The AI Prompt Templates feature in Narwin helps you automate and standardize repetitive writing tasks — from proposal sections and cost estimations to client reports and status updates.
Last updated on October 29, 2025
Overview
The AI Prompt Templates feature in Narwin helps you automate and standardize repetitive writing tasks — from proposal sections and cost estimations to client reports and status updates.
Templates allow you to build structured, reusable AI prompts that can be used directly in AI Writer or shared across your company workspace.
Narwin provides two ways to use templates:
System Templates – prebuilt by Narwin for sales, proposals, and RFP workflows.
Custom Templates – created by you or your company to match your internal formats or style.
💡 Templates make it easy to generate consistent, high-quality content while ensuring alignment with your company’s tone, data, and structure.
Where to Find Templates
From the sidebar, click Templates.
You’ll see a library of all available templates, grouped by type:
🧩 System – available to all workspaces
👥 Company – shared across your organization
🙋♀️ User – visible only to you
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System Templates
Narwin includes a set of ready-to-use templates designed for common RFP and proposal writing tasks.
Examples include:
AI Assistant Mode: Produces factual, professional analysis responses for sales or RFP reviews.
Battle Card: Generates a structured competitor comparison document with advantages and positioning.
Pitch: Builds a 12-slide pitch deck including problem statement, solution, and value proposition.
Case Study: Creates a persuasive case study with problem, solution, and results sections.
RFP Review: Reviews RFPs to identify risks, compliance gaps, and win probability.
Status Report: Summarizes project progress, challenges, and next steps.
Success Story (Concise): Short client success narrative emphasizing measurable impact.
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You can view details for any system template by clicking the 👁️ icon — this opens a side panel describing its purpose, process, and key use cases.
Creating a Custom Template
You can build your own templates at either the User or Company level.
Click Add Template in the top-right corner.
Choose the Template Level:
User Template – private to you
Company Template – visible to all users in your workspace
Fill in the following fields:
Template Name – e.g., “Proposal Executive Summary”
Short Description – a one-line summary
Description – longer explanation of what this template does
Prompt – the actual AI instruction (up to 4000 characters)
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Once you’re done, click Create Template.
💡 Tip: Write your prompt like you’d brief an assistant — specify structure, tone, and data source instructions (e.g., “Use uploaded company documents to reference project experience.”)
Editing a Template
To modify a template you created:
Go to the Templates page.
Locate your custom template and click Edit.
Update any details or prompt text.
Click Update Template to save changes.
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Changes to Company Templates are instantly reflected for all users in that workspace.
Using Templates in AI Writer
Once your templates are ready, you can use them inside AI Writer.
Open AI Writer from the sidebar.
Search or select your desired template from the left panel.
Add your content or context in the main writing box.
Optionally choose:
Data Sources – uploaded files, RFP documents, or connectors
Content Length – short, medium, or comprehensive
Tone – friendly, casual, or formal
Privacy Settings – anonymize names if needed
Click Generate Content to produce AI-written output.
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🧠 Narwin will automatically reference your connected company data and follow the structure defined in your chosen template.
Common Use Cases
AI Prompt Templates are versatile and can be used for:
✉️ Client Communication (e.g., responses to clarifications, follow-up letters)
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Managing Templates
Visibility:
System templates are fixed.
Company templates are shared with all users in your workspace.
User templates are private.
Versioning: Editing a template overwrites its previous version.
Consistency: Encourage teams to use company-level templates for consistent language and brand tone.
Benefits of Using Templates
✅ Save time on repetitive sections like pricing or cover letters
✅ Maintain consistent formatting across all proposals
✅ Enable team collaboration with shared company templates
✅ Use structured prompts to ensure predictable, high-quality results
✅ Reduce AI variability and hallucination by providing strong instructions
✅ Summary
The AI Prompt Templates feature empowers your team to standardize and accelerate content creation across the entire RFP lifecycle.
Whether you’re writing a proposal, estimating costs, or creating reports — templates ensure your AI assistant always follows the same structure, tone, and context.
🚀 Start by creating one reusable template today — and let Narwin handle the rest, automatically pulling data and writing content that fits your company’s style.
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