Moving Content Blocks (Drag & Drop)


As you insert content blocks, i.e. text, images, videos, forms, spreadsheets, embedded PDF's, you may want to rearrange the position of these content blocks.

There are two methods to move content: simple drag and drop or the up and down arrows on the tool tab bar.

The row and content blocks have a three vertical dot icon; this is an anchor point that you can click on to drag and drop rows and content blocks, as shown below.

Sales Quote and Sales Proposal Software - Moving Content Blocks (Drag & Drop) - illustration 1

While you drag and drop a Row, the available places to drop the Content Row will be shown as grey bars (drop zones).  

Move the Row content block to one of the highlights drop zones.

Sales Quote and Sales Proposal Software - Moving Content Blocks (Drag & Drop) - illustration 2

It is also possible to drag and drop a content block within a row, as shown below.

Sales Quote and Sales Proposal Software - Moving Content Blocks (Drag & Drop) - illustration 3

An alternative to drag and drop is to use the up and down arrows on a Row or Content Block within a Row, as shown below.

Sales Quote and Sales Proposal Software - Moving Content Blocks (Drag & Drop) - illustration 4

Related User Guide Topics

Moving Content Blocks (Drag & Drop)
10 Mar 2021
As you insert content blocks, i.e. text, images, videos, forms, spreadsheets, embedded PDF's, you may want to rearrange the position of these content blocks
Hide Content on a Sales Quote
11 Aug 2020
You may on occassion wish to create content that does not appear in a sales quote. For example, you may create a spreadsheet to perform calculations that should not show in the document that your customer reads; or you might create a block of text that is for your internal use.
Margins, Padding and Borders for content blocks
14 Mar 2020
Padding and margins are very similar, and it can be difficult to know which one you should use. The basic purpose of both is to change the amount of space between elements on the page.
Add background images to Rows and Columns
5 Mar 2020
A feature of rows and columns in the Sales Quote Editor is the ability to set a background image behind content contained in a row or column.  This user guide topic covers how to add a background image in a row and column.

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