Snippets are a great tool if you want to insert standard content to your proposals quickly.

Here is a video showing you how to use them.

How to insert snippets into proposals

  • From the design preview of a proposal, hover a content block to reveal the "Add" button
  • Click the "Add" button
  • Select the snipped to insert from the dropdown menu
  • Click "Insert"

How to create a snippet

Snippets must be created prior to becoming available for insertion into proposals.

  • Click on the "Sales tool" menu, then the "Branding" tab
  • Click on "Snippet library"

  • Click on the "Add snippet" button
  • Fill in the form by giving a Name to the snippet and selecting the "Enabled" status. Then click on the "Save" button.
  • The new snippet appears in the list. You then just need to click on the "Edit content" button to define the content of the snippet

Did this answer your question?