Creating and Using Response Templates

Save time by creating reusable templates for common tender sections.

What are Templates?

Templates are pre-written content for sections that appear frequently in tender responses:

• Company overview and history
• Quality management approach
• Safety management systems
• Environmental management
• Key personnel CVs
• Project methodology

Creating a Template

1. Navigate to Templates in the sidebar
2. Click "Create New Template"
3. Choose a template type: Text block, Table, Organizational chart, Process diagram
4. Add your content
5. Save with a descriptive name and tags

Using Templates in Bids

When creating a bid response:

1. Click "Insert Template" in any section
2. Search or browse available templates
3. Select the template to insert
4. Customize for the specific tender

Template Best Practices

Keep it Generic

• Avoid client-specific or project-specific details
• Use placeholders for information that changes (e.g., [PROJECT NAME])
• Focus on your company standard approach

Update Regularly

• Review templates quarterly
• Update with new achievements and certifications
• Remove outdated information

Organize with Tags

• Use tags like "company-overview", "methodology", "safety"
• Makes finding the right template faster

Version Control

• Keep previous versions
• Track what works best in winning bids

Example Company Overview Template

[Company Name] is a [industry] company established in [year]. We specialize in [services] and have successfully delivered [number] projects for government clients across Australia.

Our core capabilities include:
- [Capability 1]
- [Capability 2]
- [Capability 3]

We hold current certifications in [certifications] and maintain [insurance types] to protect our clients.