Edit Your Documents
After FlowEdge generates your document, it opens in the built-in editor. This is where you review, refine, and personalize your content before exporting it as a PDF.
The Editor Toolbar
At the top of the editor, you will find a formatting toolbar with everything you need:
- Bold and Italic — Emphasize important text
- Headings (H1, H2, H3) — Structure your document with clear headings
- Bullet lists and Numbered lists — Organize items and steps
- Links — Add hyperlinks to external resources
- Undo / Redo — Step backward or forward through your changes
💡 Tip
Use keyboard shortcuts for faster editing: Ctrl+B for bold, Ctrl+I for italic, and Ctrl+Z for undo (Cmd on Mac).
Editing Text
Click on any text in the document to start editing. The editor works just like a word processor:
- Type to add or change text
- Select text to apply formatting from the toolbar
- Delete text you do not need
- Copy and paste content from other sources
The AI-generated content is a starting point. Feel free to rewrite sections, add personal touches, or include details specific to your client relationship.
Rearranging Sections
If you want to change the order of sections in your document:
- Hover over the section you want to move
- Grab the drag handle that appears
- Drag the section to its new position
- Drop it where you want it
This is especially useful when you want to lead with your strongest points or match a specific format your client expects.
Auto-Save
FlowEdge automatically saves your edits as you work. You do not need to click a save button or worry about losing your changes. A save indicator in the editor shows when your latest changes have been saved.
✅ Best Practice
Review every section of your document before exporting. Pay special attention to pricing, timelines, and deliverables — these are the details clients care about most.
Tips for Effective Editing
- Read through the entire document first — Get a sense of the overall flow before making changes.
- Personalize the opening — Add a sentence or two that references your relationship with the client or a recent conversation.
- Double-check numbers — Verify pricing, timelines, and quantities.
- Match your voice — The AI captures your configured tone, but adjust any phrasing that does not sound like you.
- Remove unnecessary sections — If a section does not add value for this specific client, take it out.
⚠️ Important
Always review AI-generated pricing and terms before sending. Make sure the numbers match what you have agreed upon or intend to charge.
What to Do Next
- Add a cover page — Make your document look polished and professional with a branded cover. See Cover Page & PDF Export.
- Not happy with the result? — You can regenerate the document with updated inputs.
- Adjust your defaults — If you find yourself making the same edits repeatedly, update your Preferences to save time on future documents.