Prerequisites
- You have write access to Content
- To add the block to a template, you have write access to templates
Create the block
1
Open the content blocks
In the side menu, click Content › Content Block, then click New block.
2
Fill in the general information
- Name *: for example
Company overview - Reference and Description: for your team
- Language: the language of the text. Use one block per language if you sell in several languages
- Type: Introduction, Context, Objective, Company, Solution, Advantage, Case Study, Timeline, Result, or Team
3
Write the content
In Content, write the text with the rich text editor. To insert quote or customer data, type
@ and pick a variable, for example [Customer/Name]. See Use dynamic variables.4
Link templates (optional)
In Linked Resources, select the Templates where the block should be available.
5
Activate and save
Set Status to Active in the right panel, then click Save.
Make the block available in a template
1
Open the template
Click Template in the side menu and open the template.
2
Add the block
In the Content tab, under Quote content block, click Add, select the block, and confirm.
3
Set the insertion
In the table, choose the Insertion:
- Always displayed: the block is automatically inserted into every quote
- Available: sales reps can add it while building the quote
4
Save
Click Save.
Use the block in a quote
1
Open the content area
In the quote editor, expand General Information. The Content area lists the blocks already inserted.
2
Add blocks
Click Content section. In Add content blocks, filter by type (All types), select the blocks, and click Add n item(s). Click Add empty section to write a section from scratch.
3
Adapt and save
Edit the text if the block is editable, reorder sections by dragging them, then click Save.
Related resources
Content blocks
Fields, types, and insertion modes
Use dynamic variables
Insert variables in your blocks
Template settings
The template’s Content tab
Client view
How content appears in the Dealroom