Save and share tender templates
Reuse scope, requirements and criteria. Share templates with colleagues.
Updated 7 October 2026
Save a template
Open any tender and press Save as template. You can also tick Also save this as a template for future tenders in the tender form.
Templates copy the scope, requirements and criteria, never supplier bids, documents or dates.
Use a template
Go to Create tender › Start from a template and press Use, or open Templates in the side menu.
Share a template
Your templates are private to you. Press Share, pick the colleagues who can use it and press Save sharing. They can't edit or delete your copy. Templates shared with you appear under Shared with me.
Templates are included on Starter and above.
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Related articles
Create a tenderStart with AI, from a blank form, or from a template.Add requirements, documents and evaluation criteriaSet out what suppliers must answer and how bids will be scored.Publish a tender and invite suppliersCheck readiness, confirm the supplier list and go live.Answer clarification questionsReply privately or publish an anonymous answer to every supplier.