Streamlining Bid Preparation with Templates

Templates in TenderB allow you to save and reuse common bid structures, prompts, and content, significantly speeding up your tender response process.

Types of Templates

Document Templates

Pre-formatted bid document structures
Standard section layouts
Boilerplate content
Company information blocks

Prompt Templates

Saved AI prompts for common tasks
Analysis request templates
Content generation instructions
Quality check prompts

Project Templates

Pre-configured project structures
Standard file organization
Default team assignments
Workflow templates

Creating a Template

From Existing Content

Save successful bid content as a template:

Navigate to the content you want to save
Click the "Save as Template" button
Give the template a descriptive name
Add tags for easy searching
Choose template visibility (personal or team-wide)

From Scratch

Create a new template:

Go to Settings → Templates
Click "Create New Template"
Choose template type
Define the structure and content
Add placeholders for variable content
Save and name the template

Using Templates

Applying a Document Template

When starting a new document:

Click "New Document"
Select "From Template"
Choose the appropriate template
Fill in the placeholders
Customize as needed

Using Prompt Templates

In the chat interface:

Click the template icon
Browse or search for the prompt template
Select the template
The prompt will populate in the input box
Modify if needed and send

Template Best Practices

Use placeholders: Mark variable content with [BRACKETS] or ##{{DOUBLE_BRACES}}
Include instructions: Add comments explaining how to use the template
Keep it flexible: Don't over-specify; leave room for customization
Version control: Update templates based on feedback and results
Share successful templates: Make winning templates available to your team

Example Templates

Executive Summary Template

# Executive Summary## Understanding Your Needs
[Brief restatement of client's key requirements and challenges]## Our Solution
[High-level overview of proposed solution]## Why Choose Us
[3-4 key differentiators]## Value Proposition
[Quantified benefits and ROI]## Next Steps
[Clear call to action]

Requirements Analysis Prompt Template

Please analyze the tender requirements and create a structured breakdown:1. Extract all mandatory requirements
2. Extract all desirable/optional requirements
3. Identify evaluation criteria and weightings
4. Flag any ambiguous or unclear requirements
5. Highlight compliance obligations
6. Note any conflicts or inconsistenciesPresent the analysis in a table format with columns:
- Requirement ID
- Requirement Text
- Type (Mandatory/Desirable)
- Evaluation Weight
- Our Compliance Status
- Notes/Concerns

Go/No-Go Analysis Template

Conduct a Go/No-Go analysis for this tender opportunity:**Strategic Fit**
- Alignment with company strategy: [ASSESS]
- Market positioning: [ASSESS]
- Client relationship value: [ASSESS]**Capability**
- Technical capability: [ASSESS]
- Resource availability: [ASSESS]
- Delivery capacity: [ASSESS]**Commercial**
- Estimated bid cost: [CALCULATE]
- Win probability: [ESTIMATE]
- Expected value: [CALCULATE]
- Margin potential: [ASSESS]**Risk**
- Delivery risks: [IDENTIFY]
- Commercial risks: [IDENTIFY]
- Reputational risks: [IDENTIFY]**Recommendation:** [GO/NO-GO with justification]