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How can I create a template for submitting my proposals?

Save time and increase your efficiency by using a standard template when submitting your proposals via 12Build.

What will you find in this article?

  • Summary: How to use templates for a faster quoting process.

  • Prerequisites and target audience: Who this feature is intended for.

  • Create a new template: The steps to save a standard layout.

  • Edit or delete a template: How to manage existing templates.

Summary

By creating a template for your proposals, you establish a fixed structure and layout that you can reuse for every request. This prevents repetitive typing and ensures a consistent look and feel for the proposals you submit.

Requirements and target audience

This article is intended for subcontractors who submit their proposals directly to general contractors via the 12Build platform. You need an active account to access the template settings.

Create a new template

Creating a template allows you to prepare a standard text or layout.

  1. Navigate to the Templates section within the platform. 

  2. Click the button to create a new template. 

  3. Give your template a clear name and fill in the desired standard information.

  4. Click Save to add the template to your library.

Edit or delete a template

You can update your saved templates at any time if your workflow changes.

  1. To edit a template: Click the template’s name to open it.

  2. Make the desired changes to the text or settings.

  3. Click the Save button in the bottom right corner. 

  4. To delete a template: Use the delete option (trash can icon) next to the template. 

Frequently Asked Questions (FAQ)

Question: Can I create multiple templates for different types of work? Answer: Yes, you can save multiple versions via "New Template" and select them for each proposal request.

Question: Are my attachments also saved in the template? Answer: Templates are primarily intended for the textual layout and structure of your submission. Specific documents must be added on a per-project basis.

Troubleshooting

  • Symptom -> My changes to the template aren’t visible in a new proposal.

    • Cause -> The template may not have been saved correctly after the modification.

    • Solution -> Reopen the template via the menu, make the change, and verify that you clicked the 'Save' button in the bottom right corner.