Features > Smart Templates

Smart Templates That Think Ahead

Auto-fill dynamic sections across your standard templates, executive summaries, SoWs, and proposals... tailored to each new bid.
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Stop searching... Start winning!

Stop wasting time digging through folders. Answertree uses semantic AI to understand context and deliver spot-on answers, so you can focus on winning, not searching.
Prompt-Led Logic

Turn Prompts into Templates

Build Smart Templates using your own prompts that mirror how your team works. Define the structure, tone, and logic once, and Answertree will apply it automatically across every new document.
Familiar Formats

Keep Your Process, Just Faster

Smart Templates run on your existing Word, Excel or PDF Templates. No redesign required... simply add prompts that guide AI to complete each section with accurate, compliant content.
Context-Aware AI

It Knows What You Mean

Answertree understands the intent behind each prompt. It analyses your source documents, then writes or fills sections that align with your team’s preferred structure and messaging.
Always On-Brand

Maintain Style and Structure

Every Smart Template preserves your company’s tone, style, and hierarchy. From section headers to phrasing, the AI adapts perfectly to your established bid identity.
Flexible Output

Export and Edit Anywhere

When your document is ready, export directly into Word or Excel. Templates stay editable and collaborative, ready for your final review or client submission.
Evolving Intelligence

Learn and Improve Over Time

Each time a Smart Template is used, your team can refine prompts, add new examples, and improve accuracy. The more you use it, the smarter and more aligned it becomes with your organisation’s voice.

Why Customers love Answertree

"Answertree is quick and simple to access and utilise. The search functionality is useful since it allows me to quickly discover the information I need. The collaboration capabilities have greatly simplified the process of working on proposals together.”
Ayush Jadon
RFP Sales and Security, Calabrio
See Case Study

Frequently Asked Questions

Find answers to your questions about RFP, RFQ, DDQ, and proposal management services.
What are Smart Templates created and used for?

Smart Templates are designed to automate high-value bid documents such as executive summaries, statements of work, and scoring frameworks. They combine structured prompts with your bid data, enabling the AI to produce complete, compliant documents in moments, ready for review and submission.

How do Smart Templates work during a live bid?

Once your bid folder is uploaded, Answertree runs each Smart Template against the project materials such as RFPs, methodologies, appendices, and scoring guides. The AI then generates draft outputs aligned with your structure and scoring criteria, giving your team a fast, accurate foundation to refine and finalise.

Who maintains and approves templates?

Super Users manage versions and approvals. All changes are audited so you have full control and traceability.

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