Adding a Diagram Content Block to Your Document
Add a diagram content block to your document to visually represent workflows, structures, or concepts.
Adding a Flowchart Diagram block to your document
Learn how to effectively create and insert a diagram block inside your document.
Understand how to access the customization settings to build professional workflows and flowcharts.
Steps to add and manage a Diagram block
Trigger the block inserter
Move your mouse over the page where you want the diagram to appear. When the + icon pops up, click it to open the block menu.Select the Diagram block
From the list of available blocks, choose Diagram . This will insert a new flowchart area into your document.Enter customization mode
Click directly on the newly added Diagram block to start building your flowchart.Access Diagram Settings
Once the block is clicked, a settings panel will open on the right-hand side. This panel allows you to manage the layout and style of your diagram.Add and style nodes
Use the Insert Nodes section to drag and drop different shapes onto the panel. You can also adjust the Style Settings for node colors and connecting line types.Configure diagram behavior
Within the Diagram Settings , you can toggle options like Snap to Grid and adjust the Diagram Height Type to fit your document's needs.
FAQs
What is the purpose of the Diagram Content Block?
The Diagram Content Block in QuoteCloud lets you embed flowcharts and diagrams directly inside your document so workflows, decision paths, organizational structures and concept maps are clear and easy to understand. Diagrams help readers grasp complex sequences at a glance and reinforce the information presented in quotes and proposals.
How do I add a flowchart (diagram) block to my document?
Open the QuoteCloud document editor and choose the Add Diagram (Flowchart) Content Block option. That inserts a flowchart canvas into your document where you can start adding shapes, connectors and text, and arrange them visually using drag-and-drop tools.
What can I use a flowchart block for?
Use a flowchart block to illustrate workflows, approval steps, pricing flows, service breakdowns, decision trees, and organizational charts. Diagrams are especially useful inside sales quoting software and sales proposal software to clarify pricing logic, client decision paths and internal approval processes.
Can I customize the shapes and layout in my flowchart block?
Yes. After adding a Diagram Content Block you can change the default layout and swap or modify shapes to match your information hierarchy. You can rearrange nodes, apply different layout options (horizontal, vertical, hierarchical), and tailor the diagram to fit the message in your quote or proposal.
How do I edit the appearance of shapes within a diagram?
You can edit shape text and styling—font, color, size and alignment—directly in the diagram editor to maintain consistent branding and improve readability. These styling options help your diagrams align with other documents created in QuoteCloud or other quote software and proposal software.
Is it possible to style arrows and connectors?
Absolutely. Connector and arrow styles can be customized by changing color, line type (solid, dashed), thickness and arrowhead style so directional flow and relationships are visually clear. Use color and line weight to emphasize critical paths or differentiate parallel processes.
How do I move, resize, or remove a diagram block in my document?
Diagram blocks support standard document editor actions: drag to reposition the block within the document, use resize handles to change its display size, and use the block menu or delete key to remove it. Individual shapes and connectors inside the block can also be moved or deleted using drag-and-drop and contextual controls.
Will diagrams appear when I export documents or reuse templates in my quoting and proposal workflows?
Yes. Diagram Content Blocks are embedded in the document and will appear when you export or print the document (for example to PDF) and when you save or apply templates. That makes it easy to include visual process maps and pricing flows in your sales quotes and sales proposals created with QuoteCloud or other quote software and proposal software.