Every compose window and the reply you write inside a thread has an Insert button, the + on the formatting row right after the list buttons. It stays on the row at every width, even when the other formatting buttons move into More formatting. Click it to open a menu where each row has an icon and a name:

• Booking link: lists your booking pages. For each page, Insert link adds the words Book a time with me as a link (select some text first and that text becomes the link instead), and Insert button adds a Book a time button. Suggest times adds your next three open times, each one a link the recipient clicks to book. Only pages that are not private are listed, because a private page turns away anyone without an access link.
• Quote: a quote summary with its total, its expiry and a button to view the quote. The list opens with a Create a quote row (see below).
• Invoice: invoice number, status, amount due, due date, and a link to view or pay it.
• Pay now link: a payment button for an invoice that is still open. It is offered only when online payments are set up for your workspace.
• Deal: deal name, stage, amount, expected close date and next step.
• Contact: a contact card with title, email and company.
• Meeting notes: a link to one of your recent meeting notes or transcript files.
• Template: the body of one of your email templates, at the cursor.
• Knowledge article: an excerpt from a knowledge article with a Read more link.
• Snippet: one of your saved snippets.
• Signature: any of your signatures, your default included.
• Table: the last row, on its own. It adds a table of two columns and three rows with thin borders and puts your cursor in its first cell. While your cursor is in a table the row reads Table options and opens the commands that add and remove its rows and columns. See Tables.

Pick a row to see its list, search it, and click a result to insert it where your cursor is. Back returns to the menu. From the keyboard, the arrow keys move between rows, Enter opens one, Esc steps back and then closes the menu, and the message you are writing stays open. When the recipient is a contact at a company in your CRM, the quote, invoice, pay now link and deal lists show only that company's records. The Booking link row is shown only to people whose role can see booking pages.

The same button is on the campaign, template, bulk email and sequence step editors, with the rows those messages can use. In a campaign or a campaign follow-up it offers Booking link (a link to your own booking page), Pay now link and Quote link, which fill in each recipient's own open invoice and outstanding quote when the message is sent, and are left out for a recipient who has none. Templates and bulk email offer Booking link as a link or a button. A sequence step offers Booking link with Default booking page first and then each of your pages, and the link is filled in when the step sends. Table is on every one of these editors except a sequence step, where simple formatting helps a cold email land.

For keyboard users, type / in the compose body to open a search palette. Available triggers: /quote, /invoice, /paynow, /deal, /contact, /meeting, /book, /template, /kb, /snippet, /signature, /times. Use ↑/↓ to highlight, Enter to select, Esc to close. The Insert menu shows each row's shortcut beside it, and the compose window's message box suggests /book, /quote and /times before you start typing (a reply inside a thread suggests /book and /times). The slash menu and the Insert button share the same data and blocks.

If the quote you want does not exist yet, open Insert, choose Quote, and use the Create a quote row at the top of the list. It opens the quick quote form over the message you are writing; save it and the finished quote block is inserted at the cursor, with the recipient's company and contact already filled in. There is no separate Create quote button in the toolbar, and nothing about the form changed when it moved.

The row is on both the full compose window and the reply you write inside a thread, so a quote can be written from either one. It is shown only to people whose role can create quotes; everyone else sees the Quote list exactly as before, listing the quotes that already exist.

Each block is plain HTML with a data-crm-source="quote" (or similar) attribute so analytics can attribute opens / clicks to the embedded CRM entity. Quote blocks include a public-link CTA that records views in quote_activities.