Knowledge Base

Data Sources

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 image 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 image 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. image 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. image 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 image 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 image 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 image 💡 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.

Content Master

Overview Content Master is where Proposal.biz organizes all the content extracted from your data sources into structured, ready-to-use content blocks. Think of it as your central content library everything from your About Us, team details, services, and testimonials is stored here and available to insert directly into any document. Accessing Content Master 1. Go to Knowledge Base in the left sidebar 2. Click Content Master Understanding Content Blocks Content Master organizes your extracted content into individual blocks by category. Each block represents a specific type of content pulled from your data sources, for example: - About Us - Team - Services - Testimonials - And more depending on what was extracted from your website or imported files image Editing a Content Block 1. Hover over the content block you want to edit 2. Click Edit 3. The block will open in an input field state where you can update the content directly 4. Make your changes and click Update. image Previewing a Content Block 1. Hover over the content block you want to preview 2. Click Preview 3. The block will open in a preview state showing how the content will appear in a document Deleting a Content Block 1. Hover over the content block you want to delete 2. Click Delete 3. The Delete Block confirmation modal will appear 4. Confirm the deletion to permanently remove the block Note Deleting a content block removes it from Content Master permanently. If you need it again you will have to re-extract it from your data sources. Using Content Master Inside the Editor You can access and insert your Content Master blocks directly while working on a document: 1. Open any document in the editor 2. Go to the Left Panel 3. Navigate to the Content Master tab 4. Browse your content blocks and click to insert into your document image 💡 Pro Tip Keep your Content Master up to date by refreshing your data sources whenever your website content changes. This ensures that every document you create always reflects your latest brand messaging, team details, and service offerings. Next Steps Now that your content and data are in order, learn how to configure your workspace in Settings.