September 2nd, 2025

New

Documents and Contracts

Documents & Contracts: Content Library for ease of Document Creation

What’s new?

  • Content Library inside the Documents & Contracts editor and template editor.

Screenshot 2025-09-02 at 19
  • 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.

Screenshot 2025-09-02 at 19
Screenshot 2025-09-02 at 19
  • 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.

Screenshot 2025-09-02 at 19
  • Reuse it: open the Content Library panel (left sidebar → Custom) and drag the saved block/page anywhere on the document.

Screenshot 2025-09-02 at 19
Screenshot 2025-09-02 at 19
  • Share it across locations: Go to Documents & Contracts → Templates → Content Library, click the ⋯ next to an item → Share, then select the location.

Screenshot 2025-09-02 at 19
Screenshot 2025-09-02 at 19

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.