A template is a saved list of proposal sections. When you pick it in the proposal wizard, its section titles become the proposal's outline. Create one for each kind of proposal you write often, so every bid starts from the same structure.
Open Templates in the sidebar. The Templates tab lists your organization's templates, and the header has three ways to add one: New Template, Upload Template and Quick Premium Preset.
Type a section list
- Select New Template. The Create Template dialog opens on Create Manually.
- Enter a Template Name, such as "Standard IT Services Proposal".
- Optionally add a Description of when to use the template.
- Under Proposal Sections, edit the starting list: Executive Summary, Technical Approach, Qualifications and Pricing. Type over a title to rename it, use the bin icon to remove a section, and select + Add Section to add one at the end.
- Select Create Template.
Every section needs a title before the template can be saved. Sections keep the order you typed them in, and that is the order the wizard uses.
Upload a Word document
Use this when you already have a proposal outline in Word.
- Select Upload Template, or Upload Word Doc inside the Create Template dialog. The dialog title changes to Upload Word Template.
- Drop a Word .docx file on the upload area, or select Choose File. Files up to 20 MB are accepted.
- Wait while "Analyzing template structure with AI..." shows. Propivix reads the document's text and asks AI to list its sections in the order they appear, leaving out cover pages and tables of contents.
- Check the list under Template Sections. Type over a title to rename it, use the cross to remove a section, and select + Add Section to add one at the end.
- Adjust the Template Name, which starts as the file name, and add a Description if you like.
- Select Create Template.
Always read the section list before you save. When the AI cannot read the structure, Propivix falls back to lines that look like headings. When the document cannot be read at all, the list shows a standard set of sections instead, starting with Executive Summary and ending with Pricing. An older .doc file cannot be read, so save it as .docx first.
The template keeps the section titles and a copy of the file you uploaded. It does not keep the document's formatting, and exports do not use the uploaded file. Uploaded templates carry an Uploaded badge.
How to Prepare Your Template in the upload dialog lists {{PLACEHOLDER}} names you can copy. Read Template Variables before relying on them: Propivix does not fill them in.
Add the premium preset
Quick Premium Preset adds a ready-made template in one click, named "Community Engagement Premium (Civic Wave)". It has eleven sections, from Overview, Company Introduction and Program Objectives through Roles, Estimated Budget and Contact Information. If a template with that name already exists, the new one gets a number after the name.
The preset's section titles work like any other template's. The export look with a similar name is a separate choice you make when you export; see Exporting Your Proposal.
What you see on the Templates tab
Each template card shows its name, description, the number of sections and their titles, and the date it was last updated.
- The first template your organization creates is marked Default. The badge does not preselect that template anywhere; you still choose a template in the wizard.
- Templates are listed with the default first, then newest first.
- With no templates yet, the tab reads "No templates yet" and offers Upload Word Doc and Create Manually.
A saved template cannot be changed or removed from the Templates page. To use a different structure, create a new template with the sections you want and pick that one.
Tips
- Name templates by the kind of bid they serve, such as "Federal IT services" or "State engineering".
- Keep to sections you write in most bids. You can add, remove and rename sections for a single proposal on the wizard's Outline step.
- When an RFP states its own structure, the wizard combines it with your template; see Using Templates.