In this step-by-step guide, we’ll walk you through the process of removing unwanted content blocks, including how to trigger the delete action, confirm deletion through the modal, and understand what happens when a block is permanently removed. Perfect for keeping your library clean and organized.
Deleting a content block permanently removes that block from your Content Library so it is no longer available for use when creating new documents. This helps remove outdated or irrelevant content and keeps the library organized for teams using quote software and proposal software.
Locate the content block you want to remove in the Content Library, use the block's delete action (usually a delete button or menu option), and then confirm the deletion in the modal or dialog that appears. The modal asks for confirmation because the deletion is permanent.
No. Deleting a content block is permanent and cannot be undone once you confirm the action in the delete modal. Make sure you really want to remove the block before confirming.
Only users with administrative access (roles that include content library management) can delete content blocks. If you don't have the required role, ask an administrator to perform the deletion for you.
Removing unused or outdated blocks reduces clutter and helps teams find current, relevant content faster. For sales teams using sales quoting software or sales proposal software, a tidy Content Library means more consistent documents, faster quote and proposal creation, and fewer mistakes from using stale text.
Before deleting, verify the block isn't used in active templates or live documents, notify teammates who may rely on it, and export or copy the block text elsewhere if you might need it later. Because deletion is permanent, a quick check prevents accidental data loss.
Deleted blocks are removed from the library and won't be selectable for new documents. Depending on your system's behavior, documents that already contain a block may either retain the inserted text or lose a dynamic reference—check how your QuoteCloud or other quote software handles inserted versus referenced blocks and update any active templates or live documents as needed.
The guide focuses on permanent deletion. If you want to retain a block without making it available to the team, consider exporting or copying the block content to a backup location or checking whether your instance of the platform supports an archive or deactivation feature. Contact your admin for options in your sales proposal software or proposal software setup.