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Overview

Templates are most useful for solicitations and document types that have common formats for instance, many MAC/IDIQ contracts, broad agency, announcements, RFI’s, Source Sought, and other open calls tend to maintain standard formats. With these types of solicitations, it is less efficient to go through the RFP upload function because the document templates will always be the same, so we enable you to shortcut this process, by simply establishing a document template. You can create a template from scratch by selecting “Create New Template”.

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Creating a template

Some first steps you should take are:
  1. Give the template a name.
  1. Select the template category.
Then you can choose the editor type, either classic or advanced. The classic editor give you a user friendly interface for creating templates with a chat window to aid in the process. The advanced editor gives you a more robust interface for creating templates with customer prompt instructions to give you fine-grained control over what the AI generates when it builds your content.

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Classic Editor

We’ll start with the classic editor. To make a template from scratch simply paste the headers for your document.
It is important that you only paste the headers for the sections of the document, the AI will use each header as a cue for generating semantically relevant content. If you have structured content like header material, company overview content, etc, it is best to save that content as a snippet (more on that later).
You can also use the chat window to help you create your template. Simply copy the proposal format instructions from the RFI/RFP/RFQ and paste them into the chat window with a simple instruction like “Please create a template from this document”.
Once you generate the outline with the chat you can add it directly to the template by selecting the “Copy Text” button.

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Advanced Editor

To use the advanced editor, simply select the advanced editor option when creating a template. Then create a section by clicking the “Add Section” button.
The section will act like the section header from the classic editor, but you can also add prompts to the section to give the AI more context for generating content. You can make the prompts as robust and specific as you like, but the more prompts you add, the more specific the AI will be when generating content. You can add subsections from the government instructions, specify the tone and complexity of the language, and even add a snippet to the section.
Once you are satisfied with the section you can add another by selecting the + button, save it by selecting the check button, or delete it by selecting the back arrow can button.

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Setting templates live

With either process, be sure to name your template and set it to “Live” to use it in generations.