Save and Reuse Content Block(s) From the Fresh Proposals Snippet Library

Fresh Proposals is power-packed with features and because of that many of them are overlooked. I’d like to call your attention to one of my favorite- snippet library.

What is a snippet library?

This is a clipboard kind of a feature that allows you to save content block(s) that you’d like to reuse. It is a mini-version of page copy or section copy. The best part is, once a content block (shape, image, fees table, text box) is added to a snippet it can be used in the same proposal, or different proposal or same template or different templates; even by other team members.

Think about a logo, shape, image, fees table, or text box. Anything that sits on a proposal page, can be saved as a snippet.

Here is how to add to snippets, use it, manage elements in it.

1. Add elements to snippet

• Open a proposal or template
• Right-click on the textbox, shape, image and you will see an option to Add to Snippet.
• Once the content element is added to the snippet you will find it in the Snippet Gallery in the editor

2. Accessing snippet gallery/using the snippet from the gallery in a proposal

• Open a proposal or template
• You can drag-drop desired snippets to a given page in the proposal/template editor.

3. Manage Snippets Library

• Click on the Content Library left side menu bar and then click on the Snippets tab on the top side on the page.
• You can manage items in the library similar to Image/ Video Library

That’s it!!! We can’t wait for you to use this Fresh Proposals feature and create winning proposals faster.