Document templates

Overview

Pursuit document templates are team-level Word-style layouts with variable placeholders — company name, VAT, pursuit title, banking fields, and more. Generate consistent offer documents inside pursuits without rebuilding headers and legal blocks every time.

Templates live at team level; generated files land in each pursuit's Documents library. Variables resolve from Team settings and pursuit context at generation time.

Tip: Before first live generation, confirm you have:

  • Completed Company profile, Legal representative, Banking

  • One template per document type your authorities expect

  • Test-generated from a sandbox pursuit

  • Correct language on template metadata

  • Editor connection healthy (OnlyOffice / collaborative driver)

Caution: Templates do not auto-update already-exported PDFs — regenerate after template or settings changes.

How to open

Path

Steps

Team management

Knowledge → Document templates

Pursuit documents

Link when no templates exist

List page layout

New button (+) → create flow.

Template grid

Each entry shows:

  • Template icon (by document kind)

  • Name and metadata

  • Hover cog or right-click context menu

Entry actions

Action

Result

Edit

Template editor page

Delete

Removes template (loading indicator while processing)

States

State

UI

Loading

Placeholder rows while data loads

Empty

Empty state — create first

Error

Empty + Retry

More pages

Load more

Creating a template — numbered steps

  1. Knowledge → Document templates → New.

  2. Enter template name and description.

  3. Choose language.

  4. Pick creation mode: blank document vs. upload starter file.

  5. Select document kind / engine.

  6. Submit — editor page opens for variable placement.

  7. Drag variables from catalog into document body.

  8. Save metadata and document content.

Template editor

Panel

Purpose

Metadata

Name, language, kind

Variable catalog

Drag into document

Editor connection

Collaborative editor bootstrap

Credits badge

AI credit balance (header)

Variables examples: Company Name, Company VAT Code, pursuit fields — resolved at generation.

Flow diagram

Using templates in pursuits

  1. Open pursuit Documents module.

  2. New document from template.

  3. Select team template.

  4. Document setup maps pursuit-specific values.

  5. Generated file appears in library.

  6. Open Document editor for final edits.

Missing settings → "complete" placeholders — finish settings first.

Relationship to other knowledge

Asset

Role

Team settings

Variable values

Document templates

Layout + placeholders

Content library

Free-text for AI writer

Pursuit documents

Generated outputs

Country and pursuit type

Create separate templates per language/country profile. Pursuit overview country configuration drives which pursuit modules appear — templates are team-wide but generation happens per pursuit.

Permissions

List: knowledge access. Create/edit/delete: often administrator role.

Best practices

  • One template per authority-expected doc type (technical annex, financial cover, etc.)

  • Use variables — never hard-code legal names in template body

  • Sandbox pursuit test before deadline week

  • Version major layout changes as new template; old pursuits keep prior outputs

  • Pair with Content library for narrative inside generated shells

Edge cases

Symptom

Cause

Action

Variables show "complete"

Empty settings

Complete settings; regenerate

Editor won't connect

Connection failed

Retry network

Template missing in pursuit

Wrong active team

Switch team

Wrong language output

Template metadata

Duplicate template per locale

FAQ

Do templates auto-update old PDFs?

No. Regenerate documents.

Templates per country?

Recommended — separate files per locale/profile.

Works standard forms vs templates?

Works uses Construction standard forms country catalog — templates for custom team layouts.

OnlyOffice required?

Editor driver typically OnlyOffice for DOCX.

Delete template in use?

Old generated files remain; new generation blocked for deleted template.

Share across teams?

No — team-scoped like all knowledge.

  • Company profile

  • Content library

  • Documents library

  • Document editor

  • Create standalone pursuit