1
Decide what to save
Identify the block or group of blocks you want to save to the Content Library. For example, you may want to save a “Sign Here” text block together with its eSign block.
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.
Adding a Content Block to the Content Library from the Document Editor
Learn how to save selected content blocks from the Document Editor into the Content Library so they can be reused later.
Steps to add a content block
2
Select the content blocks
Select the text block and the eSign block. A broken line will appear around the selected blocks.
3
Open the block menu
Right-click on one of the selected blocks to open the options menu.
4
Add the selection to the Content Library
From the menu, choose Add selected to content library.
5
Choose the library type
In the Add to Content Library form, choose whether to save the block under Personal or Company. Select Company if other users should be able to access the saved content.
6
Enter the content details
Fill out the required fields, such as the folder, content name, and description.
7
Save the content block
Click Save to add the selected blocks to your Content Library.
8
Open Content Libraries
To check the newly created content, click Content Libraries on the right-side navigation panel.
9
Confirm the saved block
Under Company, find the content block you just saved in the selected folder.
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.