Project Templates — your shape, saved per project type

You know the moment: you generate a Shower Remodel proposal, the AI gives you eight lines, you bundle six of them into a single line because that's how you sell a shower, you fix the scope language, you send it off. Three days later you start the next Shower Remodel — and the AI is back to eight lines like the last conversation never happened.

That stops now. Project Templates save the shape of a proposal per project type, and every future proposal of that type starts from your saved shape.

Two paths to a template, depending on how deliberate you want to be.

Implicit. Sign a proposal you're happy with and BidCraft quietly uses it as your template for next time. You don't have to do anything. The system watches your signed work and matches the granularity — one combined line stays one combined line, twelve itemized lines stay twelve itemized. The fight-the-AI-every-time loop just ends.

Explicit. When you really want to lock something in, hit Save as {Project Type} template on the proposal page. The button appears once the project has a project type set AND a proposal generated. What gets captured: the lines, the order, the scope language. Pass-through fees like permits and dump charges don't get saved — those stay project-specific.

The AI still auto-adjusts per project, which matters more than it sounds. If your template doesn't have a Plumbing line but the synthesis shows plumbing work, a Plumbing line gets added. If your template has a Glass Enclosure line but there's no glass on this one, it gets dropped. You don't have to babysit it. The template is the shape you usually want; the AI handles the per-job exceptions.

You can also edit templates directly from Catalog → Project Templates — useful for refining without doing it through a real job.

Read How Project Templates work for the full rundown.