new
Documents & Contracts
Documents & Contracts: Content Library for ease of Document Creation
What’s new?
- Content Library inside the Documents & Contracts editor and template editor.
- Save your own reusable pieces - from a single block (e.g., signature table, pricing cards) or even all elements on a page.
- Drag & drop saved items anywhere in a document.
- Share library items across locations from Documents & Contracts → Templates → Content Library.
How to use?
- Create the block OR place all elements on a page you want to reuse.
- Save to library
- For a block: hover the block and click Add to Content Library.
- For a page: open the page -> "⋯" Hamburger menu → Add to Content Library.
- Give it a name and save.
- Reuse it: open the Content Library panel (left sidebar → Custom) and drag the saved block/page anywhere on the document.
- Share it across locations: Go to Documents & Contracts → Templates → Content Library, click the ⋯ next to an item → Share, then select the location.
Why we built it?
- Speed: assemble proposals, contracts in seconds - no more rebuilding the same sections.
- Consistency: keep branding, terms, and layouts uniform across teams and clients.
- Scale: distribute best-practice components to every location with one share.