Accelerate Proposal Creation. Elevate Your Competitive Edge.

Proposal development shouldn’t slow you down. ProposalWizard is a purpose-built Salesforce extension designed for Architecture, Engineering, and Construction (AEC) firms that need to respond quickly and accurately to RFPs.

By seamlessly connecting Salesforce data with Adobe InDesign and Microsoft Word, ProposalWizard streamlines the creation of project sheets, resumes, and other proposal documents so your team can focus on winning the work, not formatting it.

Built for Speed, Precision, and AEC Workflows

Project Sheets – Fast, Relevant, and Customizable

  • Dynamically search and filter project data using precise criteria

  • Instantly generate project sheets that meet specific client demands E.g., “Show projects over $100M in Virginia within the last 3 years.”

  • Pull descriptions, references, and resource imagery—all straight from Salesforce

Turn Your Website into a Display Engine

  • Skip the hassle of maintaining a separate database

  • Every user search pulls directly from live Salesforce data

  • No more outdated listings or missed opportunities

Resource Resumes – Tailored to Every Opportunity

  • Create custom resumes using up-to-date staff data from Salesforce

  • Include bios, credentials, certifications, awards, and project experience

  • Match the most relevant resources to each proposal with ease

Customizable Templates – On-Brand, Every Time

  • Design templates that reflect your brand’s look and feel

  • Define layouts and content structures to match any submission format

  • Reduce manual formatting and eliminate version control headaches

Centralized Content Management

  • Maintain a single source of truth for all proposal content

  • Store and manage bios, project summaries, awards, affiliations, and more

  • Ensure proposal teams always have access to accurate, up-to-date data


ProposalWizard helps you respond to RFPs with confidence—
faster, smarter, and more accurately than ever before.

Stop Wasting Time on Manual Proposals

See how ProposalWizard streamlines project sheets and resumes so
your team can focus on winning the work.