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The Builder

Proposal.biz Dimple
By Proposal.biz and 1 other •
14 articles

Builder Overview

Overview Every document you create in Proposal.biz opens in the same builder, whether you generate it with AI, start from a template, import it, or start from a blank canvas. The builder is where you shape, customize, and finalize your document before you send it. This article walks you through the builder so you know where everything is before you start working. The Builder Interface The builder has four main areas. - Top bar: your document details and main actions - Left panel: everything you can add to your document - Canvas: where you edit your content - Right panel: document-level tools and settings The Top Bar The top bar runs across the top of the builder. From left to right, it includes: - Home icon: return to your dashboard - Document ID and title: identify your document - Status badge: shows where your document stands - Document value: the monetary value assigned to the document - User avatar: shows who is currently editing - Send: open the Share Your Document window - Present: preview your document as a recipient sees it - More options (⋮): Save as Template, Export / Download, and Delete Document Home Icon Click the home icon at the far left to leave the builder and return to your dashboard. If you have unsaved changes, you’re prompted before you exit. Document ID and Title Your document’s unique ID (for example, B-250112) appears next to the home icon. It’s assigned automatically when the document is created and helps you identify the document in reports, support requests, and integrations. The document title sits next to the ID. Click it to rename your document right from the top bar. Document Status A status badge shows the current state of your document: - Draft: you’re still working on it and haven’t sent it - Sent: you’ve shared it with recipients - Finished: the recipient has completed it - Expired: it has passed its expiry date Document Value The document value (for example, $0.00) is the monetary value you assign to the document. Click the pencil icon next to it to edit. The value appears in your Reports and in the Documents table on your dashboard, so it’s useful for tracking the worth of your documents. Send Click Send to open the Share Your Document window, where you share your document and control how it’s opened. The window has five tabs: - Live Link: share with anyone or send directly to specific people - Custom Version: create different versions for different prospects - Export: download a copy as a PDF or PowerPoint file - Add to a Folder: move the document to a folder - Settings: set an expiration and password protection Learn more in Sharing and Sending Your Document. Present Click Present to open a full-screen preview of your document exactly as a recipient sees it. 1. Click Present to enter preview mode. 2. Move through your document pages. 3. Close the preview to return to the builder. More Options Click the three-dot menu (⋮) at the far right of the top bar for more document actions: - Save as Template - Export / Download - Delete Document Team Collaboration Invite teammates to your workspace so they can work alongside you. 1. Open the Invite members to your workspace window. 2. In the Invite by email field, enter the email address of the person you want to invite. To invite several people at once, separate the addresses with a comma or a space. 3. Add an optional message to personalize the invitation. 4. Under Invite as, choose a role: - Owner: full access to the workspace, including settings, billing, and team management - Member: access to all public items in your workspace 5. Click Send. Each invited person receives an email with instructions to join your workspace. The Left Panel The left panel is where you find everything you can add to your document. Each tab is an icon on the left side of the builder, and you can hover over an icon to see its name. - Search: find any block, layout, or section across all tabs - Basic Blocks: core elements such as text, images, dividers, and buttons - Smart Layouts: pre-designed layouts you can drop into your document - Content Master: insert content from your Knowledge Base - Charts: add data charts and graphs - Public Sections: reusable sections available to all users - My Sections: sections you’ve saved for reuse - Variables: placeholders that fill in with recipient or workspace details Learn more in Builder: The Left Panel. The Canvas The canvas is the main editing area at the center of the builder. Your document content lives here. - Click any block to select and edit it. - Drag blocks up or down to rearrange your layout. - Hover over a block to see its toolbar with quick actions. - Click outside a block to deselect it. Learn more in The Builder: Canvas. The Right Panel The right panel holds document-level tools and settings. Each tab is an icon on the right side of the builder. - AI Agent: edit, rewrite, or improve content with the AI assistant - Recipients: add and manage who receives the document - Themes: customize the look of your document - Layout Settings: adjust the page layout for documents or presentations - Evaluate: score and review your document with AI - Analytics: view engagement data for your document - Comments: add internal comments and see team feedback Learn more in The Builder: The Right Panel. Pro Tips - Hover over any icon on the left or right panel to see what it does if you’re not sure which tab it is. - Use Present to preview your document before you click Send. It shows the exact recipient experience, so you can catch layout issues and typos you might miss in the builder view. - Invite your whole team at once by entering several email addresses separated by commas or spaces. Next Steps Learn how to add content to your documents in Builder: The Left Panel.

