Proposal templates
A template is a saved list of proposal sections. Pick one in the proposal wizard and its section titles become the new proposal's outline. Templates help when your organization writes the same kind of proposal again and again, because every bid then starts from the same structure.
Open Templates in the sidebar. The page has two tabs: Templates, which lists your organization's templates, and Variables, which lists shared placeholder names.
Three ways to create a template
- New Template: type the section titles yourself.
- Upload Template: upload a Word .docx outline and let AI find its sections, then check and correct the list.
- Quick Premium Preset: add a ready-made eleven-section template for community engagement proposals.
A saved template cannot be changed or removed from the Templates page. To use a different structure, create a new template. See Creating Templates.
Where templates are used
Templates are used on the Assets & Team step of the proposal wizard, under Template (Optional). When the RFP's analysis recorded a structure of its own, the wizard puts your template's sections first and adds any RFP sections the template does not cover, so nothing the RFP asks for is dropped. You can still adjust the list for one proposal on the Outline step. See Using Templates.
What a template holds
A template holds section titles and their order, and an uploaded template also keeps a copy of the Word file. It does not hold:
- Styling. Fonts, colors and layout come from the choices you make when you export; see Exporting Your Proposal.
- Word counts or writing instructions. Word targets come from the RFP or from the drafting dialog.
- Values for placeholders. Propivix does not fill
{{key}}placeholders; the<<CODE>>codes in boilerplate assets are the ones it fills in. See Template Variables.
Before you start
- Look at a few recent RFPs you answered. If they share a structure, that structure is a good template.
- Keep templates short and general. The RFP's own structure is added for each bid, so a template does not need every possible section.
- Name each template for the kind of bid it serves, so the right one is easy to pick in the wizard.
Articles in This Section
- Creating Templates: Create a proposal template by typing its section list, uploading a Word document or adding the premium preset, and what a saved template keeps.
- Using Templates: Pick a template in the proposal wizard, how its sections combine with the RFP's own structure, and what a template does not carry into a proposal.
- Template Variables: The Variables tab's list of placeholder names, who can change it, and the boilerplate codes Propivix does fill in when it drafts a section.