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A Text block is a titled section of free-form rich text. Reps write it themselves, so it’s the place for the content that explains the deal: an executive summary, a statement of work, implementation scope and assumptions, or a note to the buyer. Unlike Terms, Text blocks aren’t reviewed or locked — the rep writes and edits the content directly. Use Terms for legal language that must be consistent across deals, and Text blocks for everything deal-specific.

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Add a Text block

1

Open the Add Content menu

On the quote, click Add Content in the toolbar.
2

Choose Text Block

Select Text Block. Veles adds a block titled “Text” at the bottom of the quote.
3

Write the content

Click the block to edit it. Enter a Name (the heading the buyer sees) and the body text, then click Save. Press Escape or click Cancel to discard your changes.
A quote can have as many Text blocks as you need. To change one later, click it again. The body editor supports standard rich text formatting — headings, bold and italic, lists, and links.

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Manage the block

Hover over the block and click the grip icon on its left to open the block menu. Drag the same icon to move the block up or down the quote — for example, to put an executive summary above the Pricing Options. Blocks can only be added, changed, moved, or removed while the quote is in the quoting stage.

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Where it appears

  • Web Portal: the name renders as a heading with the body text below it, in the block’s position on the quote.
  • Documents: in a template, Text blocks are reached by looping over blocks and checking is_text. The body is in block.terms_html. Text block bodies are also included in the top-level terms_html, which combines all Terms and Text content in quote order. The block’s name isn’t available as a template variable, so write a heading in the template if you need one. See Document Generation.

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Admin settings

Admins control Text blocks from Admin Console > Calculator > Blocks.

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What’s next

Terms Block

Add pre-approved legal clauses instead of free text.

Pricing Option Block

The pricing table at the heart of the quote.

Loom Recording Block

Walk the buyer through the proposal on video.

Document Generation

Use quote content in DOCX and PDF templates.