Last updated on Nov 04, 2026

The Builder: Canvas

Overview The canvas is the main editing area at the center of the editor. This is where your document content lives — every block you add from the left panel, every piece of text you write, and every image you place all appear here. You can edit content inline, rearrange blocks, and use the block toolbar to manage individual elements. image Selecting a Block To work with any element on the canvas, you first need to select it. 1. Click on any block to select it 2. A highlighted border will appear around the selected block 3. The block toolbar will appear at the top of the selected block Inline Text Editing You can edit any text directly on the canvas without opening a separate editor or modal. 1. Click on any text block to enter edit mode 2. Type to add or modify text 3. Select text to reveal the inline formatting toolbar 4. Apply formatting such as: - Bold - Italic - Underline - Font size - Text alignment (left, center, right) - Text colour - Links - Lists 5. Click outside the block to deselect and save your changes 💡 Pro Tip Use keyboard shortcuts to speed up your editing — Ctrl+B for bold, Ctrl+I for italic, and Ctrl+Z to undo. These work the same way as any standard text editor. The Page Toolbar When you hover over or select any block on the canvas, a small toolbar appears at the top of the block. This toolbar gives you quick access to common actions for that specific block. Available actions in the block toolbar include: - Move — Drag the block to rearrange its position on the canvas - Duplicate — Create a copy of the block - Copy — Copy the block to clipboard - Save Page — Save this block or page for reuse in other documents - Delete — Remove the block from the canvas Note The exact options in the block toolbar may vary depending on the type of block you have selected. For example an image block will show image-specific actions while a text block will show text-specific actions. Adding New Blocks Between Existing Blocks When you hover between two blocks on the canvas, an insertion point will appear allowing you to add a new block at that specific position. 1. Hover between two existing blocks 2. Click the insertion point that appears 3. A new block will be added at that position 4. Alternatively drag any element from the left panel directly to the insertion point 💡 Pro Tip: Use Card Headers & Footers from the top bar's more options menu to add consistent headers and footers across all your pages — keeping your document looking professional and branded throughout. Next Steps Learn how to add and edit images in your documents in Adding and Editing Images.

