How to Drag-and-Drop Content from the Library into a Document

Dragging content from the Content Library inserts reusable content blocks (text snippets, images, PDFs, videos, spreadsheet blocks and more) directly into the document editor. Inserted blocks keep their original formatting and any supported interactive elements, so you can reuse standard sections—like terms, pricing tables, or product descriptions—without copying and reformatting.

This speeds up document creation and helps teams produce consistent proposals and quotes when using sales quoting software or sales proposal software.

Open the document editor and open or reveal the Content Library pane. Click and hold the block you want, drag it into the editor and release it when you see a highlighted drop zone at the location you want. Use the visible drop indicator or the editor caret to place the block before or after specific paragraphs or sections for precise placement.

Yes. In the Content Library select multiple items (Shift+click to select a contiguous range or Ctrl/Cmd+click to pick non-contiguous blocks), then drag the selection into the document. The group will be inserted together and will preserve the relative order of the selected blocks.

After inserting, you can move individual blocks inside the editor if you need to fine-tune sequence or placement.

As you drag a block, the editor shows highlighted drop zones that indicate exactly where the block will be placed—between paragraphs, above headers, or inside allowed container areas. Pause the mouse pointer over the desired indicator until it becomes stable, then release to drop the block precisely.

For even finer control, place the editor caret where you want content to land before starting the drag action; many editors will insert the block at the caret position.

When you insert multiple selected blocks, the editor preserves their original relative order on insertion. If you need a different sequence, you can reorder blocks after insertion by dragging them within the document or using the editor’s move/reorder controls. Most editors also support undo if you need to revert a placement.

Common block types include formatted text snippets, images, PDFs, embedded videos, spreadsheet tables or blocks, and other interactive elements supported by the editor. These blocks retain formatting and functionality where supported, making them ideal for repeated use in quotes and proposals.

Yes — once a block is inserted you can edit its content inside the document to tailor wording, numbers, or visuals for a specific client or situation. Editing an inserted instance typically changes only that document; to modify the stored library version, open the block in the Content Library and update or save a new version so future documents use the revised master.

Organize your Content Library into logical folders and name blocks clearly (e.g., standard terms, pricing table, delivery options). Use multi-select to drop full sections at once and keep frequently used clauses as separate reusable blocks. These practices are especially useful when using quote software or proposal software within your sales quoting software stack because they reduce repetitive work and improve consistency.

Also use templates, preview inserted blocks before finalizing, and rely on undo/redo when experimenting with placement.