Templates & Samples
Your own standard templates, folder templates, and the Sample Library.
3 min read
All Users
Templates
- Key-personnel templates - upload your standard resume format, job description and letter of commitment in the Company Library. When an RFP does not mandate a format, the AI follows yours.
- Folder templates - a reusable folder structure for the Documents tab.
Sample Library
The Sample Library at /samples shows examples of cover pages, proposal outlines, compliance matrices, cross-reference matrices and proposal checklists. Samples are view-only.
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