Last updated on Nov 02, 2026

Builder : The Left Panel

Overview The left panel is your content building hub inside the builder. Every element, block, layout, and section you can add to your document lives here. It is organized into tabs each represented by an icon on the left side of the builder. image Search The Search tab lets you quickly find any block, layout, section, or element across the entire left panel without having to browse through each tab manually. 1. Click the Search icon on the left panel 2. Type your keyword in the search bar 3. Matching results from all tabs will appear instantly 4. Click on any result to insert it into your document image 💡 Pro Tip Use Search when you know exactly what you are looking for. It is the fastest way to find and add any element especially when you are working with a large number of blocks and sections. Basic Blocks Basic Blocks are the core content elements you use to build your document. These are the foundational building blocks for every document type. Available basic blocks include: - Text — Add headings, paragraphs, and formatted text - Image — Add an image block to your document - Button — Add a clickable call-to-action button - Divider — Add a horizontal divider to separate sections - Spacer — Add vertical spacing between elements - Table — Add a data table - List — Add bulleted or numbered lists - Video — Embed a video To add a basic block: 1. Click the Basic Blocks tab on the left panel 2. Browse the available blocks 3. Click on any block or drag it onto the canvas to add it to your document image Smart Layouts Smart Layouts are pre-designed layout combinations that give your document a professional structure in one click. Instead of adding and arranging individual blocks manually, a smart layout drops a complete section with content placeholders already in place. 1. Click the Smart Layouts tab on the left panel 2. Browse the available layouts 3. Click on any layout or drag it onto the canvas 4. Replace the placeholder content with your own image 💡 Pro Tip Use Smart Layouts when you want to add a professionally structured section quickly — such as a team introduction, feature comparison, or pricing table. It saves you the time of building the layout block by block. Content Master The Content Master tab gives you direct access to the content stored in your Knowledge Base — right inside the builder. Any content blocks you have created or extracted from your data sources are available here to insert into your document. 1. Click the Content Master tab on the left panel 2. Browse your available content blocks (e.g. About Us, Services, Testimonials) 3. Click on any content block to insert it into your document image 💡 Pro Tip Content Master blocks are automatically kept in sync with your Knowledge Base. If you update your content in Content Master, the next time you insert it into a document it will reflect the latest version. Charts The Charts tab lets you add data visualizations and graphs directly into your document. Use charts to present data in a clear, visual way that makes your proposals and reports more compelling. 1. Click the Charts tab on the left panel 2. Browse the available chart types 3. Click on a chart to add it to your document 4. Configure the chart data and settings on the canvas image Public Sections Public Sections are pre-built, reusable content sections available to all Proposal.biz users. These are professionally designed sections you can drop into any document instantly. 1. Click the Public Sections tab on the left panel 2. Browse the available sections 3. Hover over a section to reveal Use and Preview options 4. Click Use to insert the section into your document image My Sections My Sections contains all the sections you have manually saved from the builder. Any section you save using the block toolbar's Save Section action will appear here for reuse across any future document. 1. Click the My Sections tab on the left panel 2. Browse your saved sections 3. Hover over a section to reveal Use and Preview options 4. Click Use to insert the section into your document Note If you have not saved any sections yet, this tab will show an empty state. Save sections from the builder using the block toolbar to start building your personal library. Variables Variables are dynamic placeholders that auto-populate with data from your workspace, integrations, or recipient details. Use variables to create personalized documents without manually entering information for each recipient. 1. Click the Variables tab on the left panel 2. Browse the available variables 3. Click on any variable to insert it into your document at the cursor position When the document is shared with a recipient, the variable is automatically replaced with the actual value for example a recipient's name, company, deal value, or any field mapped from your CRM. 💡 Pro Tip Variables are especially powerful when combined with CRM integrations like HubSpot or Zoho. Map your CRM fields to Proposal.biz variables and every document you create will be automatically personalized for each recipient no copy-pasting required. How to Add Any Element to Your Document Across all tabs in the left panel, adding an element follows the same pattern: 1. Open the relevant tab 2. Browse or search for the element you need 3. Click on the element to insert it at the bottom of your canvas, or drag and drop it to a specific position on the canvas 4. Edit the element directly on the canvas once it is placed Next Steps Learn how to edit and work with content on the canvas in The Canvas.

