Overview

Content blocks are reusable modules of text that contain information you often provide to your customers. 

These items, often boilerplate text such as: 

• Payment terms
• Scope of Work
• Services Included

can be written once and then re-added to other templates, reducing the amount of work needed to prepare your Quotes. 

Creating a new content block

1. Navigate to Templates > Content Blocks > + New Content Block.
2. Add a Content Block Name.
3. Check Lock Editing on Quote to prevent modification to this block within Quotes.
4. Add your content to the editor.
5. Click Create Content Block.

Editing or deleting an existing block

1. Navigate to Templates > Content Blocks.
2. Select the content block to edit and click to edit, or to delete. 

Adding a content block to an existing template

1. Navigate to Templates > Templates > Click on the template you’d like to edit.
2. Select the Content Blocks tab. All content blocks that are currently added to the Quote will appear here.
   1. Content blocks with a icon are locked and can’t be edited on a Quote. To edit these blocks, click the Manage Content Block button and find the named content block. Click the icon to edit the content.
3. Click +Add Content Block and check the box beside any content blocks you want to add to the template. Optionally, use the search bar to type the name of the content block you’d like to add to avoid scrolling through all the choices.
4. Once completed, click Add Selected Blocks. 

Changing the order of content blocks on a template. 

Customize the order of content blocks by hovering over then dragging and dropping the selected block to the newly desired position within the template. 

Editing or modifying content blocks on a Quote

Partners can edit or modify content blocks directly on the Quote for scenarios such as: 

• Quotes that require unique text where premade content blocks are insufficient.
• Quotes where an additional content block is required, only for that specific Quote. 

To modify or edit content blocks on a Quote: 

1. Navigate to Quotes > Quotes List > Click the icon beside the quote you’d like to edit.
2. Scroll down the screen to locate the Introductory Content section or the Closing Content section. Content blocks can be added to either of these sections. 

3. After choosing the appropriate section, click +Add Content Block to bring up the content blocks modal to choose which blocks you want to add to the Quote. 

4. Optionally, click Create New Block in the modal to create new content. The content will be saved as a new content block, which you can then add and select to your Quote. 

Content blocks can be moved by dragging and dropping within the Introductory Content or Closing Content section and transferred between the two sections. 

Outdated, orphaned, or modified content blocks

Since content blocks are reusable and can be updated at any time, a content block that’s been changed on one template may become outdated. If so, the content block will show an Out of Date warning on that specific Quote or template.

To refresh and update out-of-date content blocks, remove them, then re-add the outdated block. 

Content blocks may also be deleted when deemed no longer necessary and deprecated. These content blocks will show an Orphaned warning to advise that the content block should be removed from the Quote/template.
 

Alternatively, content blocks that aren't locked from editing on a template level can be edited on a Quote. To ensure that Partners know that the content block has been modified from the original, the content block will show a Modified warning.

Usage

Here are some examples of how we recommend using content blocks: 

Core Proposal Sections

• Executive Summary
• Scope of Work
• Objectives & Outcomes
• Proposed Solution
• Deliverables
• Timeline & Milestones

Technical & Service Details

• Services Included
• Managed IT Support
• Network & Infrastructure Management
• Cybersecurity & Compliance
• Cloud Services
• Backup & Disaster Recovery
• Monitoring & Reporting
• Third-Party Vendor Management

Pricing & Terms

• Payment Terms
• Assumptions & Exclusions

Value & Differentiation

• Why Choose Us
• Our Process
• Technology Stack
• Client Success Stories
• Service Level Agreement (SLA)
• Support Response Times