Creating proposals from scratch every time can be a daunting task. However, by using the content library, you can now save your most used proposal builder elements in layouts and quickly apply them when you need to create a new template.It’s easier than ever to set up a company schema to create proposal templates that keep your branding aligned.
Key Value Propositions
Centralised Access: Provides a single location for all digital assets, making it easy for users to find and access content quickly.
Time Savings: Reduces the time spent searching for content by having everything organised in one place.
Consistency: Ensures consistent use of approved content across the organisation, maintaining brand integrity.
Efficient Content Reuse: Allows customers to reuse existing content, saving time and effort in creating new materials.
View setting
➡️ Profile icon > Settings > Proposals > Content library > View
By default, you will find a folder named "Content library." Any templates not assigned to other folders will be grouped under this default folder.
Add new content layout
➡️ Add new template > Complete side panel > Save
Folder: The folder in which the template should be saved.
Name: Template name.
Cancel/Save.
Configuring the layout
Configure template
➡️ Configure > Use content blocks and page properties to design the template > X to close.
Content blocks
Drag and drop the required fields from the Content blocks to begin building your content page.
Title: Title of the template.
Text Area: Explain the purpose of the template.
Image: Drag & drop or browse the image from the system library.
Video: Provide the YouTube, Wistia, or Loom URL of the video.
Table: Use the table to present information in a structured and organized way.
Formatting
Hover over the content blocks and click the three dots on the right for additional formatting. Check the Template Builder guide for a detailed explanation of formatting options.
Edit a template
➡️ Locate the template > Edit > Update the template > Save
Delete a template
➡️ Locate the template > Delete > Type Delete > Delete
Add new folder
You have the flexibility to create as many folders as you require, and within each folder, you can further organise your templates by creating subfolders. Click "Add new folder" on the left side panel to create a folder or subfolder.
Edit folder
➡️ Locate the folder > Change the folder name > Save
Delete folder
➡️ Locate the folder > Delete > Type Delete > Delete
Organising folders and templates
Drag and drop your templates and folders to keep everything organised. To move multiple templates and/or folders at one time, check the box next to the name before dragging.