Last updated on Nov 04, 2026

The Builder: Adding and Editing Images

Overview Proposal.biz gives you multiple ways to add images to your documents — from your own library and uploads to AI-generated images and free stock photos from Pixels. Once placed, you can edit, replace, or regenerate images directly on the canvas. Adding an Image To add an image to your document: 1. Click on an existing image block on the canvas, or add a new image block from Basic Blocks in the left panel 2. The image panel will open showing four ways to add an image Library Browse images that have already been uploaded to your Proposal.biz workspace. 1. Click the Library tab in the image panel 2. Browse your existing uploaded images 3. Click on any image to insert it into your document image 💡 Pro Tip Keep your image library organized by uploading frequently used images — such as team photos, product images, and brand assets — so they are always ready to use across any document. Upload or URL Upload a new image from your device or paste an image URL from the web. Uploading from your device: 1. Click the Upload or URL tab in the image panel 2. Drag and drop your file into the upload area, or click to browse your files 3. The image will be added to your document once uploaded Using an image URL: 1. Click the Upload or URL tab in the image panel 2. Paste the image URL in the field provided 3. Click Add to insert the image into your document AI Images Generate a brand new image using AI directly inside the editor. 1. Click the AI Images tab in the image panel 2. Describe the image you want to generate in the prompt field 3. Click Generate to create the image 4. Review the generated options and click on your preferred image to insert it into your document image 💡 Pro Tip Be specific with your AI image prompts. Instead of "an office", try "a modern open-plan office with natural light and a team collaborating at a whiteboard." The more detail you provide, the more accurate the generated image will be. Pixels Images Browse and insert free, high-quality stock images from Pixels — without leaving the editor. 1. Click the Pixels Images tab in the image panel 2. Use the search bar to find images by keyword 3. Browse the results and click on any image to insert it into your document image Note All images from Pixels are free to use and do not require attribution. They are a great option when you need professional visuals quickly. Editing an Image Once an image is placed on your canvas, you can click on it to access editing options. 1. Click on any image on the canvas to select it 2. The image editing panel will open on the right side 3. From here you can: - Replace — Swap the image with a different one using any of the four methods above - Resize — Adjust the size of the image - Reposition — Move the image within its container - Crop — Adjust the visible area of the image - Remove — Delete the image from the canvas Editing an AI-Generated Image If the image was generated by AI, you get additional editing options: 1. Click on the AI-generated image to select it 2. The editing panel will open showing AI-specific options 3. You can: - Regenerate — Generate a new image using the same or a modified prompt - Edit prompt — Adjust the original prompt to refine the image - Replace — Swap it with a different image from Library, Upload, AI, or Pixels - Remove — Delete the image from the canvas image 💡 Pro Tip If an AI-generated image is close to what you need but not quite right, use Edit prompt to make small adjustments rather than starting from scratch. This often gets you to the perfect result faster than regenerating completely. Next Steps Learn how to use the right panel to manage AI assistance, recipients, themes, and more in The Right Panel.

