How to use the Text Editor Block
This guide walks you through adding a text block, editing content, and using the formatting toolbar to style your text. Perfect for building clean, professional-looking content in just a few clicks.
Using the Text Editor Widget
Create a Text Block in your document.
Use the text editor toolbar to format content.
Create and format text blocks
Open block options
In the Document Editor, click the + button on the page to open the list of available blocks. This displays the content blocks you can add to the document.Choose a Text Block
Select the Text block from the block list. A new Text Block is added to the page.Enter your content
Click inside the Text Block and begin typing or paste your text. The text editor toolbar appears when the block is active.Format the text
Use the toolbar to adjust paragraph style, font, bold, underline, alignment, and other formatting options. These controls help style the text directly inside the document.Insert dynamic content
Use Data Items if you want to insert document or recipient data into the text. Dynamic fields can personalize the document content.Review the Text Block
Check the final formatting and placement of the Text Block. Continue editing until the content matches the document layout.
FAQs
What is the Text Editor block?
The Text Editor block is an inline content widget that lets you add, edit, and format rich text directly inside your documents. It's built for writing headings, paragraphs, terms, and narrative sections used in quotes and proposals, making it ideal for sales quoting software and sales proposal software workflows.
How do I add a Text Editor block to a document?
Open the document editor, choose to insert a new block or widget, and select the Text Editor block from the list. Once the block appears, click into it to begin typing, paste existing content, or import text from another source — a simple insert-and-click flow that speeds template building in quote software and proposal software.
How do I edit and format text using the toolbar?
Click inside the Text Editor block to reveal the inline formatting toolbar. Use the toolbar to apply bold, italic, underline or strikethrough; change alignment and justification; insert images or tables; and use the paint tool to copy formatting between selections. The inline toolbar keeps common formatting tools immediately accessible so you can style content for professional-looking quotes and proposals without leaving the editor.
Which formatting options are available in the Text Editor block?
The Text Editor supports common text styles—bold, italic, underline, and strikethrough—plus alignment and justification controls. It also includes a paint tool to copy formatting between selections and toolbar options to insert media such as images and tables for richer content.
How do I insert images, tables, or other media into a text block?
Use the insert controls on the inline formatting toolbar while editing a Text Editor block. From there you can add images and tables or import media from supported sources. Embedding visuals and tables helps present pricing, specifications, and comparisons cleanly inside your sales documents.
Can I copy formatting from one part of a document to another?
Yes. The Text Editor includes a paint tool (format painter) that lets you copy formatting from one selection and apply it to another. This ensures consistent headings, lists, and paragraph styles across quotes and proposals generated with your sales quoting software or proposal software.
What are best practices for creating professional content with the Text Editor block?
Use clear headings and short paragraphs to improve readability; apply consistent styles with the paint tool; insert tables or images only when they add clarity; and keep legal terms or pricing details in dedicated blocks for easy updates. Staying consistent helps maintain brand voice and speeds up revisions in quote software and proposal software workflows.
Can I import or paste existing text into the Text Editor block?
Yes. Click into the Text Editor and paste existing text or import content from another source. After importing, use the inline toolbar to clean up and standardize formatting so your document remains consistent and professional within your sales quoting or proposal tools.