Default Font? Abnormal formatting / spacing?

Maggie
Maggie Member Posts: 9 VERIFIED MEMBER
5 Likes Name Dropper Photogenic First Comment
edited November 2024 in Sales CRM #1

Has anyone had any luck setting a default font for email? I prefer the Sans Serif font as it matches our business aesthetic. However, the automated field (i.e., First Name) is in a different and bold font when the email sends. This mismatch in formatting and font seems unprofessional and sloppy.


There are also specific points when the spacing before or after an inserted hyperlink within a sentence doesn't hold. So there may be an extra space before the first word of a linked phrase, or it may remove the space entirely.

1
1 votes

Submitted · Last Updated

Comments

  • Vladimir Ribic
    Vladimir Ribic Member Posts: 2 VERIFIED MEMBER
    Second Anniversary First Comment Photogenic

    Hi Maggie, der Editor ist tatsächlich nicht gut, wurde aber Ende letzten Jahres etwas verbessert. Ich bin sicher Pipedrive arbeitet weiterhin daran.

    Meine Try-and-Error-Erfahrungen und Rückfragen an den Support haben u.a. ergeben:

    Arial ist die Standardschriftart.

    Willst du Vorlagen erstellen, schreibe die E-Mail am besten direkt in der Vorlagen-Verwaltung.

    Willst du einen Text einfügen, pack ihn vorab in den Editor, dann werden Formatierungen gelöscht. Kopiere ihn daraus und füge ihn in die Vorlage ein. Formatiere dann nach deinen Wünschen und speichere die Vorlage ab.

    Wenn du Absätze machst, ist es besser den weichen Umbruch zu nehmen Shift+Enter.

    Sende viele Testmails an dich selbst, ändere die falschen Formatierungen Stück für Stück...dann wird es irgendwann klappen. ;-)

    Viel Glück!

  • Matěj Kříž
    Matěj Kříž Member Posts: 105 VERIFIED MEMBER
    100 Comments 25 Likes Second Anniversary Photogenic

    Fonts in emails are discussed here in many places. Some of it is outright duplicates, some is queries about features that already work. I'm putting a list of what I've found here. The community managers like e.g. @Inês Batata @Manuel Oliveira should somehow moderate, link and clean this up.

    I don't want to add another discussion thread. I don't play with fonts, colors and sizes. My problem is the opposite: by default Pipedrive adds a font size definition. Specifically, Pipedrive slips the definition in there:

    style="font-size:14px;line-height:20px"

    So you can't write a plaintext email. Pipedrive hardcodes the font-size and line-height. As a result, for example in Gmail you suddenly have an email sent with Pipedrive written in a larger font.

    Please Pipedrive:

    Remove this hardcoded font size and line height definition by default.

    Once you add the option to define your own default font (as everyone here has been asking for a long time!), also allow to choose nothing (or at most serif / sans serif without having to define a font-size). Thus, use the default settings of the email client. 

  • GraemeHW
    GraemeHW Member Posts: 4 VERIFIED MEMBER
    Photogenic First Comment

    @pipedrive what is the update on this? I am getting lambasted and personally embarrassed at the variance in font size and spacing - looks completely amateur. If I cut and paste from word / g docs / gmail or even within a PD template it seems to randomly space and resize letters. I'm talking to high value clients that are very particular and in design - architects - and it can blow our chances of an entire lifelong business relationship if the first impression in our outreach is that we - a design firm - can't even get the same font size in an email. It's not a small problem. What is the timeline to have this fixed, and have a clear and simple font selection functionality? Like in every email since the 90's? Forgive me, I'm frustrated.

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,321 COMMUNITY MANAGER
    1000 Comments 250 Likes 25 Answers Third Anniversary

    Hi @GraemeHW , when you copy-paste text from an external source into the email composer, it will keep the formatting of the outside source in which you originally composed it, such as a word processor or other email client. If this includes formatting that’s not available in the Pipedrive email composer, there’s a chance your email won’t look consistent.

    To prevent this, please use Copy text without formatting (CTRL-SHIFT-V on Windows, CMD-SHIFT-V on Mac) to help ensure that you don’t end up with different-sized fonts on your email. You can also use the email template feature to compose templates for emails you send regularly.

    Your feedback is entirely understandable. I appreciate that having more built-in email formatting options would be better, and this has been passed on to our product team. At the time of this comment, there are no set dates for new updates to the email composer, but we’ll soon have more news on what we’ll be working on for 2025. Keep an eye on the community page for upcoming announcements.

  • GraemeHW
    GraemeHW Member Posts: 4 VERIFIED MEMBER
    Photogenic First Comment

    Thanks for getting back. That advice is ok; sure you are aware that the default PD font size for "Normal" is 14 - which is pretty big. And if you have a PD generated field for the "Contact name", for example, (i.e. Hi «Contact Name», I hope your day is…) and you change the font size - within PD, with a PD created template - the field stays at 14 font, no matter what. You can change the rest of the email body's font to the PD setting for 10-small or 32-largest - but the field font stays at 14. So, what's the point of having any different sizes offered? It only works if you don't use any of the desired, built-in fields. Which defeats some of the main benefits of CRM outreach.

    The only workaround seems to be just having everything in 14 font. But 14 font does look a bit clownish in comparison to general practices of font being 10, 11, or maybe 12 (such as my company's standardized email signature, which is in 11 font).

    But at least it's all consistent if everything is set to 14. Still think it's…weird? dated? to be able to change the font for some of the words in a PD email but not the words in a PD generated field for use in that same email. Ya know? And if there is no interest / timeline in changing that aspect… I guess 14 font it is. :-S