---
title: Customising a Tender Template in C-Link
description: This guide provides step-by-step instructions on how to customise a tender template in the document creator within C-Link.
---

[Skip to content](https://knowledge.c-link.com/en/guides/customising-a-tender-template-in-c-link#main-content)

English

Show submenu for translations

![logo.svg\]](https://knowledge.c-link.com/hubfs/Imported%20sitepage%20images/logo.svg)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations
- [Log a support ticket](mailto:support@c-link.com)

[Log a support ticket](mailto:support@c-link.com)

 Welcome to the C-Link Knowledge Base

- There are no suggestions because the search field is empty.

1. [C-Link Help Centre](https://knowledge.c-link.com/en/guides?hsLang=en)
2. [Getting Started with C-Link](https://knowledge.c-link.com/en/guides/getting-started-with-c-link?hsLang=en)
3. [Tendering and Tender Management](https://knowledge.c-link.com/en/guides/getting-started-with-c-link?hsLang=en#tendering-and-tender-management)

# Customising a Tender Template in C-Link

## This guide provides step-by-step instructions on how to customise a tender template in the document creator within C-Link.

**Estimated Read Time: 2 Minutes ⏱**

It is recommended that you familiarise yourself with the Document Creator and Template Customisation sections before proceeding with this guide.

---

#### **Sections in this Article:**

- **📝 [Accessing the Tender Template](https://knowledge.c-link.com/en/guides/customising-a-tender-template-in-c-link#accessing)**
- **✏️ [Customising the Template](https://knowledge.c-link.com/en/guides/customising-a-tender-template-in-c-link#customising)**
- **💾 [Saving Changes](https://knowledge.c-link.com/en/guides/customising-a-tender-template-in-c-link#saving)**
- **🎥 [Full Walkthrough Video](https://knowledge.c-link.com/en/guides/customising-a-tender-template-in-c-link#vid)**

---

### **📝 Accessing the Tender Template**

To begin customising your tender template:

1. **Navigate to Tender Template**: 
     - Go to your project dashboard and open the relevant tender template.
     - Ensure you are at 100% completion by answering all the questions on the left-hand side.

### **✏️ Customising the Template**

Follow these steps to customise the template:

1. **Answer Template Questions**: 
     - Complete all the questions on the left-hand side to reach 100% completion.
     - For example, set the retention value. The default might be 3%.
2. **Edit Template Directly**: 
     - Click directly into the document to edit.
     - For instance, change the retention details from 3% to a customised value such as "1.5% released on TC, 1.5% released on defects expiring".
3. **Make Bespoke Adjustments**: 
     - Add any additional bespoke information directly into the document.
     - Ensure your changes reflect the specific requirements of your tender.

### **💾 Saving Changes**

After customising your tender template:

1. **Save Changes**: 
     - Press the "Save Changes" button to update the document.
     - It is always a good practice to save your work frequently to avoid any data loss.
2. **Update Company Assets**: 
     - If you want these customisations to be standard across all your templates, refer to the company assets section.
     - Follow the guidelines on how to update your company assets for consistency.

### **Summary ✅**

This guide has outlined the process for customising a tender template in C-Link. Following these steps ensures your tender documents are tailored to your specific needs.

### **🎥 Full Walkthrough Video**

For a comprehensive guide, watch the full walkthrough video below:

<iframe data-hsv-src="https://play.hubspotvideo.com/v/8503555/id/173007686720" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="173007686720" data-hsv-style="" data-hsv-width="688" data-hsv-height="387" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

 

- [Getting Started with C-Link](https://knowledge.c-link.com/en/guides/getting-started-with-c-link?hsLang=en#main-content)

