Creating a New Template from Scratch

Learn how to create a new template from scratch to build standardized content that can be reused across future Bid Package documents.

Prerequisites

• Only BP Admins and Managers can create new templates.

Steps

1. Go to the Bid Packages workspace.
2. In the left menu, go to Library → Templates.
3. In the top-right of the Templates Dashboard, click Actions.
4. Select Create.
5. Enter a Template Name, then click Create.
6. Your blank template is created successfully and opens immediately in Unpublished mode.
7. Add content to the template:
   • Type content manually in, or
   • Copy content from My Clipboards, or
   • Insert Magic Placeholders.
8. Click Save to update the template with your changes.
   Once your template is ready, you can publish it, so that it can be used as a starting point for your new bid package documents.

Related Guides

If you get confused or don’t know how to add reusable content or placeholders, refer to these guides:

• Reusing or Inserting Line Item Contents from My Clipboards
• Using Magic Placeholders in Bid Package Documents

⚠️ Note: 

• Use clear, consistent naming so templates are easy to find later.
• Click Save often to avoid losing changes.

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