To help you sell better, your vendors can publish Global Blocks that you can drag and drop while editing your documents and make them a part of your proposal or quotes.
These are especially helpful when bundling multiple solutions in a quote.
Prerequisites: You must have ‘Joined’ the vendor on Marketplace whose blocks you want to use.
Click here to see how to select a template and get to the document editor.
Once you are in the document editor, click on ‘Global Blocks’ under the Saved Blocks section on the right.
Here, you’ll be able to see different Blocks published by your vendor that you can include in your document.
You can simply drag and drop the block at the desired position of your document and customize it further if needed.
Click here to learn more about using Blocks in the Zomentum document builder.