Question

Need Proposal Generator Software (webbased or offline) for web development firm

Asked by: expresscam

We need a proposal generator that allows us to enter some key information about the client and the project requirements and it should populate a very high quality and professional proposal with some 20-60 pages.

1. should be able to create output in word file or PDF
2. should be able to create sections and simply have ability to add those to the proposal quickly.
3. the client name/info should be mentioned throughout the proposal to make it personal and the customer should feel everything was written just for them.
4. The client name should be automatically added to contract related parts if possible.
5. would be great if proposal can be generated web based for the client to view online in flash or other high quality resolution if possible. Maybe also ability to approve proposal online.
6. would be great if this software can capture all other proposals created and sent to clients in the past with date info etc.
let me know if you have any questions.

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Asked On
2008-05-28 at 20:31:04ID23440300
Topics

Project Management Software

,

Presentation Software

,

General Business & Productivity Software

Participating Experts
3
Points
500
Comments
9

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Answers

 

by: ericpetePosted on 2008-06-02 at 12:13:23ID: 21694700

Is there any reason you can't just use Word and mailmerge it with data stored in something like an Access database? Or for that matter, just have a standard document and change what needs changing?

 

by: moorhouselondonPosted on 2008-06-02 at 13:16:33ID: 21695285

Funnily enough, the best software to generate this kind of document would be WordPerfect.  It ain't dead yet...

Some years ago I specified a system for the human resources (HR) department for a group of hospitals which used standard documents which were stored on a server.  Instead of using Merge techniques to populate them, we used Styles.  The fantastic thing about WordPerfect Styles (as opposed to Styles found in other word processors) is that you can have text in them, so for example you would embed a Style called "CustomerName" wherever you needed it in the document, so that the Customer Name is typed in just the once.  With HR, many of their documents are large, and legally binding, with Styles you are ensuring that people do not tinker with wording that might invalidate what amounts to a contractual document.  For instance, you can automatically calculate dates, and amounts, and embed them in the document.  With Merge fields this is not so easy to enforce.

To create a document a Macro would be needed (this can be done "by example" - no coding required).  Another thing is that, suppose you have a 20 page contract, the macro can be used to produce a "backing sheet" which summarises all the Styles used in the document.  So to speed up perusal time of someone's Personnel file, you have a printout of the Contract, with the backing sheet - in many cases the summary is all that is needed for someone looking quickly for information.

 

by: ericpetePosted on 2008-06-02 at 21:04:51ID: 21697503

moorhouselondon,

Actually I wouldn't disagree that WordPerfect would do a better job than Word would. It's just that this was asked in the MS Office zone, so I figured that's what was available.

ep

 

by: moorhouselondonPosted on 2008-06-02 at 23:54:07ID: 21698100

Ericpete:

I received an alert via the following route:-

# Home
# Software
# Office / Productivity
# Project Management

...so I didn't know that this was a specific Microsoft topic.

My answer to the bit in the Q where it says that the format needs to be in Word format is that WordPerfect can, of course, save in DOC format: the macro can be setup to do that.

 

by: ericpetePosted on 2008-06-03 at 00:12:23ID: 21698166

MHL,

Actually, I misread the zones; the Office zone is called General Office Software or something like that. But his question DOES say "output in word file..." so that's a little hint. Not that it matters; you're still write about WordPerfect being a better tool.

ep

 

by: expresscamPosted on 2008-06-17 at 09:04:58ID: 21804561

can you tell me how the officelive.com can help with this?

I signed up, the website is extremely slow so didn't really have chance to explore.

I agree that word will do the job via mailmerge (csv) file. was hoping for a webbased (ajax or so) solution that allows me to enter clients name and upload logo etc and based on client i can decide to insert ready made paragraphs etc.

 

by: GlennaShawPosted on 2008-06-17 at 14:30:01ID: 21807671

20120131-EE-VQP-002

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