    - [Account Set-up](https://knowledge.c-link.com/en/guides/getting-started-with-c-link?hsLang=en#account-set-up)
    - [Your Dashboards and how to add a new project](https://knowledge.c-link.com/en/guides/getting-started-with-c-link?hsLang=en#your-dashboards-and-how-to-add-a-new-project)
    - [Supply Chain](https://knowledge.c-link.com/en/guides/getting-started-with-c-link?hsLang=en#supply-chain)
    - [Company Assets](https://knowledge.c-link.com/en/guides/getting-started-with-c-link?hsLang=en#company-assets)
    - [Creating your First C-Link Project](https://knowledge.c-link.com/en/guides/getting-started-with-c-link?hsLang=en#creating-your-first-c-link-project)
    - [Trade and Package management](https://knowledge.c-link.com/en/guides/getting-started-with-c-link?hsLang=en#trade-and-package-management)
    - [Tendering and Tender Management](https://knowledge.c-link.com/en/guides/getting-started-with-c-link?hsLang=en#tendering-and-tender-management)
    - [Quote Analysis and Orders Management](https://knowledge.c-link.com/en/guides/getting-started-with-c-link?hsLang=en#quote-analysis-and-orders-management)
    - [C-Link Best Practices](https://knowledge.c-link.com/en/guides/getting-started-with-c-link?hsLang=en#c-link-best-practices)
    - [Digital Price Breakdown](https://knowledge.c-link.com/en/guides/getting-started-with-c-link?hsLang=en#digital-price-breakdown)
    - [Cost Planning Tool](https://knowledge.c-link.com/en/guides/getting-started-with-c-link?hsLang=en#cost-planning-tool)
    - [Post Contract Financial Management](https://knowledge.c-link.com/en/guides/getting-started-with-c-link?hsLang=en#post-contract-financial-management)
- [Configuring C-Link](https://knowledge.c-link.com/en/guides/configuring-c-link?hsLang=en#main-content)

    - [Supply Chain Bulk Integration](https://knowledge.c-link.com/en/guides/configuring-c-link?hsLang=en#supply-chain-bulk-integration)
    - [Custom Trade Request](https://knowledge.c-link.com/en/guides/configuring-c-link?hsLang=en#custom-trade-request)
    - [Custom Document Template Request](https://knowledge.c-link.com/en/guides/configuring-c-link?hsLang=en#custom-document-template-request)
    - [Other Templates](https://knowledge.c-link.com/en/guides/configuring-c-link?hsLang=en#other-templates)
    - [Order Approval Workflow](https://knowledge.c-link.com/en/guides/configuring-c-link?hsLang=en#order-approval-workflow)
    - [Procurement Schedule Overview](https://knowledge.c-link.com/en/guides/configuring-c-link?hsLang=en#procurement-schedule-overview)
- [Integrations](https://knowledge.c-link.com/en/guides/integrations?hsLang=en#main-content)

    - [DocuSign & E-Signatures](https://knowledge.c-link.com/en/guides/integrations?hsLang=en#docusign-e-signatures)
    - [Companies House API](https://knowledge.c-link.com/en/guides/integrations?hsLang=en#companies-house-api)
- [Prosper](https://knowledge.c-link.com/en/guides/prosper?hsLang=en#main-content)

    - [How does Prosper work?](https://knowledge.c-link.com/en/guides/prosper?hsLang=en#how-does-prosper-work)
    - [Prosper Marketplace](https://knowledge.c-link.com/en/guides/prosper?hsLang=en#prosper-marketplace)
    - [Subcontractor Pre-Qualification](https://knowledge.c-link.com/en/guides/prosper?hsLang=en#subcontractor-pre-qualification)
- [Product Releases](https://knowledge.c-link.com/en/guides/product-releases?hsLang=en)
- [Reporting with C-Link](https://knowledge.c-link.com/en/guides/reporting-with-c-link?hsLang=en#main-content)

    - [Activity Reports](https://knowledge.c-link.com/en/guides/reporting-with-c-link?hsLang=en#activity-reports)

[![Chill listening crop-3](https://knowledge.c-link.com/hubfs/Imported%20sitepage%20images/logo.svg "Chill listening crop-3")](https://c-link.com/)

C-Link Help Centre

<https://uk.linkedin.com/company/construction-link-limited>

Copyright © 2026, Construction Link Limited

```json
{
  "@context" : "https://schema.org",
  "@type" : "VideoObject",
  "caption" : {
    "@type" : "MediaObject",
    "contentUrl" : "https://knowledge.c-link.com/media-transcripts/173003170479/en.vtt",
    "inLanguage" : "en",
    "name" : "en Captions"
  },
  "contentUrl" : "https://8503555.fs1.hubspotusercontent-na1.net/hubfs/8503555/2.%20How%20can%20I%20customise%20my%20tender%20template%20in%20the%20document%20creator.mp4",
  "dateModified" : "2025-09-17T11:23:35.572Z",
  "duration" : "PT1M12.241S",
  "height" : 2160,
  "name" : "2. How can I customise my tender template in the document creator",
  "thumbnailUrl" : "https://8503555.fs1.hubspotusercontent-na1.net/hubfs/8503555/2.%20How%20can%20I%20customise%20my%20tender%20template%20in%20the%20document%20creator.mp4/medium.jpg",
  "uploadDate" : "2024-07-15T11:40:47.435Z",
  "width" : 3840
}
```