Proposal block editor

Block types

When you click the + button to add a section, the block picker opens with three tabs: Sections, Presets, and Templates. Under Sections you see the individual block types you can add. Proposals have the following block types:

1. Content - a rich text editor where you type headings, paragraphs, lists, links, bold, italic, and inline images. This is the main block for all written content in your document.
2. Image - upload an image file. You can resize the image and choose between standard display or filling the section background. See design editor for image display options.
3. Video - embed a video from YouTube, Vimeo, or another provider by pasting the URL.
4. Code - embed raw HTML or a code snippet. You enter the code when adding the block.
5. Items - a pricing table with line items, quantities, rates, tax, discounts, and totals. You can switch between table and card layouts and add images to each item. See items block (service table) for full details.
6. Signature - the e-signature field where the client signs. Proposals include one signature block for the client by default.

Contracts use the same base blocks (Content, Image, Video, Code, Canvas) plus a Signature block that supports multiple signees. Invoices use Content, Image, HTML, and Canvas plus invoice-specific blocks: Intro, Items, Time entries, Task, and Summary.

Presets

Presets are pre-built section layouts that combine multiple blocks with sample content already in place. You find presets in the Presets tab of the block picker. The following presets are available:

1. Cover - a centered content block with your workspace logo, document title, date, and client name using smart fields, styled as a cover page.
2. Introduction - a content block with the creator's avatar and name, plus placeholder text for a personal introduction.
3. About - an image block next to a content block with a heading and placeholder for your company description.
4. Stats - three content blocks side by side, each showing a large number with a label underneath. Use this to display key figures at a glance.
5. Team - three content blocks side by side, each with a circular avatar placeholder, a name, and a position title.
6. Logos - five content blocks in a row, each with a logo placeholder image. Use this to display client logos or partner brands.
7. Testimonial - a single content block with a large quote and attribution line.
8. Packages - an items block in cards view with single selection required. The client must choose one package. Only available on proposals. See packages and add-ons on proposals.
9. Addons - an items block in cards view with multiple selection enabled but not required. The client can toggle individual add-ons on or off. Only available on proposals. See packages and add-ons on proposals.

Clicking a preset creates the entire section with all its blocks and sample content. You then replace the placeholder text and images with your own.

Section options

Hover over a section to see its options toolbar. The available options are:

1. Drag to move - drag the handle to reorder sections.
2. Style section - opens the design editor for the section, where you set background colour, background image, text colour, borders, padding, margin, corner radius, shadow, vertical alignment, and custom CSS.
3. Save to templates - saves the section as a reusable template. Saved templates appear in the Templates tab of the block picker. See proposal and contract templates.
4. Duplicate section - creates a copy of the section directly below.
5. Add section above - opens the block picker to insert a new section above the current one.
6. Add section below - opens the block picker to insert a new section below the current one.
7. Delete section - removes the section and all blocks inside it.

On mobile preview, a Stacked toggle replaces most options. When enabled, multi-column blocks stack vertically on small screens instead of staying side by side.

Templates

You can save any section as a reusable template and apply it to other proposals, contracts, or invoices.

To save a section as a template:

1. Hover over the section and click the Save to templates icon in the section options.
2. Enter a name for the template and confirm.

To use a saved template:

1. Click the + button to open the block picker.
2. Switch to the Templates tab.
3. Click the template you want to insert. All blocks from the template are added as a new section.

Templates are shared across document types. A section saved from a proposal can be inserted into a contract or invoice, and the other way around. For full details on document-level templates, see proposal and contract templates.

Tips

• Start with the Cover preset to get a branded first page in one click, then customise the content and colours.
• Use smart fields like client.name and other.dateNow in content blocks. The fields auto-fill with real data when the client views the document.
• To add your own signature before the client signs, use a content block or image block above the signature block. See pre-signing proposals and contracts.
• Style the entire document at once with the page-level design editor, which controls themes, colour palette, typography, layout, spacing, corners, borders, button appearance, and custom CSS.
• The block editor works the same way across proposals, contracts, and invoices. The only differences are which block types are available for each document type.