In this video we're going to illustrate
how to create a
farming or agriculture related proposal
with Proposal Kit. Now this could be
anything from
agriculture products, services,
grants, RFP submissions and so on.
So we're going to illustrate this with
our Agriculture #4 design
theme. The Proposal Packs
and the Wizard software have a number of
things related to agriculture and
farming. It's going to be
everything from the visual design themes
to examples and layouts
and templates are all kind of bundled
together.
So if you're on our website we have an
article in the articles section on
specifically how to write a farming or
agriculture
business proposal. This will just kind of
go into some
high level details, give some examples
and if you keep scrolling down you'll
see a list of links to
samples on the website. There are
truncated samples, just the first few
pages,
but in the Proposal Kit Pro and any of the
Proposal Packs
the full versions of all these samples
are included and you can create your own
editable version of any of these samples
in whatever design theme that you
purchased. If you keep scrolling down
you'll see
a number of the design themes that are
commonly used for
agriculture related proposals. Now the
Proposal Pack for Any Business, this is the
plain design. There's no extra added
graphics or colors
to start with. It's designed for you to
either brand yourself with your own logo,
color scheme,
fonts and so on. Or it's also the good
one
for grant rfp submissions, government
RFPs where you typically don't put a lot
of color and design into the proposals.
Now for more like business to business,
business to consumer and so on
you might want to use a visual design
theme. You can either
build your own design theme using our
professional package
or we have a number of agriculture
related
design themes. You can just scroll
through what we have Agriculture #1, #2,
#3. They are
just different logos and color
schemes applied to the pages.
If you scroll down you can either click
a small blow up
of what the pages will look like or
scroll down a little further
and you'll see larger versions of
what the actual Word
documents will look like in each package.
What the front cover design will look
like and what
the body pages will look like and
so on.
These are just screenshots of the
Word documents.
We're going to illustrate this first
proposal using our Agriculture
#4 design. This is a photo based
design so
you can see this might be good for
something like industrial agriculture,
wheat, crops something to do like that
or anything to do with that where
this visual design theme with this color
scheme and logo kind of fits your
personal style.
You can customize these as well. You
could import your own graphics
your own logo and so on.
We have the Agriculture #4 design
theme selected.
Whatever design theme you purchase
is going to be selected as your
current style
and you can always purchase more than
one design theme as well if you want to
be able to switch between designs.
The first thing you're going to do
when you create any kind of proposal or
business plan or document using
the Wizard software in your Proposal
Pack is you'll click this
button #2 Document Projects. I'm
going to turn off Excel dynamic linking
just for
purposes of the demo to speed it up but
this is an advanced feature that lets
you link
cells in Excel spreadsheets like
costs
and schedules into
the Word documents so that way you can
do your financial calculations in an
Excel spreadsheet
and have it auto update into the Word
documents.
The Novice edition of the Wizard
doesn't include this feature, you just
type in prices and so on into
the cost pages.
We'll click the Pick Documents button
and this is where you're going to select
the chapters for your document.
You've got thousands of
templates available and you can see the
40 most common ones are already
on this first page. You see most
people will use a Cover Letter, Title
Page,
Back Page maybe an Executive Summary or
Introduction.
Depending on whether it's a products
sales or service sales or a project
pitch or an RFP response
then you're going to decide what body
pages go into it.
We can click this drop-down where we
now have access to the
thousands of individual templates and we
can scroll down
for our particular situation.
You can come down to the Farming/
Agriculture/Ranching
category and you'll see a number of
chapters we could select to go into the
proposal
like a specific Agriculture, Farming,
Ranching, if you're doing Organic
products you might want to add that. If
if you want to talk about the Care and
Feeding of
your livestock or anything else that's
related.
Depending on the type of document
you're creating whether you're selling a
product or a service pitching a project
doing a report or a study whether it's a
non-profit
or so on you're going to have lots of
different
topics to pick from. Say if you're doing
something
related to the transportation,
logistics or supply chain
of transporting agricultural products
you might come down into
this category.
If you need to talk about your company
you can scroll down and select from the
About Your Company chapters. You can talk
about your Background,
Company History, your
Capabilities
and so on so. Whatever
chapters you need to build into your
agriculture or farming related
proposal you'll select them here. Now to
get started a little faster
you can come over to this Quick Start
tab and there are hundreds of
pre-made lists that we've come up with
for various kinds of projects.
