Is there a way to apply library recommendations to a section template?

I'm trying to gather some of our most commonly used answers from the content library within section templates to help us create proactive proposals. However, it looks like I can only manually add content within sections/subsections rather than use content already approved within our library.

Am I missing something, or is there a better way to organize these pieces of content for the purpose of putting together proposals based on each client's use case/scope?

Find more posts tagged with

section templates

Accepted answers

All comments

Mike Schenone

Hi Claire,

Thanks for posting! I am the CSM for Taylor Enterprises here and would be happy to book a call with you to discuss. I can send over some times for a meeting early next week, if that would work for you?

Henry Fleischmann

Claire,

Did you get a good answer to this. I assumed I could use existing Q&A pairs in sections as well but chat guy told me that wasn't possible.

Responsive team: Do I have to duplicate Q&A pairs that might be used inside and out of section templates? Are Q&A pairs from sections avaialable outside the section as standalone Q&A pairs?

Katy

Hi Henry,

In projects, you can leverage existing Q&A pairs from the recommendations engine to bolster your pre-built Section templates, but within the Content Library they are kept separate. It's not uncommon for some of our customers to have crossover of content stored as both Q&A pairs and Sections so that text can be leveraged in Q&A response vs. narrative proposals.

There is not an automated way to duplicate an existing Q&A pair and turn it into a Section (or vice versa) at this time, however.

If you have any follow up questions, please let me know!

Henry Fleischmann

Thanks Katy,

This is useful information. I'm new to responsive but I always thought that all standard content we use in proposals would be Q&A pairs.

Am I reading your answer to suggest that it might be better to use Q&A pairs for short "Function Available" type of answers in what I would call a "Tech Grid" (Usually a customer xlxs with 500+ Q&A), then standard narrative content is better stored as Section Templates for things like "Describe your approach to Widget Security" or "Implementation Approach"?