Filling out templates
When you create a new bid in Cobrief, you'll see a folder called Fillable templates in the Bid room. Cobrief automatically generates drafts for every Word and Excel template that needs to be filled out in the tender. This means you get a pre-filled draft of your proposal and requirement specifications, ready for review and adjustment.
Here's how it works:
Create a bid: Start by creating a bid from the tender page as usual.
Find the drafts: In the Bid room, navigate to the Fillable templates folder. You'll find the auto-generated documents there.
Edit and adjust: Open a document to see the filled-out draft. From here you can easily edit the text, and regenerate all or parts of the content if needed.
Download the finished template: When you're happy with the content, click "Fill out and export". Cobrief then writes your changes into the buyer's original Word or Excel template, preserving all formatting, ready for submission.