Blocks in Documents
Once the document is created, it can be customized using blocks. A block is an element that you can drag and drop around a document to suit various needs. There is no limit to the number of blocks that may be added to a document. Below are the different kinds of blocks you can add to the document builder:
What are the types of Blocks?
I. Arranging Blocks
You can drag blocks to various locations in a document using the button on the top left side of a tile (block).
II. Image Block
This option allows you to add Images to a Document. Images can be added from a device, camera, or via a link by clicking the ‘Upload Image’ icon. You can also overlay text on an image by clicking the ‘Add Text’ icon.
Pro Tip 1 - You can add text over the image and make the background transparent & the Image can be formatted using the functions from the formatting toolbar.
III. Video Block
This option allows you to attach videos to your documents to create a more personalized look. Just drag and drop the video block and click on the ‘Upload Video’ icon. You can then upload the file from your device or camera or via a link.
IV. Text Block
The text block lets you add word copy or tables to a document. That information can be configured using the formatting toolbar option located at the top of the page (see image below).
Note: The best practice for copying text is to use Ctrl+Shift+V instead of Ctrl+V because it will remove the formatting and make it easier to format it.
Pro Tip 2 - Global Settings: These are the general settings for the whole document. Making changes in these settings will implement changes to the whole document.
Pro Tip 3 - Tables: You can edit columns and rows once the table has been created.
V. Quote Block
This option allows you to add a Quote to a document. You may add products and bundles to your Quote block, create multiple sections, and add Discounts.
VII. Signature Block
Option to electronically sign the proposals and quotes by the end-client. Add the signature block and designate a Signee by clicking on the empty field.
The order of signing can also be modified as follows:
Click on ’Recipients’ on the right side of the page.
Click on the ’Signees’ tab.
Drag and Drop to change the order.
Note: Signees can only access the signature field after all the preceding signees have signed the document.
VII. Grid Block
This section allows you to add multiple rows and columns side-by-side. Grid blocks can support:
The grid block can have 2-4 columns and up to 4 rows.
To add blocks in a grid, click on the icon for the block type you wish to add.
VIII. Page Break
You can add page breaks in a document. Note: these will be visible only in the PDF version of the document and not on the Zomentum microsite.
IX. Saved Blocks
You can save a block in the document builder, which can be used in future documents.
To save, select the block and click on the small icon on the top right corner, add a name (for the block) and click ‘Save.’
To add a previously saved block to a new document, drag and drop it from the ‘Saved Blocks’ section on the page's right side.
Once you have added blocks to your document, you can populate them with appropriate data before publishing.
Document Builder - Settings Tab
While creating a document, you can also perform the following actions by accessing their respective icons in the right action bar.
2. Comments - You will add comments over the document to inform about any update on the same to the client or any member of the organization.
3. Recipients: You and your clients can approve documents by signing them electronically.
4. Activity - You will be able to see all the changes made by the client, owner, and any other personnel linked to the document.
5. Payments - You will be able to choose a method of payment with multiple options.
6. Settings - You will be able to Manage your document settings with this feature.
Auto Email Reminder:
You can perform the following actions to any completed document.
Once your proposal is complete, you can attach the document, check the preview and send out an email to your client.
Note: You can set an expiry date for your document, and all stakeholders will be notified, as shown above.