most errors are caused by user interference.
Proposal Pack Wizard V15.10
- 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, 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.
- 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 Windows S Mode 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 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 V19
- Added 177 new proposal templates increasing the total number of templates to over 2200. Templates added: Business Case, Value Proposition, Doing Business with Us, Current Conditions, Outcomes, Desired Outcomes, Manufacturing Plan, Rendering, Imaging, Streaming, Lean Development, Decommissioning, Deregulation, Mission Planning, Dropshipping, Sponsorship, Disaster Recovery, International Response, Rapid Response, Autonomous Operation, Tracing, Defunding, Asset Allocation, Event Management, Contract Management, Task Management, Channel Management, Opposition Research, Monetization, Resettlement, Preproduction, Social Learning, Bioremediation, Physical Exam, Vetting Process, Fact Checking, Militarization, Therapy, Culture Change, Voice Control, Adaptive Learning, Knowledge Transfer, Technology Transfer, Augmentation, Synchronization, Resource Sharing, Crisis Management, Public Notices, Expert Opinion, STEM, Diagnosis, Historical Significance, Trending Technologies, Key Drivers, Use Cases, Performance Review, Eco-Footprint, Interagency, Directives, Terrain, Commercial Market, Consumer Market, Horizontal Integration, Vertical Integration, Trade, Fair Trade, Trade Agreements, Community Interests, Epidemic, Pandemic, Public Safety, Geopolitics, Ecological Impact, Propaganda, Press Coverage, Survivability, Performance Characteristics, Period of Performance, Distance Learning, Trials, Service Schedule, Site Safety, Adaptive Intelligence, Military Grade, Consumer Grade, Wholesale, Security Breach, Counterfeiting, Social Unrest, Conflicts of Interest, Hostilities, Health Issues, Business Dissolution, Cryptocurrency, Smart Home, Invasive Species, Power Systems, Servers, Spare Parts, Interface, User Interface, Consumables, Hub, Prosthetics, Refugees, Sphere of Control, Sphere of Influence, Your Rights, Environmental Protection, Disruptive Innovation, Disruptive Technology, Equity and Inclusion, Autonomy, DevSecOps, Home Care, Pest Control, Estate Planning, Space Commercialization, Space Exploration, Space Travel, Information Technology, Quantum Computing, Deep Learning, Augmented Reality, Mixed Reality, Blockchain, Metaverse, Digital Delivery, Biofabrication, Biomimicry, Biosecurity, Genetic Modification, Personal Care, Managed Care, Telemedicine, Advance Directives, Surgery, Retirement Planning, Grass Roots Movement, Gun Control, Human Augmentation, Bioengineering, Everything as a Service, Internet of Behaviors, Financial Services, Border Control, Technology Requirements, Payment Plan, Past Experience, Past Projects, Company Profile, My Story, Our Story, Managed Services, Trade Partners, Influencers, Volunteers, RACI Matrix, Consulted, Informed, Advisory Panel, Review Board, Key Personnel, Aim Statement, Guiding Principles, Our Promise, Codes, Phase 1, Phase 2, Phase 3, Phase 4, Phase 5, Phase 6, Phase 7, Phase 8, Phase 9, Phase 10
- Added 1 new calculator spreadsheet – Service Schedule Calculator.
- Updated Breakeven Analysis Calculator spreadsheet with line item breakdowns for the product costs.
- Updated 3 schedule templates to fix a mismatch between references end date columns in the matching Excel spreadsheet: Schedule, Install Schedule and Implementation Schedule.
- Changed font style for the <<Company>> tag in the Back Page to Proposal Kit Sub Header 1 to increase the font size.
- Added a page header logo offset field for the Wizard to be able to fine tune the positioning of the chapter header logo when the stock chapter graphics are converted to text versions.
Estimate Pack
- Added a Service Schedule Calculator spreadsheet.
- Added line item breakdowns for costs in the Breakeven Analysis Calculator spreadsheet.
Proposal Kit Professional V21.5
- Added new <<SocialMedia#>> tags to the About Us, Company History, Contact Us, Company Information, Back Page, Back Page Generic and Social Media templates. The bundled Wizard software also adds support for the new social media tags.
Proposal Kit Professional V21.4
- 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
- Word icons have been updated to match the latest updates from Microsoft.
Proposal Pack V18.4
- Added new <<SocialMedia#>> tags to the About Us, Company History, Contact Us, Company Information, Back Page, Back Page Generic and Social Media templates. The bundled Wizard software also adds support for the new social media tags.
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).
- Bundled Novice Wizard software has been updated to version 16
- 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.
- Bundled Novice Wizard software has been updated to version 16
- 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.
- Bundled Novice Wizard software has been updated to version 16
- 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.
- Bundled Novice Wizard software has been updated to version 16
- 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.
- Bundled Novice Wizard software has been updated to version 16
- 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.
- Bundled Novice Wizard software has been updated to version 16
- 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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NewsletterCreate winning business proposals & contracts with minimal effort and cost. Downloadable proposal software, proposal templates, legal contracts and sample proposals.
© 1997 - 2023, Proposal Kit, Inc. All rights reserved.
Create winning business proposals & contracts with minimal effort and cost. Proposal software, proposal templates, legal contracts and sample proposals.
© 1997 - 2023, Proposal Kit, Inc. All rights reserved.