Tender templates are used by users that want to create a tender and then re-use it as a template across other leads. 


To create a tender template:

1. Go to the Tender tab within a Lead

2. Create a Tender by selecting a house type

3. Then click 'Begin'

4. Once you have created the Tender come back to the Tenders tab and click on the drop down next to 'View Overview' button which is on the far right of that tender

5. Click on 'Save as Template'

6. In the popup window name the template

7. Click 'Save'

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To rename a tender template:

1. Select the template from the drop down list when you are in any lead

2. Click on edit

3. In the popup window edit the template

4. Save


NOTE:

There is no functionality to change a template. Please go back to the tender that you created the template from in the first place and make changes to it then save it as a new template.

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To delete a tender template:

1. Select the template from the drop down list when you are in any lead

2. Click on edit

3. Click 'Delete'