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
Using Your Own Branded Word Template (.docx)
If you want TenderB to generate documents in your company's house style — with your letterhead, logo, fonts, colors, and page layout — you can upload your own .docx template and have TenderB write content directly into it.
How to do it:
Upload your .docx template to the Files panel of your project (not just into the chat).
In the chat, refer to the file: "Use the template I uploaded ([filename]) and write the Go/No-Go analysis into it."
TenderB uses code execution to fill in the content while preserving your formatting.
The completed file appears in Files → Project Chat Files → [name of the chat] and can be downloaded directly from there.
What TenderB can preserve in your template:
Letterhead, header, and footer
Fonts, colors, and paragraph styles
Tables, page breaks, and section structure
Logo (as an embedded image)
What TenderB cannot do:
Create a fully branded document from scratch without a template — it needs your existing .docx to maintain the style
Override a document's formatting if the template is not uploaded first
Things to check if your template isn't uploading correctly:
Problem | Cause | Solution |
Upload fails or file shows with a ⚠️ | Template contains a macro | Remove the macro and re-upload, or convert the file to PDF and ask TenderB to recreate it via code execution |
File uploads but AI ignores the formatting | File was dropped into the chat, not the Files panel | Upload via the Files panel so TenderB can reference it as a project file |
.dotx file not being read | .dotx format is not directly supported | Use code execution to have TenderB read and recreate the structure — see Code execution in TenderB |
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]
Managing Templates
Organizing Templates
Use categories and tags
Create template folders by tender type
Maintain a template library
Archive outdated templates
Sharing Templates
Set permissions (personal, team, organization)
Share successful templates with colleagues
Create a template approval process for organization-wide templates
Updating Templates
Review templates quarterly
Update based on win/loss analysis
Incorporate feedback from reviewers
Maintain version history