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Open the Content Library panel
Navigate to the Content Library panel from the right-side navigation menu.
How to Pin Frequently Used Content Blocks for Quick Access
Save time by pinning your most-used content blocks.
This guide shows you how to pin frequently used content blocks in your Content Library so they’re always easy to find. Learn how to locate, pin, and access these blocks from the Pinned tab for a faster, more efficient workflow.
Pinning Frequently Used Content Blocks for Quick Access
Learn how to pin commonly used content blocks in the Content Library so they can be accessed quickly while building documents.
Steps to pin and unpin content blocks
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Locate a frequently used content block
Browse through the available content blocks and find the one you frequently use in your documents.
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Open the content block menu
Right-click on the content block to display additional options.
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Pin the content block
From the menu, select Pin content library to add the content block to your pinned collection.
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Access pinned content
The pinned content block will now appear under the Pinned section at the top of the Content Library for quick access.
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Unpin a content block
To remove a block from the pinned section, right-click the pinned content block again.
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Remove the pinned content
Select Remove pinned content from the menu to unpin the content block from quick access.
Frequently Asked Questions
What does pinning a content block do?
Pinning a content block adds it to the Pinned tab in your Content Library so your most-used blocks are instantly accessible. This reduces search time during document creation and keeps frequently reused sections—like disclaimers, branded intro paragraphs, or pricing notes—within easy reach for faster, more consistent documents when using sales quoting software or sales proposal software.
How do I pin a content block in the Content Library?
Locate the content block you want to reuse in your Content Library, then click the pin option (usually shown as a pin icon) associated with that block. The block will immediately appear in the Pinned tab and be available the next time you build or edit a document in your quote software or proposal software.
How do I access my pinned content blocks?
Open your Content Library and select the Pinned tab — all blocks you’ve pinned appear there. From the Pinned tab you can drag, insert, or copy blocks into documents without searching the full library. The Pinned tab is designed for one-click access to your highest-value blocks during document and proposal creation.
Can I pin multiple content blocks at once?
Yes. You can pin multiple content blocks so a set of commonly used elements is available in the Pinned tab. Pin several blocks—such as legal text, branded sections, standard service descriptions, and pricing notes—to streamline repeated workflows in quote software and sales proposal software.
How do I unpin or remove a content block from the Pinned tab?
To unpin a block, open the Pinned tab, locate the pinned item, and click the pin icon again (or use the unpin/remove option). The block will return to its original place in the full library and will no longer appear in the Pinned tab.
Will pinning content blocks affect other users or shared libraries?
Pinning is designed to speed up your personal workflow and is typically scoped to your user account. If your organisation uses shared or published libraries, some admins may offer shared pinned collections or library-level settings—check with your account administrator if you need pinned content to be available team-wide.
What types of content should I pin for faster document creation?
Pin commonly reused, high-value elements: client-facing disclaimers, branded introduction paragraphs, recurring service descriptions, standard pricing notes, and legal terms. These pinned blocks make building quotes and proposals faster and more consistent across your sales quoting software and proposal software workflows.
I pinned a block but can’t find it in the Pinned tab — what should I do?
First, refresh the Content Library or reload your session to ensure changes are visible. Confirm you’re signed into the correct account or workspace, check that no filters are hiding items, and verify the block wasn’t moved or renamed. If it still doesn’t appear, contact your admin or support team for help.