How to Keep Proposal Content Updated with Live Sections
By Declan · Updated May 2026
Use Live Sections to update fine-print content—like pricing sheets, tax rates, or policies—in one place and have changes sync across every active proposal automatically.
When seasonal rates, tax percentages, or property policies change, you don’t want to hunt through every active proposal to update them. Live Sections let you maintain content in one central place and push changes to every proposal that uses it — including links already in your clients’ inboxes.
Build the core content
From your dashboard, open the Sections tab and click Add New Section. Build the block you want to reuse — a text disclosure, a pricing table, a policy summary, or anything else you’d otherwise rebuild proposal-by-proposal.
Save it as a Live Section
When you save, choose Save as Live Section and give it a clear, specific name like “2025 Golf Rates” or “Group Tax & Service Charges”. The section container turns orange in the editor — that color indicates the block is synced globally.
The orange outline is your signal that a section is live-linked. If you see a standard outline, the content is a one-off copy and won’t update globally.
Drop it into proposals and templates
Open any proposal or template, click Add Section, and go to your Company Library. Pull the Live Section from its folder onto the page. It appears with the same orange outline, confirming the block is linked to the master.
Make a global update
When details change, go back to your Sections library, find the master block, and click Edit. Update the numbers, dates, or copy and save. Every proposal containing that section — including ones already sent to clients — reflects the change immediately.
Use Live Sections for anything with an expiration date: seasonal pricing, tax and service charges, cancellation policies, COVID or health guidelines, and dated promotional language. The narrower the scope of each Live Section, the easier annual updates become.
How the sync works in practice
The link runs both ways between the master section and every proposal that uses it. If a planner refreshes a proposal you sent three months ago, they’ll see the current version of the Live Section — not the rates that were live the day you sent it.
That means two things in practice. First, you can fix a typo or correct a number once and trust that no client is still looking at the old version. Second, you should be deliberate about what you make live: anything you want frozen at send-time (like a custom quote for a specific group) should stay a regular section, not a Live Section.
What success looks like
You should be able to update next year’s rates, tax rates, or policy language in a single place and watch every active proposal reflect the change without touching them individually. If your team is still opening proposals one at a time to swap out the same paragraph, those blocks are good candidates to convert into Live Sections.
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