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Building Proposals and Snippets with Blocks - FAQ

Do my old proposals and snippets still work?

Yes. Existing proposals and snippets still open and read as before.


If I edit a snippet, do proposals I already sent change?

No. Snippets are copied into a proposal when you insert them.

Editing the saved snippet later does not change proposals that were already created or sent.


What happens when I delete a snippet?

Deleting a snippet is permanent.

It also removes that snippet from proposal templates, but proposals you already created keep their copied version.


Can I add a property map to a proposal?

Yes. Use the Map block from the + Block menu.

You can choose the map view and layers before inserting it into the proposal.


Can I use Schematic view in a proposal map?

Yes. Add a Map block, open the map layer options, and turn Schematic on.

This saves the schematic version with the proposal.


Can I drag a block into a different column?

Not yet. Blocks can be reordered within a column, but they cannot be dragged from one column to another.

To move a block, delete it and add it again in the column where you want it.


Can I build a proposal with blocks on my phone?

Not yet. Building and editing blocks is currently web-only.

You can use the mobile app to view, delete, review, and send proposals that contain blocks.


Does content width apply on mobile?

No. Content width applies on laptop screens.

On mobile, the proposal stays responsive.

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