Guides / Templates and checklists

Templates and checklists

Bid and tender templates: choose the document for your next decision.

Working documents, registers, and letters for every stage of a pursuit. Each artefact is designed around a discrete commercial decision, not generic proposal boilerplate.

Last updated: 16 September 2026 ยท selrob

Pursuit execution templates

01Compliance matrix template for tender responsesExtract, classify, assign and track mandatory criteria and contract obligations across addenda. 02Tender clarification question template and question logNeutral question drafting patterns and an operational log to track buyer answers without exposing strategy. 03Tender debrief request letter and follow-up questionsA formal, non-adversarial feedback request letter and scored criteria question menu for lost pursuits. 04Bid lessons-learned template for wins and lossesSeparate observed fact from inference, assign one correction, and diary a follow-up. 05Tender calendar and pipeline register templateStages, decision dates, pursuit hours and delivery windows in one register. 06Bid/no-bid decision record templateVersioned recommendation, vetoes, evidence, recheck. 07Capability statement templateClaim, proof, relevance, capacity, per opportunity. 08Bid kick-off checklistOwners, evidence, workstreams in 48 hours.

Every template above includes a spreadsheet-ready blank table or copyable text block that pastes cleanly into Excel, Google Sheets, or your email client.

Qualification and economic models

Decision models published across our core guides

Before drafting a response or assigning a delivery team, test whether the tender warrants your pursuit cost. These interactive tools live in their respective topic clusters:

01Bid/no-bid scorecard and decision matrixTwelve questions across strategy, capacity, and risk. Printable and exportable to PDF. 02Cost-of-pursuit calculatorInteractive model calculating internal hours, opportunity cost, and external fees per tender. 03Bid qualification ROI modelModel the bottom-line savings and margin recovery of eliminating low-probability bids. 04How to decline a tender gracefullyProfessional no-bid letter templates that preserve buyer relationships for future opportunities.

Looking to automate qualification entirely? Read about our qualification approach to see how selrob extracts requirements and scores risk across complex tender packs in week one.

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