What are the best practices to create a Print Template?
Following are some of the best practices to create print templates smoothly:
- Avoid Browser Extension Issues
- Use an incognito (private browsing) window to prevent issues caused by browser extensions interfering with the template editor.
- Clean Up Copied Content
- Paste the content into a plain text editor like Notepad to remove hidden formatting.
- Then paste it into the template editor and use the editor’s formatting tools.
- Prevent Source Code Issues When Adding Products
- Before pasting code related to Products, first paste it into Notepad. This ensures any hidden styles or broken tags are removed.
- Manage Large Content or Image Alignment
- Review your code to make sure text, tables, and images are properly sized and consistently aligned throughout the template.
- This prevents overwriting and misalignment issues.
- Ensure Proper Currency Display
- Verify that your preferred currency is enabled and active in the CRM’s currency list to ensure it appears correctly in the template.
- Header or Footer Display Issues
- Check for broken HTML, such as missing closing tags or misplaced elements, which can cause headers or footers to display improperly.
- Merge Tag Issues
- Check Field Values: Ensure the fields used in merge tags contain data. Blank fields will prevent merge tags from resolving.
- Review Source Code: If the issue persists, examine the template’s source code to ensure the merge tag isn’t inside broken HTML or unnecessary styling tags.