Snippets are pieces of text or images you add to proposals and invoices again and again, such as an About us section, terms and conditions, a warranty or service descriptions. Save them once in Favorites.
Create a snippet
Tap More → Favorites → Proposals.
Tap + next to Snippets.
Enter a Snippet name you'll recognize, then tap + to add content: a Heading, Text, a Divider, a Spacer, a Layout or an image with Upload Image.
Type or paste your text and tap Done. Add more blocks with +, or tap ... next to a block to edit or remove it. Then tap Done at the top right to save the snippet.
💡 Tap { } while typing to insert smart tags, such as the customer's first name, so the snippet fills in for each customer. See Personalizing proposals with smart tags in the mobile app.
Use a snippet
In a proposal, tap + and choose Saved Snippet. On an invoice, tap Add text or image, then Saved Snippet. See Adding snippets to invoices in the mobile app.
Please contact [email protected] if you need help or have questions.