Templates provide a starting structure for your proposals, ensuring consistency across all your bids. Using templates saves time, maintains quality standards, and ensures that you never miss important sections.
How to use
- Go to Templates in the main navigation.
- Choose a template from the library or create a new one. The template library includes standard proposal structures for different tender types.
- Customize sections for your needs. Add, remove, or reorder sections to match the specific requirements of each tender.
- Use when creating proposals. When you create a new proposal, select a template as the starting point. The template structure is loaded into the proposal editor, and you can begin adding content.
Benefits of templates
- Consistency — Ensure that all your proposals follow the same structure and branding.
- Efficiency — Start with a pre-built structure instead of creating everything from scratch.
- Quality — Templates include best practices and standard sections that improve proposal quality.
- Training — New team members can learn the proposal structure by using templates.
Customizing templates
While templates provide a starting point, every tender is different. Customize each template instance to match the specific requirements of the tender. Add sections that are relevant, remove those that are not, and adjust the content to reflect the tenders evaluation criteria and your companys strengths.