Last updated on Oct 27, 2026

The Builder: The Right Panel

Overview The right panel holds your document-level tools and settings. From AI editing to recipients, themes, layout, evaluation, analytics, and team comments, everything you need beyond adding content lives here. Each tab is an icon on the right side of the builder. AI Agent The AI Agent tab opens the built-in AI assistant inside the builder. Use it to edit, rewrite, or improve your content without leaving the page. 1. Click the AI Agent icon on the right panel. 2. Type your instruction, for example “make this section more concise”, “rewrite this in a formal tone”, or “expand this paragraph with more detail”. 3. Review the suggestion the AI generates. 4. Click Accept to keep it or Discard to drop it. Quick Edits Quick Edits are ready-made actions for common tasks, so you don’t have to type a prompt. Options include: - Make it shorter - Make it longer - Improve writing - Fix grammar - Change tone - Simplify language 1. Select the text or block you want to change on the canvas. 2. Open the AI Agent panel. 3. Click a Quick Edit option. 4. Review the result and accept it. Recipients The Recipients tab is where you add and manage the people who receive your document. 1. Click the Recipients icon on the right panel. 2. Enter the recipient’s name and email address. 3. Assign them to the relevant recipient fields in your document. 4. Click Save. If your document has more than one recipient field, such as a primary contact and a secondary signer, you can assign a different person to each field. When your document is ready, click Send in the top bar to share it. Learn more in Sharing and Sending Your Document. Themes The Themes tab controls the visual look of your document. 1. Click the Themes icon on the right panel. 2. Customize any of the following: - Colors: your brand color palette - Fonts: heading and body typography - Cards: card design elements - Blocks & Contents: content block styles - Buttons & Links: button and link appearance - Images: how images display - Page Background: a color, pattern, or image Learn more in Customizing Your Theme. Layout Settings The Layout Settings tab adjusts the page layout. The options depend on whether you’re working on a document or a presentation. For documents: - Page size - Page margins - Page orientation - Content width For presentations: - Slide size - Slide orientation - Custom layout options 1. Click the Layout Settings icon on the right panel. 2. Adjust the settings for your document type. 3. Your changes apply to the canvas in real time. Card Headers & Footers Add consistent headers and footers across every page of your document. They’re ideal for your logo, company name, page numbers, or legal disclaimers. 1. Open Card Headers & Footers. 2. Add your content, such as a logo, company name, or custom text. 3. Upload any images you need for the header or footer. 4. Click Save to apply it across all pages. Evaluate The Evaluate tab uses AI to score and review your document before you send it. It highlights strengths, flags gaps, and gives you a clear score. 1. Click the Evaluate icon on the right panel. 2. On your first evaluation, the panel shows an empty state. Click Evaluate to begin. 3. Proposal.biz analyzes your document and returns: - An overall AI Score with a label such as Fair, Good, or Excellent - Feedback grouped into Good, Okay, Missing Sections, and Needs Improvement 4. Update your document based on the feedback. 5. Click Re-Evaluate to refresh the score after your changes. Analytics The Analytics tab shows engagement data for your document without leaving the builder. 1. Click the Analytics icon on the right panel. 2. View key metrics such as sessions, readers, and completion rate. 3. Track activity over time. For geographic data, reading time, version comparison, and AI Insights, open the full report. Learn more in Reports & Analytics. Comments The Comments tab lets you and your team leave internal feedback on the document. Comments are visible only to your team, never to recipients. To add a comment: 1. Click the Comments icon on the right panel. 2. Type your comment in the input field. 3. Click Post. To view and reply to comments: 1. Click the Comments icon on the right panel. 2. Read the comments, which appear in chronological order. 3. Reply to any comment to continue the conversation. Pro Tips - AI Agent: use Quick Edits for fast fixes like tightening a paragraph or correcting grammar. Use a custom prompt when you need something more specific. - Recipients: if you’ve connected a CRM integration, recipient details can be pulled in automatically, so there’s no manual entry. - Layout Settings: put your logo in the header and a link to your terms or privacy policy in the footer so every page looks professional. - Evaluate: run it before you send. Missing Sections and Needs Improvement often reveal gaps that decide whether a document gets a response. - Comments: use them for internal review before you share, and reference specific sections to keep feedback clear. Next Steps Learn how to customize your document’s look in Customizing Your Theme.