We could just do a search on
the word
agriculture or farming
or we can select both and do an or and
this will pick up
any pre-made lists that are tagged with
the words agriculture or farming
and I found 11.
We could pick any of these as our
starting
list of chapters.
I'll just pick the Agriculture
Grant Funding Proposal and you can see
this is a list of
14 specific chapters
and we'll click the Import Topics from
List button.
This saves us the time of going
through all those screens of check
boxes to find a specific set. For a
specific situation we can just
load them up in one shot. Now you can see
our project has been
loaded with 14 chapters.
We can now adjust this list of
chapters if we don't need a particular
chapter we can remove it.
If we want to go and add additional
chapters from the library we can add
additional chapters from these other
tabs.
We'll just stick to the stock list of 14
for this one.
And when we're done selecting our
chapters we just click that OK,
Use Selected Templates button. We're back
on our project screen
and now we can fill in the Company Data
and Client Data screens.
Whatever we type in here
is going to get merged into the document.
Company Data, this will be your
job title, name, address, website, phone
number, etc.
And then Client Data, this will be
whatever
name and address you want for your
client or the person you're writing the
proposal
to. I'll just select a default
record here.
Now we'll just give it a title. Now that
we're done
selecting templates and adding in the data
we'll just click this OK, Save Project
and this is where the Wizard is going to
build us the Word document.
So just sit back and wait for this to
build.
Okay, this document has been generated and we
can open it up and take a look at it.
This Agriculture Grant Proposal
actually had sample content in it as
well, pre-written sample
content. So we've imported that as well
in place of the stock
boilerplate text.
You can pick whatever graphic you
want here.
Instead of Business Plan you can use
Proposal or Project
or whatever you want. Because this
had sample content we pulled in with the
layout
it was actually written as an
agriculture
grant funding business plan.
You can see the Table of Contents, the
templates selected
and the
list of chapters that were built into
the proposal.
Now that Expert feature I was talking
about where you can link cells in a
spreadsheet
you could actually link these cells to a
Return on Investment
spreadsheet. That's part of the Proposal
Kit Professional. Do your calculations in the
spreadsheet and have it auto update
into the Word document. In this Novice
Edition we're showing and without that
feature turned on
these are just standard Word tables.
You'll just do your calculations
separately and
type in the details.
We'll illustrate a second example using
a different design
theme. Now we're going to show the
Agriculture #5
design
and we'll create a different kind of
agriculture farming related
proposal.
Like before we'll go to the Pick
Document screen.
On the Quick Start tab we'll do the
search on agriculture again
and we'll pick the Organic Farming
Product Sales
Sample. This has another
set of chapters, 14 again but it's a
different set of chapters.
This one also has sample content
we're going to
load in. Now you can see a different set
of 14 chapters
selected for this kind of proposal and
again we can customize this list. Remove
chapters, add new chapters and so on.
We'll just use the list as is
and like before you'd go into the
Company Data screen
and then the Client Data screen.
When we're done setting up the
project we click the OK, Save Project
button
and build the document. Okay, now this
example has been created
and if we scroll down we see the sample
content
has been pulled in and this is a
design theme that's better suited for
organic
product sales.
You see the list of chapters
and so on.
So we'll illustrate a third
proposal.
We'll just use a line art design
Agriculture #1
and we're going to illustrate a federal
RFP response.
A federal RFP response will be much
more complicated.
We have some examples in the Proposal
Kit already.
If you come over instead of the Quick
Start, you will find it in the Quick
Start, but if you go to the View Samples
tab
i'm going to scroll down and there's a
USDA Federal
Government Grant Proposal.
Let's import the content from that
and this is a longer list of chapters.
This was used by someone
who was responding to a federal RFP
and used a specific set of chapters and
filled them in for that project.
So again once we've selected a design
theme, we have documents selected,
data entered. We save the project and
build the document.
All right, this document has been generated
we'll take a look at it.
You can see this is pulling in the
actual sample content which has
federal forms that were used by the
person who created the sample. These
forms themselves
aren't included in the Proposal Kit.
They're just part of the
sample, they got pulled in but you can
see the
Agriculture #1 design theme here being
used and
the list of chapters.
This is how a more complex longer
proposal can be created.
So that's basically how you use Proposal
Kit and any one of our design
themes to create
any type of agriculture or farming
related proposal.
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