How to manage content blocks?

Introduction

Content blocks allow you to create pre-written marketing text sections (company overview, solutions, case studies, team, etc.) that your sales reps can insert into their quotes. This saves them valuable time, so they no longer have to write this recurring content themselves, and ensures they use the latest version validated by the company.

By associating these blocks with quote templates, the right marketing information automatically accompanies each type of sales proposal.

Access

In the left side menu, click Content
Click Content blocks

View the list of content blocks

The list displays all content blocks configured in your workspace with the following information:

Status : Active or Inactive
Title : Content block name
Reference : Technical reference
Type : Content type (Introduction, Company, Solution, etc.)
Language : Block language
Update : Date of last modification

Use the search bar to find a specific block.

Create a content block

Creating a content block allows you to define a reusable text section in your quotes.

Click + New content in the top right
Fill in the general information:
- Name * : Block name (e.g., Acme Inc Overview, Our methodology, Customer references)
- Reference : Technical reference
- Internal description : Description for your team
- Language : Content language
- Type : Content type (see below)
- Associated templates : Quote templates that will use this block
In the right side panel, set the Status (Active/Inactive)

Available content types

Select the type that matches the nature of the block:

Introduction : General introduction to the quote
Context : Project or request context
Objectives : Objectives to achieve
Company : Overview of your company
Solution : Description of the proposed solution
Advantage : Advantages and benefits
Case Studies : Case studies and references
Timeline : Project schedule and milestones
Results & KPIs : Expected results and indicators
Team : Overview of the project team

💡 Tip : The type helps you organize your blocks and find them easily. It can also be used to automatically place the block in the right location in the quote according to the template configuration.

Write the block content

The Content block includes a rich text editor to write your marketing content.

Formatting tools

The editor provides the following tools:

Text style (headings, paragraphs)
Bold, Italic, Underlined
Alignment (left, centered, right, justified)
Line break

Insert variables

As with contract templates, you can insert dynamic variables that will be replaced by quote or customer data:

Customer name : Customer legal name
Address : Customer address
Buyer name : Contact name
And other variables depending on your configuration

💡 Example : "We are delighted to present to [Customer name] our solution tailored to your needs..."

Enter external identifiers

If you use external systems, enter the corresponding identifiers:

CRM ID : Identifier in your CRM
ERP ID : Identifier in your ERP
Accounting ID : Identifier in your accounting software

Export and import blocks

Qwoty lets you manage your content blocks in bulk:

Export : Click Export to download your blocks
Import : Click Import to import blocks from a file

Save

Once the configuration is complete, click Save in the top right.

How to manage contract templates?
How to manage quote templates?
How to create a quote?