Last updated on Nov 02, 2026

Customizing Your Theme

Overview The Themes tab in the right panel gives you full control over the visual appearance of your document. From colorus and fonts to cards, content blocks, buttons, images, and page backgrounds — every visual element can be customized to match your brand or suit the purpose of a specific document. image Accessing the Theme Editor 1. Open any document in the editor 2. Click the Themes icon on the right panel 3. The Themes panel will open with all customization options Colours Customize the colour palette applied across your document. 1. Click on Colours in the Themes panel 2. Adjust your primary, secondary, accent, and background colours 3. Enter a specific colour using HEX, RGB, or HSL values, or use the colour picker 4. Changes are applied to the document in real time image 💡 Pro Tip Use your brand colours consistently across all documents. If you set up your branding during onboarding, your brand colours will already be available as your Org Theme — select it to apply everything in one click. Fonts Customize the typography used across your document. 1. Click on Fonts in the Themes panel 2. Select your preferred Heading Font from the dropdown 3. Select your preferred Body Font from the dropdown 4. Adjust font sizes and weights if available 5. Preview the changes on the canvas in real time image Cards Customize the design of card elements used in your document — such as pricing cards, feature cards, and team member cards. 1. Click on Design → Cards in the Themes panel 2. Adjust card styles including: - Border radius - Border colour - Shadow - Background colour - Padding 3. Preview the changes on the canvas in real time image Blocks & Contents Customize how content blocks are styled across your document. 1. Click on Design → Blocks & Contents in the Themes panel 2. Adjust block styles including: - Background colour - Border settings - Spacing and padding - Content alignment 3. Preview the changes on the canvas in real time image Buttons & Links Customize the appearance of all buttons and links in your document. 1. Click on Design → Buttons & Links in the Themes panel 2. Adjust button styles including: - Button colour - Text colour - Border radius - Hover state 3. Adjust link styles including: - Link colour - Underline behaviour 4. Preview the changes on the canvas in real time image Images Customize how images are displayed across your document. 1. Click on Images in the Themes panel 2. Adjust image display settings including: - Border radius - Shadow - Image fit and alignment 3. Preview the changes on the canvas in real time image Page Background Customize the background of your document pages. You can choose from solid colours, patterns, or custom images. 1. Click on Page Background in the Themes panel 2. Choose your background type: - Solid colour — Select a single background colour - Pattern — Choose from available background patterns - Image — Upload or select a background image 3. Preview the changes on the canvas in real time image 💡 Pro Tip Keep your page background clean and subtle. A solid white or light background works best for most professional documents. Save bolder backgrounds for presentations or webpages where visual impact matters more. Switching Between Themes Proposal.biz offers several pre-built themes you can switch between: - Org Theme — Your brand theme based on the branding extracted during onboarding - Lavender Biz - Majestic Violet - Black & White To switch themes: 1. Open the Themes panel 2. Browse the available theme options 3. Click on any theme to apply it to your document instantly image 💡 Pro Tip Start with your Org Theme as the base and make small adjustments from there. This ensures your document stays on-brand while giving you flexibility to customize for specific audiences or use cases. Next Steps Learn how to share and send your finished document in Sharing and Sending Your Document.

Last updated on Oct 27, 2026

Sharing and Sending Your Document

Overview When your document is ready, click Send in the builder to open the Share Your Document window. From one place, you can share a link, send to specific people, create custom versions, export a copy, move the document to a folder, and control who can open it. The window has five tabs: - Live Link: share with anyone or send directly to specific people - Custom Version: create different versions for different prospects - Export: download a copy as a PDF or PowerPoint file - Add to a Folder: move the document to a folder - Settings: set an expiration and password protection Preview Your Document First Before you share, check your document the way a recipient will see it. 1. Click Present in the top bar. 2. Review your document in full-screen preview. 3. Close the preview to return to the builder. Open the Share Window 1. Open your document in the builder. 2. Click Send in the top bar. 3. The Share Your Document window opens on the Live Link tab. Live Link: Share with Anyone or Specific People The Live Link tab gives you two ways to share. Public link. Turn on the Public link toggle to share your document with anyone who has the link. Recipients. Click Add Recipient to send your document directly to specific people. If your document has fields meant for recipients, the tab shows a notice: those fields appear as empty placeholders on the public link. To learn more, see Share Documents with Public Links. Custom Version: Personalize for Different Prospects Create different versions of the same document for different prospects. 1. Click the Custom Version tab. 2. Click Create version. To learn more, see Creating Custom Versions for Different Prospects. Export: Download a Copy Download a copy of your document in the format you need. 1. Click the Export tab. 2. Choose a format: - Export to PDF: best for sharing and printing - Export to PowerPoint: best for editing as slides 3. Click the download icon next to your chosen format. To learn more, see Exporting Your Document. Add to a Folder: Keep Your Documents Organized Move your document into a folder so it’s easy to find later. 1. Click the Add to a Folder tab. 2. Open the Destination folder dropdown and choose a folder. The default is None (Root level). 3. Click Move. Click Cancel to close without moving. To learn more, see Organizing Documents in Folders. Settings: Control Access Use the Settings tab to decide how long and how securely your document can be opened. - Expiration Settings: turn on the toggle to set when your document stops being available. After that date, visitors see an expiry message instead of your document. - Password protection: turn on the toggle under Access setting so visitors must enter a password to open your document. To learn more, see Password Protection for Shared Documents. Pro Tips - Always use Present before you click Send. It shows your document exactly as a recipient sees it, so you can catch layout issues and typos. - Turn on password protection for documents with confidential pricing or business terms. - Create a custom version for each prospect so every document feels written for them. Next Steps Learn how to share with anyone in Share Documents with Public Links, or see how recipients engage in Document-Level Analytics.

