Reuse a section such as your process, company introduction, or approved terms.
1. Open the proposal
Go to Proposals → My Proposals and open the intended editable draft. Confirm the customer and proposal name.
2. Save the section
Open the relevant page or section menu and choose Save to Library. Give it a name that explains its contents.
3. Find saved content
In another proposal, open Content Library. Select the saved section and add it to the intended page.
4. Review the copy
Check names, dates, prices, images, and terms for the new customer. Saving library content and saving the current proposal are separate actions.
5. Save and preview
Save the proposal and preview the inserted section in context, including page breaks and surrounding content.