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Content blocks are pre-written sections, such as a company overview, a solution description, or a case study, that sales reps add to their quotes. They keep your messaging consistent and save time. Your customer reads them at the top of the Dealroom. To create one step by step, see Create a content block.

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Where to find them

In the side menu, click Content › Content Block. The list shows the columns Active, Name, Description, Reference, Type, Language, and Updated at. Use the search bar to find a block.

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Content block fields

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Types

Sales reps can filter blocks by type when adding them to a quote.

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Variables

The content can include variables from the Customer, Installments, Payment Method, Quote, Sales Rep, Seller, and Totals groups, such as [Customer/Name] or [Quote/Number]. Type @ in the editor to insert one. See Use dynamic variables.

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How blocks reach a quote

  1. In the template’s Content tab, an admin adds blocks to the Quote content block table (“The sales team will only have access to the blocks selected on this template”). For each block, they set:
    • Insertion: Always displayed (automatically inserted into every quote) or Available (available to sales during quote building, not inserted by default)
    • Editable: whether the sales rep can change the text in the quote
  2. In the quote, blocks appear under General Information › Content. Sales reps add available blocks with Content section.
  3. In the Dealroom, the blocks are displayed with their variables filled in.
Each quote keeps its own copy of the block’s text, so a sales rep can adapt it for one customer without changing the block.

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Common questions

Yes. Select several templates in Linked Resources, or add the block in each template’s Content tab.
Inactive blocks can’t be added to quotes, but they stay in the list. Use it to hide outdated content without deleting it.
No. A block inserted by default can’t be removed from the quote (“This block is inserted by default and cannot be removed.”).

Create a content block

Step-by-step guide

Use dynamic variables

Insert quote and customer data

Template settings

The template’s Content tab

Client view

How blocks appear to the customer
Last modified on October 27, 2026