Blog · Tag
templates.
3 posts in this archive.
Engineering
In preview: proposal templates v2 with custom sections
Template inheritance replaces copy. Sections defined once, customized per tenant, updated in one place. In preview behind the templates feature flag while the marketed Proposal Builder surface catches up.
PursuitAgent
RFP Mechanics
The proposal post-mortem template: preview
A Wednesday teaser for next week's pillar. The fields that matter in a post-mortem template, and the one section most teams skip.
Sarah Smith
Procurement
Multi-tenant DDQ templates across customer accounts
How one SOC 2 answer shape generalizes across many customer tenants without leaking tenant-specific facts. The separation between template structure and tenant content, explained.
The PursuitAgent engineering team
See the proposal workflow
Take the 5-minute tour, then start a trial workspace when you're ready to run a real pursuit against your own source material.