Last updated on Nov 02, 2026

Creating Custom Versions

Overview A custom version is a saved copy of your document that you can tailor for a specific prospect or purpose, such as a client draft or an internal review. Each version keeps its own send link, so you can share different versions without changing your original document. You create versions from the Custom Version tab in the Share Your Document window. Create a Custom Version 1. Open your document in the builder. 2. Click Send in the top bar. 3. Click the Custom Version tab. 4. Click Create version. 5. In the Version name field, enter a name that describes the version, for example “Client draft” or “Internal review”. 6. Click Create version to save it. Click Back to return without creating a version. What to Know About Custom Versions - Each version has its own send link. You can share a different version with each prospect. - You can restore a version into the builder later. Come back to any version you’ve created and continue working on it. See How Each Version Performs Custom versions appear in the Custom Versions section of your document’s report, so you can compare how each one performs. Learn more in Document-Level Analytics and Version-Level Reports. Pro Tips - Give every version a clear name, such as the client’s name or the purpose. It makes versions easy to tell apart later. - Create a version before you make major changes, such as new pricing or a revised scope. Then you can compare how each performs in Reports. - Create one version per prospect so each document feels written for them. Next Steps Learn about every sharing option in Sharing and Sending Your Document.

Last updated on Nov 04, 2026

Using the AI Assistant in the Builder

Overview The AI Assistant — powered by the AI Agent — is available directly inside the editor to help you write, rewrite, improve, and refine your document content without leaving the page. Whether you need to adjust tone, expand a section, fix grammar, or completely rewrite a paragraph, the AI Agent handles it in seconds. image Accessing the AI Agent 1. Open any document in the editor 2. Click the AI Agent icon on the right panel 3. The AI Agent panel will open ready for your instructions image Using Custom Prompts For specific or complex edits, type a custom instruction directly into the AI Agent. 1. Select the text or block you want to edit on the canvas 2. Open the AI Agent panel 3. Type your instruction in the prompt field — for example: - "Rewrite this paragraph in a more confident tone" - "Make this section shorter without losing key points" - "Add a closing statement that encourages the client to sign" - "Translate this section to Spanish" - "Expand this paragraph with more specific details about our process" 4. The AI will generate a suggestion 5. Review the output and choose to: - Accept — Apply the changes to your document - Reject— Discard the suggestion and keep the original content 💡 Pro Tip Be as specific as possible with your prompts. "Improve this" will give you a generic result. "Rewrite this opening paragraph to lead with the client's pain point and position our solution as the answer" will give you something much more targeted and useful. Using Quick Edits Quick Edits are pre-built AI actions for the most common editing tasks. Instead of writing a custom prompt, select a quick edit to apply it instantly. 1. Select the text or block you want to edit on the canvas 2. Open the AI Agent panel 3. Browse the available Quick Edit options 4. Click on an option to apply it Available Quick Edit options include: - Make it shorter — Condense the content while keeping the key message - Make it longer — Expand the content with more detail and depth - Improve writing — Enhance clarity, flow, and readability - Fix grammar — Correct grammar, spelling, and punctuation errors - Change tone — Adjust the tone of the content (e.g. more formal, more conversational) - Simplify language — Rewrite in simpler, easier-to-understand language image 💡 Pro Tip Use Fix grammar as a final pass on every document before sharing. Even well-written content can have small errors that slip through — the AI catches them instantly. Reviewing AI Suggestions Every time the AI generates a suggestion — whether from a custom prompt or a quick edit — you are always in control. 1. The AI will show the suggested changes in the panel 2. Review the suggestion carefully 3. Choose one of the following: - Accept — The suggestion replaces your original content on the canvas - Discard — The suggestion is removed and your original content stays unchanged [Insert screenshot: AI Agent — suggestion displayed with Accept and Discard buttons] Note You can always undo an accepted change using Ctrl+Z if you change your mind after applying it. AI Agent and Custom Instructions If you have set up Custom Instructions in Settings → AI Settings, the AI Agent will automatically follow those instructions every time it generates content inside the editor. This means: - Your brand voice is applied consistently across all AI outputs - You do not need to repeat preferences like tone, language, or formatting rules in every prompt - Every team member's AI-generated content will follow the same guidelines image 💡 Pro Tip Set up Custom Instructions once with your brand tone and style preferences — for example "Always write in a confident, professional tone. Use British English. Avoid jargon." — and every AI edit across every document will follow these rules automatically. Next Steps Section 2 — Creating Documents is now fully complete. Move on to learn about the Template Center, Knowledge Base, Settings, Integrations, or Reports & Analytics.

