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/.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.