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Adding a Content Block to the Content Library from the Document Editor
Easily save content blocks to your Content Library right from the Document Editor. In this step-by-step guide, you’ll learn how to name your content block, assign it to a folder (or create a new one), add an optional description, and save it for future use. Perfect for keeping your reusable content organized and accessible anytime you need it.
Frequently Asked Questions
What does “Add Content Block from Document Editor to Library” do?
This feature saves any block or group of blocks you create in the Document Editor directly into your Content Library so you can reuse it later. Saved blocks can include plain and formatted text, images, tables, embedded media, or combinations like a heading + paragraph + image. It makes repetitive content available across quotes, proposals, and other documents created with your sales quoting software or proposal software.
How do I save a content block from the Document Editor to the Content Library?
Select the content block(s) you want to reuse in the Document Editor, open the editor's save or library menu, and choose the option to add to Content Library. Give the block a clear name, choose an existing folder or create a new one, add an optional description, and click save. The block is now stored and ready to insert into future documents or quotes.
What types of content can I save as a content block?
You can save plain text, formatted text (headings, lists, styles), images, embedded media (video, spreadsheets), tables, pricing sections, and any combination of blocks you build in the editor. Essentially, anything you create in the Document Editor that you want to reuse in your quote software or proposal software can be saved as a content block.
How do I insert a saved content block into another document?
Open the document where you want to reuse content, open the Content Library panel, browse or search for the saved block, then click or drag it into the document. Adjust styling and data as needed. Using saved blocks speeds up document creation across proposals and quotes and helps maintain consistent branding and messaging.
How can I keep my saved content neatly organized?
Use folders in the Content Library to group related blocks by topic, client, template, or use case. Apply clear, consistent naming conventions and short descriptions so blocks are searchable. If your platform supports tags or categories, use them for cross-cutting organization (for example: pricing, legal, onboarding). Regularly review and delete deprecated blocks to avoid clutter.
Can I share saved content blocks with my team or keep them private?
Yes. QuoteCloud supports both personal and shared company Content Libraries. Save private items in your personal library or personal folders and publish company-approved templates and brand snippets to the shared library so the whole team can use consistent language and assets in quotes and proposals. Use permissions to control who can add, edit, or delete shared blocks.
How do I update or delete a saved content block?
Open the Content Library, find the block you want to change, and choose edit to modify its content, name, or description. Save changes to update the library copy. To remove obsolete content, use the delete option. Note: updating a library block does not always retroactively change content already inserted into existing documents—reinsert or update those documents if you need the new version applied.
What are best practices for creating reusable content blocks for quotes and proposals?
Keep blocks modular and focused (one purpose per block), use consistent naming (include client, purpose, or product), add short descriptions and tags, and store brand-approved wording in the shared library. Test blocks in a sample document to ensure formatting remains stable when inserted. These practices make it easier to scale document production in sales quoting software and sales proposal software while maintaining accuracy and brand consistency.