Snippets

If you often reuse a short sentence or paragraph, consider using snippets instead of creating and saving a new section to your Section Library. 

Maybe you have an intro paragraph that you want to save separately, or perhaps you thought of a great call to action or tagline you want to use regularly. Cases like these are where snippets truly shine. They save you time by preventing you from typing out the same information over and over again, and they help maintain content consistency, accuracy, and reusability across your entire account.

Snippets are text only - images cannot be saved in a Snippet.

Create a Snippet

To create a snippet, use either of the following two methods:

From the Content Library (for new text)

While in the Content Library, Open the Snippets Library by Selecting Snippets in the menu just under the page title:

Next, open the Snippet Editor by clicking +Snippets at the far right of the page:

To create your snippet, start by adding text into the text box and then give it a descriptive name:

(Optional) You can also format your text by using the toolbar at the top of the window:

or add tags using the tag tool at the bottom of the page (to learn more about tags, see Tagging Your Content):

Once you are ready, click Save:

Saving a snippet will push it to your top-level/main folder. You'll need to visit the Content Library Snippets to put it into a new folder for organization.

From the Editor (For existing text)

While in the Editor, highlight the text you want to save and then open the Snippets panel by clicking Snippets:

Next, give your snippet a unique, descriptive name and click Create snippet:

You can now find your new snippet in your main Snippet Library folder in your Content Library.

Add Snippets to Your Document

First, click in a textbox where you want the snippet to go, next, open the snippets panel by clicking Snippets at the bottom of the right-hand panel. Then select your snippet from the list to insert it into your document at your cursor’s location:

If you have many snippets in your account, your snippet list can get long and cumbersome. In this case, you can search for a snippet by using the search bar in the snippet panel:

Edit Snippets

First, open your snippet in the Snippet Editor by double-clicking it in your Snippet Library.

Next, edit your snippet and then click Save to confirm your changes:

For brief details regarding the various Snippet Editor features, see Creating a Snippet above.

Recovering a Lost Snippet

Looking to save time typing by using snippets, but can't seem to find the one you're looking for? Don't Panic! Here's how to restore that snippet from another proposal or template.

Locate a proposal or template that used that snippet

You can locate the proposal either from your Pipeline or Archives: 

If the proposal is archived, lost, or won, you'll need to make a duplicate of it.

You can make a duplicate of a won proposal by selecting the three-dot menu to the right → select duplicate:

To make a duplicate of an archived proposal, enter the Snapshot and select duplicate at the top right of the page:

Once this is done, you'll find the duplicate in your Drafts queue.

Enter the Editor

Once you've located the proposal in the Pipeline, hover over it and select edit:

This will take you to the proposal's Editor. You can also select the proposal and enter the Editor from the proposal's Snapshot page:

Highlight the Snippet Text

Locate the snippet text. Click inside of the text box containing the text. A blinking cursor will appear. From there, click and drag (or press shift+arrow keys) to highlight what you would like to save:

From there, select snippets - it is found under the Text Box Properties Menu:

This will bring up the Snippets Menu. Name your snippet using the form field in the yellow box and select the green create snippet when you’re ready to save:

The snippet will be saved, including all text formatting, for future use in your proposals.