With content blocks, you can save and re-use any of your sales content in smaller chunks for better organization and quicker content creation. This is useful when you need to re-use small bits of content throughout your proposals as you customize them for your current prospect. 

You can save any block of content to your library for later use, like a text & images block, a video, an estimate block (pricing table), or even an image gallery. You can quickly insert these saved content blocks into any proposal, speeding up proposal creation and giving you an efficient way to store and organize your various sales assets.

Some Use Cases:

  1. You could save multiple versions of your pricing block and insert the most appropriate version in your proposal draft once you know what type of products/services your prospect is interested in.

  2. You could save your different promo videos individually into your library and then insert the right one(s) into your proposals based on what your prospect is interested in.

  3. You could save individual bios of your key team-members and then quickly insert only the ones that will be part of your current proposal.

Quickly Insert Saved Content Blocks Into Your Proposals

It's easy to Insert a content block into your proposal. The "Insert Block" button will appear in the lower right corner of any block as you hover over over it. Clicking this will open your saved content blocks. Select one, and it will be inserted right into your content.

You can also save any block of content back into your library by clicking the "More" actions button and selecting "Save to Library". 

Manage Your Saved Content Blocks In Your Library.

You can create and save content blocks from inside your library tab and organize them into folders, just like you can with Line Items, or Proposal Sections. 

Once you have saved blocks in your library, you can then share them with team members giving you a flexible way to distribute your various saved content blocks with with your team members and departments.

Did this answer your question?