Using the Block-Based Builder

Step 1: Create a new proposal and enter the builder

From the Proposals dashboard, click New Proposal. Enter a name for internal reference (your client won't see this), then click Open Builder. You can start from a blank canvas or pick a pre-built template to speed up your workflow.

Templates are organized by industry — choose from Agency, Freelancer, SaaS, Consulting, and more
Starting from a template pre-populates all the standard proposal sections you can then customize
The builder auto-saves your work every 30 seconds so you never lose progress
You can rename the proposal at any time from the builder's top bar

Step 2: Add content blocks to your proposal

Click the + icon between any two blocks (or at the bottom of the canvas) to open the block picker. Choose from the available block types and click to insert. You can add as many blocks as needed and mix types freely throughout the proposal.

Text — rich text with headings, bullet lists, bold, italic, and links
Image — upload your own image or choose from the built-in stock photo library
Pricing Table — line items with quantities, unit prices, and a totals row
Signature — a legally binding e-signature field for your client to sign
Cover — a full-width hero with title, subtitle, and a background image

Step 3: Rearrange blocks by dragging

Hover over any block to reveal its drag handle on the left side. Click and drag the handle to move the block up or down in the proposal. Release to drop it into the new position. Reordering is instant and does not affect the content inside the block.

Use the up/down arrow buttons in the block toolbar as an alternative to dragging
Duplicate a block by clicking the copy icon in its toolbar — useful for repeating sections
Delete a block by clicking the trash icon; you can undo immediately with Ctrl+Z (or Cmd+Z on Mac)
Blocks can also be collapsed to hide them while editing so the canvas stays uncluttered

Step 4: Customize block styles

Click on any block to select it, then open the Style panel on the right. Here you can change fonts, text colors, background colors, padding, and border radius to match your brand identity.

Set your brand colors once in Settings > Brand Kit and they populate as quick-pick swatches in every block
Upload your logo in Brand Kit and it will appear in Cover blocks automatically
Font options include Google Fonts — search and apply any font without leaving the builder
Apply a global theme to change the visual style of all blocks at once with one click

Step 5: Preview the proposal as your client will see it

Click Preview in the top right corner to open a full-screen preview of the proposal exactly as a client would see it when they open the link. Switch between desktop and mobile views to check the layout on both screen sizes.

The preview opens in a new tab — you can share this URL temporarily for feedback from a colleague
Interactive elements like the pricing table and signature block are fully functional in preview mode
Check that all images load correctly and fonts render as expected before sending to a client
Exit preview and return to the editor at any time by closing the preview tab

💡 Tip: Use the Cover block as your very first block for a strong visual opening. A full-width header with your client's company name, project title, and a relevant background image immediately signals a professional, personalized proposal — and dramatically increases the chance your client reads past the first screen.

Step 1: Create a new proposal and enter the builder

Step 2: Add content blocks to your proposal

Step 3: Rearrange blocks by dragging

Step 4: Customize block styles

Step 5: Preview the proposal as your client will see it

Next Steps