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Data Sources

Last updated on Oct 27, 2026

Overview

Data Sources is where you connect and manage the content that Proposal.biz uses to personalize and enrich your documents. You can add sources by crawling your website or importing a file and once added, Proposal.biz extracts and organizes the content so it is ready to use across your documents.

Adding a Data Source

Proposal.biz gives you two ways to add a data source:

Option 1 — Website Crawl

  1. Go to Knowledge Base in the left sidebar

  2. Click Data Sources

  3. Select the Website Crawl tab

  4. Enter a Source Name

  5. Select what you want to import from your website

  6. Enter your website URL

  7. Click Crawl Website to begin

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Option 2 — Import File

  1. Go to Knowledge Base in the left sidebar

  2. Click Data Sources

  3. Select the Import File tab

  4. Drag and drop your file into the upload area or click to browse your files

  5. Add any Additional Instructions to guide how the content should be extracted

  6. Click Submit to begin processing

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Advanced Options

Before submitting either source type, you can click Advanced Options to configure additional extraction settings such as content depth, filtering preferences, and more.

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Generating Content

Once your source is submitted, Proposal.biz will begin extracting and generating content from it. A progress modal will appear while this is happening.

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Viewing All Data Sources

Once added, all your data sources appear in the All Data Sources table. For each source you can see:

  • Source Name

  • Type — Website crawl or imported file

  • Items — Number of content items extracted

  • Created By

  • Status — Whether the source is active or processing

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Removing a Data Source

  1. Click the actions menu next to the source

  2. Select Remove Source

  3. The Delete Source confirmation modal will appear

  4. Type CONFIRM in the field provided

  5. Click Delete to permanently remove the source

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Hiding a Data Source

If you want to temporarily disable a source without deleting it:

  1. Click the actions menu next to the source

  2. Select Hide Source

  3. Confirm the action in the modal that appears

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💡 Pro Tip Use the Website Crawl option to keep your data source in sync with your latest website content. If your website is regularly updated, adding more pages to an existing crawl ensures your documents always reference the most current information.

Next Steps Learn how to organize and manage your extracted content in Content Master.