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Exl-Plan - Trade Up Offer & Procedure


This offer is for registered users of paid-for versions of Exl-Plan who wish to trade up to a more powerful version of Exl-Plan at a specially discount price. We use the term "trade up" for this process to distinguish it from "upgrading" from a trial copy to a fully-operational copy. Please note that:

  1. The tradeup offer is valid for a limited time only but can be extended at our sole discretion.
  2. It cannot be used in conjunction with any other offers or applied retrospectively to a purchase.
  3. It is particular to the registered user to whom it was originally addressed and not transferrable.

If you wish to make an initial purchase of Exl-Plan, go here.

The trade-up cost is the price difference between current and desired version - based on the following price list - plus US$ 20 (waived for users trading up from Exl-Plan Basic).

Versions US$  
Basic
Micro
Lite
Pro
Super
Super Plus
Ultra
Ultra Plus
29*
49
89
129
169
209
249
289
Example:

A user trading up from Lite to Super would pay $20 + $(169-89) = $100.

* The $20 fixed charge is waived in the case of users trading up from Exl-Plan Basic. On this basis, a user trading up to Pro would simply pay the price difference i.e $(129-29) = $100.

The trade up cost includes Priority Airmail delivery of backup CD but excludes Value Added Tax (VAT) payable by some users located within the European Union. The optional printed manual for each version is an additional US$20. Check our Our Terms & Conditions.

The trade up procedure (immediately below) uses a secure shopping cart service to accept VISA, MasterCard and PayPal Online. To pay by fax or with another card type or by electronic funds transfer, please email us. If trading up, do not use the SWREG registration service.

 
 
Fast Facts

Name: Exl-Plan (nine versions and US/Can & UK/International editions).

Function: Excel template for multi-year income, cashflow & balance sheet projections with Word template for business plan.

Uses: Business plans, budgets, raising finance & strategic planning.

For: Managers, consultants, entrepreneurs & startups.

Benefits: Saves time & effort. Easy-to-use. Expandable. Provides know-how & improves planning.

System: Windows 95/98/ Me/ NT/2000/XP/Vista with Excel 5,7,8,95,97,2000,XP, 2003, 2007.

Prices (US$): Free, 29, 49, 89, 129, 169, 209, 249 or 289.

See Also: Cashflow Plan for rolling 12-month projections.

 
   

 

  1. Get confirmation from us that you are eligible to trade up. To do this, send us an email or use the Contact Form giving the following details about your original purchase of Exl-Plan:
      (a) your registered user name and/or organization.
      (b) your current version of Exl-Plan (i.e. Basic, Micro, Lite etc.).
      (c) approximate date (or serial number) of the invoice/delivery note or confirmation email sent
           by us when you originally purchased Exl-Plan. Note that the Upgrade Code from the
           FRONT worksheet of your existing version of Exl-Plan is not suitable as confirmation of
           purchase.
      (d) the desired version of Exl-Plan.
  2. To speed up delivery of the desired version of Exl-Plan, you can download a trial copy of the desired version of Exl-Plan. Once you have installed the downloaded file, use Excel to run the trial copy on your PC or laptop. Note of the Upgrade Code Number (including the ex***** part) on top right corner of the "front" worksheet after you have pressed the F9 key to update this number.
  3. Calculate the cost of your trade up as explained above (i.e. price difference plus US$20 - the fixed charge is waived if user is trading up from Basic.)
  4. Select the options in the table below and then access the shopping cart service. Once you see the Shopping Cart Contents, click "Check Out Now" and supply payment and delivery details. Note that:
      • We reserve the right to adjust the trade up cost where this has been calculated incorrectly.
      • Exl-Plan prices are inclusive of Priority Airmail delivery of manuals and backup CD to all countries. When first accessing the shopping cart, you will be asked to select a shipping option. This can be ignored as purchases of Exl-Plan are free of all delivery charges.
      • If located in an European Union country (other than Ireland), have your business's VAT number to hand when checking out.
      • If you need to return to this page from the shopping cart, use the back button on your browser.
Choose Desired Version Specify Cost of
Trade Up *
Enter Upgrade Code
(Optional) **
Choose Edition Get Printed Manual *** Click to Access Shopping Cart Service

* See explanation of calcuation of cost above.
** This Upgrade Code should relate to the desired version (not to your existing version of Exl-Plan). For more info, see above about downloading a trial copy of the desired version. If you quote the Upgrade Code (from FRONT worksheet of version of Exl-Plan you are trading up to), you will receive an Unlock Code Number by email (within 1-12 hours). A back up CD and, if requested, the appropriate manual (115+ pages) will follow by Priority Airmail.
*** All versions of Exl-Plan include a 90-page, manual (PDF format).

That will initiate the trade up process. If you have any queries or problems, contact us.

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 Projection 
  Software  
  Cashflow  
  Forecast  
  Software  
  Business  
      Plan      
  Software  
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       Plan       
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  Strategic  
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      Plan      
     Guide     
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     Items     
                     
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PlanWare, Cashflow Plan, Exl-Plan, Quik-Plan, Free-Plan, Biz-Plan, Easi-Plan, Cash-Plan, Pers-Plan, Your-Plan and Bank-Plan are trademarks or registered trademarks property of Invest-Tech Limited. Microsoft, Word and Excel are trademarks or registered trademarks of Microsoft Corporation. Plan Write, Quick Insight and Business Insight are trademarks or registered trademarks property of BRS Inc. © Copyright 1999-2008. Invest-Tech Limited. All rights reserved.