Proposal Kit Version 12
Reviewed by Joyce J. Evans
Rating: *****
Rating: *****
I needed to present a professional proposal and I needed it fast. My schedule was too full to completely design one so I went searching for a product. I found the Proposal Kit and fell in love. Well, maybe not love, but it's pretty darn nice...
Before I get iunbto the details of the latest update, let me tell you what motivated me to upgrade. I used the contracts for my design work and tweaked it through the years. I've added extensiuce Pay Per Click and Search Engine Marketing to my business. BUT I had no starting contract. Guess what is in this version? Both PPK and SEM! I tweaked all, took it to my attorney (which said it was pretty good). It saves a ton to have the basics done!
I'll get into more of the details in a little but but I want to share a bit of the personal experience I've had using this kit. As my business has grown this past year I've had to find new ways to keep everything organized and a system for bidding jobs. Some of the forms in the Proposal Kit Pro has helped me track how long tasks take and keep a record. I almost forgot, I also added thge NEW service level agreement to myt basic contract.
When growing a business you'll constantly be "tweaking" your contract and your proposal. When I first started using the Proposal Kit I only used some of the more basic forms. Now I go back and find the "sign off on the design" sheet, the specifications sheet and many more. This package helps the client know exactly what they are paying for, while protecting me in the event of "scope creep".
Thgere are a lot of sample proposals to help youy fiugure out HOW to write your own.
This review is for the Proposal Kit Pro version 12. There are other versions available such as:
Contract Pack Pro V11 includes over 200 detailed contract documents for IT, web, software, hardware, photography and other technology businesses.
Ala carte contracts also licensed individually.
Photographers Contract Pack V11 includes over 40 detailed contract documents for photography businesses.
Over 500 pages of new content has been added to Proposal Kit Pro V12 and over 300 pages of new content has been added to the Proposal Packs V9. Over 40 new contracts have also been added along with many more updates and additions.
Contract Pack:
- Minor grammar changes made to some documents.
- Four new categories of contracts have been added: Advertising and Marketing, Graphics and Printing, Computer Systems and Internal Company Plans.
- 41 new contracts, agreements and related documents have been added (over 144 pages of new material): Authorization to Start Work, Replication Quote Order Form, Email Marketing Creative by Agency Agreement, Email Marketing Creative by Designer Agreement, Pay Per Click (PPC) SEO Campaign Services Contract, Signage and Printing Order Form, Print Quote Form, Colocation Hosting Short Form Contract, Managed Hosting Service Level Agreement, Web Hosting Change Addendum, Pocket Photo Release Agreement, Photo Reprint Rights Agreement, Photo Credit Waiver, General Services Agreement, Repair Estimate Quote, General Contractor Work Order, Right of First Refusal Partnership Agreement, Right of First Refusal with Non-Disclosure Agreement, Works for Hire Agreement, Project Acceptance Partial Signoff, Project Acceptance Simple Signoff, Software Development Plan, Reprint Rights Agreement, SEO Services Reseller Contract, Disaster Recovery Plan, Software Disaster Recovery Plan, Human Resources Guide Update Addendum, PDA Usage Policy, Wireless Networking Usage Policy, Application for Employment, Employment Non-Compete and Non-Disclosure, Drug and Alcohol Testing Consent Form, Employee Promotion Authorization Form, Employee Notice of Salary Increase Form, Employee Injury Report Form, Expense Report, Hourly Services Agreement, Company Equipment Checkout Form, Agency Photo Shoot Model Release Form, Employee Grievance Form, Employee Demotion Form
- Many existing contracts have been updated with new replaceable tags and consistent usage of terms.
- Added 20 new standard mail merge tags to many documents: <<ContractCompany>>, <<Approver>>, <<Month>>, <<Amount>>, <<Supervisor>>,<<Department>>, <<InsuranceCoverageAmount>>, <<Credits>>, <<SSN>>, <<HREmail>>, <<HRPhone>>, <<HRContactName>>, <<TimeZone>>, <<Date>>, <<Minutes>>, <<Hours>>, <<Days>>, <<Months>>, <<Years>>, <<Weeks>>
Estimate Pack:
- Updated HTML organizer to help find and open documents easier.
- Added Customer and Proposal Number tags to all spreadsheets for helping organize estimates by customer and proposal.
- Updated line items in existing spreadsheets with additional material.
- Added Help Desk Services Estimate Spreadsheet.
- Added Print Project Estimate Spreadsheet.
- Added Flash Animation Project Estimate Spreadsheet.
- Added Network Server Setup Estimate Spreadsheet.
- Added Software Services Project Estimate Spreadsheet.
- Added Computer Repair and Maintenance Estimate Spreadsheet.
Project Management Pack:
- Renamed product from "Web Plan Kit" to "Project Management Pack".
- Minor updates to existing documents to update outdated material.
- Added Web Development Worksheet Overview.
- Added Describe Your Web Site Worksheet (R01).
- Added Describe User Controlled Content Worksheet (R02).
- Added Describe Your Web Site Functions Worksheet (R03).
- Added Describe Your Web Site Users Worksheet (R04).
- Added Describe Your Web Site Administration Worksheet (R05).
- Added Describe Your Web Site Home Page Worksheet (R06).
- Added Project Plan Worksheet.
- Added Project Analysis Overview Worksheet.
- Added SEO Organic Keyword Report.
- Added SEO Pay Per Click Keyword Report.
- Added Customer Service Call Log Spreadsheet.
- Added Disaster Recovery Plan.
- Added Software Disaster Recovery Plan.
- Added Expense Report Spreadsheet.
Proposal Pack:
- Over 300 pages of new material have been added to Proposal Pack (new templates, checklists, samples, instructional material) adding over 60% more material to this version.
- Added 61 new proposal templates increasing the total number of templates to over 270. Templates added: Profile, Client Summary, Abstract, Estimate, Significance, Activities, Design, Planning, Approach, Innovativeness, Project Plan, System Plan, Promotion, Site Planning, Environmental, Public Relations, Community, Coordination, Responsibilities, Documentation, Authority, Measures of Success, Dissemination, Budget Information, Wholesale Price List, Retail Price List, Cost Effectiveness, Resources, Hourly Services Contract, Invoice, Memorandum of Understanding, Credentials, Capabilities, Accreditations, Certifications, Geographic Information, Key Positions, Contractors, Legal Eligibility, Authorization, Board of Directors, Policies, Flow Chart, Board Resolution, Contact Letter, Letter of Transmittal, Support Letter, Commitment Letter, Collaboration Letters, Report, Tab, Worksheet, Supplied Form, Appendix F, Appendix G, Appendix H, Appendix I, Appendix J, Fax Cover Sheet, Bid / No-Bid Checklist, Grant Proposal Development Checklist.
- Added a proposal bid/no-bid decision checklist.
- Added a government grant proposal development checklist.
- Added a complete service level agreement to the Contract and Terms template.
- Added an additional manual for writing Federal government grants using Proposal Pack.
- 15 general business sample proposals have been added.
- 10 Federal government grant sample proposals have been added (USDA, Department of Justice, Department of Education, Department of Health and Human Services, Environmental Protection Agency and Department of Housing and Urban Development).
- New Title Page graphics have been added for “Resume”, “Contract”, “Plan”, “Submission”, “Presentation”, “Report”, “Study”, “Estimate”, “Response”.
- The Table of Contents has been updated to add all of the new templates.
