Topline OS adds a Content Library to Documents. Store reusable text blocks, sections, and components, then insert them into proposals and contracts with a click. Keep branding and language consistent while speeding up drafting.
Content Library inside Documents for reusable clauses, intros, pricing notes, and signature sections
Organize content with categories, tags, and search for quick find and insert
Insert blocks into any document from the editor sidebar
Update a saved block once and reuse it in future documents
Role and variable support so placeholders fill with the right names and details
Keep one authoritative version of each clause to prevent conflicting language
Use short, descriptive names and tags so teammates can find the right block quickly
Include guidance notes in the block description if editors should customize certain lines
Step 1
Open Revenue > Documents and go to Content Library.
Step 2
Add a new content block. Give it a clear name, paste or write the text, and add variables or placeholders where needed.
Step 3
Open or create a document, then use the Content Library in the editor sidebar to insert blocks.
Can I organize blocks by folder or tag
Yes. Use categories and tags to group and filter blocks.
Will updating a block change documents I already sent
No. Updates only affect future documents where you insert the block again.
Can blocks include variables like customer name or price
Yes. Use variables and fill them at send time or via mapped fields.
Can multiple people contribute to the library
Yes. Permissions apply. Contributors can add or edit blocks based on their access.
Is there a limit on the number of blocks
Typical usage supports many blocks. Use clear names and tags to keep the library manageable.
