Document editor doesn't retain formatting after saving and sending

andynmartin
andynmartin Member Posts: 17 VERIFIED MEMBER
10 Comments Name Dropper First Anniversary
in Sales CRM #1

When this was created, the H1's were all at the top of their pages. After saving and sending to our customer as a proposal, they shifted all over the place and it looks very unprofessional, so we won't be able to use the document signing feature if this always happens.

How can this be prevented?

2024-04-02_15h39_05.png

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Answers

  • Tony Xavier
    Tony Xavier Pipedrive Team Posts: 160 PIPEDRIVE TEAM
    100 Comments 25 Likes 5 Answers Second Anniversary
    #2

    Hello @andynmartin,

    This is not an expected behaviour, and generally, making sure you have formatted the template correctly, without any unwanted spaces, using page breaks to create a new page, etc, should help.

    But if this doesn't help, kindly contact our support team and share with them a video on how you created the template so we can look into this further.

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