Last updated on Oct 27, 2026

Share Documents with Public Links

Overview A public link lets anyone with the link open your document, with no recipient details needed. It’s the quickest way to share a document in a message, a post, or anywhere you don’t know exactly who will read it. You turn it on from the Live Link tab in the Share Your Document window. If you want to send your document to specific people instead, use Recipients on the same tab. Public Link vs Recipients The Live Link tab gives you two ways to share: - Public link: enable it to share with anyone who has the link. - Recipients: send directly to specific people. Use a public link when you want to share widely and quickly. Use Recipients when the document is meant for particular people. Turn On a Public Link 1. Open your document in the builder. 2. Click Send in the top bar. 3. On the Live Link tab, turn on the Public link toggle. 4. Copy the link and share it wherever you need. If Your Document Has Recipient Fields Some documents include fields meant for a specific recipient. When one of these documents is shared by public link, the Live Link tab shows a notice: those fields appear as empty placeholders on the public link. If your document relies on recipient details, use Recipients instead so each person sees a complete document. Control Who Can Open Your Public Link Open the Settings tab in the same window to add protection: - Expiration Settings: turn on the toggle to set when the link stops working. - Password protection: turn on the toggle under Access setting so visitors must enter a password. - Pro Tips - Use Present to preview your document before you turn on the public link. It shows exactly what visitors will see. - If your document contains confidential pricing or terms, turn on password protection before you share the link. - Set an expiration on links you share widely, so the document isn’t available longer than you intend. Next Steps Learn how to protect your link in Password Protection for Shared Documents.

Last updated on Nov 02, 2026

Fix Content That Exceeds the Page Boundary

When content exceeds the page boundary, you can now fix it in a single click — either on the page where it occurs, or for every page at once via Fix all overflows. How it works 1. Content exceeds page boundary When a page's content exceeds the page boundary, it's flagged inline with a message showing exactly how much it exceeds by — for example, “Content exceeds +147px (13% over)” — along with a Fix action next to it. Clicking Fix pushes the excess content down to the next page. image 2. Review Before Sending When you click Send, if a page still overflows the page boundary, a Review Before Sending modal appears — e.g. “1 page still overflow the page boundary. Sent output may look clipped. Largest overflow: +147px” — listing each affected page with its page number and overflow amount. From here you can: •        Fix all overflows — resolve every flagged page in a single action. •        Fix highest priority — resolve just the page with the largest overflow first. •        Go to page [X] — jump directly to a specific page to review before fixing. Once every page is resolved, click Continue to send — the sent output won't look clipped. image Review Before Sending — Fix all overflows, Fix highest priority, and Go to page options. Why it matters Previously, sent output could look clipped when content exceeded the page boundary, with no easy way to catch it beforehand. This feature flags exceeded content up front and lets users fix it in one click — either page by page, or all at once with Fix all overflows.

Last updated on Oct 27, 2026