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Documentation Index

Fetch the complete documentation index at: https://docs.qwoty.io/llms.txt

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Content blocks are pre-written marketing text sections that sales reps insert into their quotes. They save time, ensure consistency, and guarantee that all quotes include the latest approved messaging. You can create different block types—company overview, solutions, case studies, team introductions—and associate them with specific quote templates so the right content appears automatically.

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What content blocks include

Each content block contains:
  • Formatted text: Rich text with headings, bold, italic, alignment, and line breaks
  • Dynamic variables: Placeholders like customer name, address, or buyer name that populate automatically
  • Type classification: Category (Introduction, Company, Solution, etc.) for organization and placement
  • Template association: Links to specific quote templates that use this block
  • Language: Content language for multi-language support
Content blocks work like contract templates—both support dynamic variables that replace with quote or customer data.

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How it works

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Access content blocks

1

Navigate to Content

Click Content in the left sidebar.
2

Open content blocks

Click Content Block.

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Content block list

The list displays all configured content blocks with these columns:
  • Active: Active or Inactive status
  • Name: Content block name
  • Description: Short description of the block
  • Reference: Technical reference code
  • Type: Content category
  • Language: Block language
  • Updated at: Last modification date
Use the search bar to find specific blocks quickly.

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Create a content block

1

Start new block

Click New in the top right.
2

Configure general information

Fill in the required fields:
  • Name *: Block name (e.g., Acme Inc Overview, Our methodology)
  • Reference: Technical reference code
  • Internal description: Note for your team
  • Language: Content language
  • Type: Content category (see types below)
  • Associated templates: Quote templates that will use this block
3

Set status

In the right panel, set Status to Active or Inactive.

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Content types

Select the type that matches your content:
TypePurpose
IntroductionGeneral quote introduction
ContextProject or request background
ObjectivesGoals to achieve
CompanyCompany overview
SolutionProposed solution description
AdvantageBenefits and advantages
Case StudiesCustomer references
TimelineProject schedule and milestones
Results & KPIsExpected outcomes and metrics
TeamProject team introduction
The type helps organize your blocks and can automatically position the block in the correct quote section based on template configuration.

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Write content

The rich text editor provides these formatting tools:
  • Text style (headings, paragraphs)
  • Bold, Italic, Underlined
  • Alignment (left, centered, right, justified)
  • Line breaks

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Insert dynamic variables

Add variables that populate automatically with quote or customer data:
  • Customer name: Customer legal name
  • Address: Customer address
  • Buyer name: Contact name
  • Other variables based on your configuration
Example: We are delighted to present to {{customer.name}} our solution tailored to your needs...
Variables use the same syntax as contract templates: {{customer.name}}, {{quote.total}}, etc.

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External identifiers

Link content blocks to external systems:
  • CRM ID: Identifier in your CRM
  • ERP ID: Identifier in your ERP
  • Accounting ID: Identifier in your accounting software

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Import and export

Manage content blocks in bulk:
  • Export: Click Export to download all blocks
  • Import: Click Import to upload blocks from a file

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Save changes

Click Save in the top right to save your content block.
Changes apply to all new quotes created after the update. Existing quotes retain the version that was current when they were created. This ensures consistency in already-published quotes.
Yes. Associate a content block with multiple templates in the Associated templates field. The block will be available for all linked templates.
Inactive blocks don’t appear when sales reps create quotes, but they remain in the system. Use Inactive status to temporarily hide outdated content without deleting it.
The current editor supports text formatting only. For visual content, consider adding image links or references that sales reps can customize per quote.

Contract templates

Learn how contract templates use the same variable syntax

Quote templates

Configure templates that use content blocks

Create a quote

See how sales reps insert content blocks

Dynamic variables

View all available variables for content blocks