Content Blocks Are The Future

We recently introduced Content Blocks, a more flexible way to manage quote content. Instead of static sections tied to a single template, Content Blocks can be created once and reused across multiple templates, making it easier to standardize, update, and pull content into your quotes. Content Blocks are a better way to build and manage reusable content in Quoter.

Deprecating Cover Letter and Appended Content

With Content Blocks in place, the legacy Cover Letter and Appended Content sections in templates and quotes have become a solution without a problem. We will continue to have both Content Blocks and the legacy Cover Letter and Appended Content sections for now, but we have decided to deprecate them in approximately six months’ time (March 2026). 

Quoter Partners will have until March 2026 to move any existing content into Content Blocks.

How do I migrate to Content Blocks?

To migrate your content, we recommend the following:

• Open your current Cover Letter or Appended Content section.
• Click the Code button in the WYSIWYG toolbar, copy the HTML, and then paste it into a new Content Block (also using the Code view). To ensure your changes are saved click the Code button again to get out of Code view. This approach guarantees there are no formatting differences when copying and pasting.
• You can also copy and paste without using the Code view if you prefer; this should work fine in most cases, but keep in mind there’s a little risk of losing formatting versus copying the code.

Here’s a quick video showing how you can do this in a template without using the Code view; just a simple copy-and-paste: 

Don’t forget to hit Save Template to apply the changes!

Modular Options

When migrating, consider splitting larger sections into multiple modular Content Blocks. For example, if your cover letter currently has three main sections and you may want to reuse or rearrange them separately in the future, it’s best to create three Content Blocks. If those sections will always be used together, then one Content Block is sufficient. 

Get Started with Content Blocks Today

Don’t wait until next year in March; get started using Content Blocks right away. They’re designed to give you more flexibility, efficiency, and consistency in managing your quote content. We see Quoter Partners have already created dozens of Content Blocks, and we’re excited about this better way to build and manage quotes.

Please leave your feedback below. We